I have a modal section that is referenced in two different sections in different stages. Stage A is where a customer service rep fills out notes and Stage B is where their Managers can write notes.
The flow action title was originally "Manager Notes" and I want the title to be "Service Rep Notes" when a customer service rep fills out the notes in that particular stage. This information is generated based on the short description of the flow action. Is there a way to change just the Modal Title when a customer service rep fills out the form without creating a new flow/ section?
I've tried to use a data transform or Activity in the pre-processing, but I can't seem to pinpoint what where to set the property I need.
***Edited by Moderator: Pooja Gadige to add platform capability tag***
@markB132 The best approach is to move the modal title outside of the modal template and render it inside your flow action.
If you open your modal template, you will see that it renders the modal header title and the close button using a Custom header pzModalHeader. If you instead use a regular dynamic layout with a standard header, you should be able to render any property in the title.
if you have 8.3 or higher, you can look at the rule pyFlexModalTemplate present in Theme-Cosmos:01-01 as an example
Posted: 8 months ago
Updated: 8 months ago
Posted: 5 Feb 2021 10:52 EST Updated: 8 Feb 2021 4:31 EST
@RichardMarsot This would work, but I do have a large number of flow actions that use the modal header template, so if I remove that template, wouldn't I need to correct all those layouts in all those other sections?
Trying to do the least amount of work as possible.
Posted: 8 months ago
Posted: 8 Feb 2021 12:21 EST
Richard Marsot (RichardMarsot)
Director, Front-end Development
@markB132 I would only use this new design template for the flow action where you need to render the different title based on the operator. The other flow action can continue to use the other design template. If you have a lot of flow actions where you want to change the title, the other option is to override the modal template that you use (I assume it is the pyModalTemplate) into your application layer - you can add a non auto section at the top that will override the pyActionLabel depending of the operator.
Another option is to use field value - depending of the operator, you will load a different set of localized value for these field values using a different application stack. This is the recommended practice if you have a lot of flow action.