A macro is a named list of ordered steps an agent runs against one open record in a single click: set fields, change status, add a note, create a task, draft or send an email, or call one of the entity's actions. Macros are built at Setup, Feature Hub, Service, Macros, for one target entity each. Agents run them from the Macros drawer in the workspace status bar, which needs the record's entity to have an active Run Macro action that the agent's security profile grants. Every run adds a Macro entry to the record's timeline. The Macro Name Setting numbering series (MA) replaces the name of a newly created macro, so rename it once after creating it.
Fields
| Field | Label | Type | Required | What it does |
|---|
Category | Category | PickList | | Optional free-text label shown as a tag next to the macro in the Macros drawer and searchable there. The builder accepts any text; the picklist suggests Triage, Response, Closure and Escalation. Values: Triage, Response, Closure, Escalation. |
Description | Description | Text | | Optional explanation shown when a macro is expanded in the Macros drawer. The macro builder has no Description box; it is set on the Macro record form. |
EntityName | Target Entity | Text | | The entity the macro is built for and listed on, set from the Entity picker on the Macros setup screen (Case when nothing else is given). Running a macro on a record of a different entity is refused with Macro targets X, not Y. |
IsActive | Active | Boolean | | Only active macros are listed in the Macros drawer, and running an inactive macro is refused with Macro is inactive. The builder saves every macro as active, including when you edit an inactive one, so switch it off again from the Active column afterwards if needed. |
LayoutId | Layout | Lookup | | Optional record layout. It limits the macro to the record-page Macros widget on that layout. The status bar Macros drawer ignores it and lists the macro on every record of the entity. |
Name | Name | Text | | The name agents see in the Macros drawer and the name written to the timeline (Ran macro followed by the name). On create the Macro Name Setting numbering series replaces the typed name with an MA number; open the macro with Edit, type the name again and save to keep it. |
RunMode | Run mode | Text | | When run: Apply for review (Review, also used when empty) or Run and save (Save). Run and save applies field and status steps and saves the record at once. Apply for review only stages them in the open form when the macro is run from a record-page Macros widget; the shipped layouts do not include that widget, and the status bar Macros drawer always applies and saves them. |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteEntity | Delete | Delete | DeleteEntity |
DeleteRow | Delete | Delete | DeleteRow |
EditEntity | Edit | Edit | EditEntity |
EditInLine | Edit | EditInline | Edit in page. |
EditRow | Edit | Edit | EditRow |
New | New | New | New |
