Custom Macros

A custom macro is used to simplify the data entry task when constructing an email notification by using a single attribute name (or macro) to refer to a combination of process attributes. Custom macros are stored in the process attribute list with a “*” for easy identification and can be reused when constructing additional email notification templates in the future. In the steps below, a macro has been created called “AccountInfo” that has been defined as:

${ActivityName}<br>${ActivityParticipantFullNames}

When “*AccountInfo” is selected from the process attribute list,

${ActivityName}<br>${ActivityParticipantFullNames}

is displayed. Follow the steps below to create and use this custom macro in an email template.

To create a custom macro:

1. From the E-mail Templates Wizard, click the Macro button. The Custom
   Mail Template Macro window appears.
   
   
   
   
2. Type a name for the macro in the "Name" text box.
   
3. Define your custom macro in the "Macro" text box. You can use the list of process attributes to build your custom macro. In the window capture above, a custom macro called “Account Info” has been created so that when the AccountInfo macro is selected, the Activity Name and Activity Participant Full Name are inserted.
   
   
4. Click the Add button. The custom macro is added to the list.
   
   
5. Click the Close button to return to the E-mail Templates Wizard.
   
   
6. When it is time to use the macro, type ${, the custom macro that you have created will be available in the list. Notice that the macro has a “*” next to it to identify it as a custom macro.
   
   
   
   
7. To use this custom macro, in the body of the email template, type ${ and select *AccountInfo. The macro definition is inserted as shown below.