Last updated on July 20, 2016

Adding a card theme

This article provides the instructions to add, edit, duplicate, disable, and delete themes within Cards.

Prerequisites

Content Administrator, Account Owner, or Portal Administrator permissions required.

Click the Appspace menu, select System > Cards.
Click the Themes tab, and click the Add button.
Select the desired Card template from the drop-down menu for the theme, and click OK.
Enter in the theme title.
In the Form tab, edit the fields depending on the Card template selected, that you wish to see in the theme. Optionally, click the lock button to disable the field from being viewed by the user, when the theme is selected in the Card template.
Click Save once done.
Optionally, you may edit the structure of the Card Template. Click the Schema tab, and edit the code. Click Save when done. To revert back to the last save, click Restore.
To edit the theme, click the Theme’s name link, and make the necessary edits. Click Save once done.

In the Themes tab, select the theme to duplicate and click the Duplicate button.
Enter in the theme title, and make the necessary edits. Click Save once done.

In the Themes tab, select the theme to disable, and click the Lock button.
The theme is disabled, and is unable to be selected in the drop-down menu by users when creating a card.
To enable the theme, select the disabled theme and click the lock button.