Online Help | Web App

Managing user macros

Introduced in 2025.2

Macros enable you to reuse commonly used blocks of text, such as standard greetings, e-mail signatures, disclaimers, etc., in multiple e-mail notifications or message boxes.

Alloy Navigator uses two kinds of macros:

  • System macros are built-in macros. They do not appear in the Macros grid, but they are available in the Select Placeholder dialog when you insert dynamic content. For more information, see System macros.

  • User macros are the macros displayed in the Macros grid. Some are pre-defined, while others are created by administrators. User macros can contain reusable text, placeholders for object fields and other macros, or PowerShell and SQL scripts that retrieve or generate values.

To access the user macros configured for a particular object class, open the following section in the Admin Center: Workflow and Business Logic > Macros.

TIP: If your configuration contains many macros, use the standard filter box to quickly find the macro you need. Press CTRL+F and then enter text in the filter box that appears above the macros grid. As you type, the grid displays only the macros containing that text. For details, see Searching for text in grids.

Depending on your needs, choose a macro type:

  • Text: Combines static text with placeholders for dynamic content, including object fields and other macros.

  • PowerShell script: Uses a PowerShell script to generate the macro value.

  • SQL Script: Contains Transact-SQL statements that query the database. When the script runs, the macro returns the value in the first column of the first row produced by the last SELECT statement.

You can perform the following tasks: