Change display name on Service Operations workspace landing page

[Kashif Wasim Sa]

Hello all,

I am attempting to update the homepage of the Service Operations Workspace to display the preferred name instead of the first name in the banner that currently says Hello <first name of user>. We have a custom field in the sys user table that stores the preferred name. I've tried to make these changes following the steps by navigating to UI Builder -> Service Operations Workspace -> making a copy of the existing landing page -> adjusting the greeting under client scripts -> Initial Transactions.
However it seems that the first name is captured via client script using < api.context.session.user.firstName > that does not retrieve the preferred name because it's not querying the sys user table.

Is there a way we can query user table so it can pick up preferred name.

Thank you

[Haseeb-Ahmed]

Hi @Kashif Wasim Sa ,

In order to select "api.context.session.user.sys_id"

1. Please hover on "Record" field and click on DB symbol

2. you will see popup, where you can select Page properties > session > user > sys id

refer screenshots

Please mark it helpful if it answers your query.

Thanks,
Haseeb Ahmed

[Kashif Wasim Sa]

Hi @Haseeb-Ahmed  apologies for late reply.

for some reason the popup when I click on DB wont appear.

[Haseeb-Ahmed]

Please share family and sow version of your instance, let me take a look into OOTB instance.

[Kashif Wasim Sa]

Thank you for your reply.

We are on Washington DC and SOW version 4.0.2

Appreciate your time on this.

[Haseeb-Ahmed]

Hi @Kashif Wasim Sa ,

yes behaviour is different for Washington, popup feature is available in further family releases.

So you may click on DB icon and doc walk to select "@context.session.user.sys_id"

refer screenshot

accept solution and mark it helpful if it answers your query.

Thanks,
Haseeb Ahmed