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Users

168
  • Getting Started
    • How to Log into Assette
    • The Assette Home Page
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    • Glossary
  • Authoring Center
    • Smart Docs
      • Smart Docs
      • How to Create a Smart Doc
      • Copying and Restoring from Version History
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      • Smart Docs X-Ray View
      • Smart Doc Troubleshooting
      • Troubleshooting
        • Troubleshooting Smart Docs
    • Smart Pages
      • Creating & Editing Smart Pages
      • Smart Pages
      • How to Unlock a Smart Page
      • Deleting Smart Pages
      • Tracking Changes with Life Events
      • How to Insert Blank Columns and Rows
      • Changing a Smart Page’s Size
      • Supported PowerPoint Charts
      • Copying and Restoring from Version History
      • Smart Page X-Ray View
      • Smart Page Content Classifications
      • Compliance Tags
      • Assette Editors
        • PowerPoint Editor
          • How to Add New Series to a Chart
          • How to Insert Images Using the Assette Ribbon
          • Assette Ribbon
            • The “Un-Fabricate” Button
          • Troubleshooting
            • Resolving “Failed to Open” Errors in the Assette PPTX Editor
            • Installing the Assette PowerPoint Editor
            • How to Check Your Microsoft PowerPoint Version
          • Advanced Settings
            • Advanced Settings Overview
            • General Tab
            • Margin Tab
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    • Disclosures
      • Managing Disclosure Fragment Categories
      • Creating or Editing a Disclosure Fragment
      • Disclosures versus Footnotes
      • Disclosures
    • Fixed Content
      • Fixed Content
    • Data Docs
      • Data Docs
    • Smart Shells
      • How to Preview Smart Shells
      • Coupled Shells
      • Smart Shells
      • Tracking Changes with Life Events
      • Copying and Restoring from Version History
      • Creating Smart Shells Using the Smart Shell Library
      • Editing Smart Shells Using the Smart Shell Library
      • Creating Smart Shells via Assette’s PowerPoint Editor
      • How to Refresh Smart Shells
      • Deleting Smart Shells
      • Renaming Smart Shells
      • Smart Shells X-Ray View
      • Smart Shell Content Classifications
      • Performance History Chart
      • Smart Shells Frequently Asked Questions (FAQ)
      • Creating an “As of Date” Smart Shell
    • Brand Themes
      • Assette Dynamic Brand Theme Setup
      • Brand Themes
      • Managing Multiple Themes Within a Single Brand Theme
      • Creating a Brand Theme
      • Shell Styling
      • Dynamic Brand Themes
      • Master Slide Layouts for Dynamic Brand Themes
      • Changing a Smart Page’s Size
    • Email Templates
      • Using Variables in Assette Email Templates
      • Email Templates
    • Additional Features
      • Using Quick View in Assette
      • Automatic Extension Correction
      • X-Ray View Overview
      • The Generation Screen
    • Authoring FAQs
      • Understanding the Difference Between My Workspace and Workrooms
      • What’s the Difference between Footnotes & Coupled Shells?
  • Content Hub
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      • Content Generation and Sharing with Content Library
    • My Workspace
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      • My Workspace
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      • Uploading an RFP to the Assette
      • RFPs & DDQs
    • Workrooms
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      • Workroom
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      • Assette Viewer Overview
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      • Content Plan Data Model
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      • Using Advanced Search in the Content Library
  • Data Engine
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    • Qualitative Data
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    • Developer Center
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  • Analytics
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  • Administration
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    • Users
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      • Internal Users
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      • Log into the Assette Client Portal
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  • Tutorials
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  • Legacy Support
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    • Internal Users Management [Legacy]
    • Legacy Authoring Center
      • Data Object Library [Legacy]
      • Data Docs [Legacy]
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      • How to Create a New Smart Page [Legacy]
      • Legacy Smart Pages
        • Creating and Editing Smart Pages [Legacy]
      • Legacy Smart Docs
        • Creating a Smart Doc [Legacy]

