[Index]
Overview
Themes allow you to configure the look and feel of the entire user interface, including images, logos, colors, fonts, sizing, and positioning. Themes can also be used to manage the login and interface header text, and the theme you choose can be applied to the Login page.
You can add any number of new themes, and edit existing themes. VOSS Automate ships with a default theme, which can be used as a baseline template.
Themes are associated with user roles, and are typically associated with a specific customer (company).
Related Topics
Less Files and Customizing Themes in the Advanced Configuration Guide
Create a Theme in the Admin Portal in the Core Feature Guide
Managing Themes
There are two ways to manage themes in the Admin Portal:
| File-based themes (Less files) | If you're using a file-based theme, this takes precedence. This is a CSS file that may be added, downloaded/exported, edited, and re-imported, to apply a theme. For more information, see Less Files and Customizing Themes in the Advanced Configuration Guide. |
| Custom branding options | Configured directly within the GUI |
Note
File-based themes are not used for the Admin Portal.
To access theme management functionality in the Automate Admin Portal, go to (default menus) Role Management > Themes.
Securing Themes
When importing a file-based theme to VOSS Automate at a particular hierarchy, you can choose to hide the theme from users at lower levels of the hierarchy via this setting on the Themes page: Hide from Lower Hierarchies.
In this case, the theme won't display in the list view for admins at lower levels of the hierarchy.
Applying a Theme to the User Interface
When importing or updating a file-based theme, you can choose the interface where the theme should apply, either the Admin Portal (default), or to the Self-service interface. If no interface is specified, the default applies.
In the Themes settings (via Use this Theme to style Login page), you can choose to apply a theme used for an interface, to also apply to the Login page across the system, for the selected interface.
Note
Currently, the system allows only a single theme to be applied to the Login page per interface. This means that a new or updated theme applied to a combination of interface and Login page for an existing theme overwrites the theme applied to the Login page style on the existing theme with the same interface setting.
The Login page theme can also be applied to the Login page when logging in. In this case, you add a suffix to the login request URL.
Overview
You can use the Themes page in the Admin Portal to create a theme.
Note
To access the Themes page in the Admin Portal, go to (default menus) Role Management > Themes or use the Search bar to locate the page.
You can select the following tabs on the Themes page in the Admin Portal:
Themes settings
On the Theme Details tab of the Themes page you specify theme details:
Provide a theme name and a description
Note
Valid characters allowed for the theme name are in the range: a-zA-Z0-9_.
Specify navigation bar text
Define whether to use the theme to style the Login page
Define whether to hide the theme from lower hierarchies
Specify the site title
Upload a custom theme file, if applicable
Enable or disable backups
Define the GUI where the theme is applied
On the Branding tab, you can change colors via the color picker or by typing in the color hex value. When no colors are chosen in this tab, the defaults apply.
When uploading images for the theme:
Note the file size and width x height pixel dimension size restrictions. A system message displays if the image is too large.
Only PNG files are supported for the Logo image. Other images can be PNG or JPEG.
For image filenames, you can use the following characters and character types:
ALPHA / DIGIT / "-" / "." / "_" / "~"/ "#"
Image details:
The Login Page Details tab defines the theme for the Login page, including the title and banner text, cookie policy and privacy policy details.
If you add banner text (limited to 2048 characters), this is used at the bottom of the Login page.
References to the cookie policy and privacy policy in the Banner Text field should be added as placeholders, which will then resolve to the Cookie Policy and Privacy Policy data entered. The placeholders are:
Note
You can add multiple lines for the banner text, including paragraphs. Banner text displays exactly as you add it to this field. Cookie and security references show as links that open in a new browser tab.
Custom themes
You can create a custom theme to change the following properties of the Admin Portal:
Primary and accent colors
Logo image
Login screen background image
If the background image also contains logos, it is recommended that these be placed on the bottom of the image.
Background image for menu
Browser tab title
Themes created in the Admin Portal can't be exported in full.
Custom theme file
If you're configuring a theme in the Admin Portal, you can upload a custom Admin Portal theme file. Alternatively, you can customize a theme via the Branding tab settings.
Preview a theme
When creating a theme, you can use the toolbar Preview icon to see what your theme looks like before assigning it to a user role. Once you assign a theme to a user role it is applied to the GUI.
Note
Color selection on the Branding tab of a theme always affects the Admin Portal.
To edit and manage theme files:
Refer to Less files and Theme Customization in the Advanced Configuration Guide.
- Color selection is optional. Where no colors are selected, defaults apply.
- If manual input of color Hex values is required, ensure the value is prefixed with #.
Admin Portal default colors
Default color reference table:
| Title | Field Name | Default Value (Hex) | Notes |
|---|---|---|---|
| Primary Color | primary_colour | #000046 | This is the background color for most menus and headers, as well as the text color for links and buttons. |
| Primary Text Color | primary_text_colour | #ffffff | This is the text color for anything with the primary color background. |
| Accent Color | accent_colour | #007fb0 | This color is used when attention needs to be drawn for important notifications or active buttons and text. |
| Accent Text Color | accent_text_colour | #ffffff | This is the text color for anything with the accent color background. |
| Topbar Color | topbar_colour | #000046 | The color used for the top bar of the site. Will use the primary color if no value is given. |
| Topbar Text Color | topbar_text_colour | #ffffff | This is the text color for the top bar. Will use the primary text color if no value is given. |
| Menu Color | menu_colour | #000046 | The color used for the menu on the left. Will use the primary color if no value is given. |
| Menu Text Color | menu_text_colour | #ffffff | This is the text color for the menu. Will use the primary text color if no value is given. |
| Panel Color | panel_colour | #f2f2f2 | The color used for all the panels in the app. |
| Title | Field Name | Default Value (Hex) | Notes |
|---|---|---|---|
| Panel Text Color | panel_text_colour | #000000 | This is the text color for normal text in the app. |
| Input Color | input_colour | #ffffff | The background color for input fields. Will use the panel color if no value is given. |
| Input Text Color | input_text_colour | #414042 | The text color for input fields. Will use the panel text color if no value is given. |
| Background Color | background_color | #e6e7e8 | The color of the background behind panels. |
| Info Notification Color | info_notification_colour | #00ade5 | The color used for info notifications. |
| Info Notification Text Color | info_notification_text_colour | #ffffff | This is the text color for info notifications. |
| Success Notification Color | success_notification_colour | #68bd17 | The color used for success notifications. |
| Success Notification Text Color | success_notification_text_colour | #ffffff | This is the text color for success notifications. |
| Warning Notification Color | warn_notification_colour | #fbc403 | The color used for warning notifications. |
| Warning Notification Text Color | warn_notification_text_colour | #000000 | This is the text color for warning notifications. |
| Error Notification Color | error_notification_colour | #dc0c00 | The color used for error notifications. |
| Error Notification Text Color | error_notification_text_colour | #ffffff | This is the text color for error notifications. |
On the Admin Portal, consider the color selection on the Branding tab:
Note
Admin Portal
| Title | Description | Details |
|---|