You can personalize themes by choosing colors, layouts, fonts, and font sizes to match your preferences. After configuring a theme, you can implement it to modify the application's appearance.
To configure Themes, perform the following steps:
Select Admin > Basic > Infrastructure > Themes > Theme Configuration.
The THEME CONFIGURATION page is displayed.Select the Department from the dropdown list and specify the Theme Name.
Figure: THEME CONFIGURATION : Generic page
Select the appropriate options on the THEME CONFIGURATION page, and then click SUBMIT.
For more information about the fields on the THEME CONFIGURATION page, see Field Description.
The configured Theme is displayed on the THEME LIST page. For more information about viewing and editing Themes, see Theme List.
Field Description
The following table describes the fields on the THEME CONFIGURATION page:
Field | Description |
Theme Name | Type in the name of the Theme. |
Active | If selected, the theme configuration becomes active. |
Generic tab | |
LOGO and TITLE | |
Display Logo | The check box is selected by default. If you do not want the logo to be displayed throughout the application, deselect the check box. This is the logo you have added in the Upload Logo field. |
Upload Logo | Upload a logo that you want to be displayed across the application. The supported image formats are .gif,.jpeg,.jpg,.png,.bmp. |
Upload Favorite Icon | Upload a favorite icon that you want to be displayed across the application. The supported image formats are .ico,.gif,.jpg,.png. |
Organization Title | Specify your Organization Title. |
FONT | |
Theme Font | Select the font that you want to appear on the application. |
Font Size | Select the font size for the font you selected in the Theme Font field. |
Pick Color | Select the font color for the font you selected in the Theme Font field. |
PAGE TITLE | |
Pick Color | Select the color that you want to appear on the title of a page. |
Font Size | Select the font size for the title of the page. |
Top Panel tab:
Figure: THEME CONFIGURATION : Top Panel page | |
BACKGROUND | |
Pick Color | Select the color that you want to appear on the background of the top panel. |
HEADER MENU | |
Pick Background Color | Select the color that you want to appear on the background of the text of the top panel. |
Pick Font/Icon Color | Select the color for the font/icons that are displayed on the top panel. |
Font Size | Select the font size for the font on the top panel. |
Left Panel tab:
Figure: THEME CONFIGURATION : Left Panel page | |
BACKGROUND | |
Pick Color | Select the color that you want to appear on the background of the left panel. |
BORDER COLOR | |
Pick Color | Select the color that you want to appear on the border of the left panel. |
FONT | |
Pick Color | Select the font color for the text on the left panel. |
Font Size | Select the font size for the font on the left panel. |
Others tab:
Figure: THEME CONFIGURATION : Left Panel page | |
SERVICE CATALOG CAROUSEL VIEW | |
Pick Background Color | Select catalog tiles background color for carousel view.
Figure: Service Catalog: carousel view |
Pick Font Color | Select the color for the fonts that you want to display on the catalog tiles for carousel view |
End User Dashboard: It helps user to search and navigate to the required page without using Menus and Submenus.
Figure: THEME CONFIGURATION : End User Dashboard | |
END USER DASHBOARD |
The enhanced search feature works in such a way that the users can select the available Knowledge Base, Incident, or Request records while searching in the Search field. For example: |
Enable New Dashboard | Select the check box to enable New Dashboard page in place of traditional Dashboard page. |
Select Theme Layout | Select a theme layout that you want to configure. The following layout is the default selection. |
Upload Multiple Background Images | If selected, the user can upload multiple background images. |
Background Image | Click Upload button and select a background image for the New End User Dashboard. The supported image formats are .gif,.jpeg,.jpg,.png,.bmp. |
Background Color | Select the color that you want to appear in the background of New Dashboard page. |
Advanced Dashboard Background Color | Select the color that you want to appear in the background of Advanced Dashboard page. |
Font Color | Select the font color for the text on the New Dashboard page. |
Logo Position | Select the Logo Position from the drop-down list. You can select Top, Center, or Both. |
Display Service Catalog |
|
Service Catalogs | This field is displayed only if you select "Select Service Catalogs Manually" in the Display Service Catalog drop-down. Select the required Service Catalogs from the drop-down list. |
Show Log Issue/Request Search | If selected, the Log Issue/Request search bar is displayed on the DASHBOARD page, where the users can search for a specific keyword and log an Incident or a Service Request. |
CONFIGURE TABS | |
Background Color | Select the color that you want to appear in the background of tabs on the New Dashboard page. |
Active Tab Background Color | Select the color that you want to appear in the background of Active tab on the New Dashboard page. |
Active Tab Font Color | Select the font color for the Active tab text on the New Dashboard page. |
Tab Font Color | Select the font color for the tab text on the New Dashboard page. |
Upload Tab Icon | Upload an icon that you want to display to the tab. The supported image formats are .gif,.jpeg,.jpg,.png,.bmp. |
CONFIGURE LINKS | |
Sort | Click the up and down arrows, to sort the order. |
Page | Select the page to be displayed on the New or Advanced Dashboard page. |
Page Title | Specify the selected Page Title. |
Page Description | Type in the description for the selected page. |
Page Color | Select the color of the Page label to be displayed in the New or Advanced Dashboard page. |
ADD LINKS | Click ADD LINKS to create link of the selected page on the New or Advanced Dashboard page. |
Delete | Click |
icon to delete the record.Note
The tabs are available on the End User Dashboard page based on the below configurations:
End User with the Tenant access.
Tenant with the configured Theme.
Tenant that is configured with the Enable New Dashboard checkbox on the Theme Configuration page.
For example:
Consider there are four configured Tenants (IT, HR, Finance, and Marketing). But, the End User has access to only three tenants (IT, HR, Finance) based on the Role Template configuration. Then, only the 3 tabs (IT, HR, Finance) are available on the Self Service Portal.
By default:
The theme that is configured to the Tenant is applied to the Dashboard.
The name of the tab is the name of the theme that is configured for that Tenant.
If the user selects the different tab on the Dashboard, based on the selected Tab, the Tenant and theme gets displayed when the user accesses the Application pages.
Note
To enable the Tenant Based Self Service Portal feature, the Admin must enable the Enable End User Dashboard Tabs for Themes checkbox on the APPLICATION SETTINGS page.
Enable End User Dashboard for Themes and end user dashboard search based upon tenant
For the tenants to be visible on the end-user dashboard, the option “Enable End User Dashboard Tabs for Themes” and for the search based on tenant “Enable end-user dashboard search based upon tenant” should be enabled from the application settings.
To navigate to application settings, perform the following:
Navigate to Admin > Infrastructure > Application Settings.
Enable the option “Enable End User Dashboard Tabs for Themes”.
Enable the option “Enable end user dashboard search based upon tenant”.
Click Submit to save the settings.
Figure: Application Settings
Notes:
If only the option “Enable End User Dashboard Tabs for Themes” is enabled, then the end-user can see only the Tenants on the end-user dashboard. The end user will not be able to search tenant-based search for incidents, service requests, and knowledge records.
If both options are enabled only then the end user will be able to search for tenant-based incidents, service requests, and knowledge records.