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}
callback(null, fields, errors);
},
_doValidateEmail: function(fields, errors, callback) {
//validate email requirements
if (_.isEmpty(this.model.get('email')))
{
errors['email'] = errors['email'] || {};
errors['email'].required = true;
}
callback(null, fields, errors);
},
})
Once the files are in place, navigate to Admin > Repair > Quick Repair and Rebuild. More information on displaying custom error messages can be found in the Error Messages section.
Method 2: Overriding the RecordView and CreateView Layouts
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Adding_Field_Validation_to_the_Record_View/index.html
|
e4c2a35f86d2-9
|
Method 2: Overriding the RecordView and CreateView Layouts
Another method for defining your own custom validation is to override a module's record and create layouts to append a new view with your logic. The benefits of this method are that you can use the single view to house the validation logic, however, this means that you will have to override the layout. When overriding a layout, verify that the layout has not changed when upgrading your instance. Once the layouts are overridden, define the validation check and use the model.addValidationTask method to append the function to the save validation.Â
First, create the custom view. For the accounts example, create the view validate-account:
./custom/modules/Accounts/clients/base/views/validate-account/validate-account.jsÂ
({
className:"hidden",
_render: function() {
|
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|
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|
({
className:"hidden",
_render: function() {
//No-op, Do nothing here
},
bindDataChange: function() {
//add validation tasks
this.model.addValidationTask('check_account_type', _.bind(this._doValidateCheckType, this));
this.model.addValidationTask('check_email', _.bind(this._doValidateEmail, this));
},
_doValidateCheckType: function(fields, errors, callback) {
//validate type requirements
if (this.model.get('account_type') == 'Customer' && _.isEmpty(this.model.get('phone_office')))
{
errors['phone_office'] = errors['phone_office'] || {};
|
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|
e4c2a35f86d2-11
|
errors['phone_office'] = errors['phone_office'] || {};
errors['phone_office'].required = true;
}
callback(null, fields, errors);
},
_doValidateEmail: function(fields, errors, callback) {
//validate email requirements
if (_.isEmpty(this.model.get('email')))
{
errors['email'] = errors['email'] || {};
errors['email'].required = true;
}
callback(null, fields, errors);
},
})
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Adding_Field_Validation_to_the_Record_View/index.html
|
e4c2a35f86d2-12
|
}
callback(null, fields, errors);
},
})
More information on displaying custom error messages can be found in the Error Messages section. Next, depending on the selected module, duplicate its create layout to the modules custom folder to handle record creation. In our Accounts example, we have an existing ./modules/Accounts/clients/base/layouts/create/create.php file so we need to duplicate this file to ./custom/modules/Accounts/clients/base/layouts/create/create.php. After this has been completed, append the new custom view to the components. append:
array(
'view' => 'validate-account',
),
As shown below:
./custom/modules/Accounts/clients/base/layouts/create/create.php
<?php
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Adding_Field_Validation_to_the_Record_View/index.html
|
e4c2a35f86d2-13
|
<?php
$viewdefs['Accounts']['base']['layout']['create'] = array(
'components' =>
array(
array(
'layout' =>
array(
'components' =>
array(
array(
'layout' =>
array(
'components' =>
array(
array(
'view' => 'create',
),
array(
'view' => 'validate-account',
),
),
'type' => 'simple',
'name' => 'main-pane',
'span' => 8,
),
),
array(
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Adding_Field_Validation_to_the_Record_View/index.html
|
e4c2a35f86d2-14
|
),
),
array(
'layout' =>
array(
'components' =>
array(),
'type' => 'simple',
'name' => 'side-pane',
'span' => 4,
),
),
array(
'layout' =>
array(
'components' =>
array(
array(
'view' =>
array (
'name' => 'dnb-account-create',
'label' => 'DNB Account Create',
),
'width' => 12,
),
),
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Adding_Field_Validation_to_the_Record_View/index.html
|
e4c2a35f86d2-15
|
'width' => 12,
),
),
'type' => 'simple',
'name' => 'dashboard-pane',
'span' => 4,
),
),
array(
'layout' =>
array(
'components' =>
array(
array(
'layout' => 'preview',
),
),
'type' => 'simple',
'name' => 'preview-pane',
'span' => 8,
),
),
),
'type' => 'default',
'name' => 'sidebar',
'span' => 12,
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Adding_Field_Validation_to_the_Record_View/index.html
|
e4c2a35f86d2-16
|
'name' => 'sidebar',
'span' => 12,
),
),
),
'type' => 'simple',
'name' => 'base',
'span' => 12,
);
Lastly, depending on the selected module, duplicate its record layout to the modules custom folder to handle editing a record. In the accounts example, we do not have an existing ./modules/Accounts/clients/base/layouts/record/record.php file so we duplicated the core ./clients/base/layouts/record/record.php to ./custom/modules/Accounts/clients/base/layouts/record/record.php. Since we are copying from the ./clients/ core directory, modify:
$viewdefs['base']['layout']['record'] = array(
...
);
To:
|
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|
e4c2a35f86d2-17
|
...
);
To:
$viewdefs['Accounts']['base']['layout']['record'] = array(
...
);
After this has been completed, append the new custom view to the components:
array(
'view' => 'validate-account',
),
The resulting file is shown below:
./custom/modules/Accounts/clients/base/layouts/record/record.php
<?php
$viewdefs['Accounts']['base']['layout']['record'] = array(
'components' => array(
array(
'layout' => array(
'components' => array(
array(
'layout' => array(
'components' => array(
array(
'view' => 'record',
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Adding_Field_Validation_to_the_Record_View/index.html
|
e4c2a35f86d2-18
|
array(
'view' => 'record',
'primary' => true,
),
array(
'view' => 'validate-account',
),
array(
'layout' => 'extra-info',
),
array(
'layout' => array(
'name' => 'filterpanel',
'span' => 12,
'last_state' => array(
'id' => 'record-filterpanel',
'defaults' => array(
'toggle-view' => 'subpanels',
),
),
'availableToggles' => array(
array(
'name' => 'subpanels',
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Adding_Field_Validation_to_the_Record_View/index.html
|
e4c2a35f86d2-19
|
array(
'name' => 'subpanels',
'icon' => 'icon-table',
'label' => 'LBL_DATA_VIEW',
),
array(
'name' => 'list',
'icon' => 'icon-table',
'label' => 'LBL_LISTVIEW',
),
array(
'name' => 'activitystream',
'icon' => 'icon-th-list',
'label' => 'LBL_ACTIVITY_STREAM',
),
),
'components' => array(
array(
'layout' => 'filter',
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Adding_Field_Validation_to_the_Record_View/index.html
|
e4c2a35f86d2-20
|
array(
'layout' => 'filter',
'targetEl' => '.filter',
'position' => 'prepend'
),
array(
'view' => 'filter-rows',
"targetEl" => '.filter-options'
),
array(
'view' => 'filter-actions',
"targetEl" => '.filter-options'
),
array(
'layout' => 'activitystream',
'context' =>
array(
'module' => 'Activities',
),
),
array(
'layout' => 'subpanels',
),
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Adding_Field_Validation_to_the_Record_View/index.html
|
e4c2a35f86d2-21
|
'layout' => 'subpanels',
),
),
),
),
),
'type' => 'simple',
'name' => 'main-pane',
'span' => 8,
),
),
array(
'layout' => array(
'components' => array(
array(
'layout' => 'sidebar',
),
),
'type' => 'simple',
'name' => 'side-pane',
'span' => 4,
),
),
array(
'layout' => array(
'components' => array(
array(
'layout' => array(
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Adding_Field_Validation_to_the_Record_View/index.html
|
e4c2a35f86d2-22
|
array(
'layout' => array(
'type' => 'dashboard',
'last_state' => array(
'id' => 'last-visit',
)
),
'context' => array(
'forceNew' => true,
'module' => 'Home',
),
),
),
'type' => 'simple',
'name' => 'dashboard-pane',
'span' => 4,
),
),
array(
'layout' => array(
'components' => array(
array(
'layout' => 'preview',
),
),
'type' => 'simple',
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Adding_Field_Validation_to_the_Record_View/index.html
|
e4c2a35f86d2-23
|
),
),
'type' => 'simple',
'name' => 'preview-pane',
'span' => 8,
),
),
),
'type' => 'default',
'name' => 'sidebar',
'span' => 12,
),
),
),
'type' => 'simple',
'name' => 'base',
'span' => 12,
);
Once the files are in place, navigate to Admin > Repair > Quick Repair and Rebuild.Â
Last modified: 2023-02-03 21:04:03
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Adding_Field_Validation_to_the_Record_View/index.html
|
4bb124b8b1c5-0
|
Logic Hooks
These pages demonstrate some common examples of working with logic hooks in Sugar.
