How to Record in Multiple Tabs

Jeremy and Kyle began by addressing a common query received by their support team - can you record in multiple tabs? The answer is yes, and they proceeded to showcase the process through practical examples. There are two primary ways to record in multiple tabs - the unintentional method and the intentional method.

The unintentional method involves natural tab creation without specific pre-planned actions. By simply adding a new tab and entering the URL, users can capture the actions on that tab without intentional prompts. This method is suitable for spontaneous tab recording without predefined steps.

On the other hand, the intentional method focuses on deliberate tab changes through the "Change Tab" feature. By selecting the tab to switch to, users can control the sequence of tab actions with precision. This method allows for targeted tab recording by specifying the exact tabs to interact with.

Jeremy and Kyle walked through a practical demonstration to illustrate the process of recording in multiple tabs. From creating new tabs to executing actions within each tab, they highlighted the importance of understanding the tab sequence and capturing relevant URLs for seamless recording.

The demonstration emphasized the significance of capturing URLs after changing tabs to ensure accurate recording. Users were encouraged to input the necessary URLs promptly to maintain continuity in tab actions and avoid missing essential steps.

An essential aspect of tab recording is navigating between tabs efficiently. Jeremy and Kyle demonstrated how users can switch back and forth between tabs by specifying the tab numbers and ensuring a smooth transition without losing track of actions.

Mastering tab recording is crucial for efficient automation and streamlined workflows. By following the guidelines presented by Jeremy Redman and Kyle, users can enhance their recording techniques and optimize their tab management strategies.

VIDEO TRANSCRIPT

Hey everybody, Jeremy Redman here with Kyle. How's it going? Okay, in this one, we just got a question into support that was, can you record in multiple tabs? So, we're going to demonstrate how you record in multiple tabs. One is a redundancy that we created for people, and another one has intentional, intentionality behind it.

But it's a little more tricky to understand. So let's start with the unintentional one. Kyle. Kyle. All right, so I'll add an automation. You start adding an automation, okay, so you go to web, right? 'cause you wanna record on web. Yep. And now that opens and you want to go, go to your first site. Let's go to Google.

Okay. Okay. Great. You see that it recorded this on your first tab, record a click or something on this tab.

Amazing. You have action here. Now, open, do the plus sign at the opposite. So the normal way you would do a tab. Okay. Now enter another address. Yes.

Okay. Did we grab that? We did. So once we tried it, there it is. Nice. You can reload on the page. So it looks like it might have checked it twice, which I think is us changing tabs and then adding a new page in a tab. But we only need one of these change tab steps. So now this makes sense. So yes, it, so you can delete one.

So delete one, Kyle. That's fine. Okay. So now here's where it, where it gets somewhat confusing here. It says it knows the step is changed tab, but then it says two. What does two intuitively speaking, I can imagine two is the second tab I opened, right? Correct. Or if you're going left to right, it's most likely the second tab after the first one.

It's one go to, go to tab one, Kyle, or highlight over. There you go. Go to tab two. Okay, great. So, and then if you added one more, would it be three? Yeah. Show me how that records. Boom. Great. So we're right. So it is from left to right counting tab one, tab two, tab three. Now that is how it grabbed the change.

Is there anything you want to add there, Kyle? Uh, if you want to go over what the number inside means at some point, but no, you covered it all so far. Okay, great. So that is how you and then you can just so start recording. You saw the suggested steps. So go to tab two. Yeah, let me deny this and go here and then I'll add this.

Now, this is because you add, you did multiple steps before confirming them ahead of time. Correct. So without intention, before saying you want to make a click step and do it, and you just ran off and did it. Gives you a black screen and says, confirm those steps that you did, which ones you want and which ones were intentional and which ones weren't.

So that was that thing you saw now make a type step or something here on tab two.

