Macros

In Tracker, macros are scripted algorithms that can be executed on the issue page. You can use macros to automate repeating actions. Macros allow you to change issue fields, create automated comments and send messages in just one click.

Creating a macro

Restriction. By default, only the queue owner can configure a queue.

Each Tracker queue has its own set of macros. To create a new queue macro, do the following:

  1. Open the queue page.

  2. To the left of the queue name, select  → Configure.

  3. On the left-hand panel, select Automatization → Macros and click Create macro.

  4. Set up your macro parameters:

    • Macro name.

    • Message — message body (comment or email) created when executing a macro. If you don't want your macro to leave any messages, leave this field empty.

      You can insert field values into your comments. To do this, click Add variable and select one or more values. You will see a sequence like {{issue.field_ID}} in the Message field.

    • Actions — choose issue fields a macro should change and specify their values after the change.

  5. Click Create macro.

Edit and delete macros

Restriction. By default, only the queue owner can configure a queue.
  1. Open the queue page.

  2. To the left of the queue name, select  → Configure.

  3. On the left-hand panel, select Automatization → Macros and hover the cursor over the macro you need.

  4. To change a macro, click .

    To delete a macro, click

Run a macro

Macros allow you to change issue fields, create automated comments and email messages. Any user with access rights to issue editing can execute macros.

To run a macro:

  1. Open the issue page.

  2. Go to the comment field.

  3. Select a macro from the drop-down Macros list.

    You can select multiple macros at the same time. If multiple macros change the same field, only the last executed change will be applied.

  4. To send a message using a macro, go to the Message tab and configure its fields.

  5. To execute the macro, click Send.

Example of a macro

Let's say the support team is processing user requests in Tracker. After the request is processed, the issue must be closed and the requester must be notified that their request has been resolved. Let's set up a macro that's going to do exactly that:

  1. Choose the queue you want to create the macro for and open the settings.
  2. In Macros, click Create macro.
  3. Set the macro name.
  4. Write the email. You can add issue fields to your message by clicking Add variable.
  5. If you want to use your macro to close issues, find the Actions block and select the field Status → Set value → Closed.

  6. Save your macro.

To run a macro you created:

  1. Open any issue from the queue you made the macro in.
  2. Click Macro in the comment box and choose a name for your macro.
  3. Turn on the Email option above the comment box and specify the recipient's address. If the issue was generated from a user email, the requester's email address will be automatically added to the To field.
  4. Click Submit. The user will receive an email and the issue status will be updated to Closed.