Run a Bulk Macro on Multiple Records
- In the Case list view, select the cases that you want to run the macro on.You can filter the cases to identify which cases you want to run the macro on.
- Open the Macros widget.
- In the Macro widget, select a macro with the green lightning bolt icon () and clickRun.
- In the confirmation window, click OK to continue.The macro runs on the selected cases. In the list view, the cases on which the macro ran successfully are highlighted in green and denoted by a green check mark icon. Cases that the macro didn’t run successfully on are highlighted in red and denoted by a red X icon. To see an explanation about why the macro didn’t work on a case, hover over the red X icon.