Sugar 7 Developer Release Training Part3
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Transcript of Sugar 7 Developer Release Training Part3
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2013 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
Benefits of the enhanced
customization capabilities of SugarSugar 7 Developer Training
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Filipe Guerra (aka @alias_mac)[email protected]
Joo Morais (aka @jcsmorais)
2013 SugarCRM Inc. All rights reserved.
Introduction
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mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected] -
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Objectives
At the end of the session you will be able to:
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Objectives
At the end of the session you will be able to:
! Know about special features of Sugar
New platforms
New views FTS on REST API
Filter API and Relate API
Dashlets
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Objectives
At the end of the session you will be able to:
! Know about special features of Sugar
New platforms
New views FTS on REST API
Filter API and Relate API
Dashlets
! Tweak Sugar faster to achieve customers needs
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Ability to create other clients
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Ability to create other clients
! Why?
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Ability to create other clients
! Why?
Because you might want di!erentmetadata to integrate with other platforms
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Ability to create other clients
! Why?
Because you might want di!erentmetadata to integrate with other platforms
E.g.: website, ERP system
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Ability to create other clients
! Why?
Because you might want di!erentmetadata to integrate with other platforms
E.g.: website, ERP system
! How can you create another client?
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Ability to create other clients
! Why?
Because you might want di!erentmetadata to integrate with other platforms
E.g