User Guide: Editing Custom Steps

Table of Contents

• Introduction
• Accessing the Edit Form Page
• Auto-Populated Custom Steps
• Activating or Pausing a Form
• Understanding Custom Steps
• Step Types
• Finding CSS Selectors
• Managing Steps
• Email Testing
• Saving and Running Tests
• Viewing Test Results
• Understanding Statuses
• Troubleshooting

Introduction

Custom Steps allow you to define exactly how FormStatus interacts with your form during testing.

Instead of replaying a recorded session every time, FormStatus converts your recording into a reusable set of actions that can be edited and maintained over time.

Custom Steps are especially useful for:

• Multi-page forms
• Dynamic forms with conditional logic
• Forms that require wait times between actions
• Long-term monitoring without repeated recordings
• Advanced testing scenarios

Accessing the Edit Form Page

After uploading a manual recording and allowing the initial test to complete:

1. Open the Forms page in your FormStatus dashboard.
2. Locate the form you want to modify.
3. Click the Edit (pencil) icon.

You will be taken to the Edit Form page.

Available Sections

The page contains three configuration cards:

Form Settings
General information about the form.

Test Configuration
Custom step setup and testing behavior.

Notifications
Email and alert settings for test results.

Auto-Populated Custom Steps

When a form is created using a manual recording upload, FormStatus automatically converts your recorded actions into editable custom steps.

This allows you to immediately review, modify, and reuse the workflow without creating each step manually.

How Recorded Actions Are Converted

Automatic Descriptions

Each generated step includes a description based on the field label from the form.
Examples

These descriptions help make steps easier to identify when reviewing or editing your workflow.

Duplicate Action Handling

To keep the generated workflow clean and efficient, duplicate actions on the same field are automatically merged.

Example
If you typed:

1. John
2. John D.
3. John Doe

into the same First Name field during recording,
only the final value is retained:
John Doe
The generated workflow reflects the final state of the form at the time of submission.

Editing Generated Steps

Auto-generated steps behave exactly like manually created steps.
You can:

• Edit existing steps
• Change step types
• Update selectors
• Modify values
• Reorder steps
• Delete steps
• Add new steps

There is no need to upload a new recording unless you want to capture an entirely different workflow.

Activating or Pausing a Form

In the upper-right corner of the page, you will find the form status toggle.

Active

When the toggle is ON:

• Monitoring is enabled
• Tests can be executed
• Form settings can be modified

Paused

When the toggle is OFF:

• Monitoring is disabled
• Scheduled tests stop running
• Form configuration becomes unavailable

The form must be Active before you can run tests or edit custom steps.

Understanding Custom Steps

The Test Configuration section contains your custom testing workflow.

In Custom Steps you'll see:
Define custom actions for advanced form testing

Each step represents a single action performed during testing.
Steps are executed sequentially from top to bottom.

Step Types

FormStatus supports three step types:

1. Click
2. Type
3. Wait

Click Step

A Click step interacts with an element on the page.

Common Uses

• Clicking Submit buttons
• Clicking Next or Continue buttons
• Selecting radio buttons
• Selecting checkboxes
• Choosing dropdown options

Configuration

Type Step

A Type step enters text into a form field.

Common Uses

• Name fields
• Email fields
• Phone fields
• Text areas
• Search inputs

Configuration

Wait Step

A Wait step pauses execution before continuing.

Common Uses

• Waiting for page transitions
• Waiting for AJAX requests
• Waiting for animations
• Waiting for dynamic content

Configuration

Wait Time Reference

Finding CSS Selectors

CSS selectors identify which element FormStatus should interact with.

Common Selector Examples

Copying a CSS Selector in Chrome

1. Open the form page.
2. Right-click the target element.
3. Select Inspect.
4. Right-click the highlighted HTML element.
5. Select:
6. Copy → Copy Selector
7. Paste the selector into the CSS Selector field.

Managing Steps

Adding a Step

1. Click Add Step.
2. A new step appears at the bottom of the list.
3. Select the desired step type.
4. Complete the required fields.

Default Values
New steps are created with:

• Type = Click
• Empty Description
• Empty CSS Selector

Reordering Steps

Steps execute from top to bottom.
To change the order:

1. Hover over a step number.
2. The drag handle appears.
3. Drag the step to a new location.
4. Release to drop it.

The remaining steps automatically shift into place.

Editing a Step

Modify any step by updating its fields directly.

Dynamic Fields

Deleting a Step

1. Locate the step.
2. Click the Trash icon.
3. The step is removed immediately.

Email Testing

Below the Custom Steps section is the Email Testing option.

Enable Email Testing

When enabled, FormStatus verifies:

1. Form submission
2. Email generation
3. Email delivery

Requirement
The FormStatus WordPress Plugin must be installed and activated.
If the plugin is not detected, a setup window appears with installation instructions.

Disable Email Testing

When disabled:

• Email checks are skipped
• Only page load and form submission checks run

Saving and Running Tests

Save Changes
Saves the configuration without executing a test.

Confirmation
Form updated successfully.

Save and Test

Saves the configuration and immediately starts a new test.

Steps

1. Click the dropdown arrow beside Save Changes.
2. Select Save and Test.
3. The configuration is saved.
4. A new test begins automatically.

Confirmation
Form test started successfully.
You will be redirected back to the Forms page.

Viewing Test Results

Forms Page

Review the latest result in the Status column.
Click the Logs icon to view test history.

Logs Page

The Logs page displays all test executions.

Check Details Page

The Check Details page includes:

1. Overall Status
2. Individual Check Results
3. Form Information
4. Error Messages
5. Screen Recording
6. SSL Information
7. Email Information

Understanding Statuses

Troubleshooting

Field Not Found

Cause: The CSS selector does not match an element on the page.
Solution:

• Inspect the element again.
• Copy a new selector.
• Update the step configuration.

Form Submission Fails

Recommended Fixes

• Ensure all required fields have Type steps.
• Verify entered values are valid.
• Add Wait steps before clicking Submit.

Steps Execute Too Quickly

Add Wait steps between actions.

Recommended Delays

Test Remains Pending

If a test remains pending for more than two minutes:

1. Refresh the page.
2. Check the status again.
3. Run the test again if necessary.

If the issue persists, review the screen recording and error details for additional information.

Updated on: 20/07/2026