Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Corrected links that should have been relative instead of absolute.

With PD Theme Settings option, you can customize or modify Process Designer UI. This gives you flexibility to set color for Header, Pallete, Shapes, and Context pad. Following is the list of items that you can modify or customize. You can customize the theme with Light or Dark option.

ItemDescription

Header

Change the color of Background, Icon, and Icon Hover.
PalleteChange the color of Background, Icon, and Icon Hover of Pallete menu.
ShapesSet the color of Activity, Gateway, Events, Data Object, Border, and Label. You can also modify the width and height of Events, Activity, Gateway, and Data Object.
Option to change Label Font size.
Context PadChange the color of Icon and Icon Hover.

Changing PD Theme Settings

To customize the PD Theme Settings:

  1. Click Account > My Company.



  2. Select PD Theme Settings from the left pane.



  3. Select the Light or Dark theme option. By default, Dark theme is selected. 

  4. You can clear the checkbox to disable the Grid View and Default Theme.

  5. You can modify or customize settings for different items in Process Designer.

 

Expand
titleHeader

Click and expand HEADER
 

  1. To change the Icon Hover color, click the color box next to Icon Hover 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.



  2. Select the desired color for the Background and Icon.
  3. Click Save . Application refreshes itself to reflect the changesand refresh the process designer browser tab to update the theme settings.

Expand
titlePalleteShapes
Click and expand PALLETE SHAPES

  1. To change the Icon Hover color of listed shapes, click the color box next to Icon Hover option activity 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.
    Image Removed
    Select the desired color for the Background and Icon.
    For example, changing color of Data Object.

    Image Added

  2. Enter the value of width and height in respective textbox of shapes (Data Object).
  3. You can change the Font Size of Label. Enter the font size in FontSize text box.

    Image Added

  4. Click Save. Application refreshes itself to reflect the changes.
  5. Click Save and refresh the process designer browser tab to update the theme settings.

    Image Modified
Expand
titleShapesContext Pad
Click Image Modified and expand SHAPESCONTEXT PAD
  1. To change the Icon Hover color
of listed shapes
  1. , click the color box next to
activity
  1. In edit mode, click Image Removed and expand DEFAULT VIEW.
  2. Select the Tile View or List View from View Type drop-down list. This changes the default structure of the application.
    Image Removed
    Click Save. Application refreshes itself to reflect the changes.
    Image RemovedIcon Hover 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.
For example, changing color of Data Object.
Image Removed
  • Enter the value of width and height in respective textbox of Data Object.
  • You can change the Font Size of Label. Enter the
  • Click Save. Application refreshes itself to reflect the changes.
  • In edit mode, click Image Removed and expand LANDING PAGE.
  • Select the default page on which the user(Company or Partner) will land, after logging in the application.
    Image Removed
    Click Save. Application refreshes itself to reflect the changes.
    Image Removed
    Expand
    titleDefault View

    1. Image Added

    2. Select the desired color for the Icon.
    3. Click Save and refresh the process designer browser tab to update the theme settings.

      Image Added
    Expand
    titleRestore to Default

    In edit mode, click Restore to default to restore all PD Theme Settings to their Default state.
    Image Removed

    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.

    ...

     

    Info
    Note that you cannot download a file when default theme is applied.

    ...


    Image Added