Sugar U: Session 8: Configuring Sugar for Your Business Using Studio

Configuring Sugar for your BusinessUsing Studio

Sugar U.

Andrea Johnson

Senior Professional Services Consultant

Tweet: #SCON12

Agenda

This presentation will show you how to…Create and edit custom fields for modulesCreate and edit drop-down menus for standard and custom fieldsOrganize module and mobile layoutsRestore to a previous version of a module layoutEdit field labelsCreate and edit module relationships

3©2012 SugarCRM Inc. All rights reserved.

Overview and Navigation


Tweet: #SCON12

What is Studio?

Tool used to make basic customizations that modify the look and feel of the modules

Modify field labelsCreate new module relationshipsAlter the various module layoutsChange the display of the subpanel columnsModify the mobile layouts

Accessible to users with administrator privileges


Tweet: #SCON12

Navigation

Module File Tree Module Icons

Bread crumb trail Help panel


Tweet: #SCON12

Exporting Customizations

Ability to export customized modules from Studio

Creates a package of one or multiple modules Creates a .zip file for the package containing

the customizations


Tweet: #SCON12

Studio Module Components

LabelsEdit the standard and custom field labels that display in records for the module

FieldsCreate custom fieldsEdit standard and custom fields

RelationshipsCreate custom relationships

LayoutsAdd, remove, and organize panels, rows, and fields in the layouts

SubpanelsAdd, remove and organize the fields displayed in subpanels

Mobile LayoutsAdd, remove and organize panels, rows, and fields for wireless devices


Creating and Editing Fields


Tweet: #SCON12


Add Field button Edit Labels button Edit a Field


Tweet: #SCON12

Calculated Values

Formula determines the field value Formula Builder includes a list of functions and

fields


Tweet: #SCON12

Dependent Fields

Formula to determine whether a field is visible within the EditView and DetailView layouts

Use Formula Builder to trigger field visibility

©2012 SugarCRM Inc. All rights reserved. 12

Tweet: #SCON12

Creating Dropdown Fields

Item Name: These values are represented in the database using this valueSelect a value that does not contain any special characters, such as “&” or “/”

Display Label: These values are displayed in the drop-down menuValues may contain any characters


Tweet: #SCON12

Dependent Dropdowns (v.6.5)

Select dependent parent dropdown Select the specific parent dropdown field Edit the visibility per dropdown value in the

Visibility Editor


Tweet: #SCON12

Demonstration



Customizing Layouts


Tweet: #SCON12

Layout Definitions

Edit View Contains fields for editing record data; this is where you may change field values

Detail View Displays the record data; this is the first view you see when you access a record

Sync to DetailView checkbox Copy from EditView button


Tweet: #SCON12©2012 SugarCRM Inc. All rights reserved.

Layout Definitions, Continued

List View Shows a filtered list of records based on search criteria

Quick Create FormShows the subpanel Create short form

Sugar DashletsContains dashlet fields on the home page

Popup • Provides popup window search parameters

Search Provides search parameters which filter records and determine what appears in the list view

18

Tweet: #SCON12

Layout - Buttons

Save - Changes are saved in Studio, but are not reflected in the module

Save & Deploy - Changes are saved in Studio, and also deployed to the module

View History - Restores the layout to a previously saved version

Restore Default - Restores the default layout


Tweet: #SCON12

Customizing Detail View, Edit View, and Quick Create Toolbox

View all fields not in the layoutDrag & drop to/from the layout and Toolbox

Fields(filler) fieldsRowsPanels

Display panels as tabs Sync to DetailView


Tweet: #SCON12

Mobile Layouts

Mobile EditView / DetailView Contains fields for editing and displaying record data

Mobile ListView Shows a filtered list of records based on search criteria

Mobile SearchProvides search parameters that filter records and determine what appears in the list view


Tweet: #SCON12

Demonstration

Customizing Detail View, Edit View, and Quick Create


Tweet: #SCON12

Customizing ListView, Sugar Dashlet, Popup, and Search Layouts

Adding FieldsDrag & drop fields to Default column

Removing FieldsDrag & drop fields in Default column to Available or Hidden columns

Changing Column Width


Tweet: #SCON12

Demonstration

Customizing List View, Search Form, and Subpanels


Editing Labels


Tweet: #SCON12

Labels

LabelsView and edit all of the field labels for a module in one page

LayoutsEdit fields from the selected module layout with the Properties tabClick the Edit Labels button available in the module Fields page to access the Edit Labels page


Tweet: #SCON12

Demonstration

Editing Labels


Creating Module Relationships


Tweet: #SCON12

Relationship Editor

Relationships may be created between any two deployed modules

Benefits to new relationships:Creating subpanelsEnhanced reporting capabilitiesLinking typically unrelated data


Tweet: #SCON12

Relationship Types

One-to-OneBoth modules’ records will contain relate fieldsExtends existing module dataCreates direct links between records

One-to-ManyThe Primary Module's record contains a subpanel, and the Related Module's record contains a relate field

For example, Accounts to Contacts relationship Many-to-Many

Both modules’ records will display subpanelsFor example, Accounts to Bugs relationship


Tweet: #SCON12

Primary vs. Related Modules

PrimaryModule that owns the relationshipModule which is selected when creating or editing relationships

RelatedModule that is being used to relate to the primary module

Example:Accounts module is selected in StudioRelationship Editor is chosen to relate to ContactsAccounts is Primary and Contacts is Related


Tweet: #SCON12

Demonstration

Creating Module Relationships


Tweet: #SCON12

Summary

You’ve seen how to: Create custom fields for modulesEdit drop-downs for standard and custom fieldsPerform basic customizations to module and mobile layoutsRestore to a previous version of a module layoutChange field labelsCreate new module relationships


04/10/2023 ©2012 SugarCRM Inc. All rights reserved. 34

Submit Session Feedback

Select the SugarCon Mobile App: 1) Tap on this session2) Tap on survey3) Submit your feedback

*iPad prizes for attendees who submit session feedback using the Mobile App

Sugar U: Session 8: Configuring Sugar for Your Business Using Studio

Technology

Transcript of Sugar U: Session 8: Configuring Sugar for Your Business Using Studio