Studio Wizard
Use the Studio wizard to configure and edit modules.
To edit a module, do the following:
- Click Edit a Module.
- 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.
- Edit Labels: Select this option to edit field labels for a module.
Editing the Layout
To edit the layout, do the following:
- Click Edit Layout.
- From the Layouts option at the top of the page, select the view to edit: DetailView, EditView, ListView, or Search Form.
- To view fields of a specific type such as Custom or Varchar, select the type from the drop-down list in the Toolbox. The fields display below the drop-down list.
- To add placeholders for additional fields, click Add Rows. You can then drag a field from the Toolbox into the new row.
- 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 remove a field, drag it to the Delete area in the Toolbox located below Shortcuts.
- 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 change the order in which users tab from field to field in Edit View, do the following:
- Select Edit View and click Edit Tabbing Order. The tabbing order for each field is represented by numbers such as 1, 2, and 3.
- Change one or more numbers to change the order in which users tab to those fields.
To edit a related sub-panel, select it from the SubPanels option located below the Layouts option and do the following:
- To add a field in the sub-panel, select it from the Available list and drag it to the Default list.
- To remove a field from the sub-panel, select it from the Default list and drag it to the Available list.
- To save and display your changes in the module, click Save & Publish.
Editing Custom Fields
To edit custom fields, do the following:
- To view custom fields, click View Custom Fields.
- To create custom fields, click Add 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 Suite 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.
- To save your changes, click Save.
- To clear the custom fields cache, click Clear Cache.
- To repair a custom field, click Repair Custom Fields
Creating and Editing Drop-down Lists
To edit a drop-down list, click Edit Drop Downs and do the following:
- To edit a value, click the corresponding Edit icon in the Display Value column and make your changes.
- To add a new value, enter the database key and a corresponding value, and click the + button.
To create a new drop-down list, click Create a Drop Down and enter the following information:
- Dropdown Name. Enter a name for the drop-down list.
- Dropdown Language. Select the language to display the list. The languages that are available to you depends on the language packs that you installed.
- Database Key. Enter the name of the database table key to which you are mapping the drop-down list value.
- Display Value. Enter the value that you want to display in the drop-down list.
- To create a new mapping, click the + button.
- To remove a mapping, click the Delete icon.
- To edit a mapping, click the Edit icon.
- To undo a previous action, click Undo.
- To repeat the previous action, click Redo.
- To save the value, click Save.
Editing Labels
To edit field lables, click Edit Labels and do the following:
- Select the label that you want to edit and enter the new name.
- Click Save.