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Planview Customer Success Center

Change Theme Customization

Introduction

You select Changes Themes when adding or editing a Change on the Change page.

Pre-requisite

To be able to add and customize Change Theme, you must have ‘Access Customizations’ User Permission

Navigation

Settings SettingsNew (5).png > Customization > Changes > Theme

Add/Edit a Changes Theme

To add or edit a Changes Thsecure.myhr.asia-timesentinel.urleme:

  1. Navigate to the ‘Customization’ page.
  2. Click Changes.
  3. Click Theme. The existing Change Themes display.
  4. Click Add-Field.png. The system adds a line on the grid for the new Type. To edit an existing Theme, search and click on the Theme from the grid and then click Edit-Field.png.
  5. Enter/edit the Theme name in the ‘Value’ column.
  6. Select the Default checkbox to make the item appear by default in the drop-down menu.
  7. Click submit (3).png.

Your changes will be saved and a confirmation message will display.

Change-Theme1.png

Sort Changes Themes

Sort Manually

Sorting Changes Themes manually changes their order in drop-down menus.

           

NOTE

Refresh your browser to sort manually after sorting alphabetically.

           

  1. Navigate to the ‘Customization’ page and double click Changes.
  2. Click Theme.
  3. Hover your mouse cursor over the sort column of the Value that you want to sort. Sort (1).png appears.
  4. Drag and drop the Value as you require.
  5. Click submit (3).png.

Your changes will be saved and a confirmation message will display.

Change-Theme2.png

Sort by Column Header

Sorting Changes Theme by column header only changes their order on the ‘Customization’ page.

To sort alphabetically on the ‘Customization’ page by column header, click on the column header. ↑ or ↓ displays indicating the ascending or descending column sort.

Change-Theme3.png

Delete/Replace a Changes Theme

Deleting a Changes Theme will not delete it from Change records. But it will no longer be available when adding or editing a Change.

While deleting, you can either select another Theme item that will replace the item to be deleted or simply delete the item from the list. Replacing a Changes Theme will replace it in existing Change records.

To delete or replace a Changes Theme:

  1. Navigate to the ‘Customization’ page and double click Changes.
  2. Click Theme.
  3. Select the Theme that you want to delete or replace. 
  4. Click Delete-Field.png.
  5. The ‘Replace with existing value’ dialog displays.
    • To replace: select the item that will replace the item to be deleted from Replace with. Then click Delete-and-Replace.png.
    • To simply delete the item, click Delete-1.png

The item is now deleted and the page navigates back to the Theme page.

Change-Theme4.png

More Information

Location of Changes Theme

To locate the Changes Theme field:

  1. Go to Release > Change.
  2. Click to open a Change.
  3. The Changes Theme field is located in the Details panel under the Change tab.

Change-Theme5-1.png