# Studio Wizard

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

You can select from the following options:

- Edit a Module. Select this option to reconfigure a specific module.
- Edit Drop Downs. Select this option to edit or create a drop-down list.
- Configure Tabs. Select this option to hide a tab or to display a hidden tab.
- Rename Tabs. Select this option to rename a tab.
- Edit Portal. Select this option to create and manage portal site.

To edit a module, do the following:

1. Click Edit a Module.
2. Select the module that you want to reconfigure.
3. Select the action that you want to take. You can choose from the following:
   - Edit Layout: Select this option to rearrange the fields and panels on the screens available in detail view or edit view.
   - Edit Custom Fields: Select this option to edit and create a custom field. You can also clean the custom field cache.
   - Edit Drop Downs: Select this option to edit and create drop-down lists.
   - History: Select this option to view the history of changes to the detail page or the edit page of a module.

To view or edit the layout, do the following:

- Click Edit Layout.
- From the Layouts options at the top of the page, select the view to edit: EditView, DetailView, or ListView.
- To edit a field name, click within the field, select its name, and enter the new name.
- 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.
- To edit a related sub-panel, select from the SubPanel options.
- To add additional rows, click Add Rows.
- To revert to the previous revision, click Undo.
- To redo the revision, click Redo.
- To save your changes, click Save.
- To save and publish the new layout, click Save & Publish.
- To view a previous version, click History.

To view or edit custom fields, do the following:

- To view custom fields, click Edit Custom Fields.
- To clear the custom fields cache, click Clear Cache.
- To create custom fields, click Create Custom Field and enter the following information:
  - Data Type. From the drop-down list, select the data type such as Text, Email, or DropDown.
  - Field Name. Enter the field name that is stored in the database.
  - Field Label. Enter a field name that displays in the Sugar Suite user interface.
  - Help Text. Enter descriptive text for the field. This text displays when the user points the cursor at the field.
  - Default Value. Enter a default value for the field, if necessary.
  - Max Size. Enter the maximum number of characters that the field can contain.
  - Required Field. Check this box to specify that users must enter a value for the field.
  - Audit? Check this box to display field values when a user clicks the View Audit Log link.
  - Duplicate Merge. From the drop-down list, specify whether the functionality to merge duplicate records has been disabled, enabled, in filter, or default selected filter.
  - Click Save.

To edit a drop-down list, click Edit Drop Downs and do the following:

- To edit a value, click the corresponding Edit icon in the Display Value column and make your changes.
- To add a new value, enter the database key and a corresponding value, and click the + button.

To create a new drop-down list, click Create a Drop Down and enter the following information:

- Dropdown Name. Enter a name for the drop-down list.
- Dropdown Language. Select the language to display the list. The languages that are available to you depends on the language packs that you installed.
- Database Key. Enter the name of the database table key to which you are mapping the drop-down list value.
- Display Value. Enter the value that you want to display in the drop-down list.
- To create a new mapping, click the + button.
- To remove a mapping, click the Delete icon.
- To edit a mapping, click the Edit icon.
- To undo a previous action, click Undo.
- To repeat the previous action, click Redo.
- To save the value, click Save.

To configure tabs, do the following:

- Click Configure Tabs.
- To hide a tab, select it in the Display Tabs column and, using the Right arrow button, move it to the Hide Tabs column.
- To rearrange the order in which the tabs are displayed, use the Up and Down arrows.
- To disallow users from configuring the tabs, deselect the Allow users to configure tabs option.
- Click Save.

To rename tabs, click Rename Tabs and do the following:

- To view all the available drop-down lists in the system, select All from the drop-down list above the Database Key column, and select a list from the adjacent drop-down list.
- To view a drop-down list that is specific to a module, select the module from the drop-down list above the Database Key column and then select one of the related lists from the adjacent drop-down list.
- Click the label that you want to edit and replace it with the new value.
- Click Save to save your changes
- Click Undo to revert to the previous value
- Click Redo to go back to your change.

To create a portal, click Add Site and enter the following information:

- Name. Specify a name for the portal.
- Website. Enter the URL for the portal Website.
- Visible. To make it visible to users, select the Visible checkbox.
- Placement. From the drop-down list, select where you want to display the link to the new portal. You can select the Tab menu, the Shortcuts menu, or both.
- Type. From the Type drop-down list, select the portal type. Select Personal if it is a personal portal that you do not want to share with other users; select Global to make it visible to all users.

Click Save to create the portal.