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You can configure Themes by selecting the color, layout, font, and font size as per your preference. You can apply the configured theme to change the appearance of the Application.

To configure Themes:

  1. Select Admin > Basic > Infrastructure > Themes > Theme Configuration. The THEME CONFIGURATION page is displayed.
  2. Select the Tenant from the drop-down list and specify the Theme Name.


    Figure: THEME CONFIGURATION : Generic page

  3. 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.
    1. The configured Theme is displayed on the THEME LIST page. For more information about viewing and editing Themes, see Previewing and Editing Theme.

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.

Click this icon to write your own Java Script, CSS, and HTML codes to customize the fields present on this 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

New End User Dashboard
Figure: Example of New End User Dashboard

  • A Tenant Based Self Service Portal is available to the End Users, where the dashboards are available as tabs based on the Tenants and the Theme configuration. For more information see, Tenant Based Self Service Portal section.

  • End Users get the categorized search results based on the modules while searching the record details in the Search field. By default, the search records display under the All tab. 

    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:
    Consider the user selects the Knowledge Base tab, the records related to the Knowledge Base gets displayed as shown in the below screenshot.


    End User Dashboard - Knowledge Base Search Results
    Figure: End User Dashboard - Knowledge Base Search Results

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:


Figure: Theme Layout: 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

  • Select "Top 5 Used Service Catalogs", if you want to display the top five used catalogs on the New End User Dashboard.
  • Select "Select Service Catalogs Manually", if you want to select the catalogs manually and display them on the New End User Dashboard.
  • Select "Do Not Show Service Catalogs", if you do not want to display the catalogs on the New End User Dashboard.

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.

CSS Code

Specify the CSS code to customize the End User Dashboard themes such as fonts, colors, etc. This customization can be done in addition to the regular theme configuration.

Note: Developer knowledge is required to use this feature.

JavaScript Code

By specifying JavaScript codes, you can customize and add the options as per the requirement on the End User Dashboard. This customization is available in addition to the regular theme configuration.

Note: Developer knowledge is required to use this feature.

CONFIGURE TABS
Background ColorSelect the color that you want to appear in the background of tabs on the New Dashboard page.
Active Tab Background ColorSelect the color that you want to appear in the background of Active tab on the New Dashboard page.
Active Tab Font ColorSelect the font color for the Active tab text on the New Dashboard page.
Tab Font ColorSelect the font color for the tab text on the New Dashboard page.
Upload Tab IconUpload 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.

Tenant Based Self Service Portal

A Tenant Based Self Service Portal is available to the End Users, where the dashboards are available as tabs based on the Tenants and the Theme configuration. Using these Tabs, the End User can switch between the Dashboards of different Tenants and interact with the dashboard based on the business requirements. 

End User Dashboard page
Figure: End User Dashboard page

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. For more information, see Configuring Application Settings.

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