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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