Developers

202
  • Getting Started
    • The Assette Navigation Bar
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      • Add Assette Users with Azure AD
      • Developer Roles & Permissions
      • How to Create & Assign Permission Groups
      • Permission Groups Overview
    • Implementation Overview
      • Introduction to Assette Implementation
      • The Assette Implementation Approach
      • What Data is Required to Start?
      • Connecting to Source Systems with Assette
      • Essential Data Blocks
      • Fields Synchronized with Assette
  • Developer Tools
    • Tool Setup
      • Assette Development Stack
      • Developer Center Configurations
      • Prohibited Data Block Keywords and Built-ins
      • Master Data Scheduler
      • Python Data Block Libraries & Keywords
      • Troubleshooting
        • Troubleshooting AxiosError-500 Errors
        • Assette VS Code Extension Troubleshooting
      • Visual Studio Code
        • Assette Visual Studio Code Extension
        • How to Find Where a Component is Used in the VS Code Extension
        • Error and Status Messages Reference
        • Signing Into the Assette VS Code Extension
        • VS Code Frequently Asked Questions (FAQs)
        • Installing the Assette Block Editor VS Code Extension
        • Assette VS Code Extension Troubleshooting
    • Data Block Editor
      • Using Nested Functions in Data Blocks
      • Importing Python Libraries
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      • Data Block Unit Testing in Python
      • Data Block Editor Basics
        • Introduction to the Data Block Editor
        • Calculation Operators and Precedence
        • Secret Management
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      • Data Block Keywords
        • Understanding the “response” Keyword in Assette Data Blocks
        • Understanding the ‘read’ Keyword in Assette Data Blocks
      • Data Block Editor Metadata
        • How to Update Data Block Metadata
      • Data Block Editor Troubleshooting
        • Troubleshooting API Authentication Issues
    • Data Object Editor
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          • Row Types Tab
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          • Output Variable Tab
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        • No Data Message Tab
          • No Data Message Tab
      • Expressions
        • The “round(value, n)” Expression
        • Expressions, Operators, & Functions
        • The “Contains()” Function
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        • The “NOT” Operator
        • The “OR” Operator
        • The “<> Not Equal To” Operator
        • The “>= Greater Than or Equal To” Operator
        • The “ADD” Expression
        • The “AND” Expression
        • The “Divide” Expression
        • The “Minus” Expression
        • The “Multiply” Expression
        • The “<= Less Than or Equal to” Operator
        • The > Greater Than Operator
        • The “==” Equals Operator
        • The Grouping Operator “()”
        • The < Less Than Operator
    • Dynamic Fields
      • Dynamic Fields
    • Footnote Editor
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      • How to Create & Edit Footnotes
      • Import Variables & Columns
    • Tenant Manager
      • Deployment Statuses
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      • Review Artifacts
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  • Data Blocks
    • Data Block Basics
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      • Data Block Categories
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    • Account Master
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        • Organization Add Data Block
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        • Get Recipient Info Salesforce Transform Data Block
        • Get Recipient Info Salesforce Data Blocks
        • Get Recipients LocalDB Data Block
        • Get Recipient Info Local Data Block
        • Recipient Master Data Block
        • Attribute Type Values Local Data Block
        • Brand Theme Selector Data Block
        • Brand Theme Extract Data Block
        • System Data Blocks Overview
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        • Countries Data Block
        • Currency Codes Data Blocks
        • Product Master Data Block
        • Sub Accounts Client Database Data Block
        • Sub Accounts Local Database Data Block
        • Sector Schemes Data Blocks
        • Sectors Data Block
        • Sub Accounts Data Block
      • Sync Data Blocks
        • Sync Data Block Overview
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        • Attribute Type Values Sync Data Block
      • Source Data Blocks
        • Source Product Offer Countries Data Block
        • Source Sub-Accounts Relationship Data Block
        • Source List of Attribute Type Values Data Block
        • Source Extract Accounts Details Data Block
        • Source Account Attributes Values Data Block
        • Source List of Currency Codes Data Block
        • Source Product Master Extract Data Block
      • Transform Data Blocks
        • Assette Get Valid Periods Data Block
        • System Period Information Data Block
        • Assette Get Begin & End Date Data Block
        • Source Extract Accounts Details Data Block
      • Interface Data Blocks
        • Organization Read Local Data Block
        • Sectors Local Database Data Block
        • Assette Period Code Map Data Block
        • Account Attribute Mapping Local Database Data Block
        • Account Attributes Local Database Data Block
        • Source Product Master Extract Data Block
        • Source List of Currency Codes Data Block
        • Source Account Attributes Values Data Block
        • Product Master Local Data Base Data Block
      • Configuration Data Blocks
        • Salesforce Settings Data Block
        • Configuration Data Block Overview
        • Calculation Python Environment Data Block
        • Python Data Calculation Modules Data Block
        • Python Environment for Date Calculation Data Block
        • Demo Snowflake Setting Data Block
        • Snowflake Demo Certificate Data Block
        • Calculation Environment Data Block
    • Data Blocks by Functionality
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  • Data Objects
    • Data Objects
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  • Integrations
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      • Source Account Attributes Values Data Block
      • Snowflake Integration
    • Aprimo
      • Assette-Aprimo Integration Overview
      • Inserting Content with Aprimo
      • Aprimo Image Library Data Block
      • Aprimo Thumbnail Image Library API Data Block
      • Modifying the Aprimo API Records Data Block
      • Aprimo Data Blocks
        • Aprimo API Post Order Data Block
        • Aprimo Image Thumbnail Data Block
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        • Aprimo API Order Status
        • Image Content Data Block
  • Developer FAQ
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    • Data Block Cheat Sheet
    • Why Can’t I Edit a Data Object?
    • How Do Unit Tests Work in Assette?
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    • How Do I Log into Snowflake?
    • Period Codes
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      • Removing Blank or NULL Columns
      • How to Display Different Values in the Account Code Dropdown in the Data Object Editor Preview
      • When and Why You See an Impact Change Message in the Developer Center
  • Tutorials
    • Creating a Correlation Matrix Table
    • Data Block Tutorials
      • Structuring Data for Time-Series Charts in PowerPoint
      • How to Cache Data Using Data Blocks
      • Creating a Certificate Data Block
      • Making Public API Calls Using Assette Data Blocks
      • Using Data Blocks to Make API Calls
    • Data Object Tutorials
      • Creating Dynamic Column Headings
implementation

