Macros

Macros are used to grouping actions with tickets. Go to Manage → Tickets → Macros .

Create a New Macro/Edit a Macro

To create a new macro from scratch, click Add new.

To use an existing macro as a template for your new one, click Clone in the Actions column.

To edit an existing macro, click its title.

The macro details will open.

Macro Details

Fill out the Macros Title, then set up the Macro settings below:

Settings	Decription
Description	Enter a description.
Position	Select on which positon your macro will display.
Display in activity	Enable to display macro in the activity.
Display in ticket	Select one option: Not displayed Under arrow As button
Button colour	Select the colour of your macro button.

Action

Drag a container from the Macros list and drop it into the form field. You can combine more than one macro together. For example, you can combine Reopen macro with the Back macro it will set date for reopening the ticket, save the ticket and return you back on the preview of your tickets.

Macro	Description
Back	Save your ticket and return to the preview of your tickets.
Category	Select a category for this macro. By clicking this macro button it will assign the chosen category and save your ticket.
Delete	Delete your ticket and return to the preview of your tickets.
Not save	Changes parametres of the ticket without saving it.
Notification	Calendar notification. If you click this macro button, the window with your notification will open. Fill in the fields and click Save.
Priority	Select a ticket priority for this macro. By clicking this macro button it will change the priority and save your ticket.
Reopen	Reopen time: select the time when the ticket will be reopened. Relative time that should be added to actual time for reopening (e.g. +1 week, 3 days, 7 hours, 2 minutes, 5 seconds) Parsed time: it will display example of reopenig time. By clicking this macro button it will set the reopen time and save your ticket.
Stage	Select a ticket stage for this macro. By clicking this macro button it will change stage of ticket and save your ticket.
Status	Select a ticket status for this macro. By clicking this macro button it will add the status of ticket and save your ticket. Check the replace checkbox if you want to replace the old status.
URL address	This macro will open a URL address by clicking macro button. In the URL it is also possible to pass parameters/variables that will be replaced by real values. Example URL: https://www.daktela.com/?title='+object.title+'&name='+object.name+'&contact='+object.contact.name+'
User	Select a user for this macro. By clicking this macro button it will change the owner of the ticket and save your ticket. Check the replace checkbox if you want to replace the user.

Select Rights

Go to Manage → Tickets → Macros .

Click Change in the Rights column to edit rights

You can select which user can have rights for macro you selected. Check the box in the show column for display your macro in the ticket preview.

Select Category

Go to Manage → Tickets → Macros .

Click Categories in the Relations column to edit rights

You can select in which categories you want to use your marcro. In the Action column you can edit, clone or delete the category.