Understand contextual messages in list report

Understand contextual messages in list report

Contextual messages are enabled for you to personalize your reports with messages that are appropriate to their context. You would have observed that the messages that appear in your reports are generic and standardized across Zoho Creator applications. 

In the image above, a confirmation message is displayed on trying to delete a few records. This default message does not make any reference to the report or the content that is being deleted. If you need to introduce specifics to this message for it to be more precise about what records are about to be deleted, you can use contextual message option.

The users section provides you with a file that contains the list of default values along with their keys that are referenced at the backend. You need to enter the contextual messages in the specified column and upload the same updated file. The changes will be reflected in the application.

To create contextual messages:

  1. Navigate to Settings.
  2. Click ContextualMessages. The Contextual Message window will appear.
  3. Click the Customize button.
  4. Select the form.
  5. Select the report for which the messages need customization.
  6. Click the Download button to download the Default Messages file.
  7. Enter the customized messages in the CustomValue column.
  8. Upload the updated file.
  9. Click Create button. 

The customization is added to the Contextual Messages page.

To delete customization:

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

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