Implementation

18
  • Getting Started
    • Welcome to the Assette Implementation Guide
  • Planning Your Implementation
    • Assette 101
    • The Three Layer Model
    • What to Expect from Implementation
  • Platform Layers
    • The Data Engine
    • Authoring Center
    • Content Hub
  • Assemble Your Implementation Team
    • Technical Environment & Tenant Setup
    • Building Your Implementation Dream Team
    • Scaling Your Implementation Across Strategies & Modules
  • Working With Data
    • Content Inputs
    • Prepare and Shape Your Data
    • Real-Word Examples
  • Implementation Process & Support
    • How ACE Training Works
    • Implementation Steps
    • Analyze Backward, Build Forward
    • Assette Support & Roles
    • ACE Syllabus
  • Home
  • Docs
  • Users
  • Authoring Center
  • Brand Themes
  • Dynamic Brand Themes

Dynamic Brand Themes

2 min read

This article will explain how users can set up dynamic Brand Themes in the Developer Center and how users can generate outputs with these dynamic Brand Themes applied automatically. This article assumes the reader is familiar with the Brand Themes and Data Blocks.

Assette’s dynamic Brand Themes make it easier to apply the right design to your documents without extra steps. By setting up a connection between products and their corresponding themes in the Developer Center, the system ensures that the correct Brand Theme is applied automatically when generating a document. This means layouts, tables, and charts are styled to match the selected theme, creating a consistent and professional look every time.

