Create a Theme

Use the Theme Editor to create or edit a theme to apply to a dashboard, form, portal or action catalog.

When creating a theme, define:

Dashboard theme properties: backgrounds, charts, widgets, gauges and text.
Form theme properties: backgrounds, borders, text and state override colors.
Portal theme properties: app bar, content, lists, menus, toolbar, text and miscellaneous items.
Action catalog theme properties: background, borders, headers, and text.

Use the theme preview to test the font, color, and style combinations.

Create a Theme

Open the Theme Manager.
Select Create New .
The New Theme dialog opens.
Provide a display name to use within CSM (search this property in CSM Item Managers).
Select OK.
The Theme Editor opens so you can define the properties for your theme. See Theme Editor and the following information depending on which feature you want to apply your theme:
- Form: See Form Universal Theme Properties.
- Dashboard: See Dashboard Universal Theme Properties.
- Portal: See Portal Universal Theme Properties.
- Action Catalog: See Action Catalog Universal Theme Properties.
Select Save in the Theme Editor to save your theme.
When you select Save the Theme Editor closes.

Edit a Theme

There are two versions of the Theme Editor, the universal Theme Editor and the classic Theme Editor. The editor that opens when you edit an existing theme is dependent on which version of the editor the theme was created in. This information describes the functionality of the universal Theme Editor, for help on the classic Theme Editor see Classic Theme Editor.

Open the Theme Manager.
Select a theme, and then select Edit .
You can also select File > Edit or right-click and select Edit.
The theme opens in the Theme Editor.
Make the necessary changes. See Theme Editor.
Select Save in the Theme Editor to save your theme.
When you select Save the Theme Editor closes.

To rename a theme, right-click a theme in the Theme Manager, and then select Rename.