unit 18: look and feel - agiloft · 2016. 7. 14. · appearance of agiloft? ... •this unit uses a...

Unit 18: Look and Feel Schemes

2

Questions Covered• What is a Look and Feel scheme?

• What options are available in the Look and Feel wizard to customize the

appearance of Agiloft?

• How can I apply different look and feel schemes to different sets of users?

3

Before we Begin…

• This unit uses a set of practice files during the hands-on portion of

the exercises.

• In ProProfs, navigate to the Icon Set page.

• Download and save the Icon Set Zip File and Sample Logo to your

desktop.

4

Look and Feel Options• Look and Feel options are accessed by navigating to Setup > Look & Feel.

• From here you can change the display of Required Fields, manage the appearance of the End User Interface and Staff Interface schemes, and change the Tab Order.

5

Required Fields Window• The Required Fields window is a single page that allows you to define how the

system displays required fields.

• The options selected in the Required Fields window apply to all users, and can be defined separately for User-record fields and for Wizard fields.

You can define whether to use an asterisk* to denote a required field, where to position the asterisk, or whether to use some other admin-defined text through custom HTML.

6

Customizing Look and Feel Schemes• Which Look and Feel scheme a staff user or end user sees is controlled by their

Primary Team.

• The Look and Feel menu allows you to give different groups of your customers, or

even internal departments, a distinct look and feel when they log in to the system.

• The End User and Staff Interface Look and Feel menus are essentially the same,

although options not available for end users are not present in the End User menu.

If users are still using the horizontal layout option, they will see different options. The

horizontal layout will be discussed in the following slides.

• Because the Staff Interface contains every possible option, we will walk through its

tabs here.

7

Customizing Look and Feel Schemes (continued)

• Click the Manage Staff Schemes button to open a table displaying the existing look and feel

schemes. To access the wizard, click the Edit icon for one of the existing schemes or click New

on the action bar.

• The wizard is comprised of tabs that govern each aspect of the interface. As you navigate

through the wizard you will set the options for each interface element.

The options that you select in the wizard will set the CSS properties that display how Agiloft

pages display in web browsers.

8

Look and Feel Wizard vs. Custom HTML

• It is important to understand that there is some overlap between the options in the

Look and Feel wizard and the custom HTML options elsewhere, such as within Field

wizards, the End User Interface, and the layout options in the Table wizard.

For example, the Look and Field wizard controls the default display of heading text in a

layout, but you can also use the HTML editor to change the appearance of an individual

text heading in the Layout tab of the table wizard.

Changes made in custom HTML sections will override the selections in the Look and Feel

wizard.

Record form text heading with custom HTML

9

Look and Feel Wizard and the EUI

• Agiloft offers two distinct end-user interfaces: the default HTML-based EUI and the Legacy

EUI. The Look and Feel scheme wizard for end users allows admins to customize all of the

Legacy EUI options, and some important aspects of the default EUI.

As a result, a few of the controls in the end user Look and Feel wizard apply to only the Legacy

EUI.

• For example, the Content tab of the Look and Feel wizard allows you to insert an HTML

header/footer in the staff interface and Legacy EUI.

• When you use the default EUI however, the header

and footer are governed by records in the EUI

Templates table.

In the default EUI, look and feel schemes apply

to the table views, record forms, advanced search

interface, and FAQ interface.

10

Global Tab

• The Global tab defines basic options that influence and control other aspects of the

look and feel scheme, such as the base scheme, font choices, and a set of colors

which are then available to apply to the various elements on subsequent tabs.

• The Select Base Scheme drop-down provides a list of existing scheme settings,

which you can use as a starting point for a new look and feel scheme.

• Base fonts define the default font choices for the scheme.

• If the user’s system does not have the Primary base font installed,

the system will attempt to use the Second or Third font to display text instead.

We recommend using only the most common fonts such as Arial, Verdana, and Times.

11

The Global Color Palette

• The color palette allows you to define up to 20

colors—either from a drop-down list or through

hexadecimal color codes—which can then be selected

when setting the appearance of other elements in the

system.

• Click a color icon to open the Select Color

window.

• Here you can choose colors either by moving the

cursor around the color selector, selecting a

predefined color from the palette, or defining the

color code by HSV or RGB coordinates.

Since HSV and RGB coordinates are alternatives,

entering one type will automatically convert the other.

12

Additional Global Tab Options

• The Global tab also sets the logo, the icon that

appears in the address bar, and the layout – vertical

or horizontal.

The horizontal layout has been deprecated.

• The layout options are different for Staff and End

User schemes in this tab, as shown here with Staff

on the top and End-User on the bottom.

Staff layout options:

End user layout options:

13

Change the Global settings

• Navigate to Setup > Look and Feel and click Manage Staff Schemes.

• Click New on the action bar.

• In the Global tab:

Select Light Orange from the Base Scheme drop-down and click Apply Scheme, then in the confirmation dialog click OK.

Practice

14

Change the Global settings• Define a range of new colors:

Color 1 – click the color icon. In the Select Color dialog, enter RGB values of

195, 194, 218. Click Apply to close the window.

Color 2 – in the hexadecimal field, enter F4F5F5.

Color 3 – click the color icon. In the pop-up dialog, enter HSV values of 241,

52, 173.

Color 4 – click the color icon. In the Select Color dialog, select a light blue

color using the color picker and slider.

Practice

Color 5 – use the drop-down to select White.

Color 6 – in the hexadecimal field, enter A1A1A4.

Color 8 – in the hexadecimal field, enter 616164.

Color 9 – click the color icon. In the Select Color dialog, enter RGB values of 0,

37, 149.

Color 11 - in the hexadecimal field, enter 34B233.

15

Change the Global settings (continued)

• Next we’ll add a logo to the top-left corner of the staff interface.

You can use the generic sample-logo.png file made available with this unit, or any other image file you have on hand.

• In the Change Logo section:

Select Use custom logo, then click Select.

In the pop-up window, click Browse…

Navigate to the sample-logo.png file on your desktop and select the logo.

Click Upload.

Select the image from the list once it has been uploaded and click Select image and exit.

• Click Finish.

Practice

16

Apply the Scheme

Practice

• In the Apply tab, enter ‘Green Gray’ for the Scheme Name.

• Apply this scheme to Primary team members of any of

these teams, and select the Support Team.

• Click Finish again.

• On the next slide we’ll log in as a test user on the Support

Team to view the changes so far.

17

Logging in as a Test User

Practice

• Log out of the KB by clicking the Logout link in the upper-right corner.

This will redirect you to a login page.

• Here, enter support/support as the Login and Password details.

Be sure the name of your Training KB is selected in the Project field.

• Click OK.

• Open a few tables and records and to see how the navigational

elements and record forms appear.

Keep in mind that the changes made so far will appear strange while the scheme is under

development. Just follow along and it will all come together.

• In a separate browser window or tab, log into your Training KB as the admin user. This way

you can periodically view the changes as the support team user while you as the admin user

continue to modify the look and feel scheme.

18

• The Toolbar refers to the navigational elements at the top of most windows. It displays the

tabs in a form and actions like Save, Cancel, Finish, and Next.

• The Toolbar tab customizes the appearance of these navigational tabs that appear in wizards

and records, as well as the tab toolbar and the mouse-over behavior of tabs.

• Additionally, you can configure the appearance of pull-down menus in the Toolbar, including

the language selection.

• The examples in the left hand column show in real-time how your new settings will look.

Clicking the View HTML and the Styles button opens a text view of the HTML and CSS that

make up the appearance of the element.

Toolbar Tab

19

• Navigate back to Setup > Look and Feel > Manage Staff Schemes and Edit the Green Gray

scheme again.

• Click the Toolbar tab.

• Make the following changes:

Change the Toolbar Settings

Practice

Wizard’s Tabs – Font Color 6

Wizard’s Selected Tab – Font Color White, Background Color 11

Wizard’s Mouse-Over Tab – Font Color 6

Selected Menu Item – Font Color 7, Background Color 11

Menu Items – Font Color 8, Background Color 2

Language Menu (Selected Item and on Mouse-Over) – Font Color 7, Background Color 11

• Click Finish, then in the Apply tab click Finish again.

20

Left Pane or Other Tab

• Depending on whether you are editing the End User or the Staff Interface, and

whether you are using a Horizontal or Vertical toolbar, this tab will display different

options.

For End Users, this tab is called Other and includes the Calendar and the settings for the Go

button on the search pane.

For Staff Users, this tab is called Left Pane and

controls the Calendar as well as the appearance

of the left pane, which is only visible for staff users.

• Note that in this image, the Font Face is set to

Use Primary Font. Remember, the Primary Font

is set in the Global tab.

21

Change the Left Pane Settings

• Navigate back to Setup > Look and Feel > Manage Staff Schemes and Edit

the Green Gray scheme again.

• Click the Left Pane tab.

• Make the following changes:

Tool Title – Font Color 8, Background Color 2, Image None.

Pane Body – Font Color 8,

Background Color White

Left Panel Mouse-Over – Font Color 8


• View the changes in the look and feel of the KB.

Practice

22

Body Tab

• The Body tab controls the appearance of the

background, including the background color or

gradient and whether to tile the background

image.

• This tab also controls the appearance of hyperlinks,

titles, and status messages.

• Other items in this tab include the scroll bars that

appear in Internet Explorer, and the appearance of

the Go button for Staff users.

23

Change the Body settings

• Navigate back to Setup > Look and Feel > Manage Staff Schemes and Edit the Green Gray scheme again.

• Click the Body tab and make the following changes:

In the Background section, define a background gradient.

Select as a Start Color #84E263

Select as an End Color Color 11

User Info/Language Bar – Hyperlink and Font Color White

Links – Font Color 4

Mouse-Over Link – Font Color 11

In the Go Button section:

Change the Mouse-Over Background Color to #84E263

Change the Click Background Color to #212121


Practice

24

Tables Tab

• The Tables tab controls the appearance of tables within the system.

• Options on this tab include:

Action bar

Header row

Font choices

Cell size

Color scheme.

25

Change the Table Settings


• Click the Tables tab and make the following changes:

Action Bar – Font Color 8,

Define a Gradient from top to bottom with Start Color White, End Color 6

Action Bar on Mouse-Over – Font Color 6, Background Color White

Table Header – Font Color 8

Even Rows – Font Color 8

Odd Rows – Font Color 8, Background Color 7

Wide Cells in Odd Rows – Font Color 8, Background Color 2

General Background for tables – Background Color #FFFFFF


Practice

26

Forms Tab

• The Forms tab enables you to set the

appearance of the elements in

a record form.

• These include the following items:

Record input fields

Background appearance

Widget title

Navigation buttons

Pop-up hints

Error messages and warnings

The table tree

27

Change the Forms Settings


• Click the Forms tab and make the following changes:

Common Field Area – Delimiter Color 8, Background Color White

Form Background Color and Labels – Font Color 6, Background Color White

Custom Field Labels and Form Title – Font Color 8

Home Page Background – Font Face Helvetica, Font Color 6, Background Color White

Widget Title – Font Color White, Background Color 6

Navigation Buttons – Font Color 8, Background Color OS Color: Menu, Border Color 1

Navigation Buttons Active – Background Color 5

Navigation Buttons Mouse-Over – Background Color 6

Form Action Buttons – Font Color White, Background Color Gray, Image None, Border Color 1

Form Action Buttons Mouse-Over – Background Color OS Color: Button Text

User Input – Font Color 8, Background Color White

Heading Text – Font Color White, Background Color Gray

Practice

28

Change the Forms Settings (Continued)• Click Finish, then in the Apply tab click Finish again.

• Test the changes in your KB forms as the support user.

At this point, the new color scheme should be complete. Bearing in mind that this is just a sample, go through the

KB and see how the elements that you changed in the exercises have affected the appearance.

• Navigate back to Setup > Look and Feel.

Practice

29

Printing and Icons Tabs

• The Printing tab controls how a record will look when

opened in view-only mode for printing. These

elements include the background color, label and field

displays, and input instruction text on record views.

• The Icons tab displays a list of every icon in the system

except table icons, and allows the user to select an

icon to replace the default, or use no icon. To change

the icon…

Click Select / manage...

Either click Browse to upload an image, or select an image

from the list.

Click Select image and exit.

30

Create a Custom Icon Set


• In the Icons tab, click Select/manage under the Access icon.

• Click Browse.

Navigate to the practice-icon-set folder on your desktop.

In the pop-up window, select access-icon.png and click Open.

Click Upload.

Scroll down to the bottom of the page to locate the icon, select it and click Select image and exit.

• The icon will be refreshed on the screen:

• Perform the following steps to replace each icon:

Click Select/manage… next to an icon.

Browse for, open, and upload the icon from the practice-icon-set folder.

Select the icon from the list and click Select image and exit.

• On the next slide, we’ll continue updating several icons.

Practice

31

Create a Custom Icon Set (continued)

• Replace the following icons:

Home icon with home-icon.png

Chat icon with chat-icon.png (Messaging)

Setup icon with setup-icon.png

My Assigned icon with my-assigned.png

Last Opened icon with last-opened.png

Email icon with email-icon.png (Communications)

Tables icon with tables-icon.png

Calendar icon with calendar-icon.png


• View the changes in the look and feel of the KB.

• Navigate back to Setup > Look and Feel.

Practice

32

Content Tab

• The Content tab enables you to create custom headers and bottom sections to any

Staff interface page by using HTML or uploading an image.

The End User interface also allows the use of custom HTML, but this is limited to areas of

the system that do not contain interactive elements like table views and record forms.

HTML can be entered

manually into the HTML

text field, created within

the HTML editor, or

uploaded as a text file.

33

Apply Tab

• The Apply tab defines which teams the look and feel will apply to, whether the scheme will be the default for new teams, and whether the scheme name will be changed.

• The ability to define a different look and feel for separate teams enables you to personalize the appearance of Agiloft to each environment, enabling your major customers to see their own logo in the End-User Interface, or provide visually impaired staff with a larger font.

• In the Scheme Name section you can define a name or leave the current scheme name.

• The Apply this scheme to section defines the teams that will see the Look and Feel scheme.

• Click Finish to leave the Staff Scheme and return to the Look and Feel window.

34

Edit Tab Order

• The Edit Tab Order window, accessible by clicking Edit Tab Order in the Look and

Feel window, defines the order in which the tabs and tables are displayed in the

Toolbar of the Staff interface.

The top list shows the order in which

tables appear in the Tables section.

The bottom list shows the ordering

of the menu items in the left pane

such as Home, Communications,

and Last Opened.

• To reorder the tabs, drag and drop them to their desired position.

Left-to-right in this window corresponds with top-to-bottom in the left pane.

• All changes will be made upon the next login and will apply to all staff users.

35

Look and Feel RecommendationsWhen you want to modify a look and feel scheme, we recommend creating

a new scheme and saving it under a new name. You can still use the existing

scheme as a base by clicking Apply Scheme on the Global tab. This allows

you to test your changes and then either revert or refer to the original

scheme.

• Find good color options by browsing your organization’s or client’s website.

Pay close attention to the colors used in graphics, icons, logos, backgrounds,

buttons, text, headings, and hyperlinks.

• Ask your client or other people at your organization for feedback. Try

showing them a couple of different schemes.

36

Basic Look and Feel Recipe• This ‘recipe’ comes from our years of experience customizing KBs for our

customers.

• Start with the Light Orange scheme as a base. It is a neutral scheme that

can be quickly changed to match a client organization’s color scheme.

• By changing colors 1, 2, 9, and 10 of the global palette, you can quickly and

easily make a striking difference to the user experience.

• Find two hues (preferably contrasting) from the client’s website or logo.

These will serve as the basis for the look and feel scheme.

An eyedropper or color picker browser extension, such as ColorZilla or ColorPicker can

be extremely helpful to find colors and retrieve their hexadecimal codes from a

webpage.

37

Basic Look and Feel Recipe (cont.)• For example, in the generic logo to the right

we find the following colors:

Green; #00CD5E

Blue; #0069C1.

• Use one of the two main hues as Color 1, and the other as Color 9.

Keep in mind that gradients made from colors 1 and 2, such as the header bar, will appear in the UI with 1 as the lower color, and the gradients made from 9 and 10 will appear with 10 as the lower color.

In this example we would use Green as Color 1 and Blue for Color 9.

• If the website or logo contains any shades of the same hue (e.g., in a gradient from light to dark blue), use the second shades to complement the other chosen colors.

To find a lighter or darker shade, enter the hex code for the original color in the color picker, then select the color icon and adjust the saturation level. Several tools on the web can also find complementary or matching hues.

In this example, we can use Dark green #00934E for 2 and Dark blue #2644BF for 10.

38

Basic Recipe Example• Here is the new look and feel scheme created from the recipe:

39

• In this unit we have learned:

• How to create and edit look and feel schemes.

• How look and feel schemes interact with the EUI templates table.

• How to incorporate your organization’s logo and color scheme into the interface.

• How to apply different look and feel schemes to different user Teams.

Look and Feel Unit Summary

unit 18: look and feel - agiloft · 2016. 7. 14. · appearance of agiloft? ... •this unit uses a...

Documents