Conditional macros contain IF and ELSE statements that control when to take action.įor now, all you have to do is click the canvas and perform whatever actions you want the macro to run, kind of like making a video recording of all your actions. Later, after you master creating a basic macro, you can click Add Logic and experiment with creating conditional macros.
This page shows you all the details of your macro. The Apply To value defaults to the object you were viewing before.Here’s Maria’s macro. Give the macro a name and description, then select the object the macro applies to.Then click Macros in the utility bar to launch it. From the Service Console app, open a case.You can’t create macros from the list view. To create macros, use the Macros utility. If you see the message, “This page doesn’t support macros” in the utility, double-check that you’re on the record page for a supported object. Note: In Lightning Experience, macros are supported on standard and custom objects that allow quick actions and have a customizable page layout. Photos are required to authorize a replacement, so she wants to make requesting them easy. She decides to create a macro that sends an email to customers who haven’t submitted photos of the broken panels.
She knows macros perform actions on records, so she opens one of the cases for a broken panel. Maria logs in and launches her Service Console app.
Maria has good news-she plans to have the tools ready by tomorrow, or maybe even today. Yikes! Sita wants to know when the tools will roll out to agents. More cases about broken solar panels arrived today. Before she can even log in, Sita stops by her desk. Maria arrives at work bright and early, eager to try out her new tools.