Archives For Sugar 7

In our last post we covered the basics of adding a custom chart layout. Today’s post will build on that example to cover some of the more advanced configurations that are possible using charts in Sugar.  Like the previous post, this is targeted at a beginner to intermediate skilled Sugar Developer who is interested in building custom charts.

Multiple Charts On the Same View

Previously we explored how to display a single chart on a view. Displaying more than a single chart on the view is also very easy too.

In order to add a second chart, you may be tempted to create another chart object in the initialize() method but that is not necessarily how Sugar Charts works.  The “chart” property in the view controller is a Chart factory. Chart factories will not affect how your view is rendered unless you do something with them. You can use the same factory’s call() method to construct the same style of chart multiple times.

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To be honest, I do not get to sling code all that often anymore. But I do spend a lot of time thinking about software even when I have no real hand (or keyboard) in creating it. I also talk to people about software a lot – software design, solution architecture, teams, and development processes. This means my growth today as a software professional comes primarily from the wisdom of others. And this was probably always true.

I have started to read more books about software and most recently that meant reading The Pragmatic Programmer. For those who do not know it, it is a classic software engineering book that was released in 1999. In a fast moving industry, what could you possible learn from a 17+ year old technology book? Well if you read it (again) then you may be surprised. The Pragmatic Programmer is not about programming – it is about programming processes, practices, and code craftsmanship. While you may not agree with everything you find in it, some parts feel out of date, it remains overall a very worthy book. I recommend it.

Something that books do for me is to put names on some concepts that I acquired from first-hand experience. It has also fully explained others I have known from having heard them tossed over cubicle walls or conference room tables over the years. Terms like Reversibility, Orthogonality, and many others represent concepts that should guide any Sugar Developer who sits down to her daily work of customizing, integrating, and extending the Sugar platform.

So in the spirit of The Pragmatic Programmer, here is my take on what some of the lessons taught in the Pragmatic Programmer mean to a Sugar Developer.

For a “cliff notes” version of the Pragmatic Programmer, you can find a quick reference guides and other summaries online.

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This post originally appeared on the SynoLab blog hosted by Synolia, an Elite SugarCRM Partner. Yann Bergès describes how you can use a relate filter with the Filter API. He also explores how Sugar does it as well as identifying a drawback to be considered when using this feature.

We all know the moment when you are roaming through source code to find something for a particular purpose and you come across that feature you didn’t expect but you absolutely want to test. This is how I came into the related link filter feature. What do I mean by related link filter? It is a derivative way to filter related data on a One-to-Many relationship by specifying a link name and a target field:

I want all Contacts filtered on their related Account with « Industry » value « Electronics » (use « one » side of the relationship)
I want all Accounts filtered on their related Contacts with « Title » value « President » (use « many » side of the relationship)

This is an advanced use of Sugar 7 Filter API, if you never used it before, have a look at this documentation for detailed information about how filters work:
– SugarCRM Cookbook – The School of REST – Part 3
– Sugar 7.8 Developer Guide – Architecture – Filters
Examples and tests have been made with a Sugar instance PRO 7.8.0.0

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This blog will be the first in a two part series on building Charts components for Sugar 7. This post is targeted at beginner to intermediate Sugar Developers who want to learn how to build their first Chart component.

This post assumes some basic knowledge of Sugar 7 development, Sugar 7 administration, JavaScript, and PHP.  This information should be useful to anyone who has an interest in Sugar 7 development.

The examples in this post were created on an out-of-the-box installation of Sugar Professional 7.8.0.0.  But this technique should work on any on-premise Sugar 7 instance.

Introduction

You may have noticed that a number of out of the box dashlets and views contain various fancy charts and visualizations.  This is possible because Sugar has a charting component build into it.  You can make use of this to display charts within your own custom dashlets, views or layouts.

In this post, we will focus on the “LineChart” type. There are other chart types that use different data formats and chart options but the general techniques covered here will work for all chart types.  These examples were implemented in a basic custom view but they will also work within dashlets.

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Many customers want to configure Sugar for Single Sign On (SSO). Well Sugar supports Security Assertion Markup Language (SAML) so this must be easy, right? But the devil is always in the details.

Each SAML identity provider behaves a little differently. Each of these systems has different terminology and methods for configuration and may use different default settings. Some of these important configuration settings can make the difference between a successful SSO implementation and a tire fire. For example, are users provisioned Just-In-Time or will they be provisioned manually? Did you know that Sugar uses the e-mail address as the SAML application username format?

Below are instructions for configuring SAML SSO with a couple of common identity providers.

Okta

One of our Solution Architects, Enrico Simonetti, wrote a good summary of how to configure SAML authentication for Sugar using Okta as the identity provider. Okta is convenient for trying out SSO because they have a developer program you can join. Enrico also covers a few tips and details that can trip up any SAML implementation.

Please visit Enrico’s post called SSO Authentication on SugarCRM with SAML for more details including screen shots and even code examples.

Active Directory Federation Service

The most common system that we get questions about is Microsoft’s Active Directory Federation Service (ADFS). ADFS is pretty complicated so there are several steps that you need to follow to get it done right.

We recently publish a SugarCRM Knowledge Base article called Configuring SSO With Active Directory’s ADFS. It was written by Lars Blockken, one of our Senior Technical Account Managers, and in it he walks you through each of these steps in detail along with screenshots. It will have you up and running on ADFS in no time!

Here is another Francesca Shiekh guest post! She is a Sugar Developer from Wolfram Research.

We had the need to notify the assigned user when an email was received that was related to a Case record. To make our application more flexible we extended this concept to be reusable for email received that was related to any module. We then further broke out the notification functions to be reusable in other scenarios.

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You may have seen that that Sugar 7.8 has now been released! We have introduced some important platform updates in this release. Have you read the developer release notes yet? Here are three additional and essential resources for you to use before you embark on new Sugar 7.8 projects.

Sugar 7.8 Migration Guide

The Migration Guide for Sugar 7.8 is an essential resource for any Sugar Developer upgrading a customer from Sugar 7.7.x. The guide will help you identify code and platform changes that you need to make in order to ensure that you can upgrade your code and customers successfully.

Sugar 7.8 Unit Tests

The Sugar Unit Tests repository has been updated with our unit test suites for Sugar 7.8. This is an essential resource for ensuring that your Sugar 7.8 custom code is working correctly and hasn’t introduced regressions within Sugar core code. Remember that you need to sign up for access to the Sugar test repositories.

Sugar 7.8 Overview for Sugar Developers

We delivered a recorded webinar that is now available in the Developer space in the Sugar Community. This is a great way to get immediate understanding about the new platform features and changes that were introduced in Sugar 7.8. The presentation slides are also available in the community.