Creating and Modifying Custom Text

Objective

After completing this lesson, you will be able to create and modify Custom Text on the top of the User Profile page in Concur Travel.

Create and Modify Text Customization

On the Text Customization page, you can modify the text that appears at the top of the user profile page. To learn more, review the following steps.

Steps

  1. Select the appropriate Travel Configuration in the first dropdown menu and then select the language from the second dropdown menu.

    Concur Text Customization page with dropdown menus for country and language set to NAM US and English (US) respectively under the text Show fields for this Travel Configuration.

  2. Select Load and the tool will load the selected language.

    Dropdown menus for country and language selection reading NAI US and English (US) with Load and Reset buttons. The Load button is highlighted for selection.

  3. Select Edit to edit the default text.

    An Edit button is highlighted next to the textbox on the Text Customization screen. The text box is under the following label: User Profile Page Introduction (Using default text).

  4. Uncheck the Use default text checkbox to customize the text.

    The checkbox next to Use default text is highlighted in the area where a user can customize the text for the User Profile Page Introduction.

  5. Delete the default text and type in the customized text. Then, select Save.

    In the User Profile Page Introduction section, the checkbox next to Use default text is not selected, and under this, there is a space for the user to input the text. A Save button is highlighted at the bottom of the page.

    Review the following labeled graphic and corresponding table to learn more about each of the settings in the Text Customization section. Be sure to save any changes made.

    Screenshot of the SAP Concur Text Customization page for the User Profile Page Introduction, with numbered callouts for each of the main sections. The table that follows in the text provides the detail.
    SettingDescription
    1.Use Default TextYou can uncheck this checkbox to customize the user profile page text.
    2.Text BoxAfter you uncheck the Use default text checkbox, you can enter the required text here as plain text or HTML format.
    3.Save Text toThis option allows you to save the text to a single travel configuration, all travel configurations, or a set of travel configurations.

    Note

    This overwrites the current text on the selected travel configurations.
    4.LanguagesChoose the required language for the user profile text. This saves the updated text for all users who have the selected language as their default language in their profile.
    5.SaveSelect Save to update the top of the profile page with the new text for all travel configurations in the specified languages.

Result

The custom text is now visible in the user profile.

Screenshot of the SAP Concur My Profile - Personal Information page. At the top, there is a highlighted yellow box containing the custom introduction text, which reads: Please check that all the information below is correct. Should you encounter any error or need support, please contact your SAP Concur Administrator.

Summary

  • To edit the profile header text select Travel Configuration and load the required language
  • Uncheck Use default text, then enter custom text in plain text or HTML
  • You can save text to one, all, or selected travel configurations
  • You can choose one language or All languages from the list
  • Select Save to update the profile page header for the specified configurations and languages

Learning

SAP FacebookSAP YoutubeSAP LinkedIn