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

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This session is a MUST for anyone who is looking to become a master Sugar Admin. Learn how to change the appearance of Sugar to fit your company's needs and complement your existing business processes. Sugar Studio is a very simple but powerful interface that administrators and developers use to rearrange the order of fields, hide fields that are not relevant, create new custom fields, calculate variable values based on data in other fields, and present fields only when necessary using dependent fields.

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  • New to Sugar 5.1 is the ability to create new relationships in the system.For modules that aren’t related out of the box, the relationship editor gives administrators flexibility to add new relationships, and immediately deploy themUsing this feature will not only create subpanels, but enhance reporting capabilities, and link data that isn’t typically related by design.
  • Here are a list of relationship types that may be created using the Relationship EditorWhen using the One-to-One relationship type, you may want to create a module called Account Calculations that stores calculated fields for a particular accountThen use the relationship editor in Studio to link the two modules togetherFor a One-to-Many relationship, you may want to create a relationship similar to Accounts and ContactsYou will see a Subpanel for Contacts on the Accounts Module.But, you will only see a related field on the Contacts module for Accounts.This relationship type is frequently usedFor a Many-to-Many relationship, you might need to create a link between two modules that may require flexibilityIn these cases, a Subpanel will be added to both modulesFor instance, the Accounts module has a subpanel to Bugs, and vice versaIn many cases, a bug might be related to one or a number of AccountsThere may also be instances where a number Accounts may be experiencing many different Bugs at once
  • When you’re creating a new relationship, there are a few keywords you’ll notice at the topPrimary is the Module that contains the relationshipFor instance, if you want to create a new relationship to Contacts from AccountsFirst you navigate to StudioSelect AccountsSelect the Relationship EditorSelect Add RelationshipYou’ll notice the Accounts is already populated in the Primary ModuleThe only thing that is left is to select Contacts (or whatever module you’d like to relate to) in the Related column
  • For this example, we will create new relationship between the Bug Tracker and our Documents module.What we hope to accomplish with this relationship is to allow code revisions, updates, and files to be uploaded to the Documents module, and then be associated with the proper bug.Since the files being uploaded may be related to one or more bugs, we will create a Many-to-Many relationship to account for all the possibilitiesLet’s beginFirst, we will sign in as Jason Blue, our System AdministratorThen we will select the Admin linkFrom the Administrator: Home screen navigate down to the Developer Tools sectionClick the Studio linkFrom the Studio home screen, either select the Bugs icon, or select the plus sign next to the Bugs folder in the file tree navigation located in the left paneClick the Relationships optionNote the existing relationshipsSelect Add Relationship to add a new relationshipFrom the Edit Relationship screen, note that the Primary Module is Bug TrackerAlso note that the Type is Many-to-ManyUnder Related Module, we will now select the Documents moduleWhere is states Subpanel for Accounts and Subpanel for Documents, leave these values as defaultWhat those options refer to are the subpanel templates that are hardcoded in SugarHowever, your subpanels may be modified later in Studio once the relationship has been establishedOnce finished, select DeploySelect OK to finalize the deploymentAfter selecting OK, you will be taken back to the Relationships listing, and your new relationship will be addedTo test that the relationship was added properly: Select the Bug Tracker moduleSelect an existing BugScroll down to see the Documents SubpanelAlso, select the Documents moduleSelect an existing DocumentScroll down to see the Bug Tracker SubpanelPlease remember, all newly create relationships will be final, and may not be deleted once they have been created.
  • Sugar U: Session 8: Configuring Sugar for Your Business Using Studio

    1. 1. Sugar U.Configuring Sugar for your Business Using Studio
    2. 2. Andrea JohnsonSenior Professional Services Consultant
    3. 3. 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
    4. 4. Overview and Navigation ©2012 SugarCRM Inc. All rights reserved. 4
    5. 5. 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
    6. 6. Navigation Module File Tree Module Icons Bread crumb trail Help panelTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 6
    7. 7. 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
    8. 8. 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
    9. 9. Creating and Editing Fields ©2012 SugarCRM Inc. All rights reserved. 9
    10. 10. Creating and Editing Fields Add Field button Edit Labels button Edit a FieldTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 10
    11. 11. Calculated Values Formula determines the field value Formula Builder includes a list of functions and fieldsTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 11
    12. 12. 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
    13. 13. 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
    14. 14. 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
    15. 15. Demonstration Creating and Editing FieldsTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 15
    16. 16. Customizing Layouts ©2012 SugarCRM Inc. All rights reserved. 16
    17. 17. 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
    18. 18. 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
    19. 19. 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
    20. 20. 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
    21. 21. 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
    22. 22. Demonstration Customizing Detail View, Edit View, and Quick CreateTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 22
    23. 23. 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
    24. 24. Demonstration Customizing List View, Search Form, and SubpanelsTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 24
    25. 25. Editing Labels ©2012 SugarCRM Inc. All rights reserved. 25
    26. 26. 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
    27. 27. Demonstration Editing LabelsTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 27
    28. 28. Creating Module Relationships ©2012 SugarCRM Inc. All rights reserved. 28
    29. 29. 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
    30. 30. 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
    31. 31. 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
    32. 32. Demonstration Creating Module RelationshipsTweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved. 32
    33. 33. 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
    34. 34. 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
    35. 35. #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 35

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