A macro configuration dialog typically consists of:

• The macro name input field in the top bar to enter the macro function name
• Several macro parameters which are explained in this manual.
• Optional additional processing steps.

The macro name is the text label of the macro token/placeholder:

Choose a short and descriptive name.

Example: For a macro, that outputs a the current date plus 14 days for a payment reminder phrase, you may want to name it "Date+14d" or "PaymentReminderDate".

Without defining a name, the underlying macro code is shown in the phrase instead of the beautiful macro token:

The code view is interesting for expert users only, who like taking a peek under the hood.

You can toggle between code vs token view at any time by defining a macro name or removing it.

Most macro functions have parameters and options which are explained in this documentation.

The Clou: Macro parameters may contain macro functions themselves!

Example applications:

• Embed a phrase into another phrase based on a specific date or time, or the value of a Excel spreadsheet cell content, a user input, a calculation, etc.
• Calculate a math expression consisting of a temporary variable, CSV file value and/or a Windows environment variable content, etc.
• Pre-fill an user input prompt with the current date.

To achieve the latter example:

1. Create a phrase and click where you wish to add the macro function.
2. Select macro "User input » Manual input".
3. Click the icon in the input field "Default".
4. Select macro function "Time/Date" and configure that macro in its own macro configuration dialog.
5. By clicking OK , the date/time macro token is inserted in the input field "Default".
6. By clicking OK in the "Manual Input" macro dialog, the entire nested macro function is inserted into the phrase.

The output of a macro can be processed by a queue of additional macro functions:

To add processing steps, click the button "Modify output" at the bottom of a macro input dialog and add processing steps as required. All processing steps will be daisy chained and executed from top to bottom.

You can compose phrases in your flow without being concerned how to handle dynamic or variable parts within the text. If manual input or variations are needed in the text, just type placeholders such as "The patient is X years old and the symptoms are fever/pain/dizzyness".

To turn these placeholders into macro functions:

1. Right-click the variations (multiple text variations, separated with common delimiter such as a slash or a comma)
2. Select "Convert selected text into a macro" and select the desired macro type.
3. Configure the macro in the macro dialog.

Done!