Running and Deleting Macros
Running a Macro
To run a macro
- Click the [Module] tab for which you want to create a macro.
- Select the ListView from the drop-down list.
- Select the checkboxes of the records for which you want to perform a set of actions defined in the macro.
- Click Run Macro.
- From the list of macros that you have created, click on the macro that you want to run.
- In the pop-up screen, review the actions and click Run.
Delete a Macro
You can delete only those macros that you created. The macros shared with you by other users cannot be deleted.
To delete a macro
- Click the [Module] tab in which you want to delete a macro.
- In the Module's Home page, click Run Macro > Manage Macro.
- From the list of macros, select the macro that you wish to delete.
- In the View Macro page, scroll down and click the red Delete button.
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