Recent Additions
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6.0 CE ER Diagram This document contains diagrams that represent the entities of the Sugar 6.0 Community Edition system. These diagrams are broken down by the main modules, in addition to a complete diagram. For each table, only columns used as primary key or foreign keys are displayed. |
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Breakdown of the Popup Metadata Definitions This article is intended to introduce you to the SugarCRM popup definition file. After finishing this article you should have a greater understanding in how to both create a new popup definition file from scratch or to customize an existing popup definition file. |
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Importing SugarCRM Records with Multi Select Fields the two most important details about importing records with multi select data into SugarCRM. |
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SugarCRM Manifest Development Guide One of the great features of SugarCRM is its extensibility and one way to utilize that extensibility is by creating modules. Modules are generally developed to meet a business need such as the functionality provided by forums, teams or social media integrations. These SugarCRM modules are packaged as zip files and contain a manifest.php file in the root directory that defines how SugarCRM will install the module. This guide will outline and detail all aspects of the SugarCRM manifest file so that you can develop modules more efficiently and with less guess work. |
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SugarCRM SOAP Examples Pt. 2: Queries and Google Charts In this edition I'm going to discuss how to query your SugarCRM database to retrieve a count of records. Then I’m going to show you how to present this data with the Google Charts API. |
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Module Loader Restrictions SugarCRM's hosting objective is to maintain the integrity of the standard Sugar functionality when we upgrade a customer instance, and limit any negative impact our upgrade has on the customer's modifications. Prior to Sugar 5.2.0j (Patch J), Module Loader did not have the ability to detect whether the changes being uploaded are deemed “upgrade-safe”. For example, if a customer were to upload a module that modified standard Sugar functionality, an upgrade of the instance (new patch, new release) could impact those modifications, resulting in a production problem for the customer. Modifications using the rest of the Developer Tools section of Admin are considered upgrade-safe. This includes Studio, Module Builder, and Workflow. |
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Sugar 5.2 ER Diagram The following diagrams represent the entities of the Sugar 5.2 Community Edition system. These diagrams are broken down by the main modules, in addition to a complete diagram. For each table, only columns used as primary key or foreign keys are displayed. |
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SugarCRM SOAP API Examples This includes a few basic examples of how to perform basic SOAP API calls, including inserting and relating records, and assigning records to users at the time of inserting them. |
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Fixing one-to-many relationships in SugarCRM 5.1 In this article, I walk through the steps of fixing one-to-many relationships in SugarCRM 5.1 |
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Working with Email Campaigns A tutorial demonstrating how to create a simple email campaign, using tracker links. |
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Consuming a Google Reader Shared Items Page with SugarCRM James Wallace explains how to get ATOM RSS feeds to play nicely with SugarCRM's RSS Module. |
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Candy Wrapper CandyWrapper is a .NET 2.0 class library which simplifies the process of using the SugarCRM SOAP API. |
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Authenticate with LDAP through SOAP Code example for authenticating against LDAP for SOAP calls. |
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SOAP in Ruby Code examples for connecting to SugarSoap via Ruby. |
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Improving SOAP client performance With the Web Services that SugarCRM provides, there are many clients being written to connect to Sugar servers via the SOAP services called SugarSoap. This article outlines how to improve SOAP performance by caching the SugarSoap WSDL to reduce the overhead on the Sugar server. Unless you have a specific reason to do otherwise, everybody should implement this approach when writing a SOAP client that connects to SugarSoap. |
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VB.NET code example for SugarSoap A code example for connecting to SugarSoap API's via VB.NET |
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SugarSoap in C# Code examples for interacting with the SugarSoap API's via C# (C Sharp). |
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Using SugarCRM's SOAP-API with Python and SOAPpy Tuomas Rasila shows us how to get SugarCRM integrations working using Python and SOAPpy. |
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Enhance your SugarCRM edit views with filters In my last article I showed you how can add grandparent relate fields to your custom modules. In this article I show you how you can use those fields to filter search popups on other relate fields. |
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Add grandparent fields to your SugarCRM modules When you build custom modules and you create one-to-many relations between them, you can put a link to the parent module in the various views. But what if that parent module has a one-to-many relation to yet another module? By default SugarCRM does not support adding links to grandparent modules on your views. This article shows you how to add them. |
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SugarCRM many-to-one relations to standard modules With the module builder you can create a one-to-many relation from a custom module to a standard module, but not the other way around. This article explains how you can create a these in code yourself. |
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Beyond module builder in building a custom module The Sugar developer guide is a very good starting point when you want to start customizing SugarCRM and when the module builder does not permit you to do so. Since I have struggled in the beginning to put some things into practice, I am gathering practical tips and pieces which I found at various places to enable others to benefit from my findings and as well for my personal reference. |
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Build custom SugarCRM modules in Subversion In this second tutorial about SugarCRM and Subversion, Sander Marechal explains how you can build version controlled custom modules that work together with the version controlled SugarCRM from the previous article. |
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Keeping SugarCRM under Subversion control Sander Marechal shows you how to keep SugarCRM itself under version control, how to deal with deployment and how to do upgrades in the face of customisations to the core code. |
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Fixing one-to-many relationships in SugarCRM 5.1 There are four problems when you create a one-to-many relationship in the Module Builder: The Edit and Detail view do not properly contain the related fields in the child module, the related fields are not available in the List view, are not available in the subpanel and are not available on the Search panel. Here is how to fix all these issues. |
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The SugarCRM cache directory demystified The SugarCRM cache directory contains not just cache files but a couple of other type of files as well. This article explains what's inside the cache directory. |
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Improving Performance for the End-User A blog article describing the benefits for Sugar users of implementing HTTP compression on your Web server. |
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Benefits of Server Side Caching A blog post detailing the benefits of implementing an op-code cache utility like APC or Zend Platform. |
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Hiding the Short Cut menu JavaScript code snippet for hiding the Shortcut menu when the screen renders |
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SugarCRM integration with custom Java applications The team at beanizer.org details examples of integrating SugarCRM with Java applications. |
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SugarCRM and Asterisk integration in Java - First steps The team at beanizer.org details a Java-based system for monitoring Asterisk events and querying Sugar for customer details |
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SugarCRM integration - website session and SOAP session The team at beanizer.org explores some techniques to pass session information from a website session to a SOAP session using SugarSoap. |
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Studio & Module Builder - Tips & Tricks for the Developer Many useful examples on how to make Studio and Module Builder do what you want. |
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Sugar 5.1 ER Diagram The diagrams contained in this document represent a partial set of the entities of the Sugar Suite 5.1 Community Edition system. The DDL for the schema is also included. |
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Building Lead Capture Forms Join the Sugar Marketing team for an overview of how to quickly build and deploy a lead capture form on your website using the WYSIWYG form builder inside of Sugar. |
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Common Customization Samples and Tutorials A series of common code-level customizations. |
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Email address change for Sugar 5.0 There is a new schema for Email Addresses in 5.0, which deprecates the email1 and email2 fields in some modules such as Contacts, Leads, Prospects, and Accounts. The upgrade process will create the new email_addresses table and migrate the existing email addresses to the new table and the new relationship table email_addr_bean_rel. The email_opt_out and invalid_email fields in the Leads, Contacts, Prospects, and Accounts modules are also deprecated. This tutorial details those changes. |
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Sugar 5.0 Data type changes In SugarCRM version 5.0 there are schema changes and vardefs.php file changes to consolidate inconsistencies in the use of boolean fields and related date/time fields throughout the modules. This tutorial details the changes and pointers for migrating module customizations or custom modules built in SugarCRM 4.x versions. |
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Beyond Module Builder - Sugar 5.0 Code Tips and Tricks A series of tips and tricks on how to modify a module at the code level. Includes tips on how to make a column clickable in the ListView or Popup, how to hide a tab but still show data in a subpanel and how to create a new row in a subpanel without hiding existing rows. |
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How to make a SugarStick Many entrepreneurs are very mobile people that need access to their customer information wherever they are. For this I built the SugarStick. The concept behind SugarStick is simply SugarCRM run off of a USB stick which can be used in any computer. For the purposes of this tutorial we will build a SugarStick that runs on any Windows host. |
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SugarCRM + SOAP + ColdFusion + Bug Tracker A code sample that shows how to connect a ColdFusion Web service to the SugarCRM Bug Tracker module via a SOAP call. |
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Using Yahoo Stock Ticker Web Services in Sugar In this article we will cover integrating live stock updates within the Sugar application. Yahoo provides a web service that generates comma separated data containing the stock prices of a ticker symbol. |
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Fun with Sugar Wireless! Join Jason Nassi as he customizes Sugar Wireless 5.1 to expose Notes in the Cases module. |
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Programmatically Hiding and Displaying Panels Based on the Value of A Drop Down in 5.1 In many cases it is desirable to hide or show certain fields on a form based on the value of a field. For example, if the account is a partner the form should show partnerish fields. The easiest way to do this is to create panels with information specific to each record type and then hide or show the panels based on the record type. |
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Lightboxing in a Detail View There are many times when you want to open a new page or popup in the middle of an existing page while also taking focus off of the page that you clicked from. Lightboxes allow you to do this by centering the popup information in the middle of the screen while blacking out everything the information around it. |
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JSON and Sugar with Majed Itani In this tutorial we will talk about JSON which stands for JavaScript Object Notation and how it allows for your applications HTML front end to communicate with your PHP back end. |
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Building Sugar Dashlets and RSS Feeds Expanding on Sugar Architect Majed Itani's previous session on building a custom Blogs module, this developer session focuses on adding a new Sugar Dashlet and RSS feed for the custom-built Blogs module. * If prompted for a codec within Microsoft Media Player, download the codec from http://www.gotomeeting.com/codec/. |
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Introduction to Module Builder 5.1 Join Jennifer Yim, SugarCRM Product Manager, as she provides an overview of creating a custom module using the updated Module Builder in Sugar 5.1. |
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Programmatically Hiding and Displaying Panels Based on the Value of a Drop Down In many cases it is desirable to hide or show certain fields on a form based on the value of field. The easiest way to do this is to create panels with information specific to each record type and then hide or show the panels based on the record type. |
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Sugar 5.0 ER Diagram The diagrams contained in the this document represent partial set of the entities of the Sugar Suite 5.0 Community Edition system. |
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System Scheduler System Scheduler is an excellent tool to schedule unattended running of applications, batch files, scripts and much more. |
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Making Fields Read-only Sometimes you want to display a description or name field that can be updated based on other module information (or by quicksearch) and you want it to be updated dynamically, but you don't want the user to be able to change the value (you want to make it read-only). |
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Web-to-Candidate Handling Also building on the Creating New Modules and Relationships tutorial, in this tutorial you will create a web to candidate form that can be used on a fictional company's website. This form will capture candidates and add them as a candidate into Sugar. |
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Building a Blogs Module Join Sugar Lead Architect Majed Itani as he walks through dramatic upgrade-safe customizations. In this video tutorial, you will create a custom Blogs module by first building the base module in Module Builder and then adding custom functionality via code. A great tutorial for end-to-end custom module development in Sugar 5. * If prompted for a codec within Microsoft Media Player, download the codec from http://www.gotomeeting.com/codec/. |
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Reporting and Workflow This tutorial builds on the Creating New Modules and Relationships tutorial. In the Reporting and Workflow tutorial, you will to create reports and set up workflow rules, triggers, and alerts. |
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Sugar Dashlets and You The Sugar Dashlet Framework allows developers to easily create new Sugar Dashlets that are installable into SugarCRM instances. |
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SI Bootcamp- Complete tutorial In this tutorial you will create a complete set of HR modules using the Sugar 5.0 Module Builder. |
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Sugar2Dia Sugar2Dia User Guide Sugar2Dia is an Entity-Relationship constructor that provides insight into your particular SugarCRM schema, and database design. |
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Parsing XML Data using PHP Learn about XML Integration Workflow, and create XML Data using Report Functionality |
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SOAP Intro and Practical Examples SOAP stands for "Simple Object Access Protocol." It is used for making Remote Procedure Calls through the HTTP protocol by relaying messages in XML. Even if you don't necessarily understand all of the acronyms and terminology involved, thanks to a myriad of toolkits available, it is easy to make effective use of SOAP Web Services from a variety of programming languages, in particular with Sugar and its wide array of SOAP-based services that it offers. |
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Custom Aging Field - The upgrade safe way In this example we are going to do a custom aging field. |
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SugarCRM integration with custom PHP applications (I) Explore some basic querying methods to get lists of contacts from the SugarCRM |
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SugarCRM integration with custom PHP applications (II) Explore some basic querying methods to get lists of contacts from the SugarCRM |
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Best Practices for Tuning Production Systems One hour recorded video session giving an overview of tuning all aspects of a SugarCRM system for optimum performance. * If prompted for a codec within Microsoft Media Player, download the codec from http://www.gotomeeting.com/codec/. |
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Phone Number Display Code for alternative phone number displays |
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Implementing Field Level Security in Sugar 5 In this tutorial we discuss access types and a go on a field level security tour. |
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Sugar Charting Review chart types, chart modifications and more. Applies to Sugar 5.0 and up. |
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Using Business Logic Hooks to build upgrade safe customizations Learn how to create upgrade-safe custom code that triggers off of a variety of events or "business logic hooks" |
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Updated Studio in Sugar 5 Discover the newly redesigned Studio for Sugar 5.0 |
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Performance Wiki Articles Several Sugar Wiki articles giving specific instructions for optimizing the performance of your SugarCRM system. |
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Change a Calendar field when another field changes If you want a calendar field (date field) to be updated to today's date when another field changes, you can easily add some javascript logic to the html form such as in EditView.html. |
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SugarCRM Developer Guide from Packt Publishing The book provides you with a module development tutorial, showing the essential steps for hooking your module into the SugarCRM infrastructure. Written for Sugar 4.5.1. |
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Database Tuning for SugarCRM and MySQL One hour recorded video session discussing details of tuning MySQL for optimum performance with SugarCRM. * If prompted for a codec within Microsoft Media Player, download the codec from http://www.gotomeeting.com/codec/. |
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Creating New Modules and Relationships In this tutorial you will complete step-by-step exercises that will walk you through creating new modules and establishing module relationships. |
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Employee Referral Handling In this tutorial you will create a new relate-to field establish a new relationship between the existing employees module and the new Candidates module. |
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Building Custom Modules with Sugar 5.0 White Paper A technical white paper on how to build a custom module with Sugar 5.0. |
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Sugar Web Service APIs Video sessions about the ins and outs of using Web Services (SOAP) with Sugar * If prompted for a codec within Microsoft Media Player, download the codec from http://www.gotomeeting.com/codec/. |
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Simple Web Services script for SugarCRM 4.5 Developer contributed example user authentication |
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CTO Series An ongoing discussion in the Sugar Forums with SugarCRM CTO and Co-founder Jacob Taylor where he discusses a variety of developer topics including how to optimize performance and scalability. |
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