So clicking create new account, and then that might not do anything. Cause I don't think I filled anything out, but that's the, no, that's fine. But now it recorded actions on tab two, correct? So is going to go to Google. So the automation always opens with with one tab, this first tab, and it's going to go to Google, click search, and then it'll change tabs, which changes here, which it might need to create, which it tells us it does if we click into things, and then it does the click step here.

Great. Now, this is the unintentional way, the natural way, the natural way you add a tab without, without intentionally clicking a button beforehand, like I'm going to click this and then you go click it, confirm it. I'm going to type this and I'm going to go into the window and type it. We have that intentional button, don't we, Kyle?

We do. So if you know you want to change a tab, you can do it the unintentional way, which is the way we just showed you, which is just clicking plus, and entering the URL, and we capture it. Okay? What is the intentional way, Kyle? In the what's next option, we can click change tab. Okay, how does that work?

And then we select the tab we want to change to. Okay. So, the semi technical is So, now that we did this though Kyle, let me interrupt you. Now that we did this, I understand this more. Because what I'm seeing is how you create a new tab is the natural way, right? Uh, change tab is also create tab. The create doesn't exist.

Okay, great. But if I put three in here, right, then it would create a new tab. You'll probably need to play the step because we aren't really too sure what you've done yet. But if I click save here and then, uh, this was the change tab. If I click play here, it'll create that. That's cool. And because we have no, this is always the default page is about blank.

That's just how websites work. So what we would need to do is after we change tabs, um, we can all, we can obviously enter a URL here and enter whatever we wanted. Um, and then we would want to add that as a go to page step by clicking plus and go to page. So you might need to handle the first website of that tab when it loads, because it's not like a tab and pause, say that again, say that again.

So it just making it in a change tab or in this case, an open tab step isn't necessarily. Typing in the URL, correct? Change. Hold on. So now when I'm going, if I go in there and I, I click the button at it, new, make new tab in here, change tab. Right. Yeah. And I do three and then I go and type in. Facebook. com.

Does that not capture it in here? That is not recorded. We are trying to record that it, the problem with recording and suggesting those is when websites open and close browsers all the time for authentication, that those would get suggested nonstop. So we don't suggest the changing steps. That's one thing they need, or the URL step afterwards.

After they change tabs, they need to handle going to a page in that tab if they're trying to work in it Okay. Now if I open a tab naturally just clicking plus and then typing in the url that is captured, right? This url will not be captured. Okay, the url you entered in the go to page step will not be entered So if I go to the Here it only suggested the change tab steps that we have here of okay So when I change a tab, I have to also then Capture the url with that Now that we open Tab four is we should go here and click go to page Okay, and then we should enter the website that we're on.

So what I can do here is if we Um what this automation then does is it goes to google Imagine change tab that that should be and we will make this change that should be a nat. Is there a reason why we would Not automatically suggest they do that right after this? No, we should it just this is a not very frequently used function So this is probably the most action this function's gotten in a while great.

So now we will make it tonight That if you click next if you click change tab or open tab or go to go to tab You will be prompted here to enter the url to make sure you capture that. Yeah. Okay, that's good You

Okay, and that's how you I think the only thing I want to make sure you make sense of like, let's say right here. So imagine change tab one is above, right? That's like, it just happens. You're always on tab one, we go to Google, we go here, and then we change the tab to if we want to go back to the Google website.

How, what would we do to this step? Then? You would, you would click that and then hit, you would change that to two. Why would this one be, oh, I think you're saying two because it's three and you're just thinking reduce by one. No, no, no. I'm thinking, I thought it was number two. Is it one? Oh, well, Google is in tab one.

Yeah. Oh, then you would change that to tab one. That's, I think I added a bunch, but yeah, so we go to two and then we go back to one here. Correct. So if I do this, and then if I play this step, it'll change to Google for us. But then do you have to recapture the URL again? No, because we're already here. So we leave, you leave off where you were on a tab.

Okay, great. So is that all with changing tab and dealing with other tabs? Yeah. Okay, great. Awesome. Let us know what you think in the comments. Let us know if this is helpful. Thanks, Kyle.