Switching from the Legacy Default Theme

If you are  using a SILK Wrapper

If you are using a SILK Wrapper then you will need to test the new theme in your staging environment.

1. Navigate via Settings > Appearance > Go to Staging Calendar

2. After entering the dashboard on staging, navigate via Settings > Appearance. If you have created a custom theme on production then you will need to select +Add Theme and keep the Copy From option as Default (any edits made to the HTML files will need to be manually copied over if necessary). If you do not have a custom theme on production then just hit Activate for the Default theme.

3. Duplicate your SILK Wrapper file and make these updates (you want to create a duplicate instead of modifying the current wrapper URL you are referencing because any changes will be automatically picked up by Localist during the once daily refresh on production):

  • The search bar is not included in the user_menu placeholder and instead has it’s own: <!– LOCALIST COMMENT – PLACEHOLDER search_bar –>

4. After updating, replace the current SILK Wrapper URL with the new one and select Refresh Wrapper.

5. Modify the referenced custom CSS files where appropriate (Localist Selectors)

6. When you are ready to make these changes on production:

a. Add a new theme (Copy From = Default)

b. Copy over any Custom CSS or Interface Color changes.

c. Copy over any modifications to the HTML files.

d. Replace the SILK Wrapper URL with the updated file. Select Refresh Wrapper.

e. Select Activate next to your new theme.


If you are not using a SILK Wrapper

If you are not using a SILK Wrapper then you can create a new, inactive theme to preview.
1. In your admin dashboard, navigate via Settings > Appearance

2. Select +Add Theme and keep the Copy From option as Default.

3. Select the corresponding Edit Colors, Fonts & CSS button to update the new theme to your branding standards (Localist Selectors +Color Interface)

4. If you have created a custom theme with the Legacy template then you will need to manually copy over any HTML edits.

5. To preview the new theme, select the inactive theme’s name.

6. Select Preview

7. When you are ready to switch, select Active next to the new theme’s name or Activate in the theme’s edit interface.