25.2 Bringing Visual Clarity to Dropdown Fields

Modernized Dropdown Editor

The Dropdown Editor in Sugar 25.2 has been completely reimagined to deliver a cleaner, faster, and more intuitive experience for admins. This modern interface simplifies dropdown management, streamlining the way you create, organize, and maintain your values.

With the enhanced editor, you can:

• Edit entire dropdown lists in a single view, making updates quick and efficient.
• Search by item name or display label to instantly find what you need.
• Easily sort list items to keep everything organized.
• Restore Default with one click to bring any out-of-the-box (OOTB) list back to its original configuration, just like you can with layouts in Studio.

These enhancements help reduce clicks, speed up edits, and give admins greater flexibility and confidence when managing dropdowns.

Conditional Formatting for Dropdown Fields

We’re also introducing a new, powerful capability: Conditional Formatting for dropdown fields. This makes dropdown-based values visually actionable — applying colors and font changes to specific values so that critical data stands out across records, charts, and reports.

The Problem

Until now, if you had a dropdown field (for example, Opportunity Stage or Lead Status), there was no native way to visually differentiate the values. A seller reviewing a list of opportunities would see all rows looking nearly identical — no visual cue for “Closed Won”, “High Priority”, or “Escalated”. And when formatting was applied in one part of the system, it didn’t always carry into charts and reports, resulting in inconsistency and missed opportunities.

The Solution

With the new conditional formatting feature:

• Admins can pick a dropdown value (e.g., “Closed Won”) and assign a color (e.g., green) and font styling directly in the dropdown editor.
• From the moment you save, that styling is applied everywhere the field is used - in records, lists, dashboards, charts, and reports.
• The result: when users log in, they immediately see what matters most; managers get consistent visual cues in reports; and the entire org benefits from a unified, visually intuitive experience.

Why this Matters

• Efficiency: Users no longer waste time trying to interpret long lists of values, the visual formatting drives focus and action.
• Adoption: With data that looks clearer and more meaningful, users are more likely to engage with the CRM.
• Consistency: Define the formatting once and it carries throughout the system, no duplicated effort, no mismatch between layouts and dashboards.

Key Things to Know

• This builds on our earlier chart color consistency framework, but now, you control those colors for dropdown values.
• Once you enable and format a specific field, the color you choose overrides the system-generated color for charts and dashboards.
• Dropdowns that haven’t been customized yet will continue to use system-picked chart colors until you apply your own.
• Font styling is respected in layout views (record lists, detail views) but does not apply inside chart segments.
• On upgrade to 25.2, you’ll find pre-configured formatting for some default dropdowns including:
  • sales_stage_dom
  • quote_stage_dom
  • case_status_dom
  • lead_status_dom

Upgrade to 25.2 Now!

Release 25.2 brings substantial value: a modern dropdown editing experience and a powerful way to bring visual clarity to your CRM data. If you’re ready to make your CRM faster to manage and easier to interpret, now’s the time to upgrade.

Get started today, your admins, sales teams and managers will thank you.