Prerequisites for applying a color theme
- VSTO-addin version 5.5.1.1312, or greater.
- Dynamics version 1.3.
- Color theme uploaded to Templafy.
- Column in a data source if the color theme will be applied based on user input.
How to upload a color theme
Color themes should be .xml files and the ones created using Microsoft Office are stored by default at: %appdata%\Microsoft\Templates\Document Themes\Theme Colors
In order to upload a color theme complete the following steps:
1. Go to the 'Company Data' section in the admin interface.
2. Upload the colortheme.xml file.
Once it is uploaded, it will appear below the uploaded theme button
How to apply a color theme to a Word document
Default Color theme
In order to have this particular color theme added by default to the document upon creation, this can be configured in the Document tab of the Template Designer by referencing the name of the color theme file (without curly brackets) in the Color Theme field.
Steps:
- Open Template Designer.
- Click "Document tab"
- Choose Color Theme from the dropdown
- Click the Add button
- Specify the name of the color theme file.
Dynamic Color theme
A dynamic Color theme represents one that can be configured to change based on a user's profile information or choice.
Based on User Profile's information:
If the color theme is to be linked to the user's profile, there must be a data source related to the user profile, that contains a column that refers to the color theme name that is to be applied (assuming that the color theme has already been uploaded to the tenant.)
Steps:
- Create a Data Source.
- Create a DropDown field in the UserProfile form that links to the Data Source.
- Open Template Designer.
- Click "Document tab"
- Choose Color Theme from the dropdown.
- Click the Add button.
- Specify Binding {{Form.FieldName.Column}}
Related Data source:
User profile configuration:
Specify Binding:
Based on a user's choice:
In addition, the data source that contains the color themes can be referenced in a DropDown form field either in the User Profile, or a separate form attached to the document, enabling the user to manually select their preferred color theme from the list.
Steps:
- Create a DropDown field / create a form that links to the Data Source
- (Optional) Attach the form to the Word Document*
- Click "Document tab"
- Choose Color Theme from the dropdown.
- Click the Add button.
- Specify Binding {{Form.FieldName.ColumnName}}
Form configuration:
User perspective:
The document with the new form attached allowing the user the option to choose the desired color theme.
For more information about working with Template Designer, please see this article.
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