Use Record New Macro through 3 how-to topics, all available without membership, to start recording, save the macro, and edit it later when needed.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Start recording a new macro | Free |
| 2 | 2. Set the macro name and save location | Free |
| 3 | 3. Stop recording and edit the macro | Free |
How-to Guide
1. Start recording a new macro
Entry: Tools → Developer Tools → Record New Macro
- Open the document you want to edit.
- Click Developer Tools under Tools.
- Click Record New Macro.
Success Criteria
- The Record New Macro dialog opens.
- You can continue to enter a macro name and choose a save location.
Tips While Using
- Make sure the document is editable before you start recording.
- After recording starts, your following actions will be captured in the macro.
2. Set the macro name and save location
Entry: Record New Macro dialog
- Enter a macro name in the dialog box.
- Follow the naming rules: the name must start with a letter and can contain only letters, numbers, and underscores. Do not use spaces or special characters.
- Choose Current Document or All Documents as the save location.
- Click OK to start recording.
Success Criteria
- The macro name passes the naming rules.
- Recording starts and your following actions are captured.
Tips While Using
- If the name does not follow the rules, the macro may not be created correctly.
- Choosing All Documents can make the macro easier to reuse in other documents later.
3. Stop recording and edit the macro
Entry: Stop Recording; Tools → Run Macro → Edit
- After recording starts, perform the actions you want to capture.
- Click Stop Recording to finish the macro.
- If you need to change the macro, click Tools → Run Macro.
- Select the target macro and click Edit to open the macro editor.
Success Criteria
- The macro is saved.
- You can find the recorded macro in the Run Macro list.
- You can open the editor when further changes are needed.
Tips While Using
- Avoid unrelated actions during recording so they are not captured in the macro.
- If the macro result is not what you expected, edit the macro and adjust it further.