Themes

A theme includes all your page, window, workflow, and tooltip layouts within the software. The software provides a default theme but you can also create your own theme(s) with your own layouts. You may have one theme for your entire organization or you may decide to have a theme for each department.

A layout includes:

• Which fields and sections/tabs are available
• Where the fields and sections/tabs are located 
• Which filters are available 

You assign themes to users. A user can have access to multiple themes but can only use one theme at a time. A user can change the theme he/she is using in the software but cannot change the theme he/she is using on a particular page or window.

Add a Theme

1. Click the Themes link from the Main Menu. The Themes page opens.
2. Click the Add button. The Add Theme window opens.
3. Enter the necessary information:
   • Description - Name for the theme.
   • Parent Theme - Existing theme to copy to create the new theme. This does not create a relationship between the two themes. It is only used to create the initial screen customizations for the new theme.
   • Access Type - Select who can see and use the theme:
     • Everyone -All users can see and use the theme. 
     • Users and Roles - Only users assigned to the selected role(s) in the Roles drop-down can see and use the theme.
   • Status - Only active themes are available for selection by users.
4. Click OK.

Customize Screens in a Theme

You can customize each screen within a theme so only the fields, sections/tabs, and workflows your organization uses are available. You can also rearrange the fields and sections/tabs to display in whatever order or area of the screen you prefer.

To change a field, section/tab or workflow for a screen:

1. Click the Edit Layout link from the lower right corner of the screen you need to edit. The Edit Layout window opens. The Edit Layout screen is divided into three areas:
   • Available Sections - Sections/tabs not currently displayed.
   • Available Fields - Fields not currently displayed.
   • Layout Sections - Sections/tabs and fields currently displayed.
2. Verify the theme you want to update displays in the Theme drop-down at the top of the screen.  The Theme assigned to the user editing the layout displays by default. To edit a different theme, select the theme from the drop-down. This does not change the theme for the user so once the layout is saved, the screen still displays based on the user's theme.

Add, Remove or Move Fields

To move a field onto the screen:

1. Click the six (6) dots to the left of the field label you want to move in the Available Fields panel. You may need to click the Load All button to view all available fields. You can use the search field at the top of the screen to locate a field. Fields matching the search value are highlighted in yellow. You can also use the Group drop-down to show a particular group of fields.
2. Drag the field to the Layout Sections panel of the screen using the mouse.
3. Place the field in the desired location.
4. Release the mouse button to drop it into the correct location. The field shows with a green bar on the left to indicate it is added to the screen.

To move a field to a different location on the screen:

1. Click the six (6) dots to the left of the field label you want to move in the Layout Sections panel of the screen using the mouse.
2. Place the field in the desired location.
3. Release the mouse button to drop it into the correct location. The field shows with a green bar on the left to indicate it moved locations.

To remove a field from the screen:

1. Hover over the field to remove.
2. Click the X to the right of the field name. The field moves to the Available Fields area and shows with a red bar on the left to indicate it is removed from the screen.

Repeat the above steps as needed to add, remove and move fields. Click OK on the Edit Layout screen when complete.

Add, Remove or Move Sections/Tabs

To add a section/tab onto the screen:

1. Click the six (6) dots to the left of the section/tab label you want to add from the Available Sections panel. 
2. Drag the section/tab to the Layout Sections panel using the mouse.
3. Place the section/tab in the desired location.
4. Release the mouse button to drop it into the correct location. The section/tab shows with a green bar on the left to indicate it is added to the screen.

To remove a section/tab from the screen, click the X to the right of the section/tab in the Layout Sections area. The section/tab moves to the Available Sections area and shows with a red bar on the left to indicate it is removed from the screen.

To move a section/tab to a different location on the screen:

1. Click the six (6) dots to the left of the section/tab label you want to move from the Layout Sections panel using the mouse.
2. Place the field in the desired location.
3. Release the mouse button to drop it into the correct location. The section/tab shows with a green bar on the left to indicate it moved locations.

To change the section/tab display, click the Show Sections in Tabs button next to the Layout Sections label at the top of the screen. If the button is gray, sections are used; if the button is white, tabs are used.

Repeat the above steps as needed to add or remove sections/tabs or change the section/tab display. Click OK on the Edit Layout screen when complete.

