Customize contextual messages

To create contextual messages:

1. Navigate to Settings.
2. Click Contextual Messages under Personalization. 

   

3. The Contextual Message window will appear. Click the Customize button.

   

4. The contextual messages pane will appear.

   

5. Select the form.
   
6. Select the report for which the messages need customization.
7. Click the Download button to download the Default Messages file.
   
8. Enter the customized messages in the CustomValue column.
9. Upload the updated file.
   
10. Click Create button. 
    

The customization is added to the Contextual Messages page.

To delete customization:

1. Navigate to Settings.
2. Click ContextualMessages under Personalisation.

   

3. The Contextual Message window will appear.
4. Hover on the listed contextual message. The Delete option will appear.
5. Click Delete. The customization will be removed from the listing and the report messages will be reverted to default system messages.

To edit contextual messages:

1. Navigate to Settings.
2. Click ContextualMessages under Personalisation.

   

3. The Contextual Message window will appear.
4. Hover on the listed contextual message. The Customize option will appear.
5. Change the report if necessary.
6. Download the existing messages file.
7. Update messages.
8. Upload file again.
9. Click the Update button. The changes will reflect in the reports and the messages.

Related topics

• Understand contextual messages