Intro

• Power Hour– Developer / Admin Resource– Promote Successful Implementations

• Ticomix– SugarCRM “Advanced” Partner– 2014 Rising Star– Consulting, Development & Support– www.ticomix.com– @TicomixCRM / @TicomixInc

• Webinar Logistics

About Jeff Bickart• Sugar Developer since version 4.0a• Director of Engineering of a Voice-Enabled CRM startup• Chief Technology Officer, NEPO Systems − SugarCRM

GOLD Partner • CRM Evangelist, Ticomix• Contact Information– @bickart– www.linkedin.com/in/bickart– Blog: sugarcrm-dev.blogspot.com

SugarCRM Development 101• Overview– Module Builder– Studio

• Live Demonstration of the following:– Admin / Developers

• Using Module Builder• Customization of core modules and custom modules using Studio

– Developers:• Understanding what is happening under the covers when using Module

Builder and Studio

• Questions and Answers

Module Builder vs. Studio• Module Builder

– Module Builder enables administrators to create, deploy, and maintain custom modules in Sugar. For your convenience, the custom modules are based on templates such as Basic, Person, Company, etc. Modules can then be deployed within your instance of Sugar so that users can utilize the new module in their daily process. In addition, modules can be exported for additional development or published and then imported to other Sugar instances

• Studio– Studio enables administrators to customize stock or custom modules by

modifying fields, page layouts, and more. This allows Sugar to be modified to ideally fit your organizations needs and terminology. Please note that only users with administrator or developer access have the ability to make changes

Module BuilderModule Types

Type Description

Basic Generic module with only the most basic fields defined by default. All other module types build on top of the basic module type.

Company Contains fields designed for company, account, or organization type records. Includes billing and shipping addresses, email address, phone numbers, industry, website, and more.

File Contains fields designed for file upload or document records. Includes category, expiration date, status, filename, and more.

Issue Contains fields designed for bug, issue, or case record types. Includes issue number, status, priority, work log, and more.

Person Contains fields designed for people, contacts, or lead records. Includes first and last name, primary and alternate addresses, email addresses, phone numbers, and more.

Sale Contains fields designed for sales, transactions, or opportunities. Includes, amount, currency, probability, sales stage, and more.

Field TypesData Type Description

Address Creates fields for street, city, postal code, state, and country. Note: Custom address fields cannot be grouped together like the stock address fields.

Checkbox Creates a checkbox for data fields with a Yes/No action.

Currency Creates a field to enter a currency value. The system automatically creates a dropdown of the currency type if the field does not already exist in that module.

Date Creates a field to enter a date. Includes a button for a calendar popup.

DateTime Creates a field to enter the date and time. Includes a button for a calendar popup as well as dropdowns for the time.

Decimal Creates a field to hold a number rounded to a specified decimal precision. Sugar stores the exact representation of the number in the database (e.g. For a precision of 2: 1.236 is stored as 1.24).

DropDown Creates a field that you can associate with a dropdown list of values.

Field TypesData Type Description

Encrypt Creates a field for sensitive information, such as social security numbers, whose value is to be encrypted in the Sugar database. The value is encrypted in the database but is visible in the user interface to users.

Float Creates a field to hold a number rounded to a specified decimal precision. Sugar stores the value differently based on the database platform Sugar is running on.

HTML Creates static HTML-formatted text to display in record views.

IFrame Creates a field to store or generate a URL to display an iFrame in record views.

Image Creates an image field to upload an image to display on a record.

Integer Creates a field to specify positive or negative numbers with no decimal places.

MultiSelect Creates a dropdown list of values where multiple values can be selected at once.

Field TypesData Type Description

Flex Relate Creates a dropdown list from which you can relate a single record from a variety of modules. Only one Flex Relate field is allowed per module. If the module already has a Flex Relate field, this option does not display in the Data Type dropdown list.

Phone Creates a field to enter a phone number.

Radio Creates a radio button for a user to select one value from a dropdown list.

Relate Creates a field to associate a record with another module's record as a one-way relationship. You can add multiple Relate fields to a module. Note: Relate fields and custom relationships are independent of each other. Changes made to either one are not reflected in the other. Relate fields can be added to a report, but any data on the related record cannot be accessed in the report. To access related record data in a report you will need to create a custom relationship.

TextArea Creates an open text area field for multiple lines of text.

Field TypesData Type Description

TextField Creates a field for a single line of text.

URL Creates a field to store or generate a URL and display as a link.

Relate, Flex Relate or Relationship• Relate

– Creates a field to associate a record with another module's record as a one-way relationship. You can add multiple Relate fields to a module.

• Flex Relate– Creates a dropdown list from which you can relate a single record from a

variety of modules. Only one Flex Relate field is allowed per module. If the module already has a Flex Relate field, this option does not display in the Data Type dropdown list.

• Relationship– Relationships define the links between different modules in Sugar and allow

records between those modules to be related. Related records display in fields or subpanels on a module's record view (for Sidecar modules) or detail view (for Legacy modules) depending on the relationship type. When you create a new relationship between two modules, the system automatically creates the necessary subpanels, related fields, and metadata relationships. Relationships provide the added benefit in reports to allow access to a related records fields in addition to the base module's fields.

Relationship TypesOne-to-One Records in the primary module and the related module are uniquely

related to each other. For a one-to-one relationship between Accounts and Contacts, an account can be associated with only one contact and a contact can be associated with only one account. The relationship will show as a field in each module's record view where changing the relationship from either module will also change the value in the other module.

One-to-Many Records in the primary module can have relationships with many records in the related module. For a one-to-many relationship between Accounts and Contacts, an account can be associated with many contacts, but each contact can be associated with only one account. The record view of the primary module will display a subpanel for the related module, and the record view of the related module will display a field containing a link to the related record.

Many-to-Many

Records in both the primary module and the related module can have multiple records related in each module. For a many-to-many relationship between Accounts and Contacts, an account can be associated with many contacts, and a contact can be associated with many accounts. Both module's record view will display a subpanel for the opposite module.

Using Module Builder and Studio

• Password Module– Each Account can have multiple passwords– We need a way to store username and password

information for our accounts– We need the ability to secure whom in our company can

see password information– The username and password need to be stored in a

secure fashion– There can be different types of passwords

• website, secure shell, ftp, vpn, other– We need the ability to attach multiple files to a password

for items such as public certificates, etc.

Module Builder / StudioDemonstration and Discussion

Password Module

Future WebinarsTopics Subject to Change

• May 13th– Building Custom Dashlets

• June 10th– Using the SugarJobQueue

• July 8th– Workflows, LogicHooks & Deploying Packages

• August – Layouts, Views and Building a Wizard