What is Theme Builder?

Theme Builder is a tool that allows you to control the colors and styles used in the Smart Onboarding system.  Through Theme Builder, System Administrators and Process Administrators can change the color of web page elements in order to match their company branding. Themes for users can be dependent on their Company, Department, Location, or Business Unit. 

Who can access the Theme Builder page?

Users with the System Administrator or Process Administrator roles can access the Theme Builder page.

How do you access the Theme Builder page?

You can access Theme Builder from the menu icon on the left. Click on the "Theme Builder" link under Organization Management from the navigation menu.

How do you create a Theme?

To create a new theme, click the "Add a New Value" button on the Theme Builder page. 

Click the "Add" button.

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

Under Configure Styles, click on different elements' names or arrows and customize the colors of your theme.

On the right-hand side, there is a preview. When you change any of the elements, it will change the preview, allowing you to see what it will look like, as well as guiding you through the customization process. You can hover over icons in order to see how the colors will change when a user hovers over icons. 

How does the Theme Driver work?

The Theme Driver allows Administrative Users to choose the criteria with which the new theme will be displayed.  Themes for users can be driven by their Company, Department, Location, or Business Unit.  It may make sense for an organization to have a different theme for users depending on their Location attribute, in which case you can have custom themes for each Location.

To change the Theme Driver, navigate to Organization Management through the Menu icon. 

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 the theme driver.

After choosing the attribute you wish to drive the theme for the users, create 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.

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

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 lets you choose the homepage logo for that department. (Note: Default Logo and Mobile Logo are the images added in your system through Content Revision. For instructions on adding images in your system, please click here)

If these fields are left empty, the default theme, default logo and mobile logo defined in Organization Management is considered. Note:  An attribute that has multiple 'parent' nodes can inherit their themes as well.  If theme/logo is not specified in the Revision Attribute and the parent node has them defined, then the attribute will inherit theme/logo from their parent nodes. In the above example, the Quality Assurance attribute can have the theme that was applied to Software Development and the ROOT node if it is not defined in the Revision Attributes.

If any of the theme, logo and mobile logo are not defined in the whole hierarchy of the attributes (attribute and parent nodes), then they are picked up from the Organization Management. For instance, if a theme is defined for a specific company attribute and logo is not defined, and then the invitation is created choosing that company attribute, the candidate's process uses the theme defined in the Attribute Revision and logo from the Organization Management.

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

How do you apply a Theme from the Organization Management?

Click on the menu icon on the left and navigate to the Organization Management link in the navigation menu.

From the Organization Management Page, select the default theme you wish to apply. Click on the Default Theme lookup icon.

Select the theme you want to use from the list.

Click "Save" on the Organization Management page.

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.

Default Theme, default logo and mobile logo are picked from the immediate parent of candidate's attribute id (company/department) if candidate's attribute (company/department) does not have it; And they are picked from Organization Management level if they are not found in the whole hierarchy of attributes.

How to customize pages using theme style?

The Theme Builder allows you to customize the login and inner pages to align with your organization's branding. You can modify various elements, such as background colors, fonts, buttons, header, footer and navigation, using the available configuration options. To learn more about customizing each element, click here.

Can users have multiple themes?

Using the Theme Builder, System Administrators can create multiple themes for their organization and configure them based on attributes such as Company, Department, Location, or Business Unit. By selecting one of these attributes as the Theme Driver in the Organization Management setup, themes can be customized and dynamically applied based on the chosen attribute. For example, if Company is set as the Theme Driver, each company can have its own unique theme. The following section provides details on configuring themes and implementing them using a Theme Driver, along with examples.

How to create Switch Themes?

Users who have multiple themes applied to their account are able to switch between themes. Below example shows two different themes with different color and configuration styles. To differentiate, different descriptions are entered for each theme.

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

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

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

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

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

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

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

How to switch between themes after you have logged in?

After you log in, click on your user name on the top right corner of the navigation bar. You will notice "Switch Theme" option added to the drop-down list. Select "Switch Theme" from the list.

This will display the list of themes that you have created including the default that is currently in use. The default theme is displayed as "My Organization [ Current ]".

Choose a theme from the list to switch to that theme.

You will notice the selected theme changes are applied to your homepage. These changes are visible to all users that belong to that Company.

Similarly, switch to the other theme in the list.

You will notice the second theme changes are applied to your homepage.

If you wish to switch back to your default theme, click on the "My Organization [ Current ]" link in the list.