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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Change Segment labels ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Change Segment labels in Journey Designer

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Posted on by Darren Mercieca 67

Hello,

We have renamed the 'Segment' entity to something more relevant to the business.

We noticed however, that the the labels, and lookups within the Journey Designer have not been updated with the new name, see image below:

pastedimage1605518661246v1.png

Is there a way we can change them? so as not to confuse users with different names.

Thanks,

Darren

I have the same question (0)
  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Darren,

    I believe the labels of Journey Designer are hard-coded and the designer itself is not customizable too.

    (In form editor, I can know that Journey Designer is called CJHostControl, however, after exploring through customizations of both Settings and PowerApps editor, I found that the control is not available in custom controls list, therefore it is not supported to be exported and customized.)

    As workaround, you could show a notification to users when the customer journey is in draft status, to inform them that segment refers to the renamed entity.

    (Execute the following script at OnLoad event of Information form of Customer Journey.)

    function addNotification(executionContext) {
    var formContext = executionContext.getFormContext();
    var statusReason = formContext.getAttribute("statuscode").getValue();
    // Add a notification to ribbon if record is draft status
    if (statusReason === 192350000) {
        var notification =
        {
            type: 2,
            level: 4,
            message: "Segment refers to Division, segment is the default name, but we renamed it due to business requirement."
        }
        Xrm.App.addGlobalNotification(notification).then(
            function success(result) {
                console.log(result);
                window.setTimeout(function () {
                    Xrm.App.clearGlobalNotification(result);
                }, 30000);
            },
            function (error) {
                console.log(error.message);
            }
        )
    }
}

    3704.JPG

    ( However, if we saved and published customization, the "Look for xxx" in the third lookup field should change.)

    Regards,

    Clofly

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