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Create step blocks/groups


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Mr. Bobbley

Add the ability to group steps and save them to be able to add them on a different Automation

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Kyle

Merged with: 🪞🧞‍♀️🧞‍♀️Cloning Feature

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Jay

It would be beneficial to incorporate a cloning feature. If any project is cloned, the child should manually and automatically update when the parent (master) has been amended, even if moved to a different workspace.


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Jeremy

Just seeing and making sense of this one now. I like it. We’re discussing


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alberto

Just like Winautomation ( sure wish you'd study that program in depth, because it is truly awesome!! It has the ability to creating 'functions' which you then call when needed. This allows for 'mini' automations that can be easily debugged/changed as needed and used in any and all other automations ( with variables - so they are ultra flexible). And likewise a 'side' menu to call any of the taskmagic automations as needed without being forced to create/duplicate an automation for just one specific step.

Ie.. creating labels with UPS/Fedex - functions to change the country ( am I sending from Puerto Rico - or I am sending from USA ) why would I ever want to routinely do that manually? - of course that is not what we are about in this community.

or add a new search word on the fly - and scrape based on that word.

Hopefully this makes total sense.

And maybe part of this is is already implemented, but no idea of even where to begin


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Kyle

Merged with: Trigger another taskmagic automation from within an automation.

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Kyle

We can't call a series of steps but you can call another automation using the taskmagic action / http.

I'm excited to support what you're talking about in this feature which I plan to start soon request.taskmagic.com/b/feature-requests/create-step-blocks-groups/


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Kyle

Status changed to: Planned

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Cody

Need to duplicate multiple steps. I am performing the same function on hundreds of records in my CRM.
Right now my automation is to y log into the CRM, perform a series of clicks to change one record, then log off.
How can I duplicate a series of clicks?


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Kyle

Merged with: Duplicate multiple steps

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Vince


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Kyle

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Drew

It would be nice to have a new dropdown menu item on each step: "Copy Step" - then, the ability to paste/insert the copied step at any other point in the project or anywhere in another project by clicking the + icon between each step. Would make it easier to edit/expand existing projects with more features after recording steps in different projects


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Kyle

Merged with: Ability to Copy Steps Between Projects

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ben

I propose the implementation of a feature that would significantly enhance the usability and reusability of automation sequences. The idea is to allow users to group and nest a set of automation steps into a reusable block, which can be customized with parameters. This feature aims to streamline complex automation workflows and encourage efficient reuse of automation logic across different scenarios.

Suggested Implementation:

Automation Block Creation:

Introduce a mechanism that enables users to select a group of automation steps and convert them into a nested "Automation Block." This block should act as a single unit and be displayed as a distinct step within the main automation flow.
Parameterization:

Within the Automation Block, allow users to define parameters using a simple syntax, such as using pipes (|) to separate parameters. For instance, if the block contains a "Click" action, users could define parameters like "|element1|element2" to specify the clickable elements.
When the Automation Block is used in various places, users can customize these parameters to adapt the block's behavior to different contexts.
Parameter Values:

Offer users the ability to input specific values for parameters when implementing the nested block. This customization ensures flexibility while reusing automation logic.
Editing and Reusability:

Provide an option to edit the nested automation block separately. Users should be able to modify the steps within the block without affecting other instances of the block across different automation sequences.
Benefits:
Implementing this feature would bring several advantages to the automation workflow:

Modular and Reusable Logic: Users can encapsulate frequently used sets of automation steps into reusable blocks, saving time and effort during automation sequence creation.
Consistency: By using standardized Automation Blocks, users can maintain consistency in their automation logic across different workflows.
Efficient Editing: The ability to edit nested automation blocks independently ensures that modifications do not disrupt other instances of the same block.
Customization: Parameterization allows users to customize the behavior of Automation Blocks to suit different use cases without duplicating efforts.
By offering the capability to group, nest, and parameterize automation steps, the platform would empower users to create more sophisticated, efficient, and adaptable automation workflows. This feature aligns with the goal of simplifying automation creation while promoting reusability and flexibility.


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Kyle

Merged with: Nested Automation Blocks with Parameterization