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v7.0
(Showing Draft Content)

Custom Theme

When creating dashboards and reports, you can set the overall style of the documents using the built-in document themes in Wyn Enterprise. In addition to built-in themes, Wyn Enterprise also supports user-defined themes to meet personalized needs such as matching organizational branding and colors.

In this help topic, you will find instructions to,

To Create Custom Theme

  1. Navigate to Configuration Settings >> UI Settings >> Custom Theme tab and click the + Create Custom Theme button.

    Navigate to the Custom Theme tab

  2. Custom Theme Designer page will appear on your screen. Select the Portal or Designer for which you want to build the custom theme. The following portals and designers are available for Custom Themes in Wyn Enterprise,

  • Document Portal, Dashboard Designer, Report Designer, Other Designer, and Admin Portal.

  1. With the Portal or Designer selected, modify the theme by choosing the Dark or Light option from the Other section and adjust the colors from the Colors section. Click the Save button to save the custom theme.

    Navigate to Custom Theme Designer page

  2. Give a name to the custom theme and click the Save button.

    Name the Custom Theme

  3. The saved custom theme is added to the Custom Theme tab of the UI Settings.

    Location of saved Custom Theme

  4. To access the context menu options - Edit theme, Upgrade theme, Download config file, Download theme archive, and Delete, click the ellipses button on the saved theme and select the option. The content menu options are described below,

  • Edit Theme: To edit the custom theme settings click the Edit theme option, and you will be navigated to the Custom Theme Designer page. Make the changes and click the Save button.

  • Upgrade Theme: When upgrading the Wyn Enterprise application to the latest version, you need to upgrade the Custom Theme also. Update the Wyn Enterprise application and then click the Upgrade theme option to upgrade the custom theme to the latest version.

  • Download Config File: Click the Download config file option to download the configuration file of the custom theme.

  • Download Theme Archive: Download the archive file with the CSS styles of the custom file as a zip file.

  • Delete: To delete the Custom Theme, click the Delete button and confirm.

    Context Menu Options of the Custom Theme

To Upload Custom Theme

  1. To upload a custom theme, navigate to Configuration >> UI Settings >> Custom Theme tab and click the Upload button. Upload pane will appear on the right side of your screen. Click the Upload button, select a zip file, name the custom theme, and click the Submit button.

    Navigate to Upload pane for uploading

  2. You can also upload a custom theme from the Custom Theme Designer page. Click the Upload config button next to the Save button, select the config file of the custom theme, and click Open to proceed.

    Upload config button to upload Custom Theme

  3. Custom theme is uploaded to the Custom Theme tab of the UI Settings.

    Note: The custom theme name cannot start with a number, and should not contain the following special characters: "/", "?", "#", "[", "]", "@", "!", "$", "&", "'", "(", ")", "*", "+", ",", ";", and "=".

To Apply Custom Theme

  1. Navigate to the Configuration >> UI Settings >> Portal Settings tab.

    Navigate to the Portal Settings page - Theme section

  2. Select the custom theme available under Custom Theme section of the Theme dropdown.

    Select a Custom Theme from the Dropdown