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

Open the table → Edit → UI settings.
Expand Macros.
Configure Row button — macro for a single record.
Configure Selection button — macro for multi-select.
Set Bot ID if your setup requires it.
For advanced params, open JSON → front_json (advanced) — extra keys are preserved.
Save the editor.
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.