Customize colors

You can set color indicators for the Phase and Status of objects when the objects are displayed in content window lists.

Color-coding

In the desktop client, you can use colors to indicate that an item, request, or baseline is at a particular state when it is displayed in content windows. This color-coding can be used to indicate:

  • The lifecycle state of an item, request, or baseline.

  • The phase of a request in relation to the CM rules defined in the Administration Console (if any).

Example: Suppose that a black on blue color scheme is set for an item status Approved. In this case, when you view a list of items in a content window, all items with the Approved status are displayed in black on blue.

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Change colors of phases or statuses

You can set the color of phases or statuses.

Note: You can disable the color-coding in Tools > Preferences > Miscellaneous. In this case, the desktop client displays object entries in black on white. It does not operate with a gray scale.

To set or change the color of a phase:

  1. In the desktop client, select Tools > Customize and select the Colors tab.

  2. Expand Phase phase_icon.gif.

  3. Select the phase for which you want to set the color.

    The list of phases cannot be modified, and the Add and Remove buttons are dimmed.

  4. To set the background color, click Back.

  5. Select the color from the color palette.

  6. To further customize the color, click Define Custom Colors.

    • Set the color either by entering values in the Hue, Sat, Lum, Red, Green and Blue fields, or dragging the arrow key in the color scroll bar. The color is displayed in the Color > Solid box.

    • Click the Add to Custom Colors button to add the color to Custom colors box.

  7. Click OK. On the Colors tab, the color of the selected button is displayed in the Color field.

  8. To set the foreground color, click Fore and repeat earlier steps to set the color.

  9. Click OK to save the changes.

To set or change the color of a state:

  1. In the desktop client, select Tools > Customize and select the Colors tab.

  2. Expand the icon for the object class whose status color you want to set.

    If the status is not in the list, enter the name of the lifecycle state in the Status field and click Add.

    Note: The desktop client does not check that the name you have entered exists as a valid lifecycle state in your process model.

  3. Select the status whose color you want to set.

  4. To set the background color, click Back.

  5. Select the required color from the color palette.

  6. To change other colors, click the Define Custom Colors button.

  7. To set the color, enter the appropriate values in the Hue, Sat, Lum, Red, Green, and Blue fields. Or you can drag the arrow in the color scroll bar. The color is displayed in the Color > Solid box.

  8. Click the Add to Custom Colors button to add the color to custom colors.

  9. Click OK. On the Colors tab, the color of the selected button is displayed in the Color field.

  10. To set the foreground color, click Fore and repeat earlier steps.

  11. Click OK to save the changes.

To remove a status color:

  1. In the desktop client, select Tools > Customize and select the Colors tab.

  2. Expand the icon for the object class whose status color you want to remove.

  3. Select the status and click Remove.

  4. Click OK to save the changes.

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See also: