SugarCRM 7 is here and it is time to start digging under the hood. Along with it is a whole new, powerful way of customizing SugarCRM. This is a good thing. It’s an opportunity to rewrite our add-ons for our users which is one of those things developers always say that we’ll get to some time.
We will be posting our findings here as we learn more about what’s under the hood and available to all of us SugarCRM developers. What we share may not be the best way of doing the job. Please do share if you know of a better, or right, way to do something. If you have something that you find interesting and think someone else may as well, please let us know.
Let’s get under the hood and get to work. I’m going to keep it high level in this example. For more information on the new architecture please check out the Sugar Developer Guide 7.0.
With the user profile dropdown I want to add a menu item that links to a wiki on the corporate intranet.
This dropdown exists under /clients/base/views/profileactions/profileactions.hbs which is a Handlebars template. Handlebars is a great client-side templating system useful for generating layouts on the fly. We actually use Handlebars quite a bit on SugarOutfitters.
Copy this file over to the custom directory at /custom/clients/base/views/profileactions/profileactions.hbs and add the wiki link to the bottom of the list. I have hardcoded the label in this case. Follow the pattern above to use a language string instead. Make sure to add the label to the application strings.
NOTE: Make sure Developer Mode is turned on. It’ll save you a ton of headaches.
Next, refresh the browser and check out the dropdown:
Now we have our custom menu item. Next time we will pass some data to the menu to link to the current user’s own wiki-page.
Things have changed a bit since this original post. Here is one way that we have found works (last tested as of 184.108.40.206):
Copy the files in /clients/base/views/profileactions to a new directory in /custom/clients/base/views/wiki-profileactions. Rename all the files to match this new view (e.g. wiki-profileactions.hbs, wiki-profileactions.js, wiki-profileactions.php). Add the menu link as described above to wiki-profileactions.hbs.
Copy /clients/base/layouts/header/header.php to /custom/clients/base/layouts/header/. Edit the custom header.php:
A complete SugarCRM and DocuSign integration which allows us to quickly pull data from SugarCRM modules like Account, Contact, Lead, Prospect, User, Quote and Contract and then send them out for signature directly from SugarCRM. The signed document's fields are then returned to SugarCRM and attached...
Dynamic Dropdown Pro
Need to add a value to one of your drop downs? Sick of adding values the long, hard way? With this add-on you can now add to your drop downs right when you are editing or creating any record in SugarCRM or SuiteCRM.
Secure your SugarCRM or SuiteCRM system. Protection against brute force attacks. Track users' logins and protect your data. Detect and Defend your CRM system from threats coming from hostile IPs.
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