Themes Good to Know

Use these tips for helpful information on Themes.

  • A Theme is typically identified by the Theme icon 01_Theme_Icon.
  • Pin items to a Pinboard (in the Manager) and MRU list (in the CSM Desktop Client menu bar) to make them easily accessible in CSM.
  • Theme properties are organized by Property Area, either Dashboard, Form, or Portal. For more information, see Dashboard Themes, Form Themes, and Portal Themes.
  • Select the Expand Property Sets iconExpand Property sets icon next to a property to expand and collapse the property options.
  • A Theme is selected as part of a Dashboard's Display properties, a Form's Theme property, or a Portal Site's Display properties.
  • A system administrator can reset a Global Dashboard Theme and all Form Themes. For more information, see Set/Reset a Theme for a View.
  • The set/reset is a one-time operation. After resetting the Theme, the Theme to Use field is cleared.
  • If a role or user Dashboard Theme is selected, or if a Dashboard or Form has a specific Theme applied, those Themes override the Global Theme.
  • Security rights control access to CSM functionality and are configured in the Security Group Manager in CSM Administrator (Security > Edit Security Groups). For detailed information, see Configure Theme Security Rights.