Themes Good to Know

Use these tips for helpful information on themes.

  • From version 10.4.0 of CSM onwards, themes can be created and edited using the universal Theme Editor or the classic Theme Editor. The classic Theme Editor is available only if you have classic theme types in your system. See Theme Editor for help on the universal Theme Editor, or see Theme Editor for help on the classic Theme Editor.
  • When editing themes, classic themes open in the classic Theme Editor, universal themes open in the universal Theme Editor.
  • You can select either classic themes or universal themes to apply to dashboards (in the Dashboard Properties editor) or to forms (in the Form Editor).

    When a universal theme is selected you cannot revert to a classic theme.

  • 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.
  • A theme is selected as part of a dashboard's display properties, a form's theme property, a portal site's display properties, or an action catalog's display properties.
  • A system administrator can apply or reset a global theme for all classic dashboard and form themes. See Bulk Apply Classic Theme.

    this applies to classic themes only, you can not bulk apply a universal theme.

  • Bulk apply theme 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 from the Security Group Manager in CSM Administrator (Security > Edit Security Groups). For detailed information, see Theme Security Rights.