How do I Add a Macro to a Button?

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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 <C+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 <C+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 " Systems 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 <C+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 <C+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 <C+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.
  • Click [Custom].
  • If the option to add a new button pops up click [Exit].
  • Follow the instructions above to search for and edit your chosen button.

Removing an Existing Button

To edit remove a button go to " Systems 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.
  • Click [Custom].
  • If the option to add a new button pops up, click [Exit].
  • Follow the instructions above to search for and remove your chosen button.


See also


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Keywords AND Misspellings
macro button, macro, shortcut, custom button
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