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Chapter 2Administering SugarTo edit the Search form1. In Layouts, click Search.2. To edit the Basic Search form, click Basic Search; to edit the Advanced Searchform, click Advanced Search.The fields in the current Search form are listed in the Default column and theavailable fields are listed in the Hidden column.3. To remove an existing field from the search form, drag it from the Default list tothe Hidden list.4. To add a field to the search form, drag it from Hidden column to the Defaultcolumn.5. To save your changes, click Save & Deploy.To preview and restore changes1. Click View History to view a list of timestamps for changes that were made to alayout, a Search form, or a sub-panel.2. To preview the changes for a timestamp, click the adjacent Preview button.82 Sugar Community Edition Installation and Administration Guide
Developer ToolsThe Preview page provides a Restore button that you can use to restore the layout.Alternatively, click a timestamp to restore the layout that existed before thechanges made at that time.Embedding Links and IFrames in a LayoutA Link field allows you to store a URL in a record such as a customer's Website or alink to a related internal or external system. The URL can either be entered as anormal field in an edit view, or it can be dynamically generated based on other fieldsin the record.For example, you could automatically generate a link to a google map of an accountsaddress. To do this, click the Generate URL check box and insert the following in theDefault Value field:http://maps.google.com/?q=Next, select billing_address_postalcode from the drop down above the Default Valuefield and click the Insert Field button.The default value now reads:http://maps.google.com/?q={billing_address_postalcode}You can also embed a view of the Website itself in the layout rather than as a link byusing the IFrame field. IFrames support regular URLs as well as generated URLs.You cannot edit generated URLs in a record’s Edit View. You can only change themin the Module Builder or Studio. You can edit regular URLs in a record’s Edit view.To embed a manually entered URL1. From the Data Type drop-down list, select IFrame or Link.2. Enter a name for the field.3. Enter the desired max size.4. If using an IFrame, enter the desired height in pixels for the view.5. Click Save to create the field.To embed a dynamically generated URL1. From the Data Type drop-down list, select IFrame or Link.2. Enter a name for the field3. Click the Generate URL checkbox.4. Insert the base URL into the Default Value field.5. Select a field you wish to include in the URL from the dropdown and click InsertField.6. Click Save to create the field.Sugar Community Edition Installation and Administration Guide83
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Sugar Community EditionInstallation
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ContentsPreface....................
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PrefaceWelcome to Sugar, an open so
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Preface• Customize the applicatio
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Chapter 1Installing SugarThis chapt
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Installation Prerequisites and Guid
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Installation Process2. Unzip the Su
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Installation ProcessIf you select M
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Installation ProcessThe Installer d
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Installation Processcommunicate wit
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Installation ProcessThe Installer d
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Chapter 2Administering SugarThis ch
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Sugar NetworkSugar Support PortalUs
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SystemTo configure the user interfa
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SystemUse proxy server. If you want
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SystemWhen you specify a logging le
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Page 47 and 48: SystemTo backup Sugar configuration
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