Add, Remove or Move Workflows

On some screens, there are workflows which allows users to go to another screen after saving. For example, a user may want to go to the Add Contact screen after saving the Add Account screen.

The available workflows depend on the screen the user is on. Within the available workflows, you can configure which ones are available to your users. Not all screens have workflows available. Workflows are typically found on pages or windows that are part of a larger process such as adding an account or adding an event.

Click the Manage Workflows button at the top of the screen in the Layout Sections area. The Assign Workflow Actions window opens. The available workflows display in the Available panel. The current workflows display in the Selected panel.

Move the workflows you want available from the Available panel to the Selected panel. To move workflows, you can:

• Click the plus (+) sign next to the workflow to move each individually.
• Select a workflow and click the single right arrow button to move the selected workflow.
• Select multiple workflows using Ctrl+Click or Shift+Click and click the single right arrow to move the selected workflows.
• Click the double right arrow to move all the workflows displayed in the Available panel to the Selected panel.

Remove workflows from the Selected panel to the Available panel to no longer make them available. To remove workflows, you can:

• Click the minus sign (-) next to the workflow to move each individually.
• Select a workflow and click the single left arrow button to move the selected workflow.
• Select multiple workflows using Ctrl+Click or Shift+Click and click the single left arrow to move the selected workflow.
• Click the double left arrow to move all the workflows displayed in the Selected panel to the Available panel.

To change the order of the workflows:

• Select the workflow and use the up and down arrows to change the order of them in the Selected panel. The first workflow displays as the button on the screen and the remaining workflows show under the ellipses button.
  

To reset the workflows to their default setting:

• Click the Reset button. A prompt displays to confirm you want to remove any workflow customizations (additions or removals of workflows and the workflow order).
• Click Yes. The workflows reset to their default setting.

Click the Save button when complete. You return to the Edit Layout window.

Reset a Layout

You can use the Reset button on the Edit Layout screen to delete the screen layout for the selected theme. If there is a layout set for the screen for the parent theme, then the layout is reset to that layout. If there is no layout for parent theme, then the layout is loaded from the theme next in the hierarchy. The software continues to look for a default layout up the hierarchy and if none is found, uses the Momentus Default Theme to reset the screen layout.

Assign a Theme to a User

A user can have access to multiple themes but can only use a single theme at one time. A user can change which theme he/she is using within the software but cannot change which theme he/she is using on a particular page or window. To assign a theme to a user or to change the theme a user is assigned to:

1. Click the Users link from the Main Menu. The Users page opens.
2. Select the user with the theme to update.
3. Right-click and select Edit. The Edit User window opens.
4. Select the User Preferences & Defaults tab.
5. Select the default theme for the user from the Theme drop-down.
6. Click OK.

Change a Theme

You can change the information for a theme after you have created it. When you change the information for a theme, it updates wherever the theme is used. If you don't want to update the already existing theme, then you must add a new theme using the steps in Add a Theme.

1. Click the Themes link from the Main Menu. The Themes page opens.
2. Select the theme to edit. 
3. Right-click and select Edit. The Edit Theme window opens.
4. Make the desired change.
5. Click OK.

Inactivate a Theme

If you no longer use a theme but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a theme inactive, it is no longer available for selection for users. You cannot make themes inactive that are assigned to users. 

1. Click the Themes link from the Main Menu. The Themes page opens.
2. Select the theme to make inactive.
3. Right-click and select Edit. The Edit Theme window opens.
4. Select Inactive from the Status drop-down.
5. Click OK.

Delete a Theme

If you no longer use a theme and don't want to keep a record of it, you can delete it. You cannot delete themes that are assigned to users. You cannot undo the delete process.

1. Click the Themes link from the Main Menu. The Themes page opens.
2. Right-click on the theme to delete.
3. Select Mark for Delete.
4. Click the Save button.

Theme Security

Changing screen layouts is controlled by the Allow Modification of Layout By Theme system access privilege. Users and/or roles assigned to the privilege are allowed to change screen layouts for the themes they are assigned within the privilege. Any roles/users not assigned to the privilege are not able to change screen layouts for themes. If no users are assigned to the privilege, it is considered inactive and all users can change the screen layouts for all themes.

This access privilege is a system access privilege. You can access it from the System Access Privileges screen on the Main Menu.