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How to Copy Location-Specific Macros to System Level Macros

Overview

An office cannot use Location-level and System-level macros simultaneously in ChiroHD. Users must choose one or the other.

✨Video Tutorial - Click Here✨

Solution

To create a unified hub, you can move any Location-level macros to the System level. Follow the steps below to copy over macros built within the location itself.
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Steps to Copy Location-Level Macros to System-Level

  1. Open Two Browser Tabs in ChiroHD:

    1. Tab 1: Navigate to Location Macros:
      Settings -> Initial Setup -> SOAP Macros

    2. Tab 2: Navigate to System-Level Macros:
      System Settings -> SOAP Macros
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  2. Create a New Macro at the System Level:

    1. In the System-Level tab, either click on a new tab or the macro button to create a new macro.
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  3. Copy Macro Details from Location-Level:

    1. Switch to the Location-Level tab and select the first macro you want to copy.

    2. Copy the following details one field at a time:

      1. Type

      2. Label

      3. Color

      4. Behavior

      5. Line Options

      6. Output Options
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  4. Paste Macro Details to System-Level:

    1. Switch back to the System-Level tab and paste the copied details into the corresponding fields.
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  5. Switch to Code View for REGULAR Macros:

    1. If the macro type is REGULAR:

      1. Click the "Switch to Code View" button.

      2. Select all content within the macro box, then copy it.

      3. Navigate back to the System-Level tab, switch to Code View, and paste the copied code.

      4. Switch back to Macro View to see the macro in its usable form before saving.
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  6. Copying LIST Macros:

    1. For macros in LIST format:

      1. Follow the same steps to copy and paste Type, Label, Color, etc.

      2. Additionally, click into each list item and label to copy and paste the code for each.
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  7. Enable System-Level Macros:

    1. Once you have copied, pasted, and saved every macro at the System-Level, you can enable System-Level macros within your Location to access all needed macros.

Conclusion

By following these steps, you can consolidate your macros at the System level, providing a unified and accessible macro setup for your office in ChiroHD.

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