Create Custom Color Palettes

Chart Widget color palettes are visible in Desktop Client and Browser Client Dashboards.

Edit OOTB Color Palettes

All color palettes in the Color Palette Manager can be modified, copied, or deleted.

To edit an OOTB color palette:
  1. In the CSM Administrator, click Create a new Blueprint.
  2. Select Managers > Dashboards > Color Palette Manager. The Color Palette Manager opens.
  3. In the Color Palette Manager, select a Default color palette (example: Berry).
  4. Click the Edit button. The Color Palette Editor opens. Color properties for the default color palette display in the left pane, and sample widgets display in the main pane.
  5. Select a default Color Field. The color picker opens. Default colors are listed by name, but a standard RGB color picker is also available for custom colors.
  6. Select a New Color to add to the default color palette (example: Sienna).
  7. (Optional): Repeat Steps 5-6.
  8. Click Save.
  9. Publish the Blueprint.

Create Custom Color Palettes

Create custom Chart Widget color palettes to align with corporate colors, or to differentiate between departments.

To create a custom color palette:
  1. In the CSM Administrator, click Create a new Blueprint.
  2. Select Managers > Dashboards > Color Palette Manager. The Color Palette Manager opens.
  3. Click the New button.
  4. Provide a name for the Color Palette. The Color Palette Editor opens, displaying the default Bright color palette in the 16 color fields.
    Important: The Bright Color Palette is not visible in the Color Palette Manager. However, it is the default color palette if none are chosen and the default colors for new, custom color palettes.
  5. Select a Color Field. The color picker opens. Default colors are listed by name, but a standard RGB color picker is also available for custom colors.
  6. Select a Color. The field populates with the name or RGB code of the selected color (example: Magenta or Custom RGB 255, 192, 64, 0).
  7. Repeat Steps 4-5 for up to 16 colors.
    Tip: Change a sample color to Transparent if fewer than 16 colors are desired.
  8. Click Save.
  9. Publish the Blueprint.

Change Color Palettes

Make limited changes and switch color palettes from a Dashboard.

To switch color palettes from the Desktop Client:

  1. From the toolbar, click Dashboards > Color Palette Manager.
  2. Select a color palette.
  3. Click OK. The Dashboard color palette updates.
    If changes are not visible, select Help > Reload definitions from the toolbar. If changes are still not visible, ensure that the Blueprint was published.