# Studio Wizard

Use the Studio wizard to configure and edit drop-down lists, custom fields, layouts, and labels in Sugar modules.

You can select from the following options:

- Edit a Module. Select this option to reconfigure a specific module.
- Edit Drop Downs. Select this option to edit or create a drop-down list.
- Configure Tabs. Select this option to hide a tab or to display a hidden tab.
- Rename Tabs. Select this option to rename a tab.
- Edit Portal. Select this option to create and manage portal site.

To edit a module, do the following:

1. Choose the Edit a Module option.
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.
   - History: Select this option to view the history of changes to the detail page or the edit page of a module.

To view or edit the layout, do the following:

1. Select Edit Layout.
2. From the Layouts options, select the view to edit: EditView, DetailView, or ListView.
3. To edit a field name, click within the field, select its name, and enter the new name.
4. 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.
5. To edit a related sub-panel, select from the SubPanel options.
6. To add additional fields, click Add Rows.
7. To delete a field, drag it to the trash can area of the Toolbox located below the Shortcuts menu.
8. To revert to the previous revision, click Undo.
9. To redo the revision, click Redo.
10. To save your changes, click Save.
11. To save and publish the new layout, click Save & Publish.
12. To view a previous version, click History.

To view or edit custom fields, click Edit Custom Fields and do the following:

1. To view custom fields, click Edit Custom Fields.
2. To create custom fields, click Create 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 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.
   - Click Save.