Help: Branding Wizard — Name and Location

Identify your goal and the name of the resulting skin rule.GRP-260 v5.5

The fields on this form depend upon whether you have already created a skin rule in your RuleSet using the wizard.

If no skin exists in your RuleSet

To create a skin rule and its related text files:

1. Enter the name, RuleSet, and version of the new skin rule.
2. Optionally, select the Apply to Work User and Work Manager portals checkbox to associate the skin with the traditional WorkUser and WorkManager portal rules and copy them into your application. If you are designing the skin for a composite portal, you do not need to check this box. (As of v5.5, composite portals named User and Manager are included as standard.)
3. Optionally, select the Support Right-to-left language checkbox to create the three (desktop, workform, and report) RTL CSS text files. grp-24442 V6.2 pashm
4. Click Save to create the skin.
5. Click Next>> to advance to Quick Create, Step 2.

If your new skin references images (used in backgrounds, tabs, and so on) located in a RuleSet that application users are unable to access, copy the image binary file rules into the new RuleSet. See About the Branding wizard for more information about using images in the wizard.

After you create a skin

• To present composite harness, section, and flow action rules that resemble what users will see at runtime, select Preferences from the profile menu. In the General group, update the Skin field in the Run Process Group to identify this skin. See Designer Studio basics — Setting your references.
• To deploy the skin in an application, associate the skin with a portal rule and specify it in the Default Portal Layout field in the users' access group rule form.

If a rule exists

Select one of the following in the I would like to: field:

• modify an existing skin — To modify a skin rule and related text file rules created earlier with this tool. Select a skin rule instance from those listed in the Existing Skin: drop-down. Instances are named using the convention skin name, short description, RuleSet and version. The list includes only shows skins belonging to unlocked RuleSet versions in your RuleSet list.
• copy an existing skin — To copy a skin rule created earlier with this tool, select an existing skin to copy and the name of the new skin to be created. Enter the RuleSet and Version for the new skin. The related rules are copied for you in the new RuleSet.
• create a new skin — To create another skin in your RuleSet.

Circumstanced skins v6.1 proj-242 grp-5980

The system uses the short description to identify circumstanced skins as defined in the Short Description field in the instance's rule form:

In the example below, AcmeStandard_Alpha and AcmeStandard_Beta are circumstanced instances of AcmeStandard.

To avoid accidentally modifying the wrong skin, enter a meaningful description in the field when you create the instance. See About Skin rules.

The description does not affect branding — when a skin is circumstanced the system copies CSS text files from the base rule and gives them unique names (an identifier is appended to the text file names).

If you a creating a skin for use with composite portal, as a best practice, copy the standard CompositeBrand skin as a starting point, and modify the copy using the wizard to meet your needs. If you are creating a skin for use with a traditional portal, copy the standard StandardBrand skin as a starting point.

Buttons

Click Next>> to advance to the next wizard step and specify additional characteristics.

Click <<Back to return to the previous step.

Click Save to save your updates (or create a new skin).

Click Cancel to discard your updates and exit the wizard.

Click Finish to save your updates (or create a new skin) and exit the wizard. This action opens a form comprising the skin and its associated portal and text rules. Click the edit button () to open a rule. Click Reopen Skin to return to the first step, or click Cancel to exit the wizard.

About the Branding wizard