Override a formatter with macros

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • The system uses formatters to handle complex rendering of specific form elements.

    Before you begin

    Role required: ui_macro_admin

    About this task

    Examples of form elements rendered by formatters in the base platform are:
    • Activity formatter: Displays the list of activities, or history, on a task form.
    • Process flow formatter: Displays the different stages in a linear process flow across the top of a record.
    • Task parent breadcrumbs formatter: Provides breadcrumbs to show the parent or parents of the current task.
    • Approval summarizer formatter: Displays dynamic summary information about the element being approved.
    A UI macro can override formatters provided in the base system.

    Procedure

    1. Navigate to All > System UI > UI Macros.
    2. Click New.
    3. In the Name field, enter the same name as the formatter you want to override, but omit the .xml extension.
    4. Complete the remaining fields on the form.
    5. Click Submit.

    Example

    This example shows the form that defines the existing approval summarizer formatter:
    Approval summarizer formatter
    Here is the form for the UI macro that overrides the approval summarizer formatter:
    Override the formatter