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How Dynamic Text in Custom Labels Works
Use a combination of custom labels, activity settings, and specific field values to control the dynamic text displayed in activity headers and bodies on the Activity Timeline and Calendar views. Build logic that determines what information populates the placeholder fields in your custom labels for the Activity Timeline.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
To customize the display text, understand how the activity rollup setting affects your labels. This section explains the logic for how placeholder values are replaced in your custom labels.
How Activity Rollup Affects Placeholders
The number of available placeholders in a custom label depends on whether you roll up Healthcare Professional (HCP) activities to the Healthcare Organization (HCO) account.
- When activity rollup is enabled: Custom labels can have up to two placeholders ({0} and {1}).
- When activity rollup is disabled: Custom labels for Inquiry, Life Science Email, Assessment Task, and Survey Response activities can have only one placeholder ({0}).
How Placeholder Fields Are Populated
The custom label used, and the value that replaces its first parameter, varies based on the activity type and specific conditions. Take a look at some such scenarios.
| Activity Type | Condition | custom label used | first parameter is replaced with |
|---|---|---|---|
| Inquiry, Life Science Email, and Assessment Task | Roll up HCP activities to the HCO account is enabled. | Rolled-Up Activity Header | The value of this field: Field to Display in Header. |
| Roll up HCP activities to the HCO account is disabled. | Activity Header | ||
| Survey Response | Roll up HCP activities to the HCO account is enabled. | ||
| Roll up HCP activities to the HCO account is disabled. | |||
| Visit | Show territory setting and Roll up HCP activities to the HCO account are both enabled. | The name of the user who created the visit. | |
| Show territory setting is enabled but Roll up HCP activities to the HCO account is disabled. | |||
| Show territory setting and Roll up HCP activities to the HCO account are both disabled. | The value of this field: Field to Display in Header. | ||
| Show territory setting is disabled but Roll up HCP activities to the HCO account is enabled. | Rolled-Up Activity Header |
The first parameter of custom labels for Link Text for Body is replaced by the Body Text Field value. If there’s no value for Link Text for Body field, the Body Text Field value is used as the link text. For Life Science Email, the Link Text for Body is always replaced by the Body Text Field.
Here's which custom label applies and what value replaces its second parameter based on the activity and certain conditions.
| Activity Type | Condition | custom label used | second parameter is replaced with |
|---|---|---|---|
| Inquiry, and Assessment Task | NA | Rolled-Up Activity Header | The account name. |
| Visit | If show territory is enabled. | Activity Header | The territory associated with the visit. |
| If show territory is disabled. | Rolled-Up Activity Header | The account name. | |
| Life Science Email | If the Email Status is Opened or Closed. | ||
| Any other Email Status. | The sender of the email. |
If Roll up HCP activities to the HCO account is enabled, and Field to Display in Header is empty, the second parameter's value is displayed as the first parameter, and the second parameter becomes null.
If a visit has a parent visit associated with it, the visit link on the activity timeline redirects you to the parent visit record.
