Customize the labels for fields that are available in the Journey Accelerator
Plan [sn_ja_plan] table so that users have a customized and consistent experience. You can
use customized plan headers for different plan types.
Before you begin
Role required:
sn_ja.admin
About this task
Journey Accelerator plans use three different roles:You can customize the plan header for each role. You can also customize role-based
permissions, field labels, and role-based plan preferences. Plan header fields are
available in the Journey Accelerator Plan [sn_ja_plan] table.
Procedure
-
Navigate to
,
and click New.
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In the Name field, enter a meaningful name.
The name should be meaningful to the role that you are creating the custom
header for. For this task, enter Support Manager Plan
Header.
-
Click Submit.
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Open the plan header configuration that you created.
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Click
New
.
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In the Details list, select Mentors can edit.
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In the Custom label field, enter
buddy and click Update.
-
Click Update again.
Any plan type role that uses this plan header displays the label buddy in the
plan header. Labels apply to individual roles. Each role can have its own
customized labels.
Configure unique plan headers for different plan types. For more information,
see Create and manage Journey Accelerator plan types.