A reusable, named set of ordered MacroStep actions an agent runs against a record in one click - set a field, send an email template, pause or resume the SLA, add a note, create a task, or close the record. Declared for one target entity via entityName (defaults to Case, but the runner is entity-agnostic and any entity with a registered RunMacro action can use it); layoutId optionally restricts the launcher to one layout. runMode decides whether reversible field edits are staged into the open form for review (Review, the default) or persisted immediately (Save); irreversible steps such as notes, emails and tasks always run at execution time. Steps that need a field the entity lacks are skipped rather than failing the run, and every executed step is recorded as a polymorphic Activity on the record's timeline.
Fields
| Field | Label | Type | Required | What it does |
|---|
Category | Category | PickList | | Optional grouping for the macro picker: Triage, Response, Closure or Escalation. Values: Triage, Response, Closure, Escalation. |
Description | Description | Text | | |
EntityName | Target Entity | Text | | The one entity this macro targets (e.g. Case). The runner refuses to run a macro against any other entity; when empty the macro is not entity-scoped. |
IsActive | Active | Boolean | | An inactive macro is refused at run time (the RunMacro action fails validation), so deactivating retires a macro without deleting its steps. |
LayoutId | Layout | Lookup | | When set, the macro's launcher appears only on that entity layout; when null it appears on all of the target entity's layouts. |
Name | Name | Text | | |
RunMode | Run mode | Text | | Review (the default, also used when null) stages the reversible field edits into the open form for the agent to check and save, running only the irreversible steps (notes, emails, tasks) immediately; Save applies and persists everything at once. |
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 |
