Sugar Community Edition Installation and ... - SugarForge

Chapter 2Administering SugarThe Packages panel on the left lists all the modules you create within a package.Default fields, labels, layouts, sub-panels, and relationships from the selectedtemplate are nested under the module. You can click them to view their details.You can also edit the default layouts, add new fields, and create relationships withother Sugar modules.For information on customizing a layout or the Search form, see “Editing theLayouts” on page 78. For information on creating new fields, see “To addcustom fields” on page 75. For information on defining relationships, see“Creating Relationships” on page 88.To edit Sugar Dashlets1. On the custom module page, click View Layouts. Alternatively, click Layouts inthe Packages panel on the left.2. Click Sugar Dashlet.You can edit the List View and the Search form for Sugar Dashlets.3. To edit the List View, click Sugar Dashlet List View and follow the proceduredescribed in “To edit List View” on page 80.To edit the Search form, click Sugar Dashlet Search and follow the proceduredescribed in “To edit the Search form” on page 82.To distribute or install a package1. In Module Builder, select the package and click Publish, Deploy, or Export.When you select Publish or Export, the system saves it as a zip file that you canexport to your local machine and distribute as needed. When you select Deploy,the system installs all the custom modules in the package on your Sugar instance.2. When you choose Publish or Export, select Save to Disk and click OK.Use the Module Loader to upload the file from your machine into Sugar andinstall the module. For more information, see “Module Loader” on page 92.Deleting PackagesYou can delete a package if necessary. When you delete a package, all the files that itcontains are also deleted. If you delete a package after it has been deployed, you canuninstall the deployed package using the Module Loader. When you uninstall apackage, you have the option of retaining or removing the database tables.72 Sugar Community Edition Installation and Administration Guide