Administration > Customization and Localization

Customization and Localization Node

Field	Description
File Customization	Here you can directly modify the XML for various screens, forms, and workflows within Umbria. Navigate through the folder structure and select a file to populate the XML on the right. You can copy the code from the Original tab and paste it onto the Custom tab, where you can make any desired edits. To discard your changes, click the Revert to Original button. The All Customized Files node will list all the modified XML files. The Frequently Customized Files nodes will list all the XML files frequently modified. Tip: To hide any of the widgets on the Partner/ Associate Dashboard (if they have no values to display), on the Partner/ Associate Dashboard XML, apply the tags *<skipEmpty name = "table name for the section">* & </skip Empty> before and after the sections you want to hide. Note: To hide a property from the e-mail template when the value is empty, add the "hideEmpty=true" attribute. Do not enter any null value format other than "N/A" in the value attribute. To modify and update email notification templates, refer to instructions below.
Resource Cultures	Here you can modify the different resource cultures (country/language combinations) that are available for selection in User Settings. This determines the way the Umbria UI displays when code is available that is specific to a certain resource culture.
Resource Customization	Here you can change the way labels display on each screen in Umbria in each available resource culture. Before making any modifications here, select the culture you are customizing from the Target Culture drop-down. Use the folder structure on the left to find the screen or form you wish to customize. Select the .xml or .cshtml file to populate a list of customizable labels. To customize a single label, click in the Localized version column so that it becomes editable and modify the text as desired. Click Save to apply your changes. To change one word or phrase to another throughout the page, click the drop-down arrow next to Filter. Enter the desired values in the Find what and Replace with fields, and click Replace. Note: You can click the All Data button to view a list of all labels in Umbria, not just those in the currently selected file. You can also customize labels in Excel via the Import/Export button. Export a spreadsheet of the currently shown labels, make any desired modifications to the spreadsheet, and import it back into the system. You can customize the dashboard widget labels here. Select the widget XML file from the Widget Forms drop down folder to populate a list of customizable labels. To override all customizations made to the currently displayed labels, click the Revert to Original button Tip: On Umbria version upgrade, it is recommended to click the Reparse Resource button located on the top right corner of the Resource Customization tab. This will add/update all the resource keys in the Umbria UI. Admin: Resource Customization>Select culture from Target Culture drop-down> Click Reparse Resource button. You may also use this option in case the modified resource keys do not show in the Umbria UI.

Field

Description

File Customization

Here you can directly modify the XML for various screens, forms, and workflows within Umbria. Navigate through the folder structure and select a file to populate the XML on the right. You can copy the code from the Original tab and paste it onto the Custom tab, where you can make any desired edits. To discard your changes, click the Revert to Original button. The All Customized Files node will list all the modified XML files. The Frequently Customized Files nodes will list all the XML files frequently modified.

Tip: To hide any of the widgets on the Partner/ Associate Dashboard (if they have no values to display), on the Partner/ Associate Dashboard XML, apply the tags <skipEmpty name = "table name for the section"> & </skip Empty> before and after the sections you want to hide.

Note: To hide a property from the e-mail template when the value is empty, add the "hideEmpty=true" attribute. Do not enter any null value format other than "N/A" in the value attribute.

To modify and update email notification templates, refer to instructions below.

Resource Cultures

Here you can modify the different resource cultures (country/language combinations) that are available for selection in User Settings. This determines the way the Umbria UI displays when code is available that is specific to a certain resource culture.

Resource Customization

Here you can change the way labels display on each screen in Umbria in each available resource culture. Before making any modifications here, select the culture you are customizing from the Target Culture drop-down.

Use the folder structure on the left to find the screen or form you wish to customize. Select the .xml or .cshtml file to populate a list of customizable labels.

To customize a single label, click in the Localized version column so that it becomes editable and modify the text as desired. Click Save to apply your changes.
To change one word or phrase to another throughout the page, click the drop-down arrow next to Filter. Enter the desired values in the Find what and Replace with fields, and click Replace.

Note: You can click the All Data button to view a list of all labels in Umbria, not just those in the currently selected file.

You can also customize labels in Excel via the Import/Export button. Export a spreadsheet of the currently shown labels, make any desired modifications to the spreadsheet, and import it back into the system.
You can customize the dashboard widget labels here. Select the widget XML file from the Widget Forms drop down folder to populate a list of customizable labels.
To override all customizations made to the currently displayed labels, click the Revert to Original button

Tip: On Umbria version upgrade, it is recommended to click the Reparse Resource button located on the top right corner of the Resource Customization tab. This will add/update all the resource keys in the Umbria UI. Admin: Resource Customization>Select culture from Target Culture drop-down> Click Reparse Resource button. You may also use this option in case the modified resource keys do not show in the Umbria UI.