One ordered action inside a Macro, linked by macroId and executed in stepOrder sequence. stepType selects the action - SetField, SendTemplate, PauseSla, ResumeSla, AddNote, CreateTask or CloseCase - and the parameter fields are reused per type: SetField reads targetField and value, SendTemplate reads templateId, AddNote and CreateTask read value as the note text or task subject. The value text supports placeholder substitution from the target record's fields.
Fields
| Field | Label | Type | Required | What it does |
|---|
MacroId | Macro | Lookup → Macro | Yes | |
StepOrder | Step Order | Number | | Execution order within the macro - steps run strictly ascending by this number. |
StepType | Step Type | PickList | | Selects the action: SetField, SendTemplate, PauseSla, ResumeSla, AddNote, CreateTask or CloseCase. The parameter fields are interpreted per type - SetField uses targetField plus value, SendTemplate uses templateId, AddNote and CreateTask use value. Values: SetField, SendTemplate, PauseSla, ResumeSla, AddNote, CreateTask, CloseCase. |
TargetField | Target Field | Text | | For SetField/ChangeStatus: the metadata field to set (ChangeStatus falls back to Status when empty). For CallServerAction it is repurposed as the server-action name to invoke. Unused by other step types. |
TemplateId | Email Template | Guid | | The EmailTemplate rendered by a SendTemplate step (rendered against the target record; a failed render falls back to a stub draft rather than aborting the macro). Unused by other step types. |
Value | Value | Text | | Meaning depends on stepType: the value to assign for SetField, the note text for AddNote, the task subject for CreateTask. Supports placeholder substitution from the target record's fields. |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
DeleteEntity | Delete | Delete | DeleteEntity |
DeleteHeader | Delete | Delete | DeleteHeader |
DeleteRow | Delete | Delete | DeleteRow |
EditEntity | Edit | Edit | EditEntity |
EditInLine | Edit | EditInline | Edit in page. |
EditRow | Edit | Edit | Edit |
New | New | New | New |
- Macro — looks up via
MacroId
