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

Sugar U.Configuring Sugar for your Business Using Studio

Andrea JohnsonSenior Professional Services Consultant

Agenda This presentation will show you how to… Create and edit custom fields for modules Create and edit drop-down menus for standard and custom fields Organize module and mobile layouts Restore to a previous version of a module layout Edit field labels Create and edit module relationshipsTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 3

What is Studio? Tool used to make basic customizations that modify the look and feel of the modules Modify field labels Create new module relationships Alter the various module layouts Change the display of the subpanel columns Modify the mobile layouts Accessible to users with administrator privilegesTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 5

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 customizationsTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 7

Studio Module Components Labels Edit the standard and custom field labels that display in records for the module Fields Create custom fields Edit standard and custom fields Relationships Create custom relationships Layouts Add, remove, and organize panels, rows, and fields in the layouts Subpanels Add, remove and organize the fields displayed in subpanels Mobile Layouts Add, remove and organize panels, rows, and fields for wireless devicesTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 8

Dependent Fields Formula to determine whether a field is visible within the EditView and DetailView layouts Use Formula Builder to trigger field visibilityTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 12

Creating Dropdown Fields Item Name: These values are represented in the database using this value Select a value that does not contain any special characters, such as “&” or “/” Display Label: These values are displayed in the drop-down menu Values may contain any charactersTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 13

Dependent Dropdowns (v.6.5) Select dependent parent dropdown Select the specific parent dropdown field Edit the visibility per dropdown value in the Visibility EditorTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 14

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 buttonTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 17

Layout Definitions, Continued List View Shows a filtered list of records based on search criteria Quick Create Form Shows the subpanel Create short form Sugar Dashlets Contains 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 viewTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 18

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 layoutTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 19

Customizing Detail View, Edit View, andQuick Create Toolbox View all fields not in the layout Drag & drop to/from the layout and Toolbox Fields (filler) fields Rows Panels Display panels as tabs Sync to DetailViewTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 20

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 Search Provides search parameters that filter records and determine what appears in the list viewTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 21

Customizing ListView, Sugar Dashlet, Popup,and Search Layouts Adding Fields Drag & drop fields to Default column Removing Fields Drag & drop fields in Default column to Available or Hidden columns Changing Column WidthTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 23

Labels Labels View and edit all of the field labels for a module in one page Layouts Edit fields from the selected module layout with the Properties tab Click the Edit Labels button available in the module Fields page to access the Edit Labels pageTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 26

Relationship Editor Relationships may be created between any two deployed modules Benefits to new relationships: Creating subpanels Enhanced reporting capabilities Linking typically unrelated dataTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 29

Relationship Types One-to-One Both modules’ records will contain relate fields Extends existing module data Creates direct links between records One-to-Many The Primary Modules record contains a subpanel, and the Related Modules record contains a relate field For example, Accounts to Contacts relationship Many-to-Many Both modules’ records will display subpanels For example, Accounts to Bugs relationshipTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 30

Primary vs. Related Modules Primary Module that owns the relationship Module which is selected when creating or editing relationships Related Module that is being used to relate to the primary module Example: Accounts module is selected in Studio Relationship Editor is chosen to relate to Contacts Accounts is Primary and Contacts is RelatedTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 31

Summary You’ve seen how to: Create custom fields for modules Edit drop-downs for standard and custom fields Perform basic customizations to module and mobile layouts Restore to a previous version of a module layout Change field labels Create new module relationshipsTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 33

Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback*iPad prizes for attendees who submit session feedback using the Mobile App 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 34

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

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