John Mertic's Building on SugarCRM: Creating Applications the Easy Way PDF

By John Mertic

ISBN-10: 1449309801

ISBN-13: 9781449309800

Within the crowded box of shopper courting administration (CRM) structures, SugarCRM sticks out - not just for its modular layout, but additionally for the benefit with you can advance, customise, and expand your CRM functions. This concise booklet offers an intensive evaluate of the advance instruments and APIs on hand in SugarCRM 6.2, exhibiting either builders and nondevelopers alike the right way to use them to construct a pattern software step by step. you are going to how one can bend and twist SugarCRM’s extensible MVC framework to create customized purposes, together with strategies for automating your enterprise that transcend conventional CRMs.

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With this we have built a nice workflow inside the application, and streamlined many activities that before would require many data entry points to make the app easier to use and to cut down on data entry errors. But with an application like this, there are more users than just the ones who will log in into the SugarCRM instance. These users are the ones from the outside world who are submitting data we will be importing into the application. Since the very early days, SugarCRM has had a web services API that used SOAP for interacting with your Sugar instance, and it’s one we’ve used extensively in the thirdparty integrations that exist in the commercial editions of the product (such as the Office and Lotus Notes plug-ins; iOS, Android, and Blackberry mobile clients; and the self-service portal).

Let’s take a look at each case and how we can leverage SugarCRM Web Services to solve the problem. Attendee registration form The first point of contact is for someone to come to your website wanting to attend the conference. For this, we’ll want to have a simple-to-use form for them to put in their name and contact information. Figure 5-1. info On form submission, we will use the SugarCRM Web Services to take the data POSTed from the form and input it into a new Attendee record. Let’s check out the code.

Bean->id . ':' . info } } SugarFeed::pushFeed2($text, $bean); } The key here is the pushFeed() method, which contains the logic for determining if the record should be pushed into the Activity Stream or not. This method is called on every save of an Attendee record, so the method needs to check if a previous record exists. This is simple to do by checking if an existing record was fetched before the save (and the contents of the record is stored in the $bean->fetched_row array). If it is, we define the string to add in a format that can be parsed as a link in the Activity Stream itself.

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Building on SugarCRM: Creating Applications the Easy Way by John Mertic

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