Configuring the application appearance

Overview of application appearance options

The following table describes the application options that can be configured:

This topic includes the following sections:

To configure the home page

1. Open the System Settings console.
2. Select Advanced Settings > Home Page Settings.

3. Select Base Configuration from the results table, and click Modify.

   To...	Do...
   Add a form on the home page to be available to users belonging to a specified role	In the Quick Action Details section, click Add.  Click here to view the screenshot... From the Role list, select the role who can view the form on the home page. From the Forms list, select a form to add. Note: You must select only those forms that are available to this role. To check what roles are available to a selected form, navigate to System Settings > Foundation > Roles Management. For more details, see Adding groups and roles. From the View list, select a form view. In the Label field, enter a label. Click Save and Close.
   To delete a form from the home page for the selected role	In the Quick Action Details section, select a form. Click Delete.
   To reorder the forms that appear on the home page of a selected role	In the Quick Action Details section, select a form, and modify its position in the list in one of the following ways: Click Move Up to move the form up Click Move Down to move the form down Thus, for example, if you move the People console up, so that it is located before the Cases console for Standard Administrator role, the People tab displays the first to the left side of the home page, right after the Actions menu for all users who have Standard Administrator permissions.

4. Click Save&Close.

To add actions to the Actions menu

1. Open the System Settings console.
2. Select Advanced Settings > Actions. 
3. Click New.
4. Select an action type that you want to configure:
   
   • To open a form:
     1. From the Action list, select Open Form.
     2. From the Form Name list, select the form associated with the action.
     3. From the View Name list, select the view of the form that you want displayed when the action is selected.
     4. In the Open Method list, select how you want the form to appear: Dialog, Tab, Tab Display Only.
     5. In the Form Mode field, enter the mode for the form. 
   • To run a guide:
     1. From the Action list, select Custom Local Action.
     2. In the Guide Name field, enter the guide name.
5. In the Action Label field, enter a label that appears on the Actions menu.
6. From the Image list, select an icon that will appear on the Actions menu. 
7. If the action should appear in modify view, select the Modify View Only check box. 
8. Click Save & Close.

To reorder options in the System Settings console

1. Open the System Settings console.
2. Select Advanced Settings > System Settings Console Config.
3. Select a system setting option that you would like to change, and click Modify.
   
   1. From the Console Category list, select a category that you want to add the system setting to.
   2. (Optional) In the Console Label field, modify the label for system setting option.

   3. From the Form Name list, select a form. 

   4. From the Restricted Access list, select Yes or No to indicate whether the setting has restricted access. 

   5. From the Search Mode list, select Yes or No to indicate whether data on the form can be searched. 

4. Click Save & Close.