Creating and Assigning Themes

Modified on Thu, 18 Apr 2024 at 04:54 PM

Themes are a feature that allows users to quickly and easily make changes to a ticket's colour scheme. This can include changing the background graphic, whilst also changing text and other fields to a pre-arranged colour that is always associated with that theme. The process of creating a theme sets these colour changes and what parts of the template will be affected, and then when the user creates a ticket they only need to select what theme they want and the correct colour and background combination will show.

Themes can also be set up to work for multiple templates of different sizes. For example, a 'Green' theme could be created and assigned to several templates. When a user then changes what template is being used for a ticket, if the 'Green' theme is already set then the new template will also display this colour combination without needing to make any other adjustments.

Creating Graphics for Themes

Themes on templates can be solid colours or a graphic file with a texture or header image. Depending on the size of the tickets the theme will be displayed on, you may need to create multiple graphic files to suit.

Solid Colour Themes

If a theme is just a solid colour background and it does not matter if the ratio is distorted, then you will only need one graphic file. Create an image (any size or shape will do) and fill it with the solid colour you want for your theme.

If you are creating a theme like this, make sure that the template has a graphic field with the Image Style Mode set to ‘Stretch’.

Themes with Imagery

If you are creating a theme with a background image that will look distorted if stretched, such as one with a header design or wording on it, then you will need to make graphic files for each of the template sizes that will be using that theme. You will also need to make variations of these graphics if some templates are portrait and others are landscape in orientation. When assigning graphic files to templates later on in this userguide, each template will be linked to its correctly-sized graphic.

Creating a New Theme

Before starting a new theme, you need to ensure that the templates that are going to be using it have an image field on them filling the space where you want the colour or graphic to be. This field should also have the ‘Hide in ticket field list’ setting ticked.

The template that you wish to assign the theme to needs to already be assigned to a store or head office account.

In the Template Studio, the Themes link can be found under Templates in the left navigation sub-menu. Click the blue ‘Create’ button. This will open a new pop-up window prompting you to name your theme.

Uploading Assets 

Drag the files into the upload area to upload your graphic files as assets.

Assigning Assets to Template Fields

Once the graphics are uploaded, you need to set which template they’re to be used on and which field they’re to appear in. Assets can be used on one or multiple templates. In the below example the same red solid colour image file is being used on two templates to fill the background field.

If your theme uses graphics with words or other imagery on it, this is where you would upload each graphic file and assign it to the one template it was made to fit.

Once that’s done click ‘Next’.

Assigning Colours to Fields

If your background colour or imagery is very dark, you may want to set the text and price fields to white when that particular theme is used. This next step allows you to specify which fields need to change colour and what colour to change them to.

Note: The list of fields on this page contains all editable fields from all templates saved in your Template Studio. It is important to name your fields accurately so you can identify them here. You may find it useful to have the template open in another browser tab so you can check the field names of parts you want to control the colour of. It might also be easier to find the fields you want in the list by using the Ctrl+f shortcut function to search up specific words on the page.

After completing the colour changes for this theme, click ‘Next’.




Assign Theme to Templates

The next page will ask you to assign the theme to the templates it can be used on.
Check the tick-boxes of the templates you want and click ‘Next’.



Assign Theme to Stores

Now you need to assign the stores you wish to have access to this theme.
Check the tick-boxes of the stores you want and click ‘Next’.

Publishing Themes

Lastly you will be asked to preview and publish the theme. Unfortunately there needs to be product data saved in order to show the preview, so this may not display. It is recommended that themes be assigned to head office accounts initially so they can be tested and amendments made before releasing to other store accounts.

Click the ‘Save and Publish’. Button to finalise your theme.

Note: It is possible to edit a saved theme and update it if things need to be changed later.


Duplicating Themes

If you have created a theme and wish to make another that has similar field colour adjustments, such as having several solid colour themes that all use white text, then you can save some time by duplicating your previously-made theme. 

Check the tick-box next to the theme you wish to make a copy of, and then click the ‘Duplicate’ button. This will create another theme with the same name, just with a number on the end. Click on this new theme’s name to begin editing it.

Editing a Theme 

You will want to make edits to a duplicated theme to make it unique, but you can also use the following steps to edit an existing theme that just needs some changes made to it.


Updating a Theme Name 

To change a theme’s name, hover your cursor over the name of the theme and then click the icon of the pencil that appears. Type in the new theme name and click ‘Confirm’.


Updating Multimedia Assets

To change the assets that a theme is using click on the Edit option to the right of the Multimedia Assets box.

You will see that there is still the initial assets saved from the duplicated theme, so upload the new graphic file and set the templates and fields that it should appear on.

Delete the previous assets by hovering your cursor over them and clicking the trash icon.


Updating Assignments

While the field colour and multimedia assignments will have been copied over from the originally duplicated theme, the Template Assignments and Store Assignments do not get copied. You will need to set these for this new theme as well before it can be used.

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