Setup Macros allows you to create macros for use in data entry. Macros make the process of repetitive data entry easier by setting a string of data to a keyboard shortcut. You can also print a list of macros from Setup Macros, using the Print button.


Operation Symbols


[*]                      Bypass the multi-selection window while a macro is running; this operator is ignored unless it has the most left (first) placement in the macro.

[+]                       Tells a macro not to clear flagged fields as the macro is running; this operator is ignored unless it has the most left (first) placement in the macro.

[<]                       Moves the focus back one field

[>]                        Moves the focus forward one field

[~]                        Escapes the screen

[#]                         Represents initiation of “Toggle Heads Down Mode”

[D]                     Inserts the Current Date

[HOME]               Initiates the HOME key

[END]                  Initiates the END key

[FF:##]                Field Forward (## is the number of times to move ahead)

[FB:##]                Field Backward (## is the number of times to move backward)

[FJ:##]                 Field Jump (## is the field number(accessible via heads down mode))

[?]                         Pauses to wait for input

[NEW]                 Creates a new screen selection; for example *C[NEW]> opens a new Schedule C, *C[1]> opens the first Schedule C where multiples exist.

[NEXTTAB]          Moves focus to forward one tab.

[PREVTAB]          Moves the focus back one tab.

Setting up Macros

    1. Go to Setup > Macros. The "Setup Macros" dialog box opens. Available keystrokes are displayed in the Hot Keys column. The Data column contains the data string associated with the keyboard shortcut.
    2. Click in the Data column, next to the keyboard shortcut you want to use.
    3. Type the text to assign to an area followed by an > to advance to the next field. To move back a field, type an <. To escape the screen, type a ~.
    4. When done, click OK.


Example 1

To create a macro for Franklin NC 28734, enter FRANKLIN>NC>28734 as the data string in the data column to the left of the keyboard shortcut you want to use.


Example 2

To make a macro for Franklin NC 28734 and then exit the screen, enter FRANKLIN>NC>28734~ as the data string in the data column to the left of the keyboard shortcut you want to use.

Record Macros

You can click Record on the Edit Macro window to use key strokes to enter certain macro operators.

    • The ENTER key or the TAB key inserts the “field forward” (>) operator.
    • SHIFT+ENTER or SHIFT+TAB inserts the “field back” (<) operator.
    • ALT+D inserts the “date” ([D]) operator.
    • ESC inserts the “escape from screen” (~) operator.
    • CTRL+N inserts the “heads-down mode” (#) operator.