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Auto Save, Discard, Reset and Publish your Customizations

In this article, we will talk about the essential functionalities we have implemented for ShortPoint Theme Builder making it effortless to customize your SharePoint sites.


TABLE OF CONTENTS


Prerequisites:

  • You need to have ShortPoint installed or upgraded to ShortPoint SPFx version 7.0.2.xx or later on Microsoft Office 365 (SharePoint Online) or SharePoint 2019 environment.
  • For SharePoint 2013 and 2016 (On-Premise) environments, please ensure you have the latest public release from the download page on our official website.
  • You also need to be a ShortPoint User with an active license.
  • These features are applicable to both classic and modern SharePoint sites.

Real-Time Preview


While using ShortPoint Theme Builder, you will be the only one to see the changes to your page or to any web part. 

We implemented it this way, so you can see a live preview of your changes on your SharePoint pages. We know, it's cool :)



Locked For Customization


If other users try to activate ShortPoint Theme Builder, they will not be able to do that. They will see a message that you are currently customizing the site:



Publish


While you are working with the Theme Builder, you will see a live preview of your changes on your site. You can even check your changes on another site by navigating through sites and subsites while ShortPoint Theme Builder is active.


As you already know, you are the only user who will see these changes.

If you are happy with your work and want everybody to see your awesome work, hit the Publish button:



Auto Save


All your changes are automatically saved in your browser.


You will not lose your work if you close your browser or restart your machine. Just open your browser again and the Theme Builder will load and will apply your latest changes.


Important: If you open another browser, you will not see your changes. Currently, we use the local browser storage to auto-save your work. We will implement more scenarios soon.

Close


You can close the Theme Builder by clicking on the X icon in the top-right corner of the Theme Builder side panel:



Discard & Close


If you have unpublished changes and try to close the Theme Builder, you will see this warning:



Clicking Discard & Close will remove all your unpublished changes, and close the Theme Builder. 

After this, other users will be able to activate the Theme Builder.


Reset


When you encounter scenarios where you need to revert your intranet site to SharePoint site defaults or discard unpublished customizations, this feature will come in handy:


Option 1: Reset to site defaults


This removes all your published and unpublished changes from the site. In other words, it will remove all ShortPoint customizations from the site. This action will also force ShortPoint Theme Builder to close.


You can reset to site defaults from two locations:


  • Location 1: Theme Builder Panel Utilities > Reset



  • Location 2: ShortPoint Dashboard >Theme Builder



Note: You can also use this option to solve unexpected behavior when the Theme Builder hangs or does not close. Open the same page in a different browser, and use this option to force-clean everything.

Option 2: Reset to last published


Similar to the previous option, Reset to last published will discard your unpublished changes and revert to the last published changes. 


On the Theme Builder Panel, select Utilities > Reset:



Export / Import Customized Themes


If you have existing SharePoint customization options on another site collection or tenancy that you made through ShortPoint Theme Builder, you can easily apply it by exporting and importing generated custom codes. This makes custom solutions easily transferable from one site to another. You can also take a theme template from our demos library and configure it to your liking.


For more information, continue to our article on Export and Import Customizations.


That wraps up the list of essential functionalities in ShortPoint Theme Builder.


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