Macro Action

The Macro action executes a macro from the workbook. It can be executed at any time during an Action Flow and it can also be used to conditionally stop the next step in an Action Flow from executing.

To create a macro action, you must have an existing Macro in the Excel workbook.

To create a Macro action

1.  Click on the arrow beneath the Actions button and select Macro.
2. In Action Name, type a value that describes which Macro will be executed.
3. From Macro Name, select an existing macro.

4. Select the Terminate Action Flow conditionally check box if you want to terminate the action flow conditionally. The table below describes the behavior of the check box.
   
   

   Macro	Terminate Action Flow conditionally check box	Result
   True	Selected	The action flow will be terminated.
   False	Selected	The action flow will continue.

   

   To ensure the smooth execution of the terminate action flow, write the macro code in the module file rather than the sheet event, as shown below.

   

5. Select the Disable excel events before macro execution checkbox.

   Enable or disable the Excel events in macro action depending on the value of the checkbox.

   
   

   

   
   

The following use case shows an example of this.

Use Case: Creating a Macro Action

Diana Designer wants her end-users to fill out certain information within an App before sending an update to her environment. To enforce this, she creates a macro that looks at certain criteria, such as making sure there are values in a few records. Example: Amount and Close Date fields. This macro generates a True or False output depending on if the logic in the macro is met. Next, she creates a Macro action and associates the macro with it. She sequences the Macro action before the Save action in an action flow. Diana created the Macro action to conditionally stop the Save action from executing. Now, when the end user performs tasks and if the criteria is not met at the time the Macro action executes, the macro action reads the TRUE output from the macro and then terminates the action flow. The Save action is not enabled.