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:
- From the E-mail Templates Wizard, click the Macro button.
The Custom Mail Template Macro window appears.
- Type a name for the macro in the "Name" text box.
- 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.
- Click the Add button. The custom macro is added to the list.
- Click the Close button to return to the
E-mail Templates Wizard.
- 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.
- To use this custom macro, in the body of the email
template, type ${ and select
*AccountInfo. The macro definition is
inserted as shown below.