Theme settings

Owned by Nitin Beri (Unlicensed)
Last updated: Jun 02, 2022 by Ashhad AlamVersion comment
8 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 Partner, Network, Template, Transaction, and Deployment will be reflected in the left menu panel. 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.
Other 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.
    You can modify or customize settings for different items in the application. 

    It may take a while for the changes to reflect.
 Tab Settings

Click to 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 to expand ENTITIES.
  2. Edit the Menu Name and Entity Name of any entity, for example, Deployment.



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



    The Menu and the Entity display names are updated throughout the application.


 Landing Page
  1. In edit mode, click to 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 to expand DEFAULT VIEW.
  2. In the View Type menu, select Tile View or List View. This changes the default structure of the application.



  3. Click Save. The application refreshes itself to reflect the changes.

 Color Scheme

In edit mode, click to expand DEFAULT VIEW.

 Header
  1. Click to expand HEADER section.



  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 to expand COMPONENTS section.



  2. In the Toolbar, Header, Hyperlink, Alternate Row, Sidemenu Background, and Sidemenu Selection fields, select the desired colors to change the color of respective items in the application. If any color of your choice is not present in the palette, you can also enter the standard color code to get a custom color.
  3. Click 'Save'. Application refreshes itself to reflect the changes.

 Buttons
  1. Click to expand BUTTONS section.



  2. In the field next to Solid Button pick a color from the palette that appears to give a color to solid buttons. If any color of your choice is not present in the palette, you can also enter the standard color code to get a custom color.

  3. Similarly, in the fields next to Light Button and Plain Button, enter or pick a color to give a color to light and plain buttons in the application.

  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: Select Show if you want the users to see the Home button in the application. Otherwise, select Hide.



    2. EntityPartnerTab: Select Show if you want the users to see partners option on the left pane in Partners tab. Otherwise, select Hide.



    3. Prebuilt Templates: Select Show if you want your Business Users to view prebuilt templates (Data Interface, EDI Inbound & EDI Outbound). Otherwise, select Hide.
    4. Internal Network: Select Show if you want your Business Users and Partners to view the prebuilt internal network. Otherwise, select Hide.
    5. My Solutions View: Select Show if you want your users to view the 'My Solution' tab. Otherwise, select Hide.
      Note: Applicable only if one web form is published.
    6. Inaccessible Action: Select Show to view the actions that are not accessible. Otherwise, select Hide.

  3. Click Save. The 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) in Dashboard.

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



  2. In the DASHBOARD VISIBILITY CONTROL section, you can choose to see or hide,
    1. Overview: Select Show if you want the Partners or Business User to view Overview in Dashboard. Otherwise select Hide.
    2. Transactions: Select Show if you want the 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. In the Default Log View field, select the default page that the user would see after navigating to Dashbard -> Transactions.


  3. Click Save. The application refreshes itself to reflect the changes.

 Other Naming Conventions
  1. In edit mode, click to 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 section, 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.

 Restore to Default

In edit mode, click Reset 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 your theme settings to a compressed file. 

    You'll not be able to export or download the default theme.


    You can use this exported file whenever you wish to apply this downloaded theme. To apply an exported theme, click Import and select the exported file containing the theme settings. 

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