Automation to check for page macros

[Michael MacDonald]

Hello,

I have been having some trouble building an automation that checks for various items on a page when it is edited. This is part of a document compliance effort to ensure people are not using certain macros in specific controlled spaces.

I have managed to put together some simple macros (see image) that check for a macro on the page, but I run into issues when I want to check for multiple different macro types.

I have tried using an IF/ELSE branch with multiple checks for macros. It seems to always return as TRUE even when none of the conditions are met on the page.

I feel like there must be a more elegant solution that I am overlooking, and any advice on how to check a page for macros would be very helpful. Thank you!

[marc -Collabello--Phase Locked- · Accepted solution]

Hi @Michael MacDonald ,

Not sure why your automation is not working.

One thing you can do to streamline he macro detection is to use a condition like

macro in (toc, widget) 

in a CQL Condition in an if-block.

However for compliance it is probably better to work with an allowlist of macros instead of listing all forbidden macros:

macro not in (allowedMacro1, allowedMacro2)

We use a similar approach when we search for pages for our Document Control macro.

[Michael MacDonald]

Hi Marc,

Thank you for the response! I am trying out your suggestion of "macro in ('excerpt', 'include') and this seems to be working. I was not able to get it to work when I did "macro in ('Insert excerpt', 'include page') for some reason. 

Do you happen to know if there is an ID I could call instead of the name of each macro?

[marc -Collabello--Phase Locked-]

If you need to know the exact macro names, your best bet is to insert the macros on a page.  Then click on the top right three dots, choose "Advanced details" - "View storage format".

The macro names in the storage format follow the the string ac:name, e.g.

ac:name="expand"

for the expand macro.  This ac:name is like an id and unique as far as i know.

[Kristian Klima · Accepted solution]

@Michael MacDonald 

Just to add my 5 cents, in Confluence settings, there's the Macro usage section.

It lists unused macros and then all used ones. Click the macro name, and search page opens - listing all pages where that macro is in use. By using the filter, you can narrow down the time scope etc.

It's not meant for real-time control, but might be useful for housekeeping.

[Michael MacDonald]

Oh this is really helpful, surprised I have never stumbled upon this section before, thank you!