TopicsComparing Bean Properties Between Logic HooksHow to compare the properties of a bean between the before_save and after_save logic hooksPreventing Infinite Loops with Logic HooksHow to add a check to a logic hook to eliminate perpetual looping
Last modified: 2023-02-03 21:04:03
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/index.html
|
14dfe0ae794e-0
|
Preventing Infinite Loops with Logic Hooks
Overview
Infinite loops often happen when a logic hook calls save on a bean in a scenario that triggers the same hook again. This example shows how to add a check to a logic hook to eliminate perpetual looping.
Saving in an After Save Hook
Infinite loops can sometimes happen when you have a need to update a record after it has been run through the workflow process in the after_save hook. Here is an example of a looping hook:
./custom/modules/Accounts/logic_hooks.php
<?php
$hook_version = 1;
$hook_array = Array();
$hook_array['after_save'] = Array();
$hook_array['after_save'][] = Array(
1,
'Update Account Record',
'custom/modules/Accounts/Accounts_Hook.php',
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/Preventing_Infinite_Loops_with_Logic_Hooks/index.html
|
14dfe0ae794e-1
|
'custom/modules/Accounts/Accounts_Hook.php',
'Accounts_Hook',
'update_self'
);
./custom/modules/Accounts/Accounts_Hook.php
<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
class Accounts_Hook
{
function update_self($bean, $event, $arguments)
{
//generic condition
if ($bean->account_type == 'Analyst')
{
//update
$bean->industry = 'Banking';
$bean->save();
}
}
}
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/Preventing_Infinite_Loops_with_Logic_Hooks/index.html
|
14dfe0ae794e-2
|
$bean->save();
}
}
}
In the example above, there is a condition that, when met, will trigger the update of a field on the record. This will cause an infinite loop because calling the save() method will trigger once during the before_save hook and then again during the after_save hook. The solution to this problem is to add a new property on the bean to ignore any unneeded saves. For this example, we will name the property "ignore_update_c" and add a check to the logic hook to eliminate the perpetual loop. An example of this is shown below:
./custom/modules/Accounts/Accounts_Hook.php
<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
class Accounts_Hook
{
function update_self($bean, $event, $arguments)
{
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/Preventing_Infinite_Loops_with_Logic_Hooks/index.html
|
14dfe0ae794e-3
|
function update_self($bean, $event, $arguments)
{
//loop prevention check
if (!isset($bean->ignore_update_c) || $bean->ignore_update_c === false)
{
//generic condition
if ($bean->account_type == 'Analyst')
{
//update
$bean->ignore_update_c = true;
$bean->industry = 'Banking';
$bean->save();
}
}
}
}
Related Record Save Loops
Sometimes logic hooks on two separate but related modules can cause an infinite loop. The problem arises when the two modules have logic hooks that update one another. This is often done when wanting to keep a field in sync between two modules. The example below will demonstrate this behavior on the accounts:contacts relationship:
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/Preventing_Infinite_Loops_with_Logic_Hooks/index.html
|
14dfe0ae794e-4
|
./custom/modules/Accounts/logic_hooks.php
<?php
$hook_version = 1;
$hook_array = Array();
$hook_array['before_save'] = Array();
$hook_array['before_save'][] = Array(
1,
'Handling associated Contacts records',
'custom/modules/Accounts/Accounts_Hook.php',
'Accounts_Hook',
'update_contacts'
);
./custom/modules/Accounts/Accounts_Hook.php
<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
class Accounts_Hook
{
function update_contacts($bean, $event, $arguments)
{
//if relationship is loaded
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/Preventing_Infinite_Loops_with_Logic_Hooks/index.html
|
14dfe0ae794e-5
|
{
//if relationship is loaded
if ($bean->load_relationship('contacts'))
{
//fetch related beans
$relatedContacts = $bean->contacts->getBeans();
foreach ($relatedContacts as $relatedContact)
{
//perform any other contact logic
$relatedContact->save();
}
}
}
}
The above example will loop through all contacts related to the account and save them. At this point, the save will then trigger our contacts logic hook shown below:
./custom/modules/Contacts/logic_hooks.php
<?php
$hook_version = 1;
$hook_array = Array();
$hook_array['before_save'] = Array();
$hook_array['before_save'][] = Array(
1,
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/Preventing_Infinite_Loops_with_Logic_Hooks/index.html
|
14dfe0ae794e-6
|
$hook_array['before_save'][] = Array(
1,
'Handling associated Accounts records',
'custom/modules/Contacts/Contacts_Hook.php',
'Contacts_Hook',
'update_account'
);
./custom/modules/Contacts/Contacts_Hook.php
<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
class Contacts_Hook
{
function update_account($bean, $event, $arguments)
{
//if relationship is loaded
if ($bean->load_relationship('accounts'))
{
//fetch related beans
$relatedAccounts = $bean->accounts->getBeans();
$parentAccount = false;
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/Preventing_Infinite_Loops_with_Logic_Hooks/index.html
|
14dfe0ae794e-7
|
$parentAccount = false;
if (!empty($relatedAccounts))
{
//order the results
reset($relatedAccounts);
//first record in the list is the parent
$parentAccount = current($relatedAccounts);
}
if ($parentAccount !== false && is_object($parentAccount))
{
//perform any other account logic
$parentAccount->save();
}
}
}
}
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/Preventing_Infinite_Loops_with_Logic_Hooks/index.html
|
14dfe0ae794e-8
|
$parentAccount->save();
}
}
}
}
These two logic hooks will continuously trigger one another in this scenario until you run into a max_execution or memory_limit error. The solution to this problem is to add a new property on the bean to ignore any unneeded saves. In our example, we will name this property "ignore_update_c" and add a check to our logic hook to eliminate the perpetual loop. The following code snippets are copies of the two classes with the ignore_update_c property added.
