Wednesday, July 29, 2015

SugarCRM Customization: Lead Conversion Stats Chart

It is always cool to find new ways to visualize data stored in SugarCRM.

For this customization, I focused on exposing data representing the number of Leads converted versus those that were not converted within the given month, commonly referred to as the Lead Conversion Rate. To make this data more readily apparent, I created a custom pie chart, which doubles in helping us see the power of the SugarCRM 7.x framework.

Although the conversion percentages are not demonstrated, I hope it will help you gather some further insights into your Sugar data or build more elaborate charts.

Here is an image based on some sample data:

Feel free to peruse or use the code, found here:

To apply the chart, be sure to follow the instructions given at the bottom of the page at the above link.

Thursday, May 21, 2015

SugarCRM Reference: Dissecting the NavBar

A common challenge for Sugar developers is often times less about the development of a solution, but instead, finding the starting point to apply it. For example, should we wish to customize something in the subpanels area, do we modify the subpanels layout controller, or the subpanel-list metadata? Similar questions apply to various areas of Sugar.

To alleviate this problem, it is helpful to dissect the various sections that make up a typical page in Sugar and determine which components are used to construct it. In this case, we will focus on the NavBar, found at the top of Sugar.

The diagram below indicates the names of the various Sidecar components used to make the NavBar:

NavBar Analysis

I hope it helps and stay tuned for future diagrams!

Friday, May 1, 2015

SugarCRM Customization: Custom Upload Directories

I always enjoy finding gems within SugarCRM, little known features that end up opening up a number of doors for further and even more intriguing customizations. A while back, a discussion with a colleague led me to one such discovery.

Those of you making use of documents and other file attachments in Sugar might find it of help to know that said attachments can be stored on Amazon S3 storage in place of the default upload directory. Support for S3 is built-in functionality and can be enabled via some configuration changes.

More intriguing, however, is the fact that this functionality leverages one of those gems I reference and you can take advantage of it as well. The ability to upload attachments to an S3 bucket is accomplished through the extension of the UploadStream class found in Sugar 6.6 and higher.

But if S3 support does not appeal to you, perhaps you might be interested in a slightly different extension of UploadStream.

One of the main problems of the default behavior for attachments in Sugar is that all files end up in the same folder (i.e. <sugar>/upload). Over time, the contents of this folder can become rather difficult to manage. To simplify things, we could organize its contents based on the creation date of the database record associated with the file. For example, MyFile.doc, added to Sugar on April 27, 2015 would be stored as <sugar>/upload/2015/04/27/<SomeGUID>. This approach makes the functionality much more scalable and is easily implemented.

Here is the code that allows us to do that: