Administration Guide

Creating User Macros

You can create a user macro as follows:

  1. From the Sidebar, navigate to Customization > General > Macros.

  2. Click New. The New Macro dialog box opens.

  3. On the General tab, specify the macro name in the Name field and review the auto-generated value in the Placeholder field.

  4. Optional: Specify a description in the Description field.

  5. If you plan to use the macro in e-mail notifications, next to Output, select the format of the macro output:

    • Plain Text - This is the default format because plain text messages are supported by all e-mail clients. However, you will not be able to use text formatting.

    • HTML - Select this format when you want to use text formatting, bold or colored font, bullet lists, images, etc. in your macro content.

  6. In the Text Macro field, type the text that will be inserted at runtime. If you want to insert a placeholder for dynamic content (object field or another macro) in the macro text, click the location where you want to insert it, click Insert Placeholder, and select the content of the placeholder.

    INFO: For details, see System Macros.

    If you selected the HTML output format, you can use HTML tags in your script.

  7. Click OK.

Once you create a macro, it becomes available in the User Macros category of the Select Placeholder dialog.

INFO: For details about the Select Placeholder dialog, see Inserting Placeholders.

NOTE: HTML macros are available only when you configure E-mail Notifications (including Self Service Portal notifications) to use HTML format. For details, see Customizing E-mail Notifications and Modifying Templates for Self Service Portal Notifications.

NOTE: Some workflow items allow you to save message text as a macro, so you can create user macros on the fly based on the text you've entered. For details, see Customizing E-mail Notifications.