How to fix Zendesk macros after a group is deleted or an agent leaves
By Jake Marsh · Updated
To fix Zendesk macros that point at a deleted group or a departed agent, install Quillmend, open it from the left navigation bar and tick Broken references. Select the macros, choose Change a value, pick the action (such as group), set Where it is now to the old value and Change it to to the new one. Click Preview changes, then Apply to N macros. Every macro is fixed in one change you can undo.
What counts as a broken reference
Quillmend checks every shared macro against your account's current groups, agents, fields, forms and brands. Hover the red badge on a row to see each problem.
| The macro... | Message you see |
|---|---|
| sets a group that was deleted | Sets group 123, which no longer exists. |
| assigns to someone who is no longer an agent | Assigns to user 456, who is no longer an agent. |
| assigns to a suspended agent | Assigns to Dana Lee, who is suspended. |
| sets a ticket field that was deleted or deactivated | Sets ticket field 789, which no longer exists. / Sets "Plan", which is inactive. |
| sets a dropdown option that was removed | Sets "Plan" to "legacy", which is no longer one of its options. |
| sets a deleted or inactive ticket form | Sets ticket form 321, which no longer exists. |
| sets a deleted or inactive brand | Sets brand 654, which no longer exists. |
| is available to a group that was deleted | Available to group 987, which no longer exists. |
The ids and names above are examples; yours come from your account.
Steps
- Tick Broken references. The count next to the filter shows how many shared macros have at least one problem.
- Narrow it down. Combine the filter with Search titles and content or Category to work on one problem at a time, such as every macro that used the old Billing group.
- Select the macros. Click rows, or Select all N shown.
- Choose Change a value. Under Action, pick the action to fix: group, assignee, status, priority, type, form, brand, a ticket field or tags.
- Set Where it is now and Change it to. Pick the old value (or Any value to change it wherever it appears) and the new value. Choosing the same value for both is blocked.
- Click Preview changes. Each macro is listed with the old value in red and the new value in green.
- Click Apply to N macros. Quillmend writes one macro at a time, re-reading each one first and skipping any that someone edited since your preview.
When the action should go instead
Sometimes the right fix is to drop the action, for example a macro that assigned tickets to an agent who left and should now leave the assignee alone. Choose Remove an action, pick the action and, under Only where it is, the value to remove. The preview blocks a macro that would have no actions left.
For macros available to a deleted group, use Change availability and choose All agents or the groups that should have them now.
Undo
The result screen has Undo this change, and the History tab keeps every change with who made it, when, and each macro before and after. Undo restores the whole change; Undo this macro restores one. Undo a later change before an earlier one on the same macro.
Limits
- Shared macros only. Personal macros aren't listed or changed.
- Up to 1,000 macros per change.
- Macros only. Triggers and automations that set the same deleted group need fixing separately.
- Moving a value from one ticket field into another field isn't one of the changes.
What it costs
Quillmend is priced per Zendesk account by the number of shared macros, active and inactive: Team $99 a month for up to 25, Professional $199 a month for up to 250, and Enterprise $349 a month for any number. Every plan has every feature and a 14-day free trial; Zendesk asks for a card at install and bills monthly. The full reference is in the Quillmend documentation.
Quillmend
Bulk macro editor: find and replace, fix and clean up shared macros, with a preview and undo. From $99 a month per Zendesk account.
Questions
How do I find every macro that uses a certain group?
If the group is gone, tick Broken references. For a group that still exists, select all the macros shown, choose Change a value, set Where it is now to that group and Change it to the new one, and click Preview changes. The preview lists only the macros that set it, and nothing is written until you click Apply to N macros.
Can I add a tag to many macros at once?
Yes. Choose Add tags. Quillmend adds the tag to the macro's existing "Add tags" or "Set tags" action instead of creating a second one.
Why can't some agents apply the fix?
Zendesk only lets admins, and custom roles allowed to manage shared macros, change shared macros. Restrict Quillmend to those roles under Role restrictions.
Will this change tickets that already used the macro?
No. Quillmend changes the macros themselves. Tickets the macro was applied to before keep their values.
More Quillmend guides
- How to deactivate and delete unused macros in Zendesk in bulk
- How to find and replace text in all your Zendesk macros