sugar u: session 3: building custom modules in sugarcrm
DESCRIPTION
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.TRANSCRIPT
Building Custom Modules in SugarCRM
Sugar U.
Bryan Leung
SugarCRM Professional Services Consultant
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Custom Modules – What, When and How
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Objectives
Understand what custom modules are Identify when custom modules should be
created Learn how to create a custom module
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What is a custom module?
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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
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When should I create a custom module?
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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
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How do I create a custom module?
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Components
Package Module Templates
BasicCompany (Accounts)File (Documents)Person (Contacts)Issue (Cases)Sale (Opportunities)
Fields Layouts Relationships
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Package Buttons Defined
Save Duplicate Deploy Delete Publish
Creates a zip file to install into another SugarCRM instancesReady to be deployedThe destination instance will not have the package in Module BuilderThe package is considered as completedThe installed “published” package is deployed immediately in the destination instance
ExportCreates a zip file to install into another SugarCRM instanceNot ready to be deployedAdditional work to be continuedThe package and custom module(s) appear in Module BuilderThe package is not yet deployed
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Demonstration
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Q&A
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Custom Module Best Practices
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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
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Submit Session Feedback
Select the SugarCon Mobile App: 1) Tap on this session2) Tap on survey3) Submit your feedback
*iPad prizes for attendees who submit session feedback using the Mobile App
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