./custom/modules/Accounts/Accounts_Hook.php
<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
class Accounts_Hook
{
function update_contacts($bean, $event, $arguments)
{
//if relationship is loaded
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/Preventing_Infinite_Loops_with_Logic_Hooks/index.html
|
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|
{
//if relationship is loaded
if ($bean->load_relationship('contacts'))
{
//fetch related beans
$relatedContacts = $bean->contacts->getBeans();
foreach ($relatedContacts as $relatedContact)
{
//check if the bean's ignore_update_c attribute is not set
if (!isset($bean->ignore_update_c) || $bean->ignore_update_c === false)
{
//set the ignore update attribute
$relatedContact->ignore_update_c = true;
//perform any other contact logic
$relatedContact->save();
}
}
}
}
}
./custom/modules/Contacts/Contacts_Hook.php
<?php
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/Preventing_Infinite_Loops_with_Logic_Hooks/index.html
|
14dfe0ae794e-10
|
./custom/modules/Contacts/Contacts_Hook.php
<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
class Contacts_Hook
{
function update_account($bean, $event, $arguments)
{
//if relationship is loaded
if ($bean->load_relationship('accounts'))
{
//fetch related beans
$relatedAccounts = $bean->accounts->getBeans();
$parentAccount = false;
if (!empty($relatedAccounts))
{
//order the results
reset($relatedAccounts);
//first record in the list is the parent
$parentAccount = current($relatedAccounts);
}
if ($parentAccount !== false && is_object($parentAccount))
{
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/Preventing_Infinite_Loops_with_Logic_Hooks/index.html
|
14dfe0ae794e-11
|
if ($parentAccount !== false && is_object($parentAccount))
{
//check if the bean's ignore_update_c element is set
if (!isset($bean->ignore_update_c) || $bean->ignore_update_c === false)
{
//set the ignore update attribute
$parentAccount->ignore_update_c = true;
//perform any other account logic
$parentAccount->save();
}
}
}
}
}
Last modified: 2023-02-03 21:04:03
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/Preventing_Infinite_Loops_with_Logic_Hooks/index.html
|
3960d1f49d3a-0
|
Comparing Bean Properties Between Logic Hooks
Overview
How to compare the properties of a bean between the before_save and after_save logic hooks
Storing and Comparing Values
When working with a bean in the after_save logic hook, you may notice that the after_save fetched rows no longer match the before_save fetched rows. If your after_save logic needs to be able to compare values that were in the before_save, you can use the following example to help you store and use the values.
./custom/modules/<module>/logic_hooks.php
<?php
$hook_version = 1;
$hook_array = Array();
$hook_array['before_save'] = Array();
$hook_array['before_save'][] = Array(
1,
'Store values',
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/Comparing_Bean_Properties_Between_Logic_Hooks/index.html
|
3960d1f49d3a-1
|
1,
'Store values',
'custom/modules/<module>/My_Logic_Hooks.php',
'My_Logic_Hooks',
'before_save_method'
);
$hook_array['after_save'] = Array();
$hook_array['after_save'][] = Array(
1,
'Retrieve and compare values',
'custom/modules/<module>/My_Logic_Hooks.php',
'My_Logic_Hooks',
'after_save_method'
);
?>
./custom/modules/<module>/My_Logic_Hooks.php
<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
class My_Logic_Hooks
{
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/Comparing_Bean_Properties_Between_Logic_Hooks/index.html
|
3960d1f49d3a-2
|
class My_Logic_Hooks
{
function before_save_method($bean, $event, $arguments)
{
//store as a new bean property
$bean->stored_fetched_row_c = $bean->fetched_row;
}
function after_save_method($bean, $event, $arguments)
{
//check if a fields value has changed
if (
isset($bean->stored_fetched_row_c)
&& $bean->stored_fetched_row_c['field'] != $bean->field
)
{
//execute logic
}
}
}
?>
Last modified: 2023-02-03 21:04:03
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Logic_Hooks/Comparing_Bean_Properties_Between_Logic_Hooks/index.html
|
ff8e8d8e08db-0
|
Creating Custom Field Types
Overview
In this example, we create a custom field type called "Highlightfield", which will mimic the base text field type with the added feature that the displayed text for the field will be highlighted in a color chosen when the field is created in Studio.
This example requires the following steps, which are covered in the sections and subsections below:
Creating the JavaScript Controller
Defining the Handlebar Templates
Adding the Field Type to Studio
Enabling Search and Filtering
Note: Custom field types are not currently functional for use in Reports and will break Report Wizard.
Naming a Custom Field Type in Sugar
When choosing a name for a custom field type, keep in mind the following rules:
The first letter of a custom field type's name must be capitalized.
All subsequent letters in the field type's name must be lowercase.
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All subsequent letters in the field type's name must be lowercase.
A field type's name cannot contain non-letter characters such as 0-9, hyphens, or dashes.
Therefore, in this example, the field type "Highlightfield" cannot be called HighLightField or highlightfield.
Creating the JavaScript Controller
First, create a controller file. Since we are starting from scratch, we need to extend the base field template. To accomplish this, create ./custom/clients/base/fields/Highlightfield/Highlightfield.js. This file will contain the JavaScript needed to render the field and format the values. By default, all fields extend the base template and do not require you to add the extendsFrom property. An example template is shown below:
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./custom/clients/base/fields/Highlightfield/Highlightfield.js
({
/**
* Called when initializing the field
* @param options
*/
initialize: function(options) {
this._super('initialize', [options]);
},
/**
* Called when rendering the field
* @private
*/
_render: function() {
this._super('_render');
},
/**
* Called when formatting the value for display
* @param value
*/
format: function(value) {
return this._super('format', [value]);
},
/**
* Called when unformatting the value for storage
* @param value
*/
unformat: function(value) {
return this._super('unformat', [value]);
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return this._super('unformat', [value]);
}
})
Note: This controller file example contains methods for initialize, _render, format, and unformat. These are shown for your ease of use but are not necessarily needed for this customization. For example, you could choose to create an empty controller consisting of nothing other than ({}) and the field would render as expected in this example.
Defining the Handlebar Templates
Next, define the handlebar templates. The templates will nearly match the base template found in ./clients/base/fields/base/ with the minor difference of an additional attribute of style="background:{{def.backcolor}}; color:{{def.textcolor}}" for the detail and list templates.
