There are so many possible approaches for integrating with Sugar that selecting the best one can be tricky.
When deciding to add new components into the Sugar user interface, the number of possibilities to consider is dizzying.
Should I build a new component or override an existing one?
Am I building a View, Layout, or custom Fields?
Will a Dashlet give me enough screen real estate or will I need to create a new layout?
The goal of the Sugar Integration Building Blocks open source project is to provide sample code and most importantly the underlying design patterns that makes it easy to build best practice integrations.
Some integration use cases mean that a primary action has to be added to a Record or List view. For example, you may need to launch a wizard interface such one used with a Configure Price Quote (CPQ) solution on an Opportunity record.
A common CPQ flow would be to have a custom “Create Quote” action on an Opportunity record. This would launch an expansive Configurator wizard that, when complete, will need to push the new Quote, new Revenue Line Items, etc, back to the original Opportunity record.
The standard approach for this would be to add a button to the Record View or List View that launches a Drawer.
In order to make this design approach easier, we have added an HTML iframe drawer action as a new Building Block! Now it is very easy to build a complete integration or proof of concept that utilizes a drawer!
An example “Open Drawer” action
Read more below to learn how it works. It was designed in an upgrade safe way that does not interfere with any existing customizations that may exist on Record views or List views.