Difference between revisions of "Keyboard macros"

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== Summary ==
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Platinum allows you record a set of keystrokes that can be played back at a later time.
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This allows you run a time consuming series of procedures without you being in attendance. Macros can be executed on Platinum Start-up allowing you to start (possibly time scheduled) a copy of Platinum to produce a report, once the report is complete Platinum will exit.
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== More Information ==
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=== Recording ===
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To record a macro start the macro manager ({{KeyPress|A-M}} or select it from the "Macros" -> "Macro Manager"). From here you can press {{KeyPress|F6}} to create a new macro.
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* Enter the {{DataPrompt|Macro Sort Code:}} - Macros will be sorted on menus and the selection list in alphabetical order based on this.
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* The {{DataPrompt|Name:}} will be displayed on the menus.
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* You can now enter a simple {{DataPrompt|Description:}}.
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* Now press {{KeyPress|F2}} to start recording the macro.
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* To end the recording process press {{KeyPress|A-M}}.
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{{Tip|title=Shortcuts|text=
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Use the {{DataPrompt|Hot key Number:}} if you want to link the macro a hot key from the range {{KeyPress|A-0}} to {{KeyPress|A-9}}.
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}}
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{{Tip|title=Menu Word Search|text=
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Use the 'Menu Word Search' when selecting menus inside a macro. This will allow you to add/remove items from your menu without 'breaking' a macro.
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*If you selected option {{DataValue|20}} on a menu and you then make changes to that menu that changes the order of your menu, you macro would then select the wrong option! - If you selected option {{DataValue|20}} by typing the description of that menu option, the macro would always find it even if it moved to a different option number.
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}}
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=== Editing ===
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You can edit the keystrokes from a macro by using pressing {{KeyPress|F5}}.
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=== Playback ===
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There are various ways to playback a recorded macro depending on how you want to use your macro.
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{{Warning|title=Care|text=
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Care should be used to only execute a macro where the keystrokes will be correctly interpreted.
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}}
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==== Hot Keys ====
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If you have attached a hot key to your macro (You are allowed a maximum on 10 hot-key macros) you can start that macro by pressing the hot key ({{KeyPress|A-0}} -> {{KeyPress|A-9}}).
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{{Example|title=Example|text=
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You could use this type of macro to auto insert commonly typed text. It is sometimes desirable to have [[What is a General Notes template?|'templates']] in the "General Notes". A macro can be used to insert the text of this template and then be used to position the text at the first entry in that template.
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}}
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==== Menu Selection ====
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Macro's remember the program they were record in and when you are in the same program that recorded the macro it will appear on the "Macros" menu.
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==== Menu Execution ====
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If a macro was executed from a menu (to run a particular set of reports), you can with the "Custom Menus" program assign a macro to a [[Adding items to Custom Menus#Macros|custom menu]].
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* The {{DataPrompt|Name:}} of the macro will be used for the menu text.
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* You will always be certain of playing a macro from where it was recorded.
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==== Auto Execution ====
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On the macro creation screen you can assign a {{DataPrompt|Auto Execute Code:}} and a {{DataPrompt|Auto Execute Menu:}} to allow your macro to be started from outside of Platinum.
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* Once you have assigned a {{DataPrompt|Auto Execute Code:}} and recorded your macro you can now use that code on a Platinum Start-up short-cut.
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* Giving a {{DataPrompt|Auto Execute Menu:}} will always start your macro from that menu.
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* Make sure you record your macro from the menu you want to start it running from and afterwards you will need to record the keystrokes that exit Platinum from where so your macro will auto exit.
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== See also ==
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*[[Adding items to Custom Menus#Macros|Custom Menu]]
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*[[What is a General Notes template?|General Note Templates]]
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{{KB_Tags|keyboard macro, automation, record, playback}}{{ZN_Admin}}

Revision as of 09:41, 19 August 2008

Summary

Platinum allows you record a set of keystrokes that can be played back at a later time.

This allows you run a time consuming series of procedures without you being in attendance. Macros can be executed on Platinum Start-up allowing you to start (possibly time scheduled) a copy of Platinum to produce a report, once the report is complete Platinum will exit.

More Information

Recording

To record a macro start the macro manager (<Alt+M> or select it from the "Macros" -> "Macro Manager"). From here you can press <F6> to create a new macro.

  • Enter the "Macro Sort Code:" - Macros will be sorted on menus and the selection list in alphabetical order based on this.
  • The "Name:" will be displayed on the menus.
  • You can now enter a simple "Description:".
  • Now press <F2> to start recording the macro.
  • To end the recording process press <Alt+M>.
Shortcuts: Use the "Hot key Number:" if you want to link the macro a hot key from the range <Alt+0> to <Alt+9>.
Menu Word Search: Use the 'Menu Word Search' when selecting menus inside a macro. This will allow you to add/remove items from your menu without 'breaking' a macro.
  • If you selected option '20' on a menu and you then make changes to that menu that changes the order of your menu, you macro would then select the wrong option! - If you selected option '20' by typing the description of that menu option, the macro would always find it even if it moved to a different option number.

Editing

You can edit the keystrokes from a macro by using pressing <F5>.

Playback

There are various ways to playback a recorded macro depending on how you want to use your macro.

Care: Care should be used to only execute a macro where the keystrokes will be correctly interpreted.

Hot Keys

If you have attached a hot key to your macro (You are allowed a maximum on 10 hot-key macros) you can start that macro by pressing the hot key (<Alt+0> -> <Alt+9>).

Example: You could use this type of macro to auto insert commonly typed text. It is sometimes desirable to have 'templates' in the "General Notes". A macro can be used to insert the text of this template and then be used to position the text at the first entry in that template.

Menu Selection

Macro's remember the program they were record in and when you are in the same program that recorded the macro it will appear on the "Macros" menu.

Menu Execution

If a macro was executed from a menu (to run a particular set of reports), you can with the "Custom Menus" program assign a macro to a custom menu.

  • The "Name:" of the macro will be used for the menu text.
  • You will always be certain of playing a macro from where it was recorded.

Auto Execution

On the macro creation screen you can assign a "Auto Execute Code:" and a "Auto Execute Menu:" to allow your macro to be started from outside of Platinum.

  • Once you have assigned a "Auto Execute Code:" and recorded your macro you can now use that code on a Platinum Start-up short-cut.
  • Giving a "Auto Execute Menu:" will always start your macro from that menu.
  • Make sure you record your macro from the menu you want to start it running from and afterwards you will need to record the keystrokes that exit Platinum from where so your macro will auto exit.

See also


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Keywords AND Misspellings
keyboard macro, automation, record, playback