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Sugar Developer Guide

Version 5.1

Table of Contents

Preface
About this Guide
Audience
Overview
Core Features
Sales Management
Marketing Automation
Collaboration
News Service
Administration
Interface Consolidation
What’s New in 5.1
Enhanced Emails Functionality
Enhanced Import Functionality
Creating Relationships Between Modules
Embedding Links and IFrames in a Layout
Locking Down the Upgrade Wizard
Locking Down the Module Loader
Related Documentation
Chapter 1 SugarCRM Overview
Platform Overview
Application Framework Overview
Directory Structure
Key Concepts
Application Concepts
Files
Variables
Entry Points
Module Framework Overview
User Interface Framework Overview
Extension Framework Overview
Sugar Dashlets Overview
Web Services Overview
Chapter 2 Application Framework
Entry Points
File Caching
Sugar Dashlets
Sugar Dashlet Files
Templating
Categories
Sugar Dashlet Base Class
Sugar Dashlets JavaScript
Browser JavaScript
Accessing Language Pack Strings
Quicksearch
ACL
Scheduler
Databases
Indexes
Primary Keys, Foreign Keys, and GUIDs
Logger
Logger Level
Log File Name
Log File Extension
Log File Date Format
Max Log File Size
Max Number of Log Files
Log Rotation
Web Services
Test Connection
SugarSoap Login
Get the Current User ID
Get a list of records for a module
Get the values of a record
Set the values for a record
Get the fields for a module
Logout
SugarSoap Examples
Logging in via SOAP and getting a Sugar user's GUID
Inserting a Lead via SOAP calls using PHP
Chapter 3 Module Framework
Overview
User Interface Framework
Model-View-Controller (MVC) Overview
SugarCRM MVC Implementation
Model
Controller
View
Metadata Framework
Background
Application Metadata
Module Metadata
SearchForm Metadata
DetailView and EditView Metadata
SugarField Widgets
File Structure
Implementation
SugarFields Widgets Reference
Metadata Framework Summary
Vardefs
Dictionary Array
Fields Array
Indices Array
Relationships Array
Many-to-Many Relationships
Subpanels
One-to-Many Relationships
Many-to-Many Relationships
Relationship Metadata
Layout Defs
Shortcuts
Chapter 4 Customizing Sugar
Introduction
Tips & Pitfalls
Making upgrade-safe customizations
Installing Third-Party Modules
Naming Your Custom Modules
Be Familiar with Object Oriented Programming
Use Developer Mode when Customizing the User Interface
The Custom Directory
Vardefs
Master Directories
Production Directories
Description
Languages
Master Directories
Production Directories
Description
Shortcuts
Master Directories
Production Directories
Description
Layoutdefs
Master Directories
Production Directories
Description
Module Builder
Creating New Modules
Understanding Object Templates
Editing Module Fields
Editing Module Layouts
Building Relationships
Publishing and Uploading Packages
Adding Custom Logic using Code
Logic Hooks
Custom Bean files
Using the New Module
Module Loader
Manifest Overview
Installdef Definition
Upgrade Definition
Sample Manifest
Business Logic Hooks
Hook Definition
$hook_version
$hook_array
Available Hooks
Application hooks
Module hooks
Hooks for Users module
Options array
Packaging Custom Logic Hooks
Using Custom Logic Hooks
Tips & Pitfalls
User Interface Customizations
Custom Grouping of Values
Custom Buttons
Creating New Custom Displays
Overriding the View
Creating a Custom SugarField
Adding QuickSearch to a Custom Field
Tips & Pitfalls
Grouping Required Fields Together
Displaying data on EditViews with a read-only ACL setting
The field value specified in metadata does not appear
The field value specified in metadata does not appear but is in vardefs.php
Creating New Sugar Dashlets
Custom Sugar Dashlets
Packaging Custom Sugar Dashlets
Refreshing the Sugar Dashlet Cache
Creating Custom Chart Dashlets
Creating New Themes
Overview
Steps to Create a New Theme
Packaging Custom Themes
Example Theme Manifest File
Tips & Pitfalls
Pick your Canvas
Replace All
Check your work
Personalize your theme
Adding Multiple Languages
Add a Language
Creating Language Packs
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