Themes

Themes is used to Configure or create the look and feel of Preceda and Self Service. They can be configured to reflect your corporate colours and modified with background and welcome images.

Themes is used to configure the look and feel of Preceda to reflect your corporate colours and logo, modify the field and screen's background color, among many others.

Rules and Guidelines

  • By default the Classic Theme is supplied and cannot be changed. Nonetheless, this theme can be cloned and used as a basis for a configured version.
  • Only one Theme can be active at a time as a theme is set at a system level rather than a user level.
  • The Preview window displays the result of the property changes to the various components.
  • Themes, when saved, can allow other users the option to Use the Theme, Edit, or Delete the Theme.

  • Preceda Variable *PP_THEME_IMAGES must be set to allow the uploading of images into Themes.

  • Themes is part of the Preceda Tools and can be found by navigating to the Tools option at the Top-Level Menu > User Interface > Themes.
  • For any customised theme to take effect, click the Apply Changes button on the Themes toolbar.

 

You can always create a new theme by:

  • Going to Themes by navigating to Tools > User Interface > Themes.
  • A pop-up window will be displayed. Click Create a new Theme.
  • Make the necessary adjustments to your theme by going to the different components and adjusting them according to your requirements and preference (e.g. formatting of fields, browselist, table headings).
  • Hit Save As then enter the Name, Description and Details of the theme being created.

    Note that when creating a new theme, it is not immediately obvious that a new record has been created. The Create a new Theme option presents itself with the default options ready for to be modified. It is only when a Save As is performed that you have the opportunity to name the file.

  • You can always go back to this theme and make necessary updates by opening and selecting that theme.

 

It is possible to open an existing theme and use this as the basis of a new theme. Any changes made to the selected theme can then be saved to either the selected theme (i.e. as an update), or a new name can be applied, thus creating a new theme altogether. To do this, it is important that the Save As option is used when saving the changes that have been made.

 

You can always edit a theme by:

  • Going to Themes by navigating to Tools > User Interface > Themes.
  • A pop-up window will be displayed. Click Edit a Theme then select the theme you would like to edit. You can also Open a theme on the theme toolbar and select the appropriate theme for editing.
  • Make the necessary adjustments to your theme by going to the different components and adjusting them according to your requirements and preference (e.g. formatting of fields, browselist, table headings).
  • Hit Save.

 

This option may be used to export and import themes to various databases (e.g. a Theme could be created in a test environment, this would allow the user to apply and view the end result. When ready, the user can then export the theme from the test environment and import into the live environment).

Different components are available at the left-hand side of the Themes window:

  • General - Changes the general background colour of header, as well as the text colour for the informational text in the header.
  • Company Logo - Changes the default company logo. The maximum dimensions of this image are 200px wide and 90px high.
  • Actions - Changes the text colour of Advanced and More text and icons.
  • Results Message - Changes the text colour of the results message (e.g. Displaying 1 record) and hover attributes of the buttons.
  • Notifications - Changes the colour of notification icon and the indicator.

 

This option changes the background colour of the sidebars.

  • Top Level Items - Changes the text and background colour of the menu's top level items.
  • Lower Level Items - Changes the text and background colour of the menu's lower level items.
  • Highlighted Item - Changes the text and background colour of the highlighted item in menu's top level items.
  • Selected Item - Changes the text and background colour of the highlighted item in menu's top level items.

 

  • General - Changes the background colour of the Navigator & Favourites' panel.
  • Top Level Items - Changes the text and background colour of the Navigator & Favourites' top level items.
  • Lower Level Items - Changes the text and background colour of the Navigator & Favourites' lower level items.
  • Selected Item - Changes the text and background colour of the selected items in Navigator & Favourites.

 

This changes the image used in the Welcome page.

  • General - Changes the image and background colour of the data pane.
  • Headings & Captions - Changes the appearance of the table caption and link colour in data pane.
  • Tables - Changes the appearance of the table headings and table row in data pane.
  • Group Box - Changes the appearance of the group box header in data pane.
  • Buttons - Changes the appearance of the buttons and radio as buttons in data pane.
  • Labels - Changes the icon colour.
  • Fields - Changes the appearance and display of a field (i.e. in normal display, read-only, focus, output, prompt descriptions and labels). An element in this Fields also allows you to change the icon colour of checkbox and radio button.

 

This changes the appearance of data panes' title bar.

This changes the appearance of data panes' toolbar.

This changes the appearance of the headings and selected items in the Search results table and prompt results table.

  • General - Changes the background colour of the Gadgets panel.
  • General - Changes the appearance of normal and highlighted texts in Gadgets pane.

 

  • Links - Changes the appearance of Self Service links.
  • Welcome Page Detail - Changes the appearance of Self Service welcome page details.
  • Welcome Page Style- Changes the appearance of Self Service welcome page style.

 

This changes the public access settings of this theme.