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Table of Contents

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Click Add.

Theme Builder Page

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The Description field is required for all themes.  This description is what appears when you select a theme from a search bar.

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From the Organization Management page, Administrative Users are able to choose the 'Driver' for the theme.  The driver is an attribute that will be used to apply different themes to certain users based on their driver attribute.  If you wish to provide different themes depending on the Department of the user, you would select Department as your theme driver.

Organization Management

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After choosing the attribute you wish to drive the theme for the users, create a Process an Attribute Revision in order to attach your newly created themes to the appropriate attributes.  In this example, we are adding our new theme to a particular department.

Manage Revision

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Under the attribute for which you wish to apply a theme, select the Manage Attributes icon to the right of the attribute.

Manage Department Attribute

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Under Revision Attributes, at the bottom of the page there are three fields.  Default Theme, Default Logo, and Mobile Logo.  The Default Theme lets you choose from your custom themes and apply that theme to the specific attribute.  Default Logo and Mobile Logo drive which logo that specific attribute is seen on the homepage, and in the top left corner of the navigavtion navigation bar.  If these fields are left empty, the default theme defined in Organization Management is used.  Note:  An attribute that has multiple 'parent' nodes can inherit their themes as well.  In the screenshot above, the Quality Assurance attribute can see the theme that was applied to Software Development and the ROOT node. 

Revision Attributes

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Save the changes to the attribute and apply the Process Attribute Revision in order to apply the theme changes.

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Note: If this is the first time saving in Organization Management, you must fill out the fields that have asterisks before them (also indicated by blue boxes below). To know more about these fields, see the Organization Management page.

Organization Management

 

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In the Organization Management, specify Company as the Theme Driver and click Save.

 

 

 

Create a Process an Attribute Revision to attach your newly created themes to the Company attribute. Select a value under Company attribute and click on Manage Attributes icon.

Manage Company AttributeAttribute - Company = 'Research'

 

 

Under Revision Attributes, click on the lookup icon of the Default Theme and choose one of your custom themes. Click Save.

 Change Theme on Revision Attributes page

 

 

Similarly, select another value under Company attribute and click on Manage Attributes icon.

 Manage Attribute - Company = 'Retail'

 

 

Under Revision Attributes, click on the lookup icon of the Default Theme and choose your second custom theme. Click Save.

 Change Theme on Revision Attributes page

 

 

On the Process Attribute Revision page, click Return to Manage Revision and apply the Process Attribute Revision.

To notice the changes, you need to logout and login again into your Smart Onboarding.

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