Customize Onscreen Text Labels

The Messages admin screen allows you to customize the text labels that appear onscreen throughout the Chrome River user interface—including labels in all the languages supported by your organization—with the following exceptions:

• To easily customize business rule messages, use the Rule Messages Admin Screen instead.
• To customize expense-type tiles, use the Mosaics & Tiles Admin Screen.

Click ADMIN SETTINGS > USER INTERFACE > MESSAGES.

Search/Sort Within a Changeset

1. Select the desired changeset.

2. If your organization offers messages in multiple languages, select the desired language. Each language is a separate message file.

3. Select the type of label you wish to edit, or select All to see all labels.

4. Click VIEW.

5. The current filter parameters appear as blue tags at the top of the list. To change the filter criteria at any time, click the blue arrow to the left of the changeset name.

The filter will slide in from the left.

6. Pagination controls stick to the bottom as you scroll through the list, allowing you to easily navigate among pages or select a specific page.

7. The list may be sorted by the column names at the top.

• Key: Every piece of text in the user interface has a unique identifier known as a "key."
• Default Value: The standard Chrome River value for that key. This is the text that Chrome River translates into other languages for customers who use them.
• Display Value: Allows customers to override the default value for that piece of text. For example, an organization may change the default term "Airfare" to "Flight." Note that these custom display values will need to be translated by your organization if you offer users other languages.
• Modification Icon: If a value has been modified in a draft changeset that has not yet been deployed, an icon will appear in this column. Hover over the icon to see details of the recent changes, including who made them and when.

• Conflict Icon: This column will alert you if someone else made a change to the value that was different from the edit you made and the changes have already been deployed. Hover over the icon to see details of the conflicting edits, who made them, when they were made, and when the changes were published. You will be required to resolve the conflict when you publish your changeset. For more details, see "Resolving Conflicts" in Changeset Manager Admin Screen.

8. Click a column heading to sort by that value. An arrow will appear to indicate ascending or descending order.

9. Click the filter icon to the right of each column name to filter the results by that column.

Add a Label

To add a new label via the Messages admin screen, you will need to know the message key values for both the short message, which acts like a headline, and the long message, which acts as a description.

Additionally, if your organization is configured to display multiple languages, you will need to create message keys in each language file and translate the short and long messages.

The message key contains a prefix that depends on the type of rule being referenced (submit compliance, routing, line item compliance, etc.), the message code of the rule that it references, and the message itself, in this format:

Example Message Keys

1. Click EDIT in the upper right corner of the changeset.

2. Click ADD NEW LABEL in the blue bar that appears.

3. A blank line will appear at the top of the list.

• Click in the Key column to add the desired message key value.
• Click in the Display Value column to add the label that will appear in the user interface.

4. Click SAVE.

Edit a Label

1. Click EDIT in the upper right corner of the changeset.

2. Click the desired display value and edit the label.

3. Click SAVE.

Delete a Label

Only customer-specific labels created by your organization may be deleted; default labels may not be deleted.

• Customer-specific keys will display a blank Default Value field; these may be deleted.

• If the customer-specific key has overridden Chrome River's default value (i.e., Default Value and Display Value are both displayed, but the text in the two fields differs), the user may delete the key and the default value will be reinstated.

1. Select the desired label in the list (use CTRL + click or Option + click to select multiple labels).

2. Click DELETE SELECTED LABELS.

3. Click SAVE.

Export/Import Messages to Edit Outside Chrome River

If desired, you may export messages from Chrome River to a file on your computer in order to edit them outside the app. Then you may import that file back into Chrome River and publish the changeset to have them take effect.

1. Select the live changeset, the desired language and the type of label you wish to edit, then click VIEW.

2. If desired, you may filter the results. Then click EXPORT.

3. You will be asked to confirm the export. Click EXPORT.

4. A confirmation message will appear and your browser will ask you what to do with the file. Click SAVE.

5. Once you have made the desired changes to the file, return to Chrome River and click IMPORT.

6. You will be asked to select an existing draft changeset to apply your edited file to, or to create a new changeset.

7. Your edited file will replace the existing draft changeset. You will be shown a summary of the changed records and asked to confirm the import. Click IMPORT.

8. When you publish that changeset, your edits will be live.

Publish the Changeset

Once you have saved your changes, click PUBLISH in the upper right corner.

If there are no conflicts, you will receive a message that your changes have been published successfully. (For information, see "Resolving Conflicts" in Changeset Manager Admin Screen. At this point, your new messages are live.

To see the new messages in the application, either log off and log back on or click the Reload button on your browser. This will force your browser to reload the new Messages.

Add New Language Options to User Interface

Administrators may use the Messages Admin to activate additional language options for the Chrome River user interface. Once you have added a language, users may select it in Settings as their preferred language for labels, messages and other screen objects in the Chrome River app that feature text.

1. On the Messages Admin screen, in the Select Language drop-down, click ADD NEW LANGUAGE.

2. You will be asked to select an existing draft changeset or to create a new changeset.

3. Use the drop-down menus to select the new language you wish to add and the existing language you wish to duplicate. Then click ADD.

New language files are created by duplicating all of the files your organization has for an existing language and replacing all the default messages with those in the new language. Note that any messages you have customized will not be translated into the new language.

• For example, if you add French (Canada) by duplicating English, only the default messages will appear in Canadian French—any messages you have customized will appear in English until you edit them. However, if you add French (Canada) by duplicating French, the default messages will appear in Canadian French and the customized messages will appear in French, which may be close enough that your organization decides they need no further editing.

4. You will now see the changeset. At this point you may choose to publish your changeset and activate the new language immediately or edit any individual messages, such as untranslated custom messages, before publishing.