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System Settings: Macros

The Macros category on the System Settings screen allows you to configure various templates that can populate fields on certain screens with standardized field descriptions. For example, when creating a ticket, you can select a service macro to populate the ticket fields with several specific options.

Service

The Service tab allows you to configure macros for ticket creation.

Each field in the Service tab is defined below.

No.LabelDefinition
1ActiveA checkmark indicates that the macro is active in your instance.
2Macro NameName of the macro.
3DescriptionDescription for the ticket created using the macro.
4StatusStatus for the ticket created using the macro.
5TypeType for the ticket created using the macro.
6PriorityPriority for the ticket created using the macro.
7SeveritySeverity for the ticket created using the macro.
8Tech AssignedTech Assigned for the ticket created using the macro.

These actions are available in the Service tab. 

  • Create a new service macro by clicking the New Macro button.
  • Search the user groups displayed on this view by selecting a column from the dropdown above the grid and entering text in the Search field. The list view updates to display records matching your search in the column you selected. 
  • Filter the macros displayed on this view by clicking the Filter button above the grid and unchecking the Show Only Active Macros option. Checking this option hides macros that are not marked as Active. 
  • Customize which columns display in the list view and the order in which they display by clicking the Arrange button and making the desired changes. See the Arrange Columns article for more information.
  • Sort the results in the table by clicking the column label in the table header.
  • Change the status of the macro by clicking to place or remove a checkmark in the Active column. NOTE: The Status column on this screen applies to the Status of tickets created using the macro and not the macro itself.
  • Edit the macro by clicking the ellipsis at the end of the row and selecting Edit from the menu. See the Add/Edit Service Macros article for more information.
  • Delete a macro by clicking the ellipsis at the end of the row and selecting Delete from the menu. 

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