Sugar Express User Guide Version 5.5.0 Beta 2

Forums Module

Use this module to create forums as a means of collaboration on general, technical, or sales topics among users within your organization.

Note:

Forums is not a core Sugar module. The administrator must download from it from Sugar Exchange and install it using the Module Loader as described in the Sugar Express Installation and Administration Guide.

Before you create a forum, you must create a topic for it. After you create a forum, you can create one or more threads of discussion on a specific opportunity, bug, or case. You can search for a thread from the Forums Home page.

To create a forum topic

1.	In the Shortcuts menu of the Forums home page, click Create Forum.

2.	On the Forums page, click Create Forum Topic.

The Forum Topics Home page displays on the screen.

3.	Click Create.

Fields to create a forum topics display below.

4.	Enter information for the following fields:

Forum Topic. Enter the topic title.

Order. Enter a number to specify the order in which it displays in the Topic drop-down list when you create a forum. For example, if you enter “2”, the topic will be the second one from the top in the drop-down list.

5.	Click Save to create the topic; click Save & Create New to save the topic and create another one.

To create a forum

1.	On the Forums Home page, click Create Forum in the Shortcuts menu.

2.	Enter information for the following fields:

Title. Enter a name for the forum.

Topic. From the drop-down list, select a topic.

Description. Enter a brief description of the forum.

3.	Click Save to create the forum; click Cancel to exit the page without creating the forum.

The new forum is now listed on the Forums Home page under the topic name. You will need to view the forum’s detail page in order to create a thread.

To create a thread

1.	On the Forum’s detail page, click Create New Thread.

2.	On the Threads page, enter information for the following fields:

Title. Enter a topic title for the thread.

Sticky. Select this box to create a sticky thread.

A sticky thread will always be at the top of the Thread list. When there are multiple stickies, the system lists the latest one at the top of the Thread list, followed by the others.

Body. Enter your comments on the topic.

To view and use the HTML editor, click the HTML link in the Toolbar.

Highlight the text and click buttons on the toolbar to apply standard formatting options such as font face, size, bold, italics, indentation and color. Additional buttons insert rules, hyperlinks, pictures, table and display the HTML source code.

3.	Click Save to create the thread; click Cancel to exit the page without creating the thread.

The thread is now listed in the Threads List on the forum’s detail page.

To manage a forum

•	To search for a thread or a posting, specify the title or the user in the Threads/Posts Search panel on the Forums Home page and click Search.

•	To view the details of a forum, click its title from the list on the Forums Home page.

•	To edit the information, on the detail page, click Edit, make the changes, and click Save.

•	To delete a forum, on the detail page, click Delete.