How do I apply a macro to a case in the classic Field Admin Console?

Document created by Canvas Doc Team Employee on Oct 7, 2017Last modified by Canvas Doc Team Employee on Jul 13, 2019
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Macros allow you to save a set of case settings and apply them to cases in the Field Admin Console. These changes include transferring a case to a specific user, case status, Canvas Component Affected, Canvas Component Issue, and case comments.

To apply a macro to multiple cases, use the Mass Update feature.

This lesson describes how to use the home page of the classic interface of the Field Admin Console. You can also use the new interface of the Field Admin Console.

Open Case

  Open Case

From the Service Cloud home page, open a case by clicking the case number.

Select Macro

Select Macro

Under the Case Detail tab, select the macro you want to use.

Apply Macro

Apply Macro

Click the Apply Macro button.

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