One ordered step inside a macro. Steps are written by the macro builder at Setup, Feature Hub, Service, Macros, which numbers them 1, 2, 3 in the order shown and, when a macro is edited, deletes the old steps and writes the current list again. When the macro runs, its steps are read in Step Order and each one reports applied or skipped with a reason; a step that cannot apply is skipped and the rest still run. The builder offers Set field, Change status, Add note, Create task, Send email (template), Send email (compose) and Call server action. The runner also still understands the older PauseSla, ResumeSla and CloseCase types (they set the record's Stopped flag, or set Status to Closed and stamp Date/Time Closed), but the builder does not offer them. Build steps in the macro builder rather than on the Macro Steps form, which has no Target Field.
Fields
| Field | Label | Type | Required | What it does |
|---|
MacroId | Macro | Lookup → Macro | Yes | The macro this step belongs to. The runner only reads steps of the macro being run. |
StepOrder | Step Order | Number | | Position of the step in the macro. Steps run in ascending order. The builder renumbers every step 1, 2, 3 each time the macro is saved, so the order is the order shown in the builder. |
StepType | Step Type | PickList | | Which operation the step performs. The builder stores SetField, ChangeStatus, AddNote, CreateTask, SendTemplate, SendEmail or CallServerAction; the runner also accepts PauseSla, ResumeSla and CloseCase. Any other value is skipped with Unknown step type. The picklist on the Macro Steps form lists only the older values, so create steps in the macro builder. Values: SetField, SendTemplate, PauseSla, ResumeSla, AddNote, CreateTask, CloseCase. |
TargetField | Target Field | Text | | For Set field, the name of the field to change. For Change status, empty means the Status field. For Call server action, the name of the entity action to call. Not used by other step types. A field the record does not have, or cannot be written, makes the step skip. |
TemplateId | Email Template | Guid | | For Send email (template), the email template to render against the record. The builder offers active templates only. If no template is chosen the step skips; if rendering fails the step still drafts an email with a placeholder subject and body. |
Value | Value | Text | | Holds the step's parameter, up to 2,000 characters. Set field and Change status: the value to write, converted to the field's type (a value that does not convert makes the step skip). Add note: the note text. Create task: the task subject. Send email (template): send or draft. Send email (compose): the To, From, Cc, Subject, Body and draft or send choice, stored together. Call server action: optional arguments as JSON. Only the compose email step replaces merge tokens (a field name inside double curly braces) with the record's values; notes, tasks and field values are used exactly as typed. |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
DeleteEntity | Delete | Delete | DeleteEntity |
DeleteHeader | Delete | Delete | DeleteHeader |
DeleteRow | Delete | Delete | DeleteRow |
EditEntity | Edit | Edit | EditEntity |
EditInLine | Edit | EditInline | Edit in page. |
EditRow | Edit | Edit | Edit |
New | New | New | New |
- Macro — looks up via
MacroId
