Changing the Tab Name for a New Record in Workspace

SaiNehaL
Tera Contributor

In this article, we will learn how to change the tab name from "Create New Account" to "Create New Dealer" in a Configurable Workspace.

 

Account.png

Steps to Implement

1. Navigate to UI Builder and open the CSM/FSM Configurable Workspace.

2. Open the CSM Default Record Page and create a duplicate of it.

3. Create a new Client Script and add the following code:

Screenshot 2026-03-24 at 7.00.07 PM.png

function handler({api, event, helpers, imports}) {
    if(api.context.props.table == 'customer_account' && api.context.props.sysId == '-1'){
        helpers.screen.updateStatus({ title: "Create New Dealer" });
    }
}

4. After creating the client script, go to the Record Data Source.

5. Navigate to the Events tab and search for the event:
    Record Data Fetch Completed

6. Click on Add Handler.

Screenshot 2026-03-24 at 7.19.33 PM.png

7. Select the Client Script you created earlier.

8. Click on the newly added event handler and enable the Conditional checkbox.

9. Add the following condition:

((@context.props.table == "customer_account") && @Data.record.isNew)

Screenshot 2026-03-24 at 7.37.06 PM.png

10. Save the page.

 

Result

1. Go to the Account list in the workspace.

2. Click on the New button.

3. The tab name should now display as "Create New Dealer" instead of "Create New Account".

Screenshot 2026-03-24 at 7.41.23 PM.png

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