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I need your support to know about XTRF Macro
it@saudisoft com 3 years ago
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updated by Mateusz Trzeciak (XTRF Deployment & Training Specialist) 3 years ago •
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I need your support to know about XTRF Macros.
I need to know if it is possible to automate a project on XTRF using Macros, i.e. creating a project with workflow, adding receivables, instruction, start date, deadline, assigning to a vendor, adding payables, and starting the job automatically for more than one task according to excel file containing relevant information.
Customer support service by UserEcho
I think all of your whishes are possible. Allthough a lot can be covered by the API. But I have managed to do most of these things for smart projects with the standard automations, macro's and API calls.
Hi,
it's difficult to answer a question like that.
A lot of these things are achievable even without a macro - using built in features, automations, CAT Tool integrations and so on.
To be able to answer fully, we need more detailed scenarios and busines needs explained.
If you'd like to investigate this topic further, please register a ticket with our Help Desk.