Creating System Definitions and Objects for Branding

This topic provides an overview of branding objects and discusses how to:

  • Create and maintain HTML objects.

  • Create and maintain JavaScript objects.

  • Create and maintain style sheet objects.

  • Add and edit branding objects.

  • Upload and maintain images.

  • Add and edit images.

  • Define element types.

  • Define user attribute types.

PeopleTools branding allows you to create and maintain branding objects such as HTML, JavaScript, free form style sheets, and images without requiring access to Application Designer. These objects can then be used in places such as branding system definitions, headers or footers, custom layout objects for pagelets and classic homepage tabs, and in other definitions.

While you can create and maintain HTML, JavaScript, free form style sheet objects, and images in Application Designer, these Application Designer objects are not accessible to be viewed or maintained through portal branding. But, if you enter the same name as an existing Application Designer object and if you have edit permissions on the managed object, then you will be prompted as to whether you want to overwrite the existing object through portal branding. However, objects that you create through portal branding can be viewed and updated in Application Designer.

Note: You can use Application Designer to migrate these portal branding objects from a test environment to a production environment. However, these objects will be treated as regular managed objects in the new system, and will not be accessible from these portal branding pages in the new system.

Use the HTML Objects page to upload and maintain HTML objects used for branding.

Image: HTML Objects page

This example illustrates the fields and controls on the HTML Objects page. You can find definitions for the fields and controls later on this page.

HTML Objects page

Field or Control

Definition

Upload HTML Object

Click the link to create a new HTML object.

See Adding and Editing Branding Objects.

Name

Click the object name link for an existing HTML object to view the object details including the HTML code.

Description

Displays the object’s description.

Edit

Click the Edit button to modify the description or stored HTML code.

See Adding and Editing Branding Objects.

Delete

Click the Delete button to delete the object from the database.

Note: The link to view the HTML object is displayed only if the user has read permissions on the object. The Edit and Delete buttons are displayed only if the user has read/write permissions on the object.

HTML objects created in Application Designer cannot be viewed or edited in portal branding. However, HTML objects created in portal branding can be viewed and modified in Application Designer.

Use the JavaScript objects page to to upload and maintain JavaScript objects used for branding.

Image: JavaScript objects page

This example illustrates the fields and controls on the JavaScript objects page. You can find definitions for the fields and controls later on this page.

JavaScript objects page

Field or Control

Definition

Upload JavaScript Object

Click the link to create a new JavaScript object.

Note: JavaScript is stored as an HTML object in the database.

See Adding and Editing Branding Objects.

Name

Click the object name link for an existing JavaScript object to view the object details including the JavaScript code.

Description

Displays the object’s description.

Edit

Click the Edit button to modify the description or stored JavaScript code.

See Adding and Editing Branding Objects.

Delete

Click the Delete button to delete the object from the database.

Note: The link to view the JavaScript object is displayed only if the user has read permissions on the object. The Edit and Delete buttons are displayed only if the user has read/write permissions on the object.

JavaScript objects created in Application Designer cannot be viewed or edited in portal branding. However, JavaScript objects created in portal branding (and stored as HTML objects) can be viewed and modified in Application Designer.

Use the Style Sheet objects page to to upload and maintain free form style sheet objects used for branding.

Image: Style Sheet objects page

This example illustrates the fields and controls on the Style Sheet objects page. You can find definitions for the fields and controls later on this page.

Style Sheet objects page

Field or Control

Definition

Upload Style Sheet Object

Click the link to create a new free form style sheet object.

See Adding and Editing Branding Objects.

Name

Click the object name link for an existing free form style sheet object to view the object details including style definitions.

Description

Displays the object’s description.

Edit

Click the Edit button to modify the description or stored style definitions.

See Adding and Editing Branding Objects.

Delete

Click the Delete button to delete the object from the database.

Note: The link to view the style sheet is displayed only if the user has read permissions on the object. The Edit and Delete buttons are displayed only if the user has read/write permissions on the object.

Style sheet objects created in Application Designer cannot be viewed or edited in portal branding. However, free form style sheet objects created in portal branding can be viewed and modified in Application Designer.

Use the Add/Edit Branding Object page to add or edit a branding object.

Image: Add/Edit Branding Object page

This example illustrates the fields and controls on the Add/Edit Branding Object page (for an HTML object). You can find definitions for the fields and controls later on this page.

Add/Edit Branding Object page

Field or Control

Definition

Object Name

Enter an ID for the new object.

