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Integrating with Sugar
The extension framework, defined in ./ModuleInstall/extensions.php, provides the capability to modify Sugar metadata such as vardefs and layouts in a safe way that supports installing, uninstalling, enabling, and disabling without interfering with other customizations.
- Extension Framework
- Create or override a Sidecar Layout
- Create or override a View
- Add logic to a field prior to render
- Add or override vardefs (variables) definitions
- Add or override subpanel definitions
- Add new modules through code
- Resetting Modules to default settings
Best Practices
The Logic Hook framework allows you to append actions to system events such as when creating, editing, and deleting records. Logic hook definitions can pertain to a specific module or to the entire application. Either way, you must decide if the logic hook definition will be implemented as an extension of or directly to the module or application.
- Module Extension Hooks allow a developer to define hook actions that will be executed for the specified events in a given module
- Application Extension Hooks allow a developer to define hook actions that will be executed for all specified application-level events using the extension framework
- Web Logic Hooks Web logic hooks let administrators post record and event information to a specified URL when certain sugar events take place
- Preventing Infinite Loops with Logic Hooks
- Comparing Bean Properties Between Logic Hooks
- Application Hooks Events
- Module Hooks Events
- User Hooks Events
- Job Queue Events
- API Hooks Events
Performance Tips and Tricks
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 - Advanced Workflow
SugarBPM
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 tool that adds advanced BPM functionality to Sugar.
The SugarBPM suite features 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