How do I Add a Macro to a Button?
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Contents
Summary
This article explains how to add a button to use a macro.
More Information
You can record keystrokes for a task and save them as keystroke macros. See Keyboard macros for details of how to record them. Once you have a macro recorded and saved, you can add it to a button for simplicity.
Creating a New Button
At the end of recording your macro, you will be asked if you wish to create a button. Choose [Yes] at this prompt.
 | If you select [No] by mistake, follow these instructions. |
- The system will default to linking this button to your user code only. To give all users the ability to use this button, blank out the "User" box.
 | You will also need to make sure that you have given all users access to the macro too or the button will not work for them! |
- If necessary, enter a "Site" to which to link this button. Press <Ctrl+F1> to search for a Site code. You may leave this field blank.
- A default icon will be displayed. To select a different icon, click [Search].
- Choose an icon from those displayed by clicking on it.
- If you want to enter a text prompt, you have up to 20 characters. If you leave this blank, the system will display the Macro Name when you hover your cursor over the button.
- If you want a divider to appear before the button, choose 'Yes' at the "Divider" prompt. A dividing line will appear before this button to separate it from the Buttons and Options already on the bar at the top of your screen.
- Click [Done] and Accept your new button.
Creating a Button Retrospectively
- Go into Platinum and onto the field to which you want to link the button, i.e. the field from which your macro starts.
- Press <F12> to view the Functions available from that field.
- Click [Custom].
| If you have already created buttons for this program and/or User, you will need to click [Add] to create a new button. |
- The system will default to linking this button to your user code only. To give all users the ability to use this button, blank out the "User" box.
- If necessary, enter a "Site" to which to link this button. Buttons linked to all Users will be restricted to those at the specified site. Press <Ctrl+F1> to search for a Site code. You may leave this field blank.
- Click [Select Function].
- Highlight the relevant function and click [Choose].
| Macros will be those starting A-. |
- A default icon will be displayed. To select a different icon, click [Search].
- Choose an icon from those displayed by clicking on it.
- If you want to enter a text prompt, you have up to 20 characters. If you leave this blank, the system will display the macro name when you hover your cursor over the button.
- If you want a divider to appear before the button, choose 'Yes' at the "Divider" prompt. A dividing line will appear before this button to separate it from the Buttons and Options already on the bar at the top of your screen.
- Click [Done] and Accept your new Button.
Editing an Existing Button
To edit existing buttons, go to " Reports & Settings Maintenance Options Add or Edit Custom Buttons".
- To narrow the search you can specify any of the ranges or simply click [Search].
- "Program" : If you know the program to which your button is linked, you may enter it here or press <Ctrl+F1> to select from a list of programs.
- "User" : If you know the specific user to which a button is linked, you may enter their User Code or press <Ctrl+F1> to select from a list of users. If a button has been linked to all users, you should leave this field blank.
- "Site" : If you know the specific site to which a button is linked, you may enter the Site Code or press <Ctrl+F1> to select from a list of sites. If a button has not been linked to a specific site, you should leave this field blank.
- "Filter on" : You may enter the name or part of the name of a button to find it. You may leave this field blank.
- Highlight the button to edit and click [Edit].
- Make your changes, e.g. to alter the Icon used or change the Text displayed, then click [Done] and [Accept] to save your changes.
| Alternatively you may press <F12> from any field where the Functions menu is available.
|
Removing an Existing Button
To edit remove a button go to " Reports & Settings Maintenance Options Add or Edit Custom Buttons".
- Search for the relevant button as per the previous section.
- Highlight the button to delete and click [Remove].
- Click [Yes] to remove the button.
| Alternatively you may press <F12> from any field where the Functions menu is available.
|
See also
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