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Standardizing Subpanel Ordering for All Users

Overview

Administrators or managers may want users to view the subpanels under a record in a certain order. While it is simple for a user to sort subpanels on their own, it is not straightforward to apply instance-wide subpanel ordering for all users.

Users in Sugar® can easily move subpanels to a new location in the module's record view by dragging and dropping the subpanel's header. For users on Sugar versions lower than 12.0, the subpanel order is then saved to the user's browser and persists for that user on that computer or synced browser until they switch to another computer and browser profile or clear their browser cache. For users on Sugar 12.0 and higher, the new subpanel order is saved to the database and will remain for a user upon subsequent visits to the module, even after the browser's cache is cleared or if the user logs in from a different computer.

Resolution

Because Sugar respects the user's decision to view data their own way, only the user can really control their own subpanel order. It is possible, however, to show or hide certain modules (and thereby subpanels) for different user types via roles. For more information on disabling module access, please refer to the Role Management documentation.

Alternative Solutions

While administrators cannot regulate the permanent order of subpanels for users in Sidecar modules, the following list suggests some alternatives to consider:

  • For legacy modules only, the administrator can prevent users from dragging and dropping subpanels to a different location in the detail view layout by enabling the "Prevent user customizable subpanel layout" option via Admin > System Settings. This setting will not affect Sidecar modules, which are the most common module types in currently-supported Sugar versions.
  • For SugarIdentity-enabled instances on 12.0 and higher, the administrator can log in to each user's Sugar account via SugarIdentity's impersonation feature and set the subpanel layouts as desired. The subpanels will be in order when the user next logs in, but they will not be locked in place; the user will have the ability to re-order the subpanels as they wish.

If the options presented in this article do not satisfy your business use case, please reach out to your Sugar partner to discuss any options that may be available via custom code.