Responsive Customizations Setup

Define New Template allows you to choose the template you want to change (Figure 1). First you must choose the page of the template, which can include Approval History, Cart, CreditCard, Configurator etc. Let’s say you want to change the template on your Cart page. Once you select Cart on your Page drop-down menu, the Template drop-down menu will open up with a number of different segments that you can customize. For demo purposes, we are going to select Sections/Costs.

When you make your selection, the Default Template on the right-hand side will show you what the template looks like in its original form (Figure 2). When you click Copy default template the template will be copied in the New Template tab below. This enables you to make the changes in the code, whether it is only a line in the code or major changes. You won’t be able to save the new template before entering the new name of the template in the Name text-entry box in the Define new template box on the left-hand side. You can also add a description in the box below, though it is not mandatory. If you tick the Default box the new template will show up as default. This means that any client who logs in and looks at the section Costs will see the new template, and not the old one.

If you tick the Default box, and want a specific user type (in this case, Sales) to be able to see the new template, click Users>User Type (Figure 3). Then click the Edit icon of your User Type.

Select the page we defined earlier (in our case, it was Cart), and the Sections/Costs template (Figure 4). The system will then automatically select all templates related to this section in the Select custom template box. In our case that was the Test_Template (if we had defined more templates the system would have listed all of them).

When you click Add (Figure 5), the previously defined sections will be added to the system, making it possible for all users in the Sales User Type to see the new template. Click Save.

Template Versions

When you open the Template Versions tab you will be able to see a log of all the template versions that you have created (Figure 6). The System version you see is the Default version, that is the original one before any changes have been made. The second version is the Test_Template we created.

To compare the templates, and see where they differ, tick the check boxes in the Version column and click Compare (Figure 7). You can have more than two template versions and you may be interested in comparing two, or more versions.

User Side

For demo purposes, take a look at Figure 8 to see what the code for the original template looks like in Setup. Notice that the text on the template in the quote is entirely written in black.

Now look at Figure 9 to see the changes made to the code and how they are reflected on the user side. Notice color of the text related to the Section/Costs template has been changed to blue.

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