Since we are completing rewriting SugarChimp for SugarCRM 7 we figured this would be a good opportunity to share how to create a module from scratch. More specifically, in this series we will cover how to create a nice onboarding process for a new user just getting started with the integration. To start, lets create our first layout and view in the new Sidecar framework. We will skip the creation of a bare bones module since that process is still the same in 7.
Like many integrations, SugarChimp requires some configuration upon installation. We want this experience to be as easy and straightforward as possible. To accomplish that goal we will be building a configuration wizard that walks the user through setting the integration. To start, we will take advantage of the built-in routing in 7. Since this is a custom view and not a typical record or list view we will take advantage of the layout route. (NOTE: there is no upgrade-safe or customization-aware way to add your own custom routes yet.) Based on the routes available to us, our desired URL path will be /#SugarChimp/layout/setup. The /layout route is great for your own custom routes.
SugarCRM 7 Layouts
Layouts define the structure of your page. Within a layout you can embed views, fields, and even nested layouts. Layouts can be a great way to reuse previously defined components.
In this case, we just want to get something to show up so we keep it simple by referencing a custom view which is defined next...
SugarCRM 7 Views
The “className” is a space separated list of classes that get applied to the container for this view. The contents of that container will be define our template. Sidecar uses Handlebars for its templating system. If you aren't familiar with it yet you will be soon. It's a simple, yet powerful way to dynamically generate HTML on the client side.
Once these files are done then run a Quick Repair and Rebuild. In fact, always run a Quick Repair and Rebuild after any .js or .hbs edit. Once that is done hit the /#YOURMODULE/layout/setup URL. You should then see your new layout/view:
Do you need to see your customers clearly on a map? Do you plan the meeting and would like to visit other customers on the way? Use the Google Maps module to integrate the maps directly to your SugarCRM or SuiteCRM.
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