Sugar U: Session 3: Building Custom Modules in SugarCRM

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Do you need a new module in your SugarCRM application to incorporate a new business requirement? Many businesses repurpose within standard modules to facilitate implementation of a new requirement. In this session we will discuss best practices on when to repurpose vs. when to create a new custom module. We will then learn how to create a new module, set up fields, edit page layouts and establish relationships to other modules. This session is a MUST for anyone who is looking to expand their Sugar application beyond what is standard/out of the box and for anyone looking to become a master Sugar Admin.

Technologie Art & Photos

Sugar U.

Building Custom Modules in SugarCRM

Bryan Leung
SugarCRM Professional Services Consultant

4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 2

Custom Modules – What, When and How

4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 3

Objectives

 Understand what custom modules are
 Identify when custom modules should be created
 Learn how to create a custom module

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 4

What is a custom module?

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 5

What is a custom module?

 A module is a container that holds a specific set of
data in the SugarCRM application
 A custom module is a custom container that a system
administrator can build to house a specific set of data
 Allows for importing
 Allows for reporting
 Compliments other modules
 Can be related standard or other custom modules

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 6

When should I create a
custom module?

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 7

Custom modules should be created when…

 Business requirements dictate
 There aren’t any standard modules in the SugarCRM
application that can appropriately house the
information needed
 An existing standard module cannot be repurposed
 You want to extend related custom data to existing
modules

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 8

How do I create a custom
module?

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 9

Components

 Package
 Module Templates
Basic
Company (Accounts)
File (Documents)
Person (Contacts)
Issue (Cases)
Sale (Opportunities)
 Fields
 Layouts
 Relationships

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 10

Package Buttons Defined
 Save
 Duplicate
 Deploy
 Delete
 Publish
Creates a zip file to install into another SugarCRM instances
Ready to be deployed
The destination instance will not have the package in Module Builder
The package is considered as completed
The installed “published” package is deployed immediately in the
destination instance
 Export
Creates a zip file to install into another SugarCRM instance
Not ready to be deployed
Additional work to be continued
The package and custom module(s) appear in Module Builder
The package is not yet deployed

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 11

Demonstration

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 12

Q&A

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 13

Custom Module Best Practices

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 14

Best Practices

 Fully gather and understand the Business
Requirement before starting
 Start small and expand
 Studio level configurations are overwritten each time
a package is redeployed

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 15

Submit Session Feedback
Select the SugarCon Mobile App:
1) Tap on this session
2) Tap on survey
3) Submit your feedback

*iPad prizes for attendees who submit session feedback using the Mobile App

4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 16

#SCON12

4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 17

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Sugar U: Session 3: Building Custom Modules in SugarCRM

1. Sugar U. Building Custom Modules in SugarCRM

4. Objectives  Understand what custom modules are  Identify when custom modules should be created  Learn how to create a custom module Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 4

6. What is a custom module?  A module is a container that holds a specific set of data in the SugarCRM application  A custom module is a custom container that a system administrator can build to house a specific set of data  Allows for importing  Allows for reporting  Compliments other modules  Can be related standard or other custom modules Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 6

8. Custom modules should be created when…  Business requirements dictate  There aren’t any standard modules in the SugarCRM application that can appropriately house the information needed  An existing standard module cannot be repurposed  You want to extend related custom data to existing modules Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 8

10. Components  Package  Module Templates Basic Company (Accounts) File (Documents) Person (Contacts) Issue (Cases) Sale (Opportunities)  Fields  Layouts  Relationships Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 10

11. Package Buttons Defined  Save  Duplicate  Deploy  Delete  Publish Creates a zip file to install into another SugarCRM instances Ready to be deployed The destination instance will not have the package in Module Builder The package is considered as completed The installed “published” package is deployed immediately in the destination instance  Export Creates a zip file to install into another SugarCRM instance Not ready to be deployed Additional work to be continued The package and custom module(s) appear in Module Builder The package is not yet deployed Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 11

15. Best Practices  Fully gather and understand the Business Requirement before starting  Start small and expand  Studio level configurations are overwritten each time a package is redeployed Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 15

16. Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback *iPad prizes for attendees who submit session feedback using the Mobile App 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 16

Notes de l'éditeur

We are a startup software company that provides custom software solutions. We are small and do not have any developers ourselves. All our employees are code developers who are independent contractors. Business RequirementsCan we use the Contacts Standard Module to house Developer information? Discuss repurposing a standard module (Contacts) – Tracking customer contacts vs developer contacts. You may be tempted to rename Contacts to Developers. You may be tempted to create a dropdown list in the “Contact Type” field for Customers and another option for Developers. Would this be the best way to track your customers and developers as your business grows and is this scalable? What’s the most effective way to track both your customers and Developers? You could repurpose the Contact standard module but in your line if business you have determined you want a separate place to house Developer Contact information since they are not customers but they are actually a list of your contracted employees. Because of this you will want a custom module to house your “Developers” and connect this module to the Opportunities that you have them working on.We will create a custom module called, “Developers” with a multiselect field called “Experienced With” and the following choicesAJAXCC#PHPJavascriptHTMLPerlRubyPythonASP.netVisual Basic Create also a many to many relationship between Opportunities and Developers.

Sugar U: Session 3: Building Custom Modules in SugarCRM

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Notes de l'éditeur