ManualsPayments2Us User Manual Web Form DesignHow to change field names, section heading names and information messages

How to change field names, section heading names and information messages

As Payments2Us is part of a managed package, you cannot update the object field labels using the normal administration options.  However, you can use the translation workbench to achieve the same outcome.

To update labels, you will need to first enable the translation workbench, then update the object label or the custom label settings.

1. Enabling Translation Workbench

 

1.1. Setup available languages

This option is necessary if you are going to be changing field labels to a language that is not available as standard.  This can include variations of English that are not US English, for example en-AU for Australia locale.

  1. To maintain the list of available languages, navigate to Administration setup > Company Profile > Language Settings.
  2. Check both “Enable End User Language” and “Enable Platform Only Languages”
  3. If your language is not one of the standard ones, then select that language from the Available Languages and move this to the Selected Languages
  4. press SAVE button

1.2. Enable Translation Workbench

  1. Under setup > administration setup > Translation Workbench > Translation Settings
  2. Click ENABLE

 

1.3. Add Languages for Translation Workbench

Then add a translation language.  

1.4. Select Language to Add to Translation Workbench

  1. Add English if you need to override standard labels provided by AAkonsult.
  2. Press SAVE button

2. Change Section Headings and Messages

Change Section Headings and Messages

This procedure walks you through steps on updating section headers and custom messages.  If you are looking at changing the field labels then please see Overriding Field Labels

  1. Section headers are the names at the top of a group of fields.  If you are using custom sections, then these can be updated in the Payment Form > Custom Headings section.  Examples of sections headers that are applicable to this procedure are: "My Contact Details" and "Transaction Details"
  2. Messages are text on the form that display helpful information or error messages.  They are also used for labels on buttons.  An example of a message is "* denotes a compulsory field...."

All of these updates are maintained under the Custom Labels section in Salesforce

2.1. Locate Custom Label

  1. Navigate to setup > create > custom labels
  2. Press "C" in the rolladex to locate labels beginning with "C".  For the checkout form, almost all labels used begin with "Chechout..."
  3. Locate the label and click into

2.2. Create a new Override

2.3. Enter your new label text

Enter your new label text
  1. Select Language - Eg. English
  2. Enter your new label details
  3. Press SAVE button

 

2.4. Review your updates

Review your updates

3. Overriding Field Labels

Overriding Field Labels

This procedures takes you through the steps in changing field label for a field such as first name.

If you are looking at changing Section headings, button labels or messages, please see: Change Section Headings and Messages

 

3.1.

  1. Navigate to setup > administration setup > Translation workbench > Translate
  2. Select your language eg. English (Australia)
  3. Select “Custom Fields” for the component
  4. Select "Payment Txn for the Object"
  5. Select "Field Label" for the Aspect.  
  6. Locate the field you wish to update double click into the “Field Label Override” area.  
  7. Press SAVE button.

 

3.2. Review your updates

Review your updates

4. Translation Trouble Shooting

4.1. Check your selected language matches the Sites user langaue

When you added a language to the Translation Workbench, ensure that this language matches the locale for the user setup for the "Sites" User.

Ie. Under Setup > Develop > Sites.  Click into your website.  Click on Public Access Settings button, click onto View Users/Asssigned User button.  Click Edit next to the users and review/update the Locale.  For more information and steps on this users, please see the installation manual: How to set up external site security (older version) - in particular the Name and TimeZone section.