##### Interaction Management Tasks > Using Macros

# Working With Macros

For an introduction to macros and their uses, see Introduction to Macros.

This topic is organized in the following manner:

- Running a Macro

- Managing the List of Macros

- Example Macros

## Running a Macro

To run a macro:

1. Display the appropriate collection of interactions on the list pane. For further information about navigating within the Supervisor Work Area, see Displaying Object Lists and Objects Overview.

2. Do one of the following:

   - To run the macro against the entire collection of interactions, click the list pane Actions button and select All Interactions In All Slices > Macros.

   - To run the macro against interactions, agents, or groups, selected on the list pane, click list pane Actions button and select Selected > Macros.

   - To run the macro against an interaction that is displayed on the details pane, click the details pane Actions button and select Interaction > Macros.

3. If the macro appears on the menu, click it; otherwise, click Macro List and complete Steps 4 and 5. The Create separate entry in Actions menu checkbox: specifies whether a macro is available or not.

4. After the Macro List window appears, select the appropriate macro and click Run. If necessary, use the same approach to run additional macros.

5. Close the Macro List window.

## Managing the List of Macros

To manage the list of macros:

1. Display a collection of interactions on the list pane. For further information about navigating within the Supervisor Work Area, see Displaying Object Lists and Objects Overview.

2. Use one of the following methods to display the Macro List window:

   - Click the list pane Actions button and select All Interactions In All Slices > Macros > Macro List.

   - If at least one interaction is selected on the list pane, click the list pane Actions button and select Selected > Macros > Macro List.

   - If an interaction is displayed on the details pane, click the details pane Actions button and select Interaction > Macros > Macro List.

3. Use the Macro List window to create, copy, edit, and delete macros.

### Macro List Window

Use the Macro List window to run, create, copy, edit, and delete macros.

Macro Table
Name column | Name of the macro.
User column | User(s) who can access the macro. Administrators can create macros that can be accessed by all users or a specific user. For further information about user privileges, see Changing Agent Properties and the Genesys Desktop 7.6 Deployment Guide.
Description column | Brief description of the macro.
Run button | Click to run the selected macro.
New button | Click to create a new macro. For further information, see the New/Copy/Edit Macro Window section below.
Copy button | Click to copy an existing macro. For further information, see the New/Copy/Edit Macro Window section below.
Edit button | Click to edit an existing macro. For further information, see the New/Copy/Edit Macro Window section below.
Delete button | Click to delete an existing macro.
Window Buttons
Close | Click to close the Macro List window.

#### New/Copy/Edit Macro Window

Use the New/Copy/Edit Macro window to define the properties of a macro.

Macro Name | Enter a name for the macro.
User Name | Select the owner of the macro. Administrators can select All Users, to create a macro that can be accessed by all users with interaction management privileges. Note: This box is available only to administrators. For further information about user privileges, see Changing Agent Properties and the Genesys Desktop 7.6 Deployment Guide.
Description | Enter a brief description of the macro.
Create separate entry in Actions menu | Select to a create a separate Actions menu entry for this macro. If this box is not selected, the macro can be run only by using the Macro List window.
Display confirmation window | Select if you want a confirmation (Yes/No) window to be displayed before the macro is run.
Filter Section | Alter the settings in this area if you want to apply a filter to the selected set of interactions before running the macro. Note: This filter is applied in addition to any filter that has been previously applied to the entire collection of interactions.
User Name | Select the user who owns the appropriate filter.
Filter Name | Select the name of appropriate filter.
Actions Area
Action | Select one of the following actions: Set Fixed Property—Sets a Fixed Property to a specified value. If the property does not exist, it is added to the interaction. Increase Fixed Property—Increases a Fixed Property by a specified amount. Decrease Fixed Property—Decreases a Fixed Property by a specified amount. Set Attached Data—Sets a Flexible Property to a specified value. If the property does not exist, it is added to the interaction. Delete Attached Data—Deletes the property name and value. Move to Workbin—Specifies a destination workbin name. Terminate—Terminates interactions.
Property | Select or enter an appropriate property. Not present when Action is set to Terminate.
Value | Select or enter an appropriate value. Not present when Action is set to Delete or Terminate.
Window Buttons
OK | Click to save the macro and close the window.
Cancel | Click to close the window without saving any changes to the macro.

## Example Macros

### Move Interactions and Set Priority

In this example, the macro moves selected interactions to the Main Queue and sets the priority level to 3.

Action | Property | Value
Set Fixed Property | Queue | Main
Set Fixed Property | Priority | 3

Your administrator may set a limit on the number of interactions that you are able to move as a group. You will be alerted if you exceed this maximum number. Reduce the number of interactions that you are trying to move and run the macro again.

### Perform Content Analysis

In this example, the macro moves selected e-mail to the Content Analysis Queue. After an e-mail reaches this Queue, the routing strategy performs content analysis to determine the appropriate destination.

Action | Property | Value
Set Fixed Property | Queue | ContentAnalysis

### Send Automated Response

In this example, the macro moves selected e-mail to the Automated Response Queue. After an e-mail reaches this Queue, the routing strategy sends an appropriate automated response.

Action | Property | Value
Set Fixed Property | Queue | AutomatedResponse