Macro window
Use the New Macro/Macro window to configure the properties of a user macro.
On the General tab, you specify the general macro's properties:
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Name - the macro name that appears in the User Macros category of the Select Placeholder window.
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Placeholder - the auto-generated value based on the macro name.
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Description - the macro description (optional).
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Output - the format of the macro output (applicable when the macro is used in HTML workflow components such as E-mail Notifications and HTML fields:
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Plain Text - sets the plain text format for the macro output. Plain text messages are supported by all e-mail clients; however, you will not be able to use text formatting, bullet lists, alignment, horizontal lines, images, etc.
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HTML - sets the HTML output format for the macro output. Select this format when you want to use text formatting, bullet lists, lines, images, etc. in your macro content. However, some e-mail clients may not support HTML e-mail.
NOTE: Appearance of E-mail Notifications in HTML format is controlled by standard cascading style sheet (CSS) rules. For details, see Customizing E-mail Notification styles.
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Content - the macro content:
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For Text macros - the text that is inserted at runtime. In HTML output format, you can use a standard HTML e-mail editor for text formatting, numbering, bullets, alignment, horizontal lines, images, etc. Alternatively, you can click Design > HTML Code and directly edit the HTML code.
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.
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Insert Placeholder - inserts a placeholder in your macro text or script. Clicking the button opens the Select Placeholder window, where you can choose a placeholder that will be replaced with the actual field value or macro value at runtime.