Sugar Community Edition Installation and ... - SugarForge

Developer Tools2. Create a module using one of the following templates that Sugar provides for you.Basic. This template provides basic fields such as ID, Date Entered, and CreatedBy. Use this template to create a module from scratch.Company. This template provides organization-specific fields such as CompanyName, Industry, and Billing Address. Use this template to create a module that issimilar to the Accounts module.File. This template provides document-specific fields such as File Name andDocument Type. Use this template to create a module that is similar to theDocuments module.Issue. This template provides case and bug-specific fields such as ID,Description, and Created By. Use this template to create a module that is similar tothe Cases module or Bug Tracker module.Person. This template provides individual-specific fields such as salutation, title,name, address, and phone number. Use this template to create a module that issimilar to the Contacts module or the Leads module.Sale. This template provides opportunity-specific fields such as Lead-Source andProbability. Use this template to create a module that is similar to theOpportunities module.3. Create new fields, if necessary. You can also rename default fields from thetemplate.Note:Apart from field names, you cannot edit other field properties in a template.However, you can duplicate the fields and save them with a different name tocustomize them. You can choose which fields appear in the module layouts.4. Customize page layouts for List View, Edit View, Detail View, Sub-panels, Searchform, and Sugar Dashlets, if necessary.5. Create relationships between the new module and other modules, if needed. ASugar module, typically, has multiple relationships with other Sugar modules.When you create a custom module, you can define its relationship with otherSugar modules.6. Save the package and distribute it.You can choose one of the following options to distribute the package:Publish. This option is designed for distribution to specific users orcustomers. The system creates a zip file, which you can save on your localmachine. You can then email it to one or more individuals who can use theModule Loader to upload the zip file into their Sugar instance.After the module is installed through Studio, you can add or remove fields andmake other changes to a published module.Deploy. This option is designed to install the custom module on your Sugarinstance and make it available to users in your organization. Through Studio,you can add or remove fields and make other changes to a deployed module.Export. This option is designed for distribution to developers. The systemcreates a zip file, which you can save on your local machine and email toSugar Community Edition Installation and Administration Guide69