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.
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.