An Introduction to Sugar Development,Going Way Beyond Studio

Sugar U.

Jeff Bickart

@bickartjeff@neposystems.comwww.neposystems.com

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Profile

NEPO Systems:Founded 2008SugarCRM Partner since 2008 (current Gold Partner)Customers Worldwide / Public & Private SectorPremium Sugar Support & Sugar Apps

Jeff BickartCTO – NEPO Systems SugarCRM developer since 2005 (v4.0.0a)Where everybody knows your name

Apple Inc, Sun Microsystem

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Going Beyond Studio

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Where is everything kept?Directories of interest

customcachedatamodulesinclude

Where do my changes belong?custom, custom, custom

SugarBeans LogicHooks SugarFields

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SugarBeansdata/SugarBean.php

SugarBean is a component, that represents persistent data maintained in a database

Typesbasic, company, file, issue, person, sale

ExamplesAccounts, Documents, Cases, Contacts, Opportunities

Basic SugarBeanAll Beans extend basic which provides the fields:id, name, date_entered, date_modified, modified_user_id, created_by, description, deleted

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SugarBeanTips & Tricks

How to get data from the databaseretrieve, get_list, get_detail, get_full_list, retrieve_by_string_fields

Obtain a Bean by IDBefore 6.4

$account = new Account();$account->retrieve($id);

6.4$account = BeanFactory::getBean(‘Accounts’, $id);

Obtain a set of Beans with filter$account = new Account();$account->retrieve_by_string_fields(array(‘name’ => ‘SugarCRM’, ‘assigned_user_id’ => ‘1’)

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SugarBeanRelationships

$account = BeanFactory::getBean($id); Get All Related Objects

$account->load_relationship(‘contacts’);Before 6.4

$contactList = $accounts->contacts->getBeans(new Contact());

6.4$contactList = $accounts->contacts->getBeans();

Get subset of Related Objects$contactList = $accounts->get_linked_beans(‘contacts’, ‘Contact’, array(‘date_entered’), 0, 5);

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LogicHooks

Allow you to add functionality to certain actions, such as before saving a bean, in an upgrade-safe manner.

Module hooksbefore_delete - Fired before a record is deletedafter_delete - Fired after a record is deletedbefore_restore - Fired before a record is undeletedafter_restore - Fired after a record is undeletedafter_retrieve - Fired after a record has been retrieved from the databasebefore_save - Fired before a record is savedafter_save - Fired after a record is savedprocess_record - Fired immediately prior to the database query resulting in a record being made current

Other Types of LogicHooksUsers module

before_logout, after_logout, after_login, after_logout, before_logout, login_failed

Application hooksafter_ui_frame, after_ui_footer, server_round_trip

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LogicHook Examplecustom/modules/Accounts/logic_hooks.php$hook_version = 1; $hook_array = Array(); $hook_array['before_save'] = Array(); $hook_array['before_save'][] =

Array( 100, 'Reassign All Related Records', 'custom/modules/Accounts/ReassignHandler.php','ReassignHandler', 'reassignRecords');

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Reassign All Related Recordsbefore_save LogicHook

$user = new User();$user->disable_row_level_security = true;$user->retrieve($bean->assigned_user_id);foreach ($bean->field_defs as $field => $info) { if ($info['type'] == 'link') { switch ($field) { default: $bean->load_relationship($field);

foreach ($bean->$field->getBeans(new $info['bean_name']) as $focus) {

if ($focus->id != "") { $focus->assigned_user_id = $bean->assigned_user_id; $focus->team_set_id = $user->team_set_id; $focus->team_id = $user->default_team;

/* DO NOT SAVE THE EMAIL ADDRESSES */ $focus->in_workflow = true; $focus->save(false); }

} } }}

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SugarFields

Custom Display of items on Screens Code goes into

custom/include/SugarFields/Fieldscustom/include/SugarFields/Fields/Contact/:

– DetailView.tpl EditView.tpl SearchView.tpl SugarFieldContact.php WirelessEditView.tpl

ExamplesOverride Existing Fields

– Phone Formatting– Address– Images (Gravatar) sugarforge.org/projects/gravatar/

Custom Fields– Contact

Update the custom/modules/<Module>/metadata– detailviewdefs.php, editviewdefs.php, etc…

▪ 'name' => ’<field name>',▪ 'type' => 'contact’,

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SugarFieldsExamples

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SugarFieldsExamples

DetailView

EditView

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Appendix

Directory Structure

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SugarBeanToggles

$disable_row_level_security $update_date_modified $update_modified_by $update_date_entered

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Submit Session Feedback

Select the SugarCon Mobile App: 1) Tap on this session2) Tap on survey3) Submit your feedback

*Prizes for attendees who submit session feedback using the Mobile App

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