Configuration of this Zendesk App is a simple process.1. Install the Zendesk App from the Zendesk App Marketplace. A 7-day free trial is included to try out this Zendesk App.2. Set your Prefix for your tag. In our examples, we use date as an example for the Due Date field but this can be delivered for an example if you want to set the delivery date in a Custom Date Field.3. Set your Field ID of the Ticket Field which needs to be set by Macro Date. For the Due Date you need to fill in due_at for any other Custom Date Field you can lookup the Field ID in your Ticket Fields overview under Admin > Manage > Ticket Fields.4. Select the days which are your business days. This will allow Macro Date to select a relative date based on your business days and for example, skip the weekend.5. Now you are ready to work with your Macro Date settings in your Macro. If you create a Macro you select 'Add Tags' and add a Macro Date tag. Follow the instructions in the next section to compose your Macro Date tag.

How to create a Macro Date Tag

Macro Date has support for several different tags. First, you start your Macro Date Tag with the Prefix you have set in Step 2 of the configuration instructions. In this example, we will use it due to our Prefix.The second part of the tag will either have plus or minus depending if you would like to select a date in the future or the past. In this example, we will go for plus so we can select a date in the future.The last part will tell Macro Date to select a relative date. For example, 1d will select a date in 1 day, 1wd will select a date in 1 workday, 1w will select a date in 1 week, 1m will select a date in 1 month and 1y will select a date in 1 year. By adding (number) after the week/month/quarter/year you will select (number)amount of days into the following week/month/quarter/year. So if you need the 2nd day into the next month you will add the following tag to your macro dateplus1m2. If you enter a number exceeding the number of days (mostly for week or month) it will select the last day of that week/month.

Examples

The following tags are an example on what tags you need to add to your macro's for Macro date to work:- dateplus1w - will select a date in one week- dateminus1d - will select yesterday- dateplus1wd - will select the next business dayif you use different prefixes like mentioned in the install guide, examples could be:- maintenanceplus1m - will select the date next month- expireplus1y - will select the due date in one year- Warrantyplus2q_2 - sets the due date to the second day of the 2nd quarter

Example Automation with Due Date and Macro Date

Automations are supercharged with Macro Date. Think about a Task ticket in Zendesk where you want to follow up on if the Due Date has been reached. With Macro Date you can quickly select a relative date right from the Macro. Using Zendesk's Automation you can automatically move a Task ticket back to your View. If you apply the Macro Date Tag for your Due Date in your Macro also set your Ticket Status to 'On-Hold'.Create an Automation with the following Conditions:- Ticket: Status > Is > On-Hold- Ticket: Hours until due date > (business) Is > 0 (zero)Set the following Actions in your Automation:- Ticket: Status > Open- Ticket: Priority > HighNow apply the Macro with your Macro Date Tag to your ticket and wait till the Due Date is reached. Your ticket will reappear right in your list with Open Tickets so your agents don't have to keep a close watch if this ticket is been followed up at the right time.

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