Share and Organize Macros and Quick Text in Folders
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions. Folders for macros and quick text aren’t supported in Essentials.
Who: To create a folder for macros or quick text, a user needs Create permission on the object. To share a folder for macros or quick text, a user must be the owner of the folder or have Manage access on the folder. Admins and other users with Modify All permission on the macros or quick text object, can also manage folders.
Why: Folders help spread productivity. Say that a user is a whiz at macros and created a bunch to work with cases about a certain product. That user can share those macros with others using a folder—now all your agents are macro wizards!
Here’s what users can do in the updated browsers. Create items right in the utility or browser (1). Change the view to see all folders or recent items (2). Navigate using the folder path breadcrumbs at the bottom (3).
When folders are enabled for macros and quick text, the object home displays a folder view instead of a list view. Users can view all folders, only the ones that they created, or ones that were shared with them (1). To share a folder, use the dropdown menu next to the folder, and click Share (2).
Users can create up to 3 subfolders in a folder, and subfolders can contain a mix of folders or individual items. However, you can only share the first-level folder, called the root folder. Subfolders can’t be shared.
How: Enable folders for macros and quick text on the Macro Settings and Quick Text Settings pages in Setup. After you enable folders, the macro utility and quick text browser are updated.
- For new orgs, the Folder field is added to the macro and quick text page layouts by default. For orgs created before Winter ’19, add the Folder field to these layouts manually.
- To create and manage quick text and macros, give your users create, edit, and delete permission on the quick text and macros objects using a permission set or through their profile.
- We recommend that you don’t use split view for macros and quick. After folders are enabled, split view displays the folder list view, which isn’t optimized for split view.
- You can use the API to configure and manage your macros and quick text folders, just like you do for reports and dashboards. See the Analytics Folders API Resource Reference.