Sugar Fall ‘17 (7.10) Overview for Sugar Developers

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  • Alexandre Tremblay asked during the webinar:

    any potential pitfalls when customizing the emails module. I saw it's not available inside studio. Any other limitations with out-of-the-box features like adv. Workflow?

    Answer:
    Can you provide some more details on what you're planning to customize?  

    Some general advice:
    The record view and list view are now in Sidecar, so they can be customized the same as any other view.  However, there are some caveats:  

    • The recipients fields (to/cc/bcc), which are collection fields, shouldn't be added to the list view due to performance issues.
    • The OOTB fields (from/to/cc/bcc/email body etc) shouldn't be removed from the record view because they are required in order for the email to be sent.

    Steven Parsley presented a session on UnCon on the Do's and Don'ts for Using Email APIs.  You can get the slides here.

  • Hi Lauren,

    In my case, we have few big clients with specific use cases regarding emails.

    Case management (Inbound Emails)
    Group emails round-robin assignment (Inbound Emails)
    Email Signatures
    Email Tags
    Custom ACL

    I do understand that the email module is in a special case and implementations that follow usual best practices can still encounter design problems with it. On a high-level, it will look like this.

    Standart Dashlets, list, report, etc
    - That should be all good and bazillion times better than the old UI. Does sugar plan to develop specific dashlets for further improving the UX?

    Metadata Extension Framework
    - Extra fields or relationships will be needed, the module is not available in Studio but is the metadata extension framework a viable option? The special email table structure was not allowing it before.

    Custom ACL rules (Extension Framework)
    - Visibility rules will also need to be implemented, is the Email ACL can be extended like other modules?

    Roadmap on Advance Workflow
    - The Email module is still not available in the adv workflow. Is this in the roadmap for a near future?

    Any potential issues with existing workflows?


    Thanks for the performance concern, I do understand that list displayed information will need to be optimised for systems containing a huge quantity of emails.

  • Hello Aleandre,

    Can you please let me know the use case for email module in Advanced workflow?

    Thank you.

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