Detail View
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Detail View
The first template to define is the Sidecar detail view. This template handles the display of data on the record view.
./custom/clients/base/fields/Highlightfield/detail.hbs
{{!
The data for field colors are passed into the handlebars template through the def array. For this example, the def.backcolor and def.textcolor properties. These indexes are defined in:
./custom/modules/DynamicFields/templates/Fields/TemplateHighlightfield.php
}}
{{#if value}}
<div class="ellipsis_inline" data-placement="bottom" style="background:{{def.backcolor}}; color:{{def.textcolor}}">
{{value}}
</div>
{{/if}}
Edit View
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{{value}}
</div>
{{/if}}
Edit View
Now define the Sidecar edit view. This template handles the display of the field in the edit view.
./custom/clients/base/fields/Highlightfield/edit.hbs.
{{!
We have not made any edits to this file that differ from stock, however,
we could add styling here just as we did for the detail and list templates.
}}
<input type="text"
name="{{name}}"
value="{{value}}"
{{#if def.len}}maxlength="{{def.len}}"{{/if}}
{{#if def.placeholder}}placeholder="{{str def.placeholder this.model.module}}"{{/if}}
class="inherit-width">
<p class="help-block">
List View
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<p class="help-block">
List View
Finally, define the list view. This template handles the display of the custom field in list views.
./custom/clients/base/fields/Highlightfield/list.hbsÂ
{{!
The data for field colors are passed into the handlebars template through the def array. Our case
being the def.backcolor and def.textcolor properties. These indexes are defined in:
./custom/modules/DynamicFields/templates/Fields/TemplateHighlightfield.php
}}
<div class="ellipsis_inline" data-placement="bottom" data-original-title="{{#unless value}}
{{#if def.placeholder}}{{str def.placeholder this.model.module}}{{/if}}{{/unless}}{{value}}"
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style="background:{{def.backcolor}}; color:{{def.textcolor}}">
{{#if def.link}}
<a href="{{#if def.events}}javascript:void(0);{{else}}{{href}}{{/if}}">{{value}}</a>{{else}}{{value}}
{{/if}}
</div>
Adding the Field Type to Studio
To enable the new field type for use in Studio, define the Studio field template. This will also allow us to map any additional properties we need for the templates. For this example, map the ext1 and ext2 fields from the fields_meta_data table to the backcolor and textcolor definitions. Also, set the dbfield definition to varchar so that the correct database field type is created.
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Note: We are setting "reportable" to false to avoid issues with Report Wizard.
./custom/modules/DynamicFields/templates/Fields/TemplateHighlightfield.php
<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
require_once 'modules/DynamicFields/templates/Fields/TemplateField.php';
class TemplateHighlightfield extends TemplateField
{
var $type = 'varchar';
var $supports_unified_search = true;
/**
* TemplateAutoincrement Constructor: Map the ext attribute fields to the relevant color properties
*
* References: get_field_def function below
*
* @returns field_type
*/
function __construct()
{
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*/
function __construct()
{
$this->vardef_map['ext1'] = 'backcolor';
$this->vardef_map['ext2'] = 'textcolor';
$this->vardef_map['backcolor'] = 'ext1';
$this->vardef_map['textcolor'] = 'ext2';
}
//BEGIN BACKWARD COMPATIBILITY
// AS 7.x does not have EditViews and DetailViews anymore these are here
// for any modules in backwards compatibility mode.
function get_xtpl_edit()
{
$name = $this->name;
$returnXTPL = array();
if (!empty($this->help)) {
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$returnXTPL = array();
if (!empty($this->help)) {
$returnXTPL[strtoupper($this->name . '_help')] = translate($this->help, $this->bean->module_dir);
}
if (isset($this->bean->$name)) {
$returnXTPL[$this->name] = $this->bean->$name;
} else {
if (empty($this->bean->id)) {
$returnXTPL[$this->name] = $this->default_value;
}
}
return $returnXTPL;
}
function get_xtpl_search()
{
if (!empty($_REQUEST[$this->name])) {
return $_REQUEST[$this->name];
}
}
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return $_REQUEST[$this->name];
}
}
function get_xtpl_detail()
{
$name = $this->name;
if (isset($this->bean->$name)) {
return $this->bean->$name;
}
return '';
}
//END BACKWARD COMPATIBILITY
/**
* Function: get_field_def
* Description: Get the field definition attributes that are required for the Highlightfield Field
* the primary reason this function is here is to set the dbType to 'varchar',
* otherwise 'Highlightfield' would be used by default.
* References: __construct function above
*
* @return Field Definition
*/
function get_field_def()
{
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*/
function get_field_def()
{
$def = parent::get_field_def();
//set our fields database type
$def['dbType'] = 'varchar';
//set our fields to false to avoid issues with Report Wizard.
$def['reportable'] = false;
//set our field as custom type
$def['custom_type'] = 'varchar';
//map our extension fields for colorizing the field
$def['backcolor'] = !empty($this->backcolor) ? $this->backcolor : $this->ext1;
$def['textcolor'] = !empty($this->textcolor) ? $this->textcolor : $this->ext2;
return $def;
}
}
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return $def;
}
}
Note: For the custom field type, the ext1, ext2, ext3, and ext4 database fields in the fields_meta_data table offer additional property storage.
Creating the Form Controller
Next, set up the field's form controller. This controller will handle the field's form template in Admin > Studio > Fields and allow us to assign color values to the Smarty template.
./custom/modules/DynamicFields/templates/Fields/Forms/Highlightfield.php
<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
require_once 'custom/modules/DynamicFields/templates/Fields/TemplateHighlightfield.php';
/**
* Implement get_body function to correctly populate the template for the ModuleBuilder/Studio
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/**
* Implement get_body function to correctly populate the template for the ModuleBuilder/Studio
* Add field page.
*
* @param Sugar_Smarty $ss
* @param array $vardef
*
*/
function get_body(&$ss, $vardef)
{
global $app_list_strings, $mod_strings;
$vars = $ss->get_template_vars();
$fields = $vars['module']->mbvardefs->vardefs['fields'];
$fieldOptions = array();
foreach ($fields as $id => $def) {
$fieldOptions[$id] = $def['name'];
}
$ss->assign('fieldOpts', $fieldOptions);
//If there are no colors defined, use black text on
// a white background
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//If there are no colors defined, use black text on
// a white background
if (isset($vardef['backcolor'])) {
$backcolor = $vardef['backcolor'];
} else {
$backcolor = '#ffffff';
}
if (isset($vardef['textcolor'])) {
$textcolor = $vardef['textcolor'];
} else {
$textcolor = '#000000';
}
$ss->assign('BACKCOLOR', $backcolor);
$ss->assign('TEXTCOLOR', $textcolor);
$colorArray = $app_list_strings['highlightColors'];
asort($colorArray);
$ss->assign('highlightColors', $colorArray);
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$ss->assign('highlightColors', $colorArray);
$ss->assign('textColors', $colorArray);
$ss->assign('BACKCOLORNAME', $app_list_strings['highlightColors'][$backcolor]);
$ss->assign('TEXTCOLORNAME', $app_list_strings['highlightColors'][$textcolor]);
return $ss->fetch('custom/modules/DynamicFields/templates/Fields/Forms/Highlightfield.tpl');
}
?>
Creating the Smarty Template
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}
?>
Creating the Smarty Template
Once the form controller is in place, create the Smarty template. The .tpl below will define the center content of the field's Studio edit view. The template includes a coreTop.tpl and coreBottom.tpl file. These files add the base field properties such as "Name" and "Display Label" that are common across all field types. This allows us to focus on the fields that are specific to our new field type.
