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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.
Tabs
Note: You can also directly navigate to the manage page or a filtered set of templates or transactions instead of the Home page as you log in to Adeptia Connect by using the URL of that specific page.
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Changing Theme
To customize the theme:
- Click Account > My Company.
- Select Theme Settings from the left pane.
- Click Image Removed to open the window in Edit mode.
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 Image Removed. It will refresh the application to reflect the tab changes as shown below:
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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.
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.
Item | Description | ||||||
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Tabs | Partners, Dashboard, Transactions, Configure, and My Solution. | ||||||
Entities | Update Entities Menu Name and Entity Name used throughout the application. Changes made in Menu Name of entities such as Partners, Networks, Templates, and Transactions will be reflected in side menu list in Partners and Transactions tabs. Changes made in Entity Name section will update the name of the entity in Dashboard, search bar, and while creating entities. | ||||||
Landing Page
| The page where the user lands after logging in to the application. You can configure the landing page to be different from the home page. Expand the section, Landing Page, and follow the instructions to change the landing page. Note: You can also directly navigate to the manage page or a filtered set of templates or transactions instead of the Home page as you log in to Adeptia Connect by using the URL of that specific page. | ||||||
Default View | Set up the default view for an entity, there are two types of view: Tile or List. | ||||||
Color Scheme | Changes the color of Header, Toolbar, Hyperlink, and Button among others. | ||||||
Visibility Control | Show or Hide the Home button and/or Partner option on the side menu. | ||||||
Dashboard Visibility Control | Use this option to control the visibility of the menu options (Overview, Transactions, Trigger, and Channel) Dashboard. | ||||||
Naming Conventions | Option to change the name of Parameter. | ||||||
Portal Mode | Use this option to customize the session time-out message, command button's text, and URL to which you want to redirect the user. |
This page contains the following information:
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Changing Theme
To customize the theme:
- Click Account > My Company.
- Select Theme Settings from the left pane.
- Click Image Added to open the window in Edit mode.
You can modify or customize settings for different items in the application
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Click Image Added and expand TABS.
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| Buttons | C
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title | Visibility Control
Image Removed To change the color of Buttons, click the color box next to Solid Button option and pick a color from the palette that appears. Select the desired colors for Light Buttons and Text Only buttons. Image Removed
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| Use this option to control the visibility of the menu options (Overview, Transactions, Trigger, and Channel) Dashboard.
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In edit mode, click Image Added and expand DEFAULT VIEW.
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| Other Naming Conventions |
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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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Visibility Control |
- In edit mode, click Image Added and expand VISIBILITY CONTROL.
Image Added - 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.
Image Added - Partners: Select Show if you want to see Partners option on the side menu in Partners tab. Otherwise select Hide.
Image Added - Prebuilt Templates: Select Show if your Business Users to access or view Prebuilt Templates (Data Interface, EDI Inbound & EDI Outbound). Otherwise select Hide.
- Internal Network: Select Show if your Business Users and Partners to view the Internal Network. Otherwise select Hide.
- Home button: Select Show if you want the user to see the Home button in the application. Otherwise select Hide.
- Click Save. Application refreshes itself to reflect the changes.
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Use this option to control the visibility of the menu options (Overview, Transactions, Trigger, and Channel) Dashboard. Image Added
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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.
Click Save. Similarly you can modify the Help 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:
Similarly you can modify the Help URL for other features appearing in the HELP LINK menuPerform the following steps to customize the settings:
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In edit mode, click Restore to default to restore all Theme Settings to their Default state. |
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 Account > My Company.
- Select Theme Settings from the left pane.
Click Export to download a compressed file. This file contains current Theme settings.
Info Note that you cannot download a file when default theme is applied.
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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