Important! If you specify the name of an existing object of this type whether it was created in portal branding or through Application Designer, you will be prompted to overwrite the existing object after you click the Save button.

However, if you have no permissions or read-only permissions on an Application Designer object, a duplicate ID error message will be displayed, and you will need to enter a different object ID.

Warning! Just as you must not update PeopleTools-delivered objects in Application Designer, do not use portal branding to update these PeopleTools-delivered objects.

Description

Enter a descriptive name for the object.

(unlabeled)

Enter the HTML, JavaScript, or free form style sheet code.

Use the Image objects page to upload and maintain image objects used for branding.

Image: Image objects page

This example illustrates the fields and controls on the Image objects page. You can find definitions for the fields and controls later on this page.

Image objects page

Field or Control

Definition

Upload Image Object

Click the link to upload a new image file.

See Adding and Editing Images.

Name

Displays the image object’s name.

Description

Displays the object’s description.

Edit

Click the Edit button to modify the image including uploading a new image file.

See Adding and Editing Images.

Delete

Click the Delete button to delete the object from the database.

Note: The link to view the image is displayed only if the user has read permissions on the object. The Edit and Delete buttons are displayed only if the user has read/write permissions on the object.

Image objects created in Application Designer cannot be viewed or edited in portal branding. However, image objects created in portal branding can be viewed and modified in Application Designer.

Use the Add/Edit Image page to add or edit an image.

Image: Add/Edit Image page

This example illustrates the fields and controls on the Add/Edit Image page. You can find definitions for the fields and controls later on this page.

Add/Edit Image page

Field or Control

Definition

Name

Enter an ID for the new image object.

Important! If you specify the name of an existing image object whether it was created in portal branding or through Application Designer, you will be prompted to overwrite the existing object after you click the Save button.

Description

Enter a descriptive name for the object.

Image Type

Important! Some database platforms, such as DB2 UDB for OS/390 and z/OS, limit the file size to 32 KB.

Select one of the following image formats to access the File Attachment dialog box to browse and select the file to upload:

  • BMP Files [*.bmp]

  • DIB Files [*.dib]

  • GIF Files [*.gif]

  • JPG Files [*.jpg]

  • PNG Files [*.png]

  • SVG [*.svg]

Note: The File Attachment dialog box does not filter your browsing by the selected file type. However, if you attempt to upload a file that does not match the specified format, then an error message will be generated and the upload will not occur.

Use the Define Branding Element Types page to create and maintain the types of branding elements to be used in header and footer definitions. Each branding element type is mapped to a supporting PeopleCode application class definition.

Image: Define Branding Element Types Page

This example illustrates the fields and controls on the Define Branding Element Types page.

Define Branding Element Types page

Field or Control

Definition

Name

Displays the unique identifier for this element type.

Label

Enter a short name for the element type, which will be displayed when an element of this type is selected to be used in a header or footer definition.

Active

This check box is selected by default.

Deselect this check box to make the element type inactive. No new elements of inactive types can be added to header or footer definitions. Moreover, existing elements of inactive element types in existing header or footer definitions are ignored.

Description

Enter a description for the element type.

Owner ID

Select which product, feature, or application owns this element type definition.

Package Name

Select the name of the application package that contains the application class that defines this element type.

Path

Select the names of each subpackage in the application class hierarchy that define the location of the application class. Separate subpackage names by a colon. If the class is defined in the top-level application package, enter or select the colon.

Class ID

Select the name of the application class that defines this element type.

Use the Define User Attribute Types page to create and maintain the types of user attributes to be used in branding theme assignments. Each user attribute type is mapped to a supporting PeopleCode application class definition.

Image: Define User Attribute Types Page

This example illustrates the fields and controls on the Define User Attribute Types page.

Define User Attribute Types page

Field or Control

Definition

Name

Displays the unique identifier for this user attribute type.

Label

Enter a short name for the user attribute type, which will be displayed when this type is selected to be used in a theme assignment.

Active

This check box is selected by default.

Deselect this check box to make the user attribute type inactive. An inactive user attribute type cannot be selected for use in a branding theme assignment. Moreover, existing theme assignments with inactive user attribute types are ignored.

Description

Enter a description for the user attribute type.

Owner ID

Select which product, feature, or application owns this user attribute type definition.

Package Name

Select the name of the application package that contains the application class that defines this user attribute type.

Path

Select the names of each subpackage in the application class hierarchy that define the location of the application class. Separate subpackage names by a colon. If the class is defined in the top-level application package, enter or select the colon.

Class ID

Select the name of the application class that defines this user attribute type.