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DevClub
DevClub
Dev Tutorials Low Code No Code for Product Devs
Click here to join this group and curate your SugarClub experience.
  • -On-Boarding Framework
    • +Developer
    • -Product Developers
      • On-Boarding Product Devs
      • Low Code No Code for Product Devs
      • Integrations for Product Devs
      • Customization for Product Devs
      • Deployment for Product Devs
      • Sell your Work for Product Devs
  • +Customization Guides
  • +Modern UI Technical Guide
  • +Automated PHP Compatibility Tool
  • Did you know? Copying related records is a breeze!
  • How to write code for SugarCloud webinar Q&A
  • HOW TO: enforce ACL on Tags
  • Programatically manage Dropdown List
  • Remove custom fields created via package installation
  • Sugar Developer Tools
  • Tutorial:  How to register custom platforms in Sugar instances via Platform extension
  • Adding a google reCAPTCHA in a Web-to-Lead form
  • Sugar Developer Blog Style Guide

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Low Code No Code for Product Devs

Sugar Administration

The Administration Guide is the CRM admin's guide to configuring and administering their Sugar instance. Admins have access to everything in this guide but regular users with developer-level role access to at least one module can also access certain admin functionality.

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

  • Manage your SugarCloud configurations
  • Create and Manage your Users
  • Setup your teams through Team Management
  • Setup your Roles and ACLs
  • Setup your Email Accounts
  • Review your System wide settings

Developer Tools

The Developer Tools section of Sugar's Admin page contains various configuration menus that help you customize your instance to best suit your organization's needs. Developer Tools allow you to edit the look, feel, and functionality of your instance, including adding fields, changing layouts, adding automated processes, and creating entirely new modules.

  • Studio enables administrators to customize stock or custom modules
  • Module Builder enables administrators to create, deploy, and maintain custom modules
  • Module Loader is used to import packages into Sugar that make changes to core files
  • Rename Modules, Administrators can easily rename modules
  • SugarBPM enables administrators to streamline common business processes
  • Sugar Portal is a powerful tool that allows Sugar users to interact with customers
  • Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
  • Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
  • Data Privacy Guide
  • User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

The Studio and Module Builder section includes topics covering creating, modifying, and troubleshooting custom fields, relationships, dropdown lists, and modules via Sugar's Studio and Module Builder tools:

  • Best Practices When Building Custom Modules
  • Understanding Module Builder's Functions
  • Creating a Custom Module With Module Builder
  • Add ActionButtons to your records
  • Creating a Dropdown Field
  • Creating Dependent Dropdown Lists
  • Creating Relationship between Modules
  • Creating Role-Based Record Views
  • Creating Role-Based Dropdown Lists
  • Editing a Module's Layouts
  • Adding a Google Map to a Module

SugarBPM

SugarBPMTm enables administrators to streamline common business processes by managing approvals, sales processes, call triaging, and more. SugarBPM is an easy-to-use business process management (BPM) and workflow automation tool that is built into Sell, Serve, and Enterprise.

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

  • Prerequisites
    • Basic knowledge of process design is required.
    • Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
    • You should know which business processes you want to automate in Sugar.
  • SugarBPM Overview
  • Introduction to Business Process Automation via SugarBPM
  • Getting Started With SugarBPM for Sugar Serve
  • Using SugarBPM to Notify a Team or User on Record Creation
  • Understanding Email Direction in Process Definitions
  • Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts
  • How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Customizations.