Change Theme Customization

Users select Change Themes when adding or editing a Change on the Change Manager page.

Location of Change Theme

To locate the Change Theme field:

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

Add a Change Theme

To add a Change Theme:

  1. Go to Settings > Customization > Change.
  2. Click Change Theme.
  3. Click Add Field.
  4. Type the new Value.
  5. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  6. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

 

Edit a Change Theme

To edit a Change Theme:

  1. Go to Settings > Customization > Change.
  2. Click Change Theme.
  3. Click to select the Change Theme.
  4. Click Edit Field.
  5. Edit the Value.
  6. Click to select or deselect the Default checkbox to make the item appear by default in the drop-down menu.
  7. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

 

Sort Change Themes

Sort Manually

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort Change Themes manually:

  1. Go to Settings > Customization > Change.
  2. Click Change Theme.
  3. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  4. Left click and drag the sort handle to resort the Change Theme.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Sort by Column Header

Sorting Change Themes by column header only changes their order on the Customization page.

To sort alphabetically on the Customization page by column header:

  1. Go to Settings > Customization > Change.
  2. Click Change Theme.
  3. Click a column header.
    The Change Themes will revert to their previous order when you click away from the Customization page.

 

 

*NEW* Delete or Replace a Change Theme

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

Replacing a Change Theme will replace it in existing Change records.

To delete or replace a Change Theme:

  1. Go to Settings > Customization > Change.
  2. Click Change Theme.
  3. Click to select the Change Theme.
  4. Click Delete Field.
  5. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted Change Theme from Replace with.
      2. Click Delete and Replace.
        Your updates will be automatically saved. There is no need to click Submit.
    2. Delete:
      1. Click Delete.
        Your updates will be automatically saved. There is no need to click Submit.

 

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