Add a Run a Macro rule

Applies to User roles: System Administrator

Implementer

This rule enables you to run a Service Manager macro that executes a distinct action. Service Manager macros are specific actions driven by predefined conditions. For example, if you want to configure a macro to send an email, select the Service Manager macro type Mail 1 Person. You can configure this rule to send an email to an intended recipient when an incident record moves from one phase to another.

To add a Run a Macro rule, follow these steps:

  1. In the System Navigator, click Tailoring > Process Designer > Rule Sets.
  2. Click Search to open the Rule Set form, and then select the rule set to which you want to add the rule.

    Note You can edit user-defined rule sets only. Out-of-box rule sets are labeled as Micro Focus Proprietary and cannot be modified.

  3. Click Add Rule to open the Select Rule Type page, and then click Run a Macro.
  4. Type the description in the Rule Description field.
  5. Click Edit to add a condition.

    Note If you do not specify a condition, it will default to Always.

  6. Select a macro name from the drop-down list.

    Note The drop-down list has macros related to the current table of the rule set.

  7. Click OK to add the new rule to the rule set.

Related topics

Process Designer
Create a rule set