Relabel CSM Configurable Workspace items after upgrade

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • After you upgrade your instance for the first time, you can relabel certain items in the CSM Configurable Workspace for public sector use.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Certain menus and menu items in the CSM Configurable Workspace are relabeled for public sector use. However, after upgrading your instance, those items revert to the original labels used for Customer Service Management (CSM). You can relabel the following items for public sector use by changing them in the UX List Categories for Customer and Service Organizations.
    Tabela 1. Label changes in CSM Configurable Workspace for public sector
    CSM label Change to public sector label
    Accounts Businesses
    Consumers Constituents
    Internal Business Location Internal Agency
    External Business Locations External Agency
    Service Organization External Staff External Staff

    Procedimento

    1. Navigate to All > System Definition > Tables.
    2. In the Tables context menu, select Label and in the Search box enter *UX list to search for lists, then select the UX List Category record.
    3. In the UX List Category record, scroll down to the Related Links section and select Show List.
      1. In UX List Categories, select the Customer record.
      2. In the UX List Category for Customer form, go to the UX Lists section and select the Consumers record.
      3. In the Title field of the UX List Category for Consumers form, change Consumers to Constituents and select Update.
    4. In UX List Categories, select the Accounts record.
      1. In the Title field of the UX List Accounts form, change Accounts to Businesses.
      2. Select Update.
    5. In UX List Categories, select the Service Organizations record.
      1. In the Title field of the UX List Service Organizations form, change Service Organizations to Agency.
      2. Select Update.
    6. In the UX List Category Agency form, go to the UX Lists section and do the following:
      1. Select the Internal Business Location record.
      2. In the Title field of the UX List Internal Business Location form, change Internal Business Location to Internal Agency.
      3. Select Update.
      4. Return to the UX Lists section, and repeat steps a through c for the External Business Location record.
        In the Title field, change External Business Location to External Agency.
      5. Return to the UX Lists section and repeat steps a through c for the Service Organization External Staff record.
        In the Title field, change Service Organization External Staff to External Staff.