Build Your Own Template

Template Creation (Build Your Own-Aura)

Go to Setup
In the Quick Find box, search for "All Sites"
Click the New button
Select the template type
Click on Get Started
Enter the community name and URL (optional)
Click the Create button
A Success message will display once the Community is created
Click on the Builder tab after the Community is created

BYO Theme Setup Process

Inside the Builder option, click the Setting icon and Select “Theme”
Select “Configure” and click on “Create Theme Layout”
Enter the Name of the theme and select theme component
Click Save

Login/Registration/Forgot Password Page Setup Process

Click on “login” from Experience Builder
Click on the page setting (three dots) and override the DXP theme
Drag and drop the “Login” Component
Click on the Publish button to save the changes

Note:

Before moving the login component to the page , remove all existing components or pages from the login page.

Registration Page Setup in Experience Builder

Click on the Home tab and select “Register” under Login
Override the DXP theme
Go to the Components section and drag and drop the “DXP Application” component to registration page
Publish the community

Forgot Password Setup in Experience Builder

Click on on Login
Click on Forgot Password
Override the theme from page settings
Go to components and drag and drop the Forgot Password component to the Forgot Password page

Page Maker (Forms) Setup Process

For Page Maker, you will need to create a new page.

Click on “New Page," and then click on “Standard Page”
Click on New Blank Page
Select “Flexible Layout” and hit the Next button
Enter the name as “page-maker” and click on the Create button

Drag and drop “DXP Component to page same as above register page” and map the DXP theme.

Home Page Setup Process

Flexible Layout on Home Page

The first step is to clone the existing home page variation and mark a new one as default ( to achieve the flexible layout).

Click on home and select “Page Variation”
Click on the Default Home Page down arrow icon
Click on Duplicate from the down arrow and rename the variation and set as default

Map Theme Component to Home page

You'll need to map the DXP theme to the home page to get the default Template

Go to Settings and click on Properties
Select “Override the default theme layout for this page”
Select DXP Theme as highlighted in the below image
Click on “Publish” to save the changes

Home Page - Upload Checklist Setup Process

For Page Maker, you'll need to create new page.

Click on “New Page” and then click on “Standard Page”
Click on New Blank Page
Select “Flexible Layout” and hit the Next button
Enter the name as “dxp-checklist-upload” and click the Create button
Drag and drop the “DXP Checklist Upload” Component to the page and override the DXP theme
Click on Publish to save the changes

Administrator Community Setup Process

To get started, go to the Workspace and click on Administrator

Activate the Community:

Go to the Settings tab
Click on the “Activate” Button to activate the community

Preferences Tab

On the Preferences tab you'll need to check the checkbox next to "Let guest users see other members of this site"

Members Tab

On the Members tab, you'll need to move "Applicant Profile" from Available Profiles to Selected Profiles.

Go to Workspace and select the “Login and Registration” tab
Select Login/Forgot password Experience Builder page
Select Community Profile

DXP Bolt Solution

In summary, you'll need to create a BYO template, configure a theme, create home page variations and set up multiple types of Lightning pages (e.g., Login, Register, Forgot Password, Document Upload, etc.). This will take around 30-45 minutes of an Admin's time.

To save time and effort, we have introduced a Bolt Solution that auto generates the above requirements in a few easier steps.

Note:

For instructions on setting up our DXP Bolt Solution, click here.