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Creating New Themes

The theme determines the appearance of Oracle CRM On Demand. Several predefined themes are available when Oracle CRM On Demand is first set up for a new company, the default theme is Oracle. You can specify which roles can create and manage themes in the Role Management Wizard. For more information on adding roles, see Adding Roles. For more information on specifying themes at the company level, see Setting Up Your Company Profile and Global Defaults.

You can choose a theme at the company, role, or user level. The theme specified at the user level takes precedence, followed by the theme specified at the role level. The company default theme is applied if neither the user level nor the role level specifies a theme.

If you are upgrading themes from Oracle CRM On Demand Release 16 to a later release, note the following:

  • For new companies. Oracle is the default theme at the company level. No theme is selected at the role or user level. Company administrators can create new themes and set them as the default. They can also disable existing themes so that they cannot be selected by users.
  • For existing companies. The names of any old themes will be replaced by the following strings: Oracle - Deprecated, Contemporary - Deprecated, or Classic - Deprecated. It is recommended that you change these old themes, choose one of the new themes, and remove the old themes from the user profiles.
  • For existing companies that use logos and links. An upgrade does not affect a deprecated theme, which is still selected. However, it is recommended that you do not use old (deprecated) themes, but create new themes, and set new themes as the default at the company or role level.

Before you begin. To create and edit themes, your user role must include the Manage Themes privilege.

The following task describes how to create your own theme in Oracle CRM On Demand.

To create a new theme in Oracle CRM On Demand

  1. In the upper-right corner of any page, click the Admin global link.
  2. In the Application Customization section, click the Application Customization link.
  3. In the Application Setup section, click the Themes link.
  4. In the Themes page, click New.
  5. Enter information for the following fields:
    • Theme Name. Enter a name for your new theme.
    • Show Default Help Link. Select this check box if you want your new theme to display the default Help link.
    • Show Default Training and Support Link. Select this check box if you want your new theme to display the default Training and Support link.
    • Description. Enter a description for your new theme.
  6. Click Save.

    Oracle CRM On Demand opens the Theme Detail page with a dynamic preview of the new theme, which is to the right of the screen. The preview shows the Home, Detail, and List pages, with the new theme applied.

  7. Enter information for the fields listed in the following table.

    SHOW ME

    NOTE: To enter new color codes, you can either enter a hexadecimal value for each color, or move the mouse over the default color value to display the color palette icon. Click the color palette icon to select a color for this field.

    General Information

    Description

    Application Background

    This field refers to the background of Oracle CRM On Demand, including the spaces between tabs.

    Application Text

    This field refers to the legal statement, which is at the bottom of the application page, and the vertical bars between the global links and tab links.

    Application Links

    This field refers to the global links, which are at the top and bottom of Oracle CRM On Demand, for example, Admin, My Setup, Privacy Statement, Terms of Use, and so on.

    Alert Text

    This field refers to the text used for mandatory fields and overdue tasks.

    Tabs

    Tab Style

    Select Rounded, Stacked, or Straight from the menu.

    Active Tab Text

    This field refers to the text used in the active tabs.

    Active Tab Background

    This field refers to the background color of the active tab.

    Inactive Tab Text

    This field refers to the text used in the inactive tabs.

    Inactive Tab Background - Top

    This field refers to the color of the upper background of the inactive tab.

    Inactive Tab Background - Bottom

    This field refers to the color of the lower background of the inactive tab.

    Inactive Tab Background Hover

    This field refers to the color displayed when you place the mouse over an inactive tab. It also refers to the color used in the menu tab.

    Page

    Page Text

    This field refers to all the text on the page or pop-up window, for example, inline help, field labels, field values, page titles, inactive links, form section headers, vertical bars, bullets, and so on.

    Page Links

    This field refers to all the links on the page background, for example, calendar links, Show Full List link, Manage List link, and so on.

    Page Background - Top

    This field refers to the color of the title bar at the top of each page and pop-up window, for example, Opportunity Details. Buttons are placed on this bar. This field also controls the Action bar, Related List, Calendar view, and active Calendar tab.

    Page Background - Bottom

    This field refers to the color of the title bar at the bottom of each page and pop-up window, for example, Opportunity Details. Buttons are placed on this bar. This field also controls the Action bar, Related List, Calendar view and active Calendar tab.

    Highlighted Page Background

    This field refers to the color of the highlighted items on a page, for example, the inline edit fields, highlighted cells on a calendar, current date, active step in wizards, head-up display background, and so on.

    Page Header Text

    This field refers to the text color used for the page names, for example, Opportunities Homepage.

    Page Header Background - Top

    This field refers to the color used for the upper area behind the page names.

    Page Header Background - Bottom

    This field refers to the color used for the lower area behind the page names.

    Page Lines

    This field refers to the line colors used in the list records, form sections on detail pages, in wizard steps, and so on.

    Lists

    List Header Text

    This field refers to the text color on the filter bar and the list footer bar.

    List Header Background

    This field refers to the background color on the filter bar and the list footer that contains the list navigation icons.

    Column Header Text

    This field refers to the text color used in the column headers.

    Column Header Background

    This field refers to the background color on the related lists, full lists, and so on.

  8. (Optional) If you want to add customized global links to your theme, click New in the Global Links section.

    The Link Edit page opens.

  9. Enter the following information:
    • Link Name. Enter the name of the global link that you want to add to your theme.
    • Type. Select Header or Footer from the menu, depending on whether you want to place your global link at the top or bottom of your page.
    • Link URL. Enter the URL of your global link.
    • Link Order. Enter a value to indicate the order in which the link is displayed. For example, if you enter the number one, the link is the first link in your global links.
  10. (Optional) If you want to add a specific logo to your theme, click Add Logo in the Logo section.

    The Logo Edit page opens.

  11. Click Browse to locate the image that you want to use as the header logo in your theme.

    NOTE: You can upload images to use as a header logo with the following extensions: JPEG, JPG, PNG, or GIF. The header logo must be approximately 70 pixels high and 1680 pixels wide. You must have permission to use and upload the image that you upload to your theme.

  12. Enter the following information:
    • Name. Enter the name of the logo that you want to add to your theme.
    • Logo Type. Select Header or Footer from the menu, depending on whether you want to place your header logo at the top or bottom of your page. If you select Header, your header logo remains in the background behind the links and tabs. If you select Footer, the footer logo is placed at the links at the bottom of the application. The footer logo must be a maximum of 200 pixels wide.
  13. Click Save.

    NOTE: You must sign in and sign out of Oracle CRM On Demand to view the preview of the new logo that you added to the theme.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.