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With theme settings option, you can customize or modify Adeptia Connect UI to sync with your company branding. This gives you flexibility to set color scheme, change name of entities, tabs, or buttons. Following is the list of items that you can modify or customize.
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Changing Theme
To customize the theme:
- Click Account > My Company.
- Select Theme Settings from the left pane.
- Click
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You can modify or customize settings for different items in the application
title | Tab Settings |
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title | Update Tab Name |
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Click
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Note that even if you change any tab's name, the documentation will still contain the entities' name which is used in default theme i.e. Partners, Dashboard, Transactions, Configure, and My Solution.
title | Update Tab Icon |
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Adjust Image dialog box opens where you can change the size and position of the uploaded image. Here you can also preview the logo.
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It is recommended to use image with minimum dimensions 110px X 110px. |
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title | Entities |
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Click Save. Application refreshes itself to reflect the changes.
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Changes made in Menu Name for Partners, Networks, Templates, and Transactions will be reflected in side menu list in Partners tab and Transactions tab. Changes made in Entity Name will update the name of the items in Dashboard, search bar, and while creating entities.
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title | Landing Page |
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Click Save. Application refreshes itself to reflect the changes.
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title | Default View |
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Click Save. Application refreshes itself to reflect the changes.
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title | Color Scheme |
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title | Header |
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Alternatively, you can also write the standard html code for any desired color if any color is not present in the palette.
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title | Components |
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Alternatively, you can also write the standard html code for any desired color if any color is not present in the palette.
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title | Buttons |
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To change the color of Buttons, click the color box next to Solid Button option and pick a color from the palette that appears.
Alternatively, you can also write the standard html code for any desired color if any color is not present in the palette.
Select the desired colors for Light Buttons and Text Only buttons.
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title | Visibility Control |
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You can choose if you wish to see or hide:
Home button: Select Show if you want the user to see the Home button in the application. Otherwise select Hide.
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Partners: Select Show if you want to see Partners option on the side menu in Partners tab. Otherwise select Hide.
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Click Save. Application refreshes itself to reflect the changes.
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title | Dashboard Visibility Control |
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- Overview: Select Show if you want the Partners or Business User to view the Overview in Dashboard. Otherwise select Hide.
- Transactions: Select Show if you want to see Partners or Business Users to see the Transactions. Otherwise select Hide.
- Trigger: Select Show if you want Partner or Business Users to view Triggers. Otherwise select Hide.
- Channel: Select Show if you want Partner or Business Users to view Channel. Otherwise select Hide.
- Select the view from the drop-down list of Default Log View. The default All Messages view on the Transaction Dashboard page will be changed to the view that you have selected here.
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title | Other Naming Conventions |
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Click Save. Application refreshes itself to reflect the changes.
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title | Portal Mode |
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When you are running Adeptia Connect in portal mode, you can customize the session time-out message, command button's text, and URL to which you want to redirect the user. Perform the following steps to customize the settings:
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In the URL field, enter the URL to which you want to redirect the user.
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You can redirect the user to an internal or external URL. |
Click Save.
title | Help Link |
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Adeptia Connect also enables you to configure the Help Link Text and URL to redirect a user to a help document other than the Adeptia Connect Help. This feature allows you to configure the Help Link and Text for all the users globally or for an individual user based on the role.
You can modify the Help Text and URL for the followings features in Adeptia Connect;
- Connect Portal Help Link
- Process Designer Help Link
- Data Mapper Help Link
- Layout Builder Help Link
This features is of great use when you want to limit the access for users to the help pages for specific features instead of allowing them to access the entire Adeptia Connect Help documentation. And the configuration in terms of links and text varies depending upon the application components, for example, while you can change both the Help Text and URL for the Connect Portal, you can change only the URL for other features.
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A partner user can only modify the URL and not the Text for the Connect Portal Help Link. |
Configuring the Help Text and URL globally
Perform the following steps to configure the Connect Portal Help Link Text and URL:
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In the URL field, enter the URL to which you want to redirect the user.
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You can redirect the user to an internal or an external URL. |
Click Save.
Similarly you can modify the Hep URL for other features appearing in the HELP LINK menu.
Configuring the Help Text and URL based on an individual user's role
Perform the following steps to configure the Connect Portal Help Link Text and URL:
- Go to Account and click Roles
- On the next screen, for a specific user, click More and select HELP LINK.
- In the Help Link window, perform the steps as explained in the previous section.
Similarly you can modify the Hep URL for other features appearing in the HELP LINK menu.
title | Restore to Default |
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Export and import Theme settings
You can export theme settings, applied at one Company user, in a compressed .zip folder and import it to an instance of another company user.
Click Export to download a compressed file. This file contains current Theme settings.
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Note that you cannot download a file when default theme is applied. |
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Click Import and upload this compressed file (.zip folder is downloaded using the Export Button) to apply this theme on Adeptia Connect.
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