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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.

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.
Color SchemeChanges the color of Header, Toolbar, Hyperlink, and Button among others.
Visibility ControlShow or Hide the Home button and/or Partner option on the side menu.
Naming ConventionsOption to change the name of Parameter.

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

 

 Tab Settings

Click and expand TABS.

 Update Tab Name
  1. You can edit the tab name for Partners, Dashboard, Transactions, Configuration, and My Solutions tabs.



  2. Click . It will refresh the application to reflect the tab changes as shown below:

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.

 Update Tab Icon

  1. Click Update Icon option below the icon of the particular item (say Partners).


     

  2. Select an icon from the Open dialog box to replace the existing icon of Partners tab and click Open.

  3. Adjust Image dialog box opens where you can change the size and position of the uploaded image. Here you can also preview the logo.

    Note

    It is recommended to use image with minimum dimensions 110px X 110px.

  4. Click Save. Application refreshes itself to reflect the changes.

 Entities
  1. In edit mode, click and expand ENTITIES.
  2. Change the Menu Name and Entity Name of any entity. For example, change the Menu Name of Partners to 'MPartners' and Entity Name as 'EPartner'.



  3. Click Save. Application refreshes itself to reflect the changes.



    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.


 Landing Page
  1. In edit mode, click and expand LANDING PAGE.
  2. Select the default page on which the user(Company or Partner) will land, after logging in the application.



  3. Click Save. Application refreshes itself to reflect the changes.



 Default View
  1. In edit mode, click 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.



  3. Click Save. Application refreshes itself to reflect the changes.

 Color Scheme

In edit mode, click and expand DEFAULT VIEW.

 Header
  1. Click and expand HEADER.



  2. To change the font color of the text, click the color box next to Font Color 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.
  3. Select the desired color for the Background and Border.
  4. Click Save. Application refreshes itself to reflect the changes.

 Components
  1. Click and expand COMPONENTS.



  2. To change the color of toolbars, click the color box next to Toolbar 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.
  3. Select the desired colors in Headers, Hyperlinks, Alternate Rows, Sidemenu Background, and Sidemenu Selection to change the color of respective items in the application.
  4. Click 'Save'. Application refreshes itself to reflect the changes.

 Buttons
  1. Click and expand BUTTONS.



  2. 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.

  3. Select the desired colors for Light Buttons and Text Only buttons.

  4. Click Save. Application refreshes itself to reflect the changes.

     

 Visibility Control
  1. In edit mode, click and expand VISIBILITY CONTROL.




  2. You can choose if you wish to see or hide:
    1. Home button: Select Show if you want the user to see the Home button in the application. Otherwise select Hide.



    2. Partners: Select Show if you want to see Partners option on the side menu in Partners tab. Otherwise select Hide.



    3. Prebuilt Templates: Select Show if your Business Users to access or view Prebuilt Templates (Data Interface, EDI Inbound & EDI Outbound). Otherwise select Hide.
    4. Internal Network: Select Show if your Business Users and Partners to view the Internal Network. Otherwise select Hide.

  3. Click Save. Application refreshes itself to reflect the changes.

 Dashboard Visibility Control
Use this option to control the visibility of the menu options (Overview, Transactions, Trigger, and Channel) Dashboard.

  1. In edit mode, click and expand the DASHBOARD VISIBILITY CONTROL.



  2. You can choose if you wish to see or hide:
    1. Overview: Select Show if you want the Partners or Business User to view the Overview in Dashboard. Otherwise select Hide.
    2. Transactions: Select Show if you want to see Partners or Business Users to see the Transactions. Otherwise select Hide.
    3. Trigger: Select Show if you want Partner or Business Users to view Triggers. Otherwise select Hide.
    4. Channel: Select Show if you want Partner or Business Users to view Channel. Otherwise select Hide.

  3. Click Save. Application refreshes itself to reflect the changes.

 Other Naming Conventions
  1. In edit mode, click and expand OTHER NAMING CONVENTIONS.
  2.  Change the Parameter Attribute to a new name (say 'Parameter Update') to replace the text 'Parameter' with 'Parameter Update' throughout the application.



  3. Click Save. Application refreshes itself to reflect the changes.

 Restore to Default

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.

  1. Click Account > My Company.
  2. Select Theme Settings from the left pane.
  3. Click Export to download a compressed file. This file contains current Theme settings.

     

    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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