Online Help | Desktop App

Modifying user macros

You modify user macros in the Customization > General > Macros section of Settings App.

NOTE: You can expand all groups of macros by choosing Expand All from the pop-up menu. To collapse the expanded groups, choose Collapse All.

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.

To modify a user macro:

  1. In the Customization > General >  Macros section, double-click the macro in the list. The Macro window opens.In the General > Macros section double-click the macro in the list. Alternatively, select the respective check box and click Edit. The Macro pane is displayed.

  2. Make modifications as needed.

  3. Click OK.

TIP: You can modify user macros on the fly when configuring a workflow item or component or modifying Templates for Self Service Portal notifications. To open the Macro window, right-click the selected placeholder and choose Placeholder Definition.