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Theme Settings

Theme Settings

Owned by Nitin Beri (Unlicensed)
Last updated: Apr 22, 2019 by Akash Kumar Jaiswal (Unlicensed)Version comment

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

Item

Description

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 user lands after logging in to the application.

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.

Naming Conventions

Option to change the name of Parameter.

Changing Theme

To customize the theme:

  1. Click Account > My Company.





  2. Select Theme Settings from the left pane.





  3. Click 

    to open the window in Edit mode.

  4. You can modify or customize settings for different items in the application

 

Click

and expand TABS.


  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.




  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.





  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.


In edit mode, click

and expand DEFAULT VIEW.


  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.


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.


  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.


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.

     






    Click Import and upload this compressed file (.zip folder is downloaded using the Export Button) to apply this theme on Adeptia Connect.