July 8th: Layouts, Views and Building a Wizard
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The document outlines a webinar focusing on SugarCRM development, highlighting the expertise of Jeff Bickart, a notable figure in the field. Key topics include layouts, views, and wizards, essential components for effective CRM implementation. It also provides resources for developers and lists potential future webinar topics related to security and user roles.
July 8th: Layouts, Views and Building a Wizard
- 2. Intro • Power Hour – Developer / Admin Resource – Promote Successful Implementations • Ticomix – SugarCRM “Advanced” Partner – 2014 Rising Star – Consulting, Development & Support – www.ticomixcrm.com – @TicomixCRM / @TicomixInc • Webinar Logistics
- 3. About Jeff Bickart • Sugar Developer since version 4.0a • Director of Engineering of a Voice-Enabled CRM startup • Chief Technology Officer, NEPO Systems − SugarCRM GOLD Partner • CRM Evangelist, Ticomix • Contact Information – @bickart – www.linkedin.com/in/bickart
- 4. Sugar Development 101 Agenda • Layouts • Views • Wizards
- 5. Development 101 • Directories of Interest – custom – cache – data – Modules – include – vendor – sidecar • Where do my changes belong? – custom – custom – custom – modules
- 6. • Layouts are component plugins that define the overall layout and positioning of the page. • Layout components are typically made up of a controller JavaScript file (.js) and a PHP file (.php), however, layout types vary and are not dependent on having both files. Layouts
- 7. Views • Views are component plugins that render data from a context. • View components may contain field components and are typically made up of a controller JavaScript file (.js) and at least one Handlebars template (.hbt).
- 8. Wizards • A software wizard or setup assistant is a user interface type that presents a user with a sequence of dialog boxes that lead the user through a series of well-defined steps. Tasks that are complex, infrequently performed, or unfamiliar may be easier to perform using a wizard.
- 9. Resources • Sugar Developers Guide – http://support.sugarcrm.com/02_Documentation/04_Sug ar_Developer/Sugar_Developer_Guide_7.6/ • Sugar Developer Blog – http://developer.sugarcrm.com/ • SugarCRM Add-on Boilerplate – https://github.com/eggsurplus/sugarcrm-addon- boilerplate
- 10. Future Webinars Topics Subject to Change • Future Topics – Security • Teams • Roles – Role based layouts – Using the SugarJobQueue – LogicHooks – Deploying Packages – Fields
Editor's Notes
- #3: Why – we are experts in the field of SugarCRM and have been doing this for a long time and we recognize that its sometimes challenging to the the support you need, specifically for developers. Given our investment in the Sugar community we think its important to make sure that ALL users of sugar are finding success, deploying solutions that provide true value for your business… That said, we know we have a user group here that have varying technical backgrounds, some of you are admins and some are developers. When initially conceived, this Power Hour was designed with the Developer in mind, but due to the response we’ve received from this, we are considering creating two separate tracks, one for developers and one for admins. Regardless of your position, I would encourage you to stay connected today to get a sense of how these webinars will be conducted moving forward… So, what I’d like to do real quick, is have everyone simply answer this one poll question so we can get a better sense of our demographic. Ticomix was founded in 2000 and has locations and people across the country. We are currently an “Advanced” SugarCRM partner, making us one of the top 20 partners in the North America and we have a relationship with Sugar dating back to 2009. Last year we received the sole “Rising Star” award from Sugar, which demonstrates their confidence in Ticomix to continue to develop as one of the top Sugar providers in the world… We provide a full suite of services ranging from Sugar consulting through to on-going support. So, I know that was brief, but we want to turn this over to Jeff as quickly as possible to try and give you as much value from this hour as possible.. So just a couple of logistics.