Studio Wizard
Use the Studio wizard to configure and edit drop-down lists, custom fields, layouts, and labels in Sugar modules.
You can select from the following options:
- Edit a Module. Select this option to reconfigure a specific module.
- Edit Drop Downs. Select this option to edit or create a drop-down list.
- Configure Tabs. Select this option to hide a tab or to display a hidden tab.
- Rename Tabs. Select this option to rename a tab.
- Edit Portal. Select this option to create and manage portal site.
To edit a module, do the following:
- Choose the Edit a Module option.
- Select the module that you want to reconfigure.
- Select the action that you want to take. You can choose from the following:
- Edit Layout: Select this option to rearrange the fields and panels on the screens available in detail view or edit view.
- Edit Custom Fields: Select this option to edit and create a custom field. You can also clean the custom field cache.
- Edit Drop Downs: Select this option to edit and create drop-down lists.
- History: Select this option to view the history of changes to the detail page or the edit page of a module.
To view or edit the layout, do the following:
- Select Edit Layout.
- From the Layouts options, select the view to edit: EditView, DetailView, or ListView.
- To edit a field name, click within the field, select its name, and enter the new name.
- To move a field to a different location, point the cursor at the field name, hold down the mouse button, and drag it to the desired location on the page.
- To edit a related sub-panel, select from the SubPanel options.
- To add additional fields, click Add Rows.
- To delete a field, drag it to the trash can area of the Toolbox located below the Shortcuts menu.
- To revert to the previous revision, click Undo.
- To redo the revision, click Redo.
- To save your changes, click Save.
- To save and publish the new layout, click Save & Publish.
- To view a previous version, click History.
To view or edit custom fields, click Edit Custom Fields and do the following:
- To view custom fields, click Edit Custom Fields.
- To create custom fields, click Create Custom Field, and enter the following information.
- Data Type. From the drop-down list, select the data type such as Text, Email, or DropDown.
- Field Name. Enter the field name that is stored in the database.
- Field Label. Enter a field name that displays in the Sugar user interface.
- Help Text. Enter descriptive text for the field. This text displays when the user points the cursor at the field.
- Default Value. Enter a default value for the field, if necessary.
- Max Size. Enter the maximum number of characters that the field can contain.
- Required Field. Check this box to specify that users must enter a value for the field.
- Audit? Check this box to display field values when a user clicks the View Audit Log link.
- Duplicate Merge. From the drop-down list, specify whether the functionality to merge duplicate records has been disabled, enabled, in filter, or default selected filter.
- Click Save.