Unique Presentation themes can be designed to customize the
appearance, functionality, and level of access on your
Portal website at the customer level.
Default themes are provided if customization is not required.
There are two types of themes that can be utilized:
An API theme (Application Program Interface) controls the
functions and utilities and the levels of access made available to
the customer on the Portal and can be designed and
customized by your firm's web administrator as outlined in Customize the Portal Website.
The API themes are named here in the API Themes setup
utility, and designed partially in the Presentation Themes, and partially by your firm's
web administrator on the Portal website.
Both Presentation and API theme types can be assigned to the
specific customers in the expanded record in Portal Customers.
If no theme is specified, then the default themes supplied by SRM
software are applied.
The prompts to setup themes are:
Note: The themes can also be assigned and updated for individual customers in the expanded record in Portal Customers.
Change in Customer Theme Warning:
If this customer has already been assigned a theme, a warning
message is triggered that includes the current Theme name
previously assigned to this customer.
Click OK to acknowledge the warning.
Customize the separate API Themes as outlined in Customize the Portal Website using the API Documentation as a guide.
ACTIONS:
Additional actions provided by buttons on
the API Themes screen include:
Create a Duplicate of a Theme:
Click COPY to create a copy of a theme as outlined in
Theme Copy Utility to facilitate easy
customization on versions of existing themes.
Reset Default API Information:
Click RESET INDEX to recreate the parameters and
fields used by the API's when new features or fields are added to
the Portal.
Confirmation is required.
This program is also executed when SRM Global Update is run.
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