How to edit/delete/update/modify a step.
A step by step guide and instruction of what all the elements are in the 3 dot menu for a step.
Take control of your automation and change your step settings.
To change any step you want in our automation we first need to open an automation. So we click on view
and that’ll take us to the automation view page.
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Once we are in the automation view page, we’ll see all the steps displayed in front of you. To edit/delete/update/modify a step, click on the 3 dots that are to the top right of the step you want to modify. When you click the 3 dots, you’ll see 6-7 options.
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Allow error
Sometimes we have some pop-up that need to be click only once, or maybe twice. We don’t know. But what we do know is that we can click the, once and TaskMagic will take care of when they do show up.
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To make this happen, we just need to “Allow Error” to these steps so they can get ignored if the pop-ups don’t show up. And if they do, this step will still click on them.
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To the left is how it looks like when we DONT
allow errors. And to the right is how it looks like when we DO
accept errors.
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Update selector
If we a step fails to click on the element you actually want it to click, this might be because the selector it’s correct. with this option we can update the selector of any element we want.
So to update the selector, we just need to go to the step that's failing and click on the 3 dots, once you click on the 3 dots, we need to click on the Update Selector
option.
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Once you click on that option, this Edit Selectors
will pop-up. This might look very technical but don't worry, its super easy.
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To find all the selectors required to update your selection you need yo go to the webpage you’re having this issue and right click on any part of the page. Once you right click on the page, you’ll see a menu. In this menu you’ll have to scroll all the way down to the Inspect
option.
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Once you click on the Inspect
option you’ll see a new code-like window to your right. From this pop up, we just need to select two things.
Lets click on the Select an element in the page to inspect it
tool.
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And lets select once again the area that you want to update the selector of.
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Once you click on the element you want inspected, you’ll see something in the code highlighted. That is the piece of code we are going to right click
on.
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Once you’ve found the piece of code you’re looking for, lets rich click over the highlighted element. Once you right click on it, you’ll see this menu. The only option we care about is the Copy
option. In this option we can find all the selectors we need. We just copy the Copy full XPath
and paste it in our automation step that we want to update the XPath of.
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Duplicate Step
Works as it name says it, it duplicates any step you want to, in this case it duplicate the click from the left image. On the right you can see the step duplicated.
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Advanced settings
When you click advanced settings, you’ll see two options. The first one is super useful when if comes to scraping and using our tool in general. In this case it’ll be Siguiente, but you can set you text to whatever you need.
Lets say we have a Spanish page and it can’t find Next because its in Spanish so it need to find Siguiente.
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In this case, we go to the step we clicked on Siguiente
and we click on the 3 dots to get to the Advanced Settings
.
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Inside Advanced settings we have to click on the checkbox that says Enable find by test
and you write your text.
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In this case (and in every language sensitive case) we are writing down what the Next button would say, if we saw that while navigating or on the step the label says anything in another language, we enable find by text and write the text we want to find. In this caseSiguiente
.
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There’s one more option we can use and its the Enable condition if no results are found
. Here, we can skip to any step we want to if we don’t find the label we wrote down, in this case Siguiente
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Delete Steps
This step works as the name describes it. If you want to delete a step for any reason, you can do so by pressing the Delete step
button. But be very careful
, this will automatically delete once you press it without warning
and this cannot be undone
. Once you click on the button, you’ll see a green pop-up saying step deleted
.
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Convert to click
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Convert to hover
and Convert to scrape
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Convert to click
and Convert to scrape link
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Convert to scrape URLs
and Convert to click many
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Convert to scrape text
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