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Editing a PCS Installed Layout Theme

A layout theme is a named set of fields that are present in the grid when working in Field and UDF Customizations. Two types of layout themes are available for use. They include installed and addition layout themes. An installed layout theme is one that has been installed during the PCS software installation, such as [PCS] All Fields. A layout theme addition is one that you create.

The procedure in this section explains how to complete the following tasks to edit a PCS installed layout theme:

• add and remove fields in an installed layout theme

• revert an installed layout theme

• save changes as a new baseline installed layout theme

To edit a PCS installed layout theme, follow these steps:

1. Click Tools > Field and UDF Customizations to open the Field and UDF Customizations window.

   

   Field and UDF Customizations

2. Click Customize to open the Column Selections dialog box.

3. Click the down arrow in the Select Layout Theme field and select a theme in the selection list, such as [PCS] All Fields.

   By default all fields are included in the [PCS] All Fields layout theme. If you want to clear all fields listed in the right pane and subsequently remove them from the layout theme, click Toggle Select. Clicking the button again moves all fields to the right pane and adds them in the layout theme.

4. To remove one or more fields in the layout theme, complete one of the following steps (Column Selections):

   1. Select a field in the right pane and then click the bottom arrow button to move the field to the left pane.

   2. Double-click a field in the right pane to move it to the left pane.

      The grid layout theme includes all fields listed in the right pane of the Column Selections dialog box.

      

      Column Selections

5. Click Save to save changes.

6. To revert an installed theme and restore settings prior to editing:

   • Click Revert, then click Yes when the Confirm Revert message displays.

7. To save current changes as new baseline settings, click New Baseline. When future changes are made and then reverted, PCS restores the theme with baseline settings.