sugar u: session 8: configuring sugar for your business using studio
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Configuring Sugar for your BusinessUsing Studio
Sugar U.
Andrea Johnson
Senior Professional Services Consultant
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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
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Overview and Navigation
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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
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Navigation
Module File Tree Module Icons
Bread crumb trail Help panel
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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
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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
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Creating and Editing Fields
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Creating and Editing Fields
Add Field button Edit Labels button Edit a Field
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Calculated Values
Formula determines the field value Formula Builder includes a list of functions and
fields
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Dependent Fields
Formula to determine whether a field is visible within the EditView and DetailView layouts
Use Formula Builder to trigger field visibility
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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
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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
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Demonstration
Creating and Editing Fields
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Customizing Layouts
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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
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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
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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
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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
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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
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Demonstration
Customizing Detail View, Edit View, and Quick Create
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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
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Demonstration
Customizing List View, Search Form, and Subpanels
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Editing Labels
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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
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Demonstration
Editing Labels
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Creating Module Relationships
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Relationship Editor
Relationships may be created between any two deployed modules
Benefits to new relationships:Creating subpanelsEnhanced reporting capabilitiesLinking typically unrelated data
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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
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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
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Demonstration
Creating Module Relationships
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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
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