X2Studio Customization Tools

The X2Studio takes customization in X2CRM to the nth degree. The X2Studio allows you to create new modules and edit existing ones. You can manage the content fields in each module. You can edit forms and layouts. In the X2Studio, you are crafting your X2CRM system to your own personal specifications.
 

Create a Module:

  • On this screen you may create a new module. These are things such as your Actions tab along the top bar menu, your Contacts, Marketing, Opportunities and so on.
  • Enter the naming information for the module in the name fields highlighted by the blue box. The standard module name is required. You can optionally set what a new instance in the module is called (for example, create a new X, where X is the instance within the module), and what its database name will be.
  • There are a few drop-down menu settings highlighted in the red box. Set its searchability, editablity and visibility.
 

 

Manage Fields:

  • If you’ve created a new module, it – along with all standard and otherwise preexisting modules – will be available to edit within the Manage Fields option.
  • There are three options for updating module fields, highlighted in the orange box.
  • To add a new field to a module, click ‘add field‘. This option is shown in the screenshot to the right. Within the add a custom field option you must select the module you want to update. As shown in the area highlighted by the green box, you are required to add a name for the new field. The field name must not contain spaces. This is because what goes into the field name will ultimately become the name used in the dynamic variable that references the field (i.e. the name between the curly braces in e.g. {firstName}). Whenever you create a custom field name, it gets stored in X2CRM with a prefix, “C_”, which represents “custom”. Thus, if you create a custom field name for your ice cream module called “iceCreamFlavor”, its dynamic variable will be “{C_iceCreamFlavor}”.
  • The label that users will see is the ‘Attribute Label’, also required. Select the data type for this attribute. Check off some further options, highlighted in blue. Choose whether this field will be required when creating a new instance of this module type, whether it must be unique (i.e. the attribute can’t match any others – useful for serial numbers or other ID), and whether it will return results in a search.
  • The Remove Field option, the second of the three options in the orange box, allows you to delete created fields. All data in that field will be lost if you delete a field. Customize Field allows you to update parameters for all modules, not just ones you’ve created. So, if you want to make last names unrequired in X2CRM, you can edit the last names field in the contacts module and uncheck the ‘required’ box. Simples.
 

 

Dropdown Editor:

  • See a list of all current dropdown menus in X2CRM, shown in the area highlighted in the blue box. The dropdown name is paired with the content items in the list.
  • There are three options for managing dropdown menus, highlighted in the orange box. The first allows you to create a new dropdown menu. The second allows you to delete a created menu (and only created menus, not ones that are standard to X2CRM).
  • The third option allows you to edit an existing dropdown menu, standard or created. Select the name of the menu you wish to edit from the menu highlighted in the green box. You can edit the items in the list. Reorder items by moving them up and down the list with the [Up] or [Down] options, highlighted in the red box. You may also choose [Del] to remove the item. Additionally you can create new list items by clicking [Add Option], located right above the Save button near the bottom of the page.
  • Tick the ‘allow multiple values’ option to let users select more than one item from the list.
  • When you are satisfied with your dropdown menu, click the Save button highlighted in pink near the bottom of the page to finalize your changes.
 

 

Form Editor:

  • The red box highlights some of the settings needed to edit a form. Select the module you’d like to edit the forms of. Modules have differing forms depending on your view type. There are different forms for viewing an existing module entry and for creating a new entry.
  • There is an option to create a ‘New’ version from scratch. This will create a blank form, with all the available attribute fields in the righthand column labeled ‘field list’. Once created, the new form will appear in the Version dropdown menu. You can also make a ‘Copy’ of an existing form version, rename it, and then change it, so that you can create a new form without having to recreate every field row and column. You can also delete existing forms.
  • When editing a form you have the option to tick the ‘default’ check boxes. ‘Default View’ is your default review of a module form. ‘Default Form’ is your default editing view.
  • Click ‘add row’ or ‘add collapsible’ to create new areas in the form view. The row header contains the name of the row. For example, the row highlighted in blue is called ‘test field’. In the header you can use the [x] option to delete the row, rename it, and add or delete columns. You can of course drag and drop these fields to reorder them.
  • Additionally, you can drag attributes from the Field List, highlighted in green, and drop them in any area of the form. Use preview mode to see what your form will look like. If satisfied, click Save to finalize your changes.
 

 

Code Editor

  • Develop and modify system source code.
  • This is an enterprise only feature.
 

  • Delete a Module or Page: Only admin-created pages and modules can be deleted. X2CRM standard modules cannot be deleted. They can, however, be edited and renamed.
  • Export/ Import a Module: X2CRM allows you to export created modules as .zip files. To import, navigate to an X2CRM module zip file, select it, and import.
  • Rename a Module: You can give created as well as standard modules new names in X2CRM. They will appear in your top bar menu with the updated name.
  • X2Packager: Import and Export packages to easily share and use system customizations
  • Convert Modules: Convert your custom modules to be compatible with the latest version.
Phillip Kershow