# Studio Wizard

Use the Studio wizard to configure and edit modules.

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.
   - Edit Labels: Select this option to edit field labels for a module.

### Editing the Layout

To edit the layout, do the following:

- Click Edit Layout.
- From the Layouts option at the top of the page, select the view to edit: DetailView, EditView, ListView, or Search Form.
- To view fields of a specific type such as Custom or Varchar, select the type from the drop-down list in the Toolbox. The fields display below the drop-down list.
- To add placeholders for additional fields, click Add Rows. You can then drag a field from the Toolbox into the new row.
- 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 remove a field, drag it to the Delete area in the Toolbox located below Shortcuts.
- 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 change the order in which users tab from field to field in Edit View, do the following:

1. Select Edit View and click Edit Tabbing Order. The tabbing order for each field is represented by numbers such as 1, 2, and 3.
2. Change one or more numbers to change the order in which users tab to those fields.

To edit a related sub-panel, select it from the SubPanels option located below the Layouts option and do the following:

- To add a field in the sub-panel, select it from the Available list and drag it to the Default list.
- To remove a field from the sub-panel, select it from the Default list and drag it to the Available list.
- To save and display your changes in the module, click Save & Publish.

### Editing Custom Fields

To edit custom fields, do the following:

- To view custom fields, click View Custom Fields.
- To create custom fields, click Add 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.
- To save your changes, click Save.
- To clear the custom fields cache, click Clear Cache.
- To repair a custom field, click Repair Custom Fields

### Creating and Editing Drop-down Lists

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.

### Editing Labels

To edit field lables, click Edit Labels and do the following:

- Select the label that you want to edit and enter the new name.
- Click Save.