Below are three methods of executing a Feedback Macro; 1) from the individual Feedback result view; 2) from the Filter/View Feedback Splash page; 3) from the Filter/View Feedback List results page.

Individual Feedback result view

Click Here to view a video of the process designed to accompany the steps listed below:

(must be viewing Owned Feedback with at least one saved and/or shared Macro)

  1. Click or Select from the list (if 5 or more displayed) the Macro you wish to execute.
  2. Click on the Submit button to confirm the Macro (unless suppress confirmation is enabled).

You have successfully executed a Feedback Macro on an individual Feedback result.

Filter/View Splash page

Click Here to view a video of the process designed to accompany the steps listed below:

(from the Advanced Feedback view with at least one saved and/or shared Macro)

  1. Select the Filter you wish to use (not selecting a Filter will execute on ALL Feedback).
  2. From the Action drop-down list, select the saved Macro you wish to execute.
  3. Click on the Perform Action button.
  4. Click on the Confirm Macro button to execute the Macro (unless suppress confirmation is enabled).

You have successfully executed a Feedback Macro from the Feedback splash page.

Filter/View List Results page

Click Here to view a video of the process designed to accompany the steps listed below:

(from the Advanced Feedback view, after executing a Filter/View list, with at least one saved and/or shared Macro)

  1. Check the boxes in the left column next to the Feedback results you wish to execute the Macro on.
  2. From the Action drop-down list, select the saved Macro you wish to execute.
  3. Click on the Perform Action button.
  4. Click on the Confirm Macro button to execute the Macro (unless suppress confirmation is enabled).

You have successfully executed a Feedback Macro from the Feedback results list page.

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Requirements

  • Administrate Feedback Feedback role enabled.
  • When executing on a specific Feedback form, you must be the Owner.

Notes

  • Reminder to only use Suppress Confirmation option in Feedback Macros with Macros that are non-destructive, as these are more likely to be triggered by mistake. This option is intended for repeated uses day-to-day Macros to save on the clicks required.
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