CSM 10.4 Documentation

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Select a Form Theme

Change a form theme in CSM Administrator by selecting another theme and applying it in the Form Editor.

Note: Be aware of the following when selecting a theme:
  • Both classic and universal themes are available for selection when a form is currently using a classic theme.
  • When a universal theme is applied to a form, classic themes are no longer available for that form, you cannot revert to a classic theme.

Select a Classic Theme

Apply a classic theme to a form currently using another classic theme.

  1. Open the form in the Form Editor. See Open the Form Editor.
  2. On the form background, right-click and select Change theme.
  3. Select a classic theme from the Theme drop-down list, and then select OK.

Select a Universal Theme

Apply a universal theme to a form currently using a classic theme.

  1. Open the form in the Form Editor. See Open the Form Editor.
  2. On the form background, right-click and select Change theme.
  3. Select a universal theme from the Theme drop-down list.

    The Theme Change dialog opens and displays the following message - "To apply this Universal Theme, you must upgrade the Form. All controls will be set to the Theme defaults".

    Note: When a universal theme is applied, classic theme selection is no longer available.
  4. Select Continue to apply the selected universal theme.

Change a Universal Theme to Another Universal Theme

Apply a universal theme to a form currently using another universal theme.

  1. Open the form in the Form Editor. See Open the Form Editor.
  2. On the form background, right-click and select Change theme.

    The Select a theme dialog opens.

  3. Select a theme from the Theme drop-down list, and then select OK.
    Note: If the current theme associations are compatible with the selected theme, the theme is applied to the form and the Select a theme dialog closes. If a custom association is present in the current theme, but not present in the selected theme, then you need to update the theme by following the next steps.

    The Theme Change dialog opens and displays the following message - "To apply this Universal Theme, you must upgrade the existing Universal Theme to add custom associations. You can review these custom associations before updating".

  4. Select one of the following:
    • Accept Update: Any custom associations in the current theme that are associated to controls on your form are applied to the selected theme.
    • Review Theme: Opens the Theme Editor with the selected theme displayed. Any custom color or font associations that were present in the previous theme are added and highlighted in the selected theme. The image below displays a highlighted custom color association.

  5. If you selected Review Theme, select one of the following in the Theme Editor:
    • Save to save the change to the selected theme and apply the theme to the form.
    • Cancel to return to the Form Editor, and then select Cancel in the Select a theme dialog to abort the theme change.
      Note: Alternatively, you can cancel the theme change in the Theme Editor, and then repeat steps 3 - 5 to select and apply another theme.

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