Appearance
Themes and Navigation screens
This page documents the Explorer branches Themes and Navigation: the Theme editor, and the Menus, Mobile Navs and Workspaces designers under Navigation. The App Launcher and Calendar nodes of Navigation are in Workspace tools. Breadcrumb and Dashboard Layouts are marked "coming soon" in the Explorer. For overviews see Themes and Branding and Menus, mobile nav and workspaces.
Themes
Where to find it
Workspace > Themes lists the themes. Opening one expands its editor in place.
Key concepts
A theme is a set of design tokens in the W3C design token format: colors, typography and custom tokens. Every screen reads tokens, so changing a theme restyles everything that uses it, on web and mobile. A theme is a versioned artifact with a draft and publish lifecycle.
A theme named company is the workspace's company theme. Themes are applied through a cascade: the system default, then company, application, module, page and component; the most specific wins. A user's own preference (light, dark, high contrast) applies above the application. Branding (logo and brand colors) is applied before the cascade starts; see Branding.
Create a theme
| Field | Description |
|---|---|
| New theme name | For example acme-facilities. A theme named company is the tenant's company theme. |
| Start from preset | Optional. Seeds the colors from a preset, which stay fully editable. The preset is copied; it is not a live reference. |
Presets: Corporate Classic, SAP Fiori, Microsoft Fluent, Material Design 3, Glassmorphism, Neumorphism, Minimal Light, Dark Professional, GitHub Dark, Banking, Healthcare, Retail POS, Manufacturing, Executive Dashboard, Luxury Black & Gold, Nature Green, Ocean Blue, AI Future, Aurora Premium, Spark Theme. Dark and high-contrast are modes, not presets.
Editor tabs
| Tab | Content |
|---|---|
| Colors | The semantic colors listed below, each a color value. |
| Typography | Font Family, Heading Font, Body Font, Font Size Scale, Line Height, Letter Spacing, Font Weight. |
| Custom Tokens | Your own tokens. Token path (dot separated), Type (color, dimension, number, fontFamily, fontWeight, duration) and Value; Add token. Reserved colour and font paths are managed on the other tabs. |
| Custom CSS | A style block rendered on every page the theme applies to. It can override any component style. |
| Metadata | Author, Company, Compatible ERP version, Dependencies (other themes this one builds on; informational, not enforced). |
| History | Versions of the theme. |
| Advanced (JSON) | The raw token JSON for anything the other tabs do not cover. Applied when you leave the field; a syntax error is shown. |
Semantic colors: Primary, Secondary, Accent, Success, Warning, Danger, Info, Background, Surface, Paper, Header, Sidebar, Footer, Border, Divider, Text Primary, Text Secondary, Placeholder, Disabled, Link, Hover, Selection, Focus, Scrollbar. A card uses Surface or Paper.
Describe the theme (AI)
Describe the theme you want takes a mood or brand description and proposes colors. The proposal is shown with a warning to check readability, and Apply copies it into the theme for review. A Preview pane shows buttons, chips and surfaces with the current tokens.
Package
A theme can be downloaded as a .theme package (manifest, colors, typography, custom CSS and variables) and installed in another environment or through the marketplace.
Assigning a theme
Set the theme name on an application (see Applications and Features), a module, or a single page (the Theme tab of the Page Designer). Deleting a theme that is still referenced makes those levels fall back to the default.
API and CLI
/api/v1/authoring/themes, POST /api/v1/authoring/themes/ai-generate. erp artifact ... --type themes.
Menus
Where to find it
Workspace > Navigation > Menus. New menu name creates one and opens the Menu Designer.
Layout
The designer has an Edit tab and a Preview tab. Edit has the menu tree on the left (Add inserts an item or a folder) and the Properties panel for the selected node on the right. The Problems panel shows validation errors, and publishing is disabled while any exist. The summary shows the number of nodes.
Node properties
| Section | Field | Description |
|---|---|---|
| General | Display name | The label users see. |
| Description | Free text. | |
| Tags | Comma separated. | |
| Navigation | Route | The page route to open. |
| Target page | A page chosen from the list; (none) for a folder. | |
| Open mode | Current tab, New tab, Dialog, Drawer, External URL. | |
| External URL | For the external mode. | |
| Visibility | Visible, Enabled | Whether the node is shown and clickable. Device scope: desktop, tablet, mobile. |
| Security | Roles, Permission groups, Feature flags | The node is shown only to holders of these. |
| License requirement, Tenant scope | Limit by licence or workspace. | |
| Company, Branch, Country, Department scope | Limit by organisation unit, chosen from the organisation tree. | |
| Badge | Source | Pending approvals, Notification count, Data service count (choose a published Data Service), Custom expression. |
| Badge color | ||
| Personalization | Allow pin to favorites; Eligible as default landing page; Variants | |
| Advanced | Cache; Lazy loading; Show in breadcrumb; SEO name; Analytics ID; Custom CSS class; Metadata JSON | The JSON is validated when you leave the field. |
Menu security limits what is shown. It is not a substitute for Screen Permissions, which protect the page itself, or Menu Permissions.
API and CLI
/api/v1/authoring/menus. erp artifact ... --type menus, erp menu create <plugin-dir> <menu-id> to scaffold one in a plugin. Schema: Reference: menu.
Mobile Navs
Where to find it
Workspace > Navigation > Mobile Navs. The designer has Edit and Preview tabs.
Item properties
| Section | Field | Description |
|---|---|---|
| General | Label | The item text. |
| Navigation | Route | The page route. |
| Behavior | Badge text | For example 3 or New. |
| Raised primary action (FAB) | Bottom tabs only. | |
| Surfaces | Bottom tabs, Drawer | Where the item appears. |
| Visibility scope | Company, Branch, Country, Department | Limit by organisation unit. |
API and CLI
/api/v1/authoring/mobile-navs. erp artifact ... --type mobile-navs. Schema: Reference: mobile navigation.
Workspaces
Where to find it
Workspace > Navigation > Workspaces. New workspace name (for example sales-workspace) creates one; a row expands to edit it.
What it is
A workspace groups navigation for a role or task. It is flat metadata, not a page: an icon, a color, a home route and the name of the menu that supplies its side navigation.
| Field | Description |
|---|---|
| Description | Free text. |
| Sequence | Sort order in the workspace switcher, lower first. |
| Home route | The route a user lands on when entering the workspace, for example /sales/dashboard. |
| Contextual nav menu | The published menu whose nodes the workspace side navigation block renders. |
| Company, Branch, Country, Department scope | Limit which people see the workspace. |
API and CLI
/api/v1/authoring/workspaces. erp artifact ... --type workspaces.
Related
Workspace tools, Applications and Features, Page Designer, Add menus.
