How to use row macros?

Macros run a process or action for one row or selected rows. Basic setup is on the editor UI settings tab (Macros); advanced keys use JSON → front_json (advanced).

When you need this

  • Operators need a Send to process button on a record.
  • Bulk action for selected rows (e.g. start workflow for several requests).
  • Table integration with a bot without opening the builder manually.

Key terms

  • Row button — macrosSingle; one action per record.
  • Selection button — macrosMultiple; appears after selecting rows ({count} selected).
  • Run macro… — selection menu item in the records table.
  • Bot ID — bot identifier for the macro.

Before you start

  • Custom Data model editor is open.
  • Target process or action jail exists.
  • Operators may run macros per role settings.

Step-by-step

  1. Open the table → Edit → UI settings.
  2. Expand Macros.
  3. Configure Row button — macro for a single record.
  4. Configure Selection button — macro for multi-select.
  5. Set Bot ID if your setup requires it.
  6. For advanced params, open JSON → front_json (advanced) — extra keys are preserved.
  7. Save the editor.
  8. In the records table:
    • Single row — macro button in the row or actions menu.
    • Multiple — select rows → Run macro….

What happens next

Macro buttons appear in the table. Click passes record context (id, fields) to the configured process or action.

How to verify

  • Button shows in the row or selection bar.
  • Macro runs without errors on a test record.
  • Selection button works for multi-select.