Create or edit a script

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Steps

1. Go to Settings and maintenance.
2. Select CRMScript and do one of the following:
   • To create a new macro: Click New macro.
   • To edit an existing macro: Click the macro name.
3. In the Information tab, edit or enter data about the script:
   • Folder: Select the folder you want to save the script in.
   • Name
   • Description
   • Include name: A unique name for the script, used to include this script in another script.
   • Key: The key is used with the “action=parse” function on the customer pages so that you can run scripts and set up script-based functionality in SuperOffice Customer Centre. The key prevents arbitrary scripts from being run from the customer pages.
   • Show result of running script as HTML
4. In the Script tab, you can enter the script itself.
5. (optional) Click Stage to stage script. This allows you to test the changes by yourself.
6. (optional) Click Execute script to run the script. The result displays in the Result tab.
7. Click OK.

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Macro/script folder properties

Script and macro folders are used to organize your custom scripts and macros.

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Create folder

1. Click New folder at the top of the screen.
2. In the Folder field, select a parent folder in the list.
3. Enter a descriptive name for the folder in the Name field.
4. Click OK. The new folder is created.

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Edit folder

You can edit both the name of a folder and the details you entered when creating it.

1. Go to the required folder.
2. Click the name of the folder.
3. Amend the fields.
4. Click OK. The changes are saved.

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Delete folder

When you delete a folder, all its contents (such as selections, FAQ entries, reply templates, tables, scripts, and macros) are also deleted from SuperOffice.

1. Go to the required folder.
2. Click the name of the folder.
3. Click Delete.
4. Click OK to confirm. The folder and its contents are removed from SuperOffice.