Studio Wizard

Use the Studio wizard to configure and edit drop-down lists, custom fields, layouts, and labels in Sugar modules.

You can select from the following options:

To edit a module, do the following:

  1. Choose the Edit a Module option.
  2. Select the module that you want to reconfigure.
  3. Select the action that you want to take. You can choose from the following:

To view or edit the layout, do the following:

  1. Select Edit Layout.
  2. From the Layouts options, select the view to edit: EditView, DetailView, or ListView.
  3. To edit a field name, click within the field, select its name, and enter the new name.
  4. 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.
  5. To edit a related sub-panel, select from the SubPanel options.
  6. To add additional fields, click Add Rows.
  7. To delete a field, drag it to the trash can area of the Toolbox located below the Shortcuts menu.
  8. To revert to the previous revision, click Undo.
  9. To redo the revision, click Redo.
  10. To save your changes, click Save.
  11. To save and publish the new layout, click Save & Publish.
  12. To view a previous version, click History.

To view or edit custom fields, click Edit Custom Fields and do the following:

  1. To view custom fields, click Edit Custom Fields.
  2. To create custom fields, click Create Custom Field, and enter the following information.