Theme settings

Owned by Nitin Beri (Unlicensed)
Last updated: Jun 30, 2021 by Ashhad AlamVersion comment
9 min read

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.

ItemDescription

Tabs

Partners, Dashboard, Transactions, Configure, and My Solution.
EntitiesUpdate 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 ViewSet up the default view for an entity, there are two types of view: Tile or List.
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.
Dashboard Visibility ControlUse this option to control the visibility of the menu options (Overview, Transactions, Trigger, and Channel) Dashboard.
Naming ConventionsOption to change the name of Parameter.
Portal ModeUse 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:

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

 

 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.
    5. 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.
  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.

 Portal Mode

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:

  1. In edit mode, click to expand PORTAL MODE and then SESSION EXPIRED.



  2. In the Message field, type the message you want to show on the session time-out page.
  3. In the Button Text field, type what you want to show as a label for the button.

  4. In the URL field, enter the URL to which you want to redirect the user.

    You can redirect the user to an internal or external URL.

  5. Click Save.

 Help Link

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.

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:

  1. In edit mode, click to expand HELP LINK and then CONNECT PORTAL HELP LINK.



  2. In the Text field, type the text you want to display as Adeptia Connect Help Link.

  3. In the URL field, enter the URL to which you want to redirect the user.

    You can redirect the user to an internal or an external URL.

  4. 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:

  1. Go to Account and click Roles
  2. On the next screen, for a specific user, click More and select Other Policies.
  3. In the Help Link window, perform the steps as explained in the previous section.

Similarly you can modify the Help URL for other features appearing in the HELP LINK menu.


 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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