The connection is built using data blocks that map specific products to their Brand Themes. When a document is generated for a product, the system references this mapping and applies the right theme automatically. For cases where multiple products are generated at the same time, users can select a Brand Theme manually from a dropdown to ensure everything stays uniform. This approach combines automation and flexibility, helping teams create polished, branded documents with ease.

Data Block: Connecting Products to Themes #

The first data block establishes a connection between the product code and the appropriate Brand Theme:

image 37
Product=""
if(params.__len__()>0):
    Product = params.get("ProductCode") or ""
BrandThemes = read("BrandThemeExtract", {})
BrandThemes = BrandThemes.get("data") or []
MatchingBrandTheme = {}
BrandThemeName = ""
if len(BrandThemes)>0:
    for BrandTheme in BrandThemes:
        if (BrandTheme.get("Product") or "") != "":
            if (BrandTheme.get("Product") or "")==Product:
                MatchingBrandTheme = BrandTheme
                break
if len(MatchingBrandTheme)>0:
    BrandThemeName = MatchingBrandTheme.get("BrandThemeName") or ""
response["text"] = BrandThemeName
  • The code starts by retrieving the ProductCode from the generation parameters.
  • It reads a data extract (BrandThemeExtract) containing multiple Brand Theme definitions, including their corresponding products.
  • The code iterates through the BrandThemes list to find a matching product.
  • Once a match is found, the code retrieves the BrandThemeName and assigns it as the response text.
  • This ensures that each product is automatically associated with its predefined Brand Theme.


The user does not need to manually select a theme at the generation stage because the system dynamically maps the product to its specific theme based on this preconfigured code.

Content Data Block: Brand Theme and Product Mapping #

The second block, shown in the screenshot, provides the data mapping between Brand Themes and products:

image 38
[
    {
        "Strategy": "",
        "Product": "",
        "Purpose": ""
    },
    {
        "BrandThemeName": "Dynamic Brand Theme 1.pptx",
        "AccountCode": "",
        "Strategy": "USLCGE",
        "Product": "USLCGESWA",
        "Purpose": ""
    },
    {
        "BrandThemeName": "Dynamic Brand Theme 2.pptx",
        "AccountCode": "",
        "Strategy": "GYVE",
        "Product": "GVESWA",
        "Purpose": ""
    }
]
  1. The JSON data block defines BrandThemeName and maps them to specific product codes (Product) and strategies.
  2. This structured mapping ensures that when a product is selected during document generation, the corresponding Brand Theme is applied automatically.

For example:

  • If the product code USLCGESMA is selected, the theme Dynamic Brand Theme 1.pptx will apply.
  • If the product code GVESMA is selected, the theme Dynamic Brand Theme 2.pptx will apply.

This automatic assignment happens because the Developer Center code references this structured mapping.

Generation Overlay #

To generate a Smart Doc with the desired Brand Theme, users begin by selecting a document from the content library. Once the document is selected, the user clicks the plus icon to start generating the Smart Doc. A popup will appear on the right, prompting the user to continue with the selection.

Screenshot 2024 12 17 155443

When the user selects the appropriate output settings, such as the As of Date, Language, and the relevant Product, the Smart Doc will automatically generate using the Brand Theme defined through the mapping block. Here, the user does not need to select any options from the Brand Themes dropdown.

Screenshot 2024 12 17 164317

Multiple Product Generation and Manual Selection #

When generating outputs for multiple products (as shown in the third screenshot), the dropdown for Brand Themes must be used. This is because:

  1. The Developer Center’s pre-mapped code works for one product at a time.
  2. In multi-product output generation, the system does not dynamically determine the theme for each product automatically.

User Action: When “Generate multi-product output” is selected, users must manually choose a Brand Theme from the dropdown. This ensures all products in the output follow a single Brand Theme.

Screenshot 2024 12 17 164810
Shell StylingMaster Slide Layouts for Dynamic Brand Themes
Still stuck? How can we help?

How can we help?

Updated on January 27, 2025
Page Index
  • Data Block: Connecting Products to Themes
  • Content Data Block: Brand Theme and Product Mapping
  • Generation Overlay
  • Multiple Product Generation and Manual Selection
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