How To Add A Custom Click Step To An Automation Previously Recorded.

Your automation has been built, and you may have missed a step when recording, or there could have been an update to the software(s) you are automating. Instead of re-recording the automation or recapturing steps, you can add a custom step to any part of your automation. This article will explain how to add a custom step click step. To do so, we will guide you step-by-step on how to find the URL, xPath, and Selector to add your custom click step. Understanding this feature's purpose lets you fine-tune your automation and optimize efficiency. Whether you are a Task Magic automation expert or just beginning your journey, this guide will equip you with the knowledge and tools necessary to expand the boundaries of automation and unlock its full potential. Let's dive in!

Log into the desktop app and locate the automation to which you would like to add a custom step. Click View. Highlighted in the picture below.

Next, go to the website (in a Chrome browser) that the automation is designed to automate. This site is where you will get the data you need to add a custom step. For example, if my automation is designed to automate tasks on VectorLive.com, I will go to Vectorlive.com on a Chrome browser. Show in the picture below.

Locate where the step needs to be added. For this example I noticed that I needed to add a click step after the sign in step (step 3). To do that, click the + button. Highlighted in the picture below.

That will open the window to select which type of step you would like to add. To add a click step. Click Custom . Highlighted in the picture below.

Next, click into the Select step type . Highlighted in the picture below

That will open a drop down menu. Select click from the options. Highlighted in the picture below.

Now a window is open to input the data needed to add your custom click step. You will need to add the URL , XPath, and Selector for the click step.Highlighted in the picture below.

Let’s start with adding the URL . In the separate chrome browser. Navigate to the website that has the click step that you need to add. In this example, I need to add a step so that my automation clicks the switch offices button. So I am going to copy the URL of of the site that includes that step. Highlighted in the picture below.

Then paste the URL into the Enter URL input box of Add Custom Step window. Highlighted in the picture below.

Next we want add the XPath. To do so, go back to the website. Right click anywhere on the chrome window and select inspect . Highlighted in the picture below.

That will open developer tools in a column on the right side of the chromium window. Highlighted in the picture below.

Next, in the developer tools window. Click on the selector tool. Highlighted in the picture below.

After the selector has been clicked, hover over the element that needs to be added as a click step. Then click on the element- that will highlight the element in the developer tools. Highlighted in the picture below.

Next, right click the blue highlighted area in the developer tool window. Then scroll down and hover over copy that will open a drop down menu. Click the Copy full xPath. Highlighted in the picture below.

Next, Paste the xPath into the Enter XPath input box of Add Custom Step window. Highlighted in the picture below.

Now we want to grab the selector. Go back the chrome browser with the developer tools opened. Again, right click the blue highlighted area in the developer tool window. Then scroll down and hover over copy that will open a drop down menu. Click the Copy selector. Highlighted in the picture below.

Next, Paste the Selector into the Enter selector input box of Add Custom Step window. Highlighted in the picture below.

Lastly - the URL, XPath, and Selector of the custom click step should be added. Click Save . Highlighted in the picture below.

You are good to go! Make sure to Play Steps to run a test.