./custom/modules/DynamicFields/templates/Fields/Forms/Highlightfield.tpl
{include file="modules/DynamicFields/templates/Fields/Forms/coreTop.tpl"}
<tr>
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<tr>
<td class='mbLBL'>{sugar_translate module="DynamicFields" label="COLUMN_TITLE_DEFAULT_VALUE"}:</td>
<td>
{if $hideLevel < 5}
<input type='text' name='default' id='default' value='{$vardef.default}'
maxlength='{$vardef.len|default:50}'>
{else}
<input type='hidden' id='default' name='default' value='{$vardef.default}'>{$vardef.default}
{/if}
</td>
</tr>
<tr>
<td class='mbLBL'>{sugar_translate module="DynamicFields" label="COLUMN_TITLE_MAX_SIZE"}:</td>
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<td>
{if $hideLevel < 5}
<input type='text' name='len' id='field_len' value='{$vardef.len|default:25}'
onchange="forceRange(this,1,255);changeMaxLength(document.getElementById('default'),this.value);">
<input type='hidden' id="orig_len" name='orig_len' value='{$vardef.len}'>
{if $action=="saveSugarField"}
<input type='hidden' name='customTypeValidate' id='customTypeValidate' value='{$vardef.len|default:25}'
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onchange="if (parseInt(document.getElementById('field_len').value) < parseInt(document.getElementById('orig_len').value)) return confirm(SUGAR.language.get('ModuleBuilder', 'LBL_CONFIRM_LOWER_LENGTH')); return true;">
{/if}
{literal}
<script>
function forceRange(field, min, max) {
field.value = parseInt(field.value);
if (field.value == 'NaN')field.value = max;
if (field.value > max) field.value = max;
if (field.value < min) field.value = min;
}
function changeMaxLength(field, length) {
field.maxLength = parseInt(length);
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field.maxLength = parseInt(length);
field.value = field.value.substr(0, field.maxLength);
}
</script>
{/literal}
{else}
<input type='hidden' name='len' value='{$vardef.len}'>{$vardef.len}
{/if}
</td>
</tr>
<tr>
<td class='mbLBL'>{sugar_translate module="DynamicFields" label="LBL_HIGHLIGHTFIELD_BACKCOLOR"}:</td>
<td>
{if $hideLevel < 5}
{html_options name="ext1" id="ext1" selected=$BACKCOLOR options=$highlightColors}
{else}
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{else}
<input type='hidden' id='ext1' name='ext1' value='{$BACKCOLOR}'>
{$BACKCOLORNAME}
{/if}
</td>
</tr>
<tr>
<td class='mbLBL'>{sugar_translate module="DynamicFields" label="LBL_HIGHLIGHTFIELD_TEXTCOLOR"}:</td>
<td>
{if $hideLevel < 5}
{html_options name="ext2" id="ext2" selected=$TEXTCOLOR options=$highlightColors}
{else}
<input type='hidden' id='ext2' name='ext2' value='{$TEXTCOLOR}'>
{$TEXTCOLORNAME}
{/if}
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{$TEXTCOLORNAME}
{/if}
</td>
</tr>
{include file="modules/DynamicFields/templates/Fields/Forms/coreBottom.tpl"}
Registering the Field Type
Once you have defined the Studio template, register the field as a valid field type. For this example, the field will inherit the base field type as it is a text field. In doing this, we are able to override the core functions. The most used override is the save function shown below.
./custom/include/SugarFields/Fields/Highlightfield/SugarFieldHighlightfield.php
<?php
require_once 'include/SugarFields/Fields/Base/SugarFieldBase.php';
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require_once 'data/SugarBean.php';
class SugarFieldHighlightfield extends SugarFieldBase
{
//this function is called to format the field before saving. For example we could put code in here
// to check spelling or to change the case of all the letters
public function save(&$bean, $params, $field, $properties, $prefix = '')
{
$GLOBALS['log']->debug("SugarFieldHighlightfield::save() function called.");
parent::save($bean, $params, $field, $properties, $prefix);
}
}
?>
Creating Language Definitions
For the new field, you must define several language extensions to ensure everything is displayed correctly. This section includes three steps:
Adding the Custom Field to the Type List
Creating Labels for Studio
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Adding the Custom Field to the Type List
Creating Labels for Studio
Defining Dropdown Controls
Adding the Custom Field to the Type List
Define the new field type in the field types list. This will allow an Administrator to select the Highlightfield field type in Studio when creating a new field.
./custom/Extension/modules/ModuleBuilder/Ext/Language/en_us.Highlightfield.php
<?php
$mod_strings['fieldTypes']['Highlightfield'] = 'Highlighted Text';
Creating Labels for Studio
Once the field type is defined, add the labels for the Studio template.
./custom/Extension/modules/DynamicFields/Ext/Language/en_us.Highlightfield.php
<?php
$mod_strings['LBL_HIGHLIGHTFIELD'] = 'Highlighted Text';
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$mod_strings['LBL_HIGHLIGHTFIELD_FORMAT_HELP'] = '';
$mod_strings['LBL_HIGHLIGHTFIELD_BACKCOLOR'] = 'Background Color';
$mod_strings['LBL_HIGHLIGHTFIELD_TEXTCOLOR'] = 'Text Color';
Defining Dropdown Controls
For this example, we must define dropdown lists, which will be available in Studio for an administrator to add or remove color options for the field type.
./custom/Extension/application/Ext/Language/en_us.Highlightfield.php
<?php
$app_strings['LBL_HIGHLIGHTFIELD_OPERATOR_CONTAINS'] = 'contains';
$app_strings['LBL_HIGHLIGHTFIELD_OPERATOR_NOT_CONTAINS'] = 'does not contain';
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$app_strings['LBL_HIGHLIGHTFIELD_OPERATOR_STARTS_WITH'] = 'starts with';
$app_list_strings['highlightColors'] = array(
'#0000FF' => 'Blue',
'#00ffff' => 'Aqua',
'#FF00FF' => 'Fuchsia',
'#808080' => 'Gray',
'#ffff00' => 'Olive',
'#000000' => 'Black',
'#800000' => 'Maroon',
'#ff0000' => 'Red',
'#ffA500' => 'Orange',
'#ffff00' => 'Yellow',
'#800080' => 'Purple',
'#ffffff' => 'White',
'#00ff00' => 'Lime',
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'#00ff00' => 'Lime',
'#008000' => 'Green',
'#008080' => 'Teal',
'#c0c0c0' => 'Silver',
'#000080' => 'Navy'
);
Enabling Search and Filtering
To enable Highlightfield for searching and filtering, define the filter operators and the Sugar widget.
Defining the Filter Operators
The filter operators, defined in ./custom/clients/base/filters/operators/operators.php,  allow the custom field be used for searching in Sidecar listviews.Â
./custom/clients/base/filters/operators/operators.php
<?php
require 'clients/base/filters/operators/operators.php';
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require 'clients/base/filters/operators/operators.php';
$viewdefs['base']['filter']['operators']['Highlightfield'] = array(
'$contains' => 'LBL_HIGHLIGHTFIELD_OPERATOR_CONTAINS',
'$not_contains' => 'LBL_HIGHLIGHTFIELD_OPERATOR_NOT_CONTAINS',
'$starts' => 'LBL_HIGHLIGHTFIELD_OPERATOR_STARTS_WITH',
);
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);
Note: The labels for the filters in this example are defined in  ./custom/Extension/application/Ext/Language/en_us.Highlightfield.php. For the full list of filters in the system, you can look at ./clients/base/filters/operators/operators.php.
Defining the Sugar Widget
Finally, define the Sugar widget. The widget will help our field for display on Reports and subpanels in backward compatibility. It also controls how search filters are applied to our field.
./custom/include/generic/SugarWidgets/SugarWidgetFieldHighlightfield.php
<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
require_once 'include/generic/SugarWidgets/SugarWidgetFieldvarchar.php';
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class SugarWidgetFieldHighlightfield extends SugarWidgetFieldVarchar
{
function SugarWidgetFieldText(&$layout_manager)
{
parent::SugarWidgetFieldVarchar($layout_manager);
}
function queryFilterEquals($layout_def)
{
return $this->reporter->db->convert($this->_get_column_select($layout_def), "text2char") .
" = " . $this->reporter->db->quoted($layout_def['input_name0']);
}
function queryFilterNot_Equals_Str($layout_def)
{
$column = $this->_get_column_select($layout_def);
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$column = $this->_get_column_select($layout_def);
return "($column IS NULL OR " . $this->reporter->db->convert($column, "text2char") . " != " .
$this->reporter->db->quoted($layout_def['input_name0']) . ")";
}
function queryFilterNot_Empty($layout_def)
{
$column = $this->_get_column_select($layout_def);
return "($column IS NOT NULL AND " . $this->reporter->db->convert($column, "length") . " > 0)";
}
function queryFilterEmpty($layout_def)
{
$column = $this->_get_column_select($layout_def);
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$column = $this->_get_column_select($layout_def);
return "($column IS NULL OR " . $this->reporter->db->convert($column, "length") . " = 0)";
}
function displayList($layout_def)
{
return nl2br(parent::displayListPlain($layout_def));
}
}
?>
Once the files are in place, navigate to Admin > Repair > Quick Repair and Rebuild. It is also best practice to clear your browser cache before using the new field type in Studio.
Last modified: 2023-03-09 22:43:32
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Creating_Custom_Fields/index.html
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Modifying Layouts to Display Additional Columns
Overview
By default, the record view layout for each module displays two columns of fields. The number of columns to display can be customized on a per-module basis with the following steps.
Resolution
First, you will want to ensure your layouts are deployed in the custom directory. If you have not previously customized your layouts via Studio, go to Admin > Studio > {Module Name} > Layouts. From there, select each layout you wish to add additional columns to and click 'Save & Deploy'. This action will create a corresponding layout file under the ./custom/modules/{Module Name}/clients/base/views/record/ directory. The file will be named record.php.
In your custom record.php file, locate the maxColumns value under templateMeta array, and change it to the number of columns you would like to have on screen:
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Modifying_Layouts_to_Display_Additional_Columns/index.html
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'maxColumns' => '3',
Once that is updated, locate the widths array to define the spacing for your each column(s). You should have a label and field entry for each column in your layout:
'widths' => array (
0 => array (
'label' => '10',
'field' => '30',
),
1 => array (
'label' => '10',
'field' => '30',
),
2 => array (
'label' => '10',
'field' => '30',
),
),
Next, under the existing panels array, each entry will already have a columns property, with a value of 2. Update each of these to the number of columns you set for maxColumns :
'columns' => 3,
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Modifying_Layouts_to_Display_Additional_Columns/index.html
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'columns' => 3,
Once the file has been modified, you can navigate to Studio and add fields to your new column in the layout. For any rows that already contain two fields, the second field will automatically span the second and third column. Simply click the minus (-) icon to contract the field to one column and expose the new column space:
After you have added the desired fields in Studio, click 'Save & Deploy' to finalize your changes
Column Widths
Studio does not support expanding a field beyond two column-widths. If you want a field to span the full layout (all three columns), you would need to manually update this in the custom record.php like so:
array (
'name' => 'description',
'span' => 12,
)
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Modifying_Layouts_to_Display_Additional_Columns/index.html
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'name' => 'description',
'span' => 12,
)
Changing the span value from 8 to 12. After saving the changes on the file, you would then run a Quick Repair and Rebuild. However, any updates in Studio will revert the span back to 8.
Â
Last modified: 2023-02-03 21:04:03
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Modifying_Layouts_to_Display_Additional_Columns/index.html
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Module Loadable Packages
Examples working with the module loadable packages.
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/index.html
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TopicsCreating an Installable Package for a Logic HookThese examples will demonstrate how to create module loadable packages for logic hooks based on different scenarios.Creating an Installable Package That Copies FilesThis is an overview of how to create a module loadable package that will copy files into your instance of Sugar. This is most helpful when your instance is hosted in Sugar's cloud environment or by a third party. For more details on the $manifest or $installdef options, you can visit the Introduction to the Manifest. This example package can be downloaded here.Creating an Installable Package that Creates New FieldsThis is an overview of how to create a Module Loader package that will install custom fields to a module. This example will install a set of fields to the accounts module. The full package is downloadable here for your reference. For more details on the $manifest or $installdef options, you can visit the Introduction to the Manifest File.Removing Files with
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/index.html
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options, you can visit the Introduction to the Manifest File.Removing Files with an Installable PackageThis is an overview of how to create a module loadable package that will remove files from the custom directory that may have been left over from a previous package installation or legacy versions of your code customization.
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/index.html
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Last modified: 2023-02-03 21:04:03
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/index.html
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Creating an Installable Package for a Logic Hook
Overview
These examples will demonstrate how to create module loadable packages for logic hooks based on different scenarios.
Logic Hook File vs. Logic Hook Definition
No matter the deployment method, all logic hooks require being registered (meaning they are attached to the $hook_array array), defining the logic hook event, module, file to load, and class and function to run for that logic hook event. For all deployment options, the logic hook definition points to a file where the class and function to run is located, and this file must be copied to the instance via the copy installdefs of the manifest. The bulk of this article will focus on the various options for registering the logic hook definition via the package manifest. But all deployment strategies will assume the same logic hook definition, the same logic hook file, and will use the same copy array to move the logic hook file into the instance.
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
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Note: More information on the $manifest or $installdef can be found in the Introduction to the Manifest .
The Logic Hook
This logic hook will install a before_save hook to the accounts module that will default the account name to 'My New Account Name ({time stamp})'. This various ways of installing this hook will be shown in the following sections.
Logic Hook Definition
<basepath>/Files/custom/Extension/Accounts/Ext/LogicHooks/account_name_hook.php
<?php
$hook_array['before_save'][] = Array(
99,
'Example Logic Hook - Updates account name',
'custom/modules/Accounts/accounts_save.php',
'Accounts_Save',
'updateAccountName'
);
Logic Hook File
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
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'updateAccountName'
);
Logic Hook File
<basepath>/Files/custom/modules/Accounts/accounts_save.php
<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
class Accounts_Save
{
function updateAccountName($bean, $event, $arguments)
{
$bean->name = "My New Account Name (" . time() . ")";
}
}
Distributed Plugin
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
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}
}
Distributed Plugin
If the package being built is intended to be distributed to various Sugar instances as part of a distributed plugin, your logic hook definition should be created as part of the extension framework using the LogicHooks Extension, which can be done using $installdefs['logic_hooks'] in the package manifest. When using this extension, the logic hook will be installed and uninstalled along with the plugin.
Note: More information on the $installdefs['logic_hooks'] can be found in LogicHooks Extensions.
Package Example
The following files are relative to the root of the .zip archive which is referred to at the basepath. This example package can be downloaded here.
<basepath>/manifest.php
<?php
$manifest = array(
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
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<?php
$manifest = array(
'acceptable_sugar_flavors' => array(
'PRO',
'ENT',
'ULT'
),
'acceptable_sugar_versions' => array(
'exact_matches' => array(),
'regex_matches' => array(
'13.0.*
'),
),
'author' => 'SugarCRM',
'description' => 'Installs a sample logic hook - using extension framework',
'icon' => '',
'is_uninstallable' => true,
'name' => 'Example Logic Hook Installer - Using Extension Framework',
'published_date' => '2018-01-01 00:00:00',
'type' => 'module',
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
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'type' => 'module',
'version' => '1.0.0',
);
$installdefs = array(
'id' => 'package_123',
'copy' => array(
array(
'from' => '<basepath>/Files/custom/modules/Accounts/accounts_save.php',
'to' => 'custom/modules/Accounts/accounts_save.php',
),
),
'hookdefs' => array(
array(
'from' => '<basepath>/Files/custom/Extension/Accounts/Ext/LogicHooks/account_name_hook.php',
'to_module' => 'Accounts',
)
),
);
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
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)
),
);
<basepath>/Files/custom/Extension/Accounts/Ext/LogicHooks/account_name_hook.php
<?php
$hook_array['before_save'][] = Array(
99,
'Example Logic Hook - Updates account name',
'custom/modules/Accounts/accounts_save.php',
'Accounts_Save',
'updateAccountName'
);
<basepath>/Files/custom/modules/Accounts/accounts_save.php
<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
class Accounts_Save
{
function updateAccountName($bean, $event, $arguments)
{
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function updateAccountName($bean, $event, $arguments)
{
$bean->name = "My New Account Name (" . time() . ")";
}
}
Promotion Process
If the package being built is intended to be part of a code promotion process, you are welcome to use the LogicHooks Extension as mentioned above or you may find it easier to update the ./custom/modules/<module>/logic_hooks.php file, which can be done using the $installdefs['logic_hooks'] in the package manifest.
Package Example
The following files are relative to the root of the .zip archive which is referred to at the basepath. This example package can be downloaded here.
<basepath>/manifest.php
<?php
$manifest = array(
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
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<?php
$manifest = array(
'acceptable_sugar_flavors' => array(
'PRO',
'ENT',
'ULT'
),
'acceptable_sugar_versions' => array(
'exact_matches' => array(),
'regex_matches' => array(
'13.0.*
'),
),
'author' => 'SugarCRM',
'description' => 'Installs a sample logic hook - using logic_hooks installdefs',
'icon' => '',
'is_uninstallable' => true,
'name' => 'Example Logic Hook Installer - Using logic_hooks installdefs',
'published_date' => '2018-01-01 00:00:00',
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
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'published_date' => '2018-01-01 00:00:00',
'type' => 'module',
'version' => '1.0.0',
);
$installdefs = array(
'id' => 'package_456',
'copy' => array(
array(
'from' => '<basepath>/Files/custom/modules/Accounts/accounts_save.php',
'to' => 'custom/modules/Accounts/accounts_save.php',
),
),
'logic_hooks' => array(
array(
'module' => 'Accounts',
'hook' => 'before_save',
'order' => 99,
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
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'order' => 99,
'description' => 'Example Logic Hook - Updates account name',
'file' => 'custom/modules/Accounts/accounts_save.php',
'class' => 'Accounts_Save',
'function' => 'updateAccountName',
),
),
);
<basepath>/Files/custom/modules/Accounts/accounts_save.php
<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
class Accounts_Save
{
function updateAccountName($bean, $event, $arguments)
{
$bean->name = "My New Account Name (" . time() . ")";
}
}
Conditionally Add or Remove Logic Hook via post_execute script
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
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}
}
Conditionally Add or Remove Logic Hook via post_execute script
A developer may want to be able to trigger the addition or removal of logic hooks from a customization. This can be done using a post execute script with the check_logic_hook_file and remove_logic_hook_file functions.
It is recommended to be cautious when doing this and limit any updates to off-hours as not to affect system behavior for users.
Note: remove_logic_hook_file only removes hooks defined in the given module's logic_hooks.php file. check_logic_hook_file only checks hooks defined in the given module's logic_hooks.php file. Neither check or remove hooks defined via the Logic Hook Extension framework. Thus this deployment option should be considered a subset of the Promotion Process deployment option listed earlier.
Package Example
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
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Package Example
Note: For demonstration purposes, in the post_execute script, the Accounts_Save logic hook from the earlier example package is unregistered (if it exists) and a second logic hook Accounts_Save_Enterprise is registered. The second logic hook points to a different logic hook file, which is moved to the instance using copy in the manifest.
The following files are relative to the root of the .zip archive which is referred to at the basepath. This example package can be downloaded here.
<basepath>/manifest.php
<?php
$manifest = array(
'acceptable_sugar_flavors' => array(
'PRO',
'ENT',
'ULT'
),
'acceptable_sugar_versions' => array(
'exact_matches' => array(),
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
|
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'exact_matches' => array(),
'regex_matches' => array(
'13.0.*
'),
),
'author' => 'SugarCRM',
'description' => 'Installs a sample logic hook - using post_execute check_logic_hook_file',
'icon' => '',
'is_uninstallable' => true,
'name' => 'Example Logic Hook Installer - Using post_execute check_logic_hook_file',
'published_date' => '2018-01-01 00:00:00',
'type' => 'module',
'version' => '1.0.0',
);
$installdefs = array(
'id' => 'package_789',
'copy' => array(
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
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'id' => 'package_789',
'copy' => array(
array(
'from' => '<basepath>/Files/custom/modules/Accounts/accounts_save_enterprise.php',
'to' => 'custom/modules/Accounts/accounts_save_enterprise.php',
),
),
'post_execute' => array(
'<basepath>/change_hooks.php',
),
);
<basepath>/Files/custom/modules/Accounts/accounts_save_enterprise.php
<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
class Accounts_Save_Enterprise
{
function updateAccountName($bean, $event, $arguments)
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
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{
function updateAccountName($bean, $event, $arguments)
{
$bean->name = "My New Account Name (" . time() . ") -- Enterprise";
}
}
<basepath>/change_hooks.php
<?php
if(!defined('sugarEntry')) define('sugarEntry', true);
require_once 'include/entryPoint.php';
$accounts_hook_pro = array(
99,
'Example Logic Hook - Updates account name',
'custom/modules/Accounts/accounts_save.php',
'Accounts_Save',
'updateAccountName'
);
$accounts_hook_ent = array(
99,
'Example Logic Hook - Updates account name - Enterprise',
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
|
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99,
'Example Logic Hook - Updates account name - Enterprise',
'custom/modules/Accounts/accounts_save_enterprise.php',
'Accounts_Save_Enterprise',
'updateAccountName'
);
if( $GLOBALS['sugar_flavor'] == 'ENT' ) {
//unregister Accounts_Save logichook
remove_logic_hook("Accounts", "before_save", $accounts_hook_pro);
//register Accounts_Save_Enterprise logichook
check_logic_hook_file("Accounts", "before_save", $accounts_hook_ent);
}
Last modified: 2023-02-03 21:04:03
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/index.html
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Creating an Installable Package That Copies Files
Overview
This is an overview of how to create a module loadable package that will copy files into your instance of Sugar. This is most helpful when your instance is hosted in Sugar's cloud environment or by a third party. For more details on the $manifest or $installdef options, you can visit the Introduction to the Manifest. This example package can be downloaded here.
Manifest Example
<?php
$manifest = array(
'acceptable_sugar_flavors' => array('PRO','ENT','ULT'),
'acceptable_sugar_versions' => array(
'exact_matches' => array(),
'regex_matches' => array('(.*?)\\.(.*?)\\.(.*?)$'),
),
'author' => 'SugarCRM',
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_That_Copies_Files/index.html
|
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|
),
'author' => 'SugarCRM',
'description' => 'Copies my files to custom/src/',
'icon' => '',
'is_uninstallable' => true,
'name' => 'Example File Installer',
'published_date' => '2018-06-29 00:00:00',
'type' => 'module',
'version' => '1.0.0',
);
$installdefs = array(
'id' => 'package_1530305622',
'copy' => array(
0 => array(
'from' => '<basepath>/Files/custom/src/MyLibrary/MyCustomClass.php',
'to' => 'custom/src/MyLibrary/MyCustomClass.php',
),
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_That_Copies_Files/index.html
|
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),
),
);
Copied File Example
This example copies a file to  ./custom/src/MyLibrary/MyCustomClass.php, which adds the custom namespaced class Sugarcrm\Sugarcrm\custom\MyLibrary\MyCustomClass to the application.
<?php
namespace Sugarcrm\Sugarcrm\custom\MyLibrary;
use \Sugarcrm\Sugarcrm\Logger\Factory;
class MyCustomClass
{
public function MyCustomMethod($message = 'relax')
{
$logger = Factory::getLogger('default');
$logger->info('MyCustomClass says' . "'{$message}'");
}
}
Last modified: 2023-02-03 21:04:03
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_That_Copies_Files/index.html
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Removing Files with an Installable Package
Overview
This is an overview of how to create a module loadable package that will remove files from the custom directory that may have been left over from a previous package installation or legacy versions of your code customization.Â
Note: For SugarCloud customers, this method will not work because removing files is prohibited by Package Scanner. To have files removed, you can submit a case to Sugar Support with a list of files to be removed or request a package approval and provide your module loadable package.
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Removing_Files_with_an_Installable_Package/index.html
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This example will install a custom file and use a pre-execute script to remove files from a previously installed customization. Typically, uninstalling a package would remove the files of the customization, however, in some scenarios, it is desired to install a new package on top of a previous version, and removing files with the new package might be necessary. The full package for this example is downloadable here for your reference.
For more details on the $manifest or $installdef options, you can visit the Introduction to the Manifest documentation.Â
Manifest Example
<basepath>/manifest.php
<?php
$manifest = array(
'acceptable_sugar_flavors' => array(
'PRO',
'ENT',
'ULT'
),
'acceptable_sugar_versions' => array(
|
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Removing_Files_with_an_Installable_Package/index.html
|
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|
),
'acceptable_sugar_versions' => array(
'exact_matches' => array(),
'regex_matches' => array(
'13.0.*
'),
),
'author' => 'SugarCRM',
'description' => 'Installs a custom class file',
'icon' => '',
'is_uninstallable' => true,
'name' => 'Example Removing File Installer',
'published_date' => '2018-12-06 00:00:00',
'type' => 'module',
'version' => '1.2.0'
);
$installdefs = array(
'id' => 'package_1341607504',
'copy' => array(
array(
|
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|
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'copy' => array(
array(
'from' => '<basepath>/Files/custom/src/CustomClass.php',
'to' => 'custom/src/CustomClass.php',
),
),
'pre_execute' => array(
'<basepath>/removeLegacyFiles.php',
),
'remove_files' => array(
'custom/include/CustomClass.php'
)
);
<basepath>/removeLegacyFiles.phpÂ
<?php
if (isset($this->installdefs['remove_files'])) {
foreach($this->installdefs['remove_files'] as $relpath){
if (SugarAutoloader::fileExists($relpath)) {
|
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|
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|
if (SugarAutoloader::fileExists($relpath)) {
SugarAutoloader::unlink($relpath);
}
}
}
The full package is downloadable here for your reference.
Last modified: 2023-02-03 21:04:03
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Removing_Files_with_an_Installable_Package/index.html
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Creating an Installable Package that Creates New Fields
Overview
This is an overview of how to create a Module Loader package that will install custom fields to a module. This example will install a set of fields to the accounts module. The full package is downloadable here for your reference. For more details on the $manifest or $installdef options, you can visit the Introduction to the Manifest File.
Note: Sugar Sell Essentials customers do not have the ability to upload custom file packages to Sugar using Module Loader.
Manifest Example
<basepath>/manifest.php
<?php
$manifest = array(
'acceptable_sugar_flavors' => array('CE', 'PRO', 'CORP', 'ENT', 'ULT'),
'acceptable_sugar_versions' => array(
'exact_matches' => array(),
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https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_that_Creates_New_Fields/index.html
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