The Look and Feel wizard for the End User Interface provides options for customizing several areas of the knowledgebase for end users. You can adjust the look and feel of table views, record forms, the advanced search interface, and the FAQ interface.
Everything else on the End User Interface (EUI) is defined with EUI templates in the EUI Templates table. The overall look and feel of the EUI is therefore determined by a combination of settings in this Look and Feel wizard and the CSS and HTML contained in the EUI templates.
The look and feel that a specific user sees is controlled by their primary team. You can save multiple look and feel configurations, called "schemes," and apply them to different teams in the system. This allows you to, for example, give end users in different companies a unique appearance. You could also instead create a single look and feel scheme that's applied to all end users.
There are separate Look and Feel wizards for the Power User and End User Interfaces, and options are tailored to access permissions for these different user types. For more information on customizing the Power User Interface, see Power User Look and Feel.
The Look and Feel wizard for the End User Interface contains a number of tabs for customizing the appearance of the knowledgebase for end users. Because this is a longer and more involved wizard than others, remember that your changes won't be saved until you click Finish.
To access the Look and Feel wizard for the End User Interface:
As you adjust each setting, you can preview the changes in the example shown on the left side of the wizard. The example refreshes in real time as you work. |
The Body tab controls the appearance of various aspects of the interface, including background color, fonts, scrollbars, hyperlinks, and status messages.
The Tables tab controls elements on the table view, such as the style of action bars, the search button, and the table rows.
The Forms tab controls the appearance of a variety of elements, such as record forms, error messages, input forms, labels, buttons, comments, and code snippets.
The Dashboards tab manages the appearance of Dashboards and widgets on the legacy EUI.
The Printing tab controls the display of elements selected for printing. These elements include the background color used in viewing a record for printing, the label displays, and the field displays.
The Content tab lets you create custom headers and footers in the legacy EUI using HTML. You can use the built-in HTML editor to enter text directly into the text box, upload HTML text created in an editor of your choice, or insert an image. In the current EUI, the header and footer are controlled by EUI templates.
You can also use HTML to adjust the look and feel of the Support Home screen for the legacy EUI.
The Apply tab controls the scheme name and which teams see the Look and Feel scheme. Checking the "and their subteams" option will also apply this scheme to the users whose primary team is a subteam of any of the selected teams. Checking the "Apply changes to me now" option will apply the scheme to you immediately, without having to logout first.
By defining a different look and feel for separate teams, you can allow each of your major customers to see their own logo, provide visually impaired staff with a larger font, and apply a variety of other customizations for specific sets of users.
When you want to modify a Look and Feel scheme, it's best to first create a new scheme by saving an existing scheme under a new name. This allows you to test your changes and then either revert or refer to the original scheme. You can still use the existing scheme as a base by clicking Apply Scheme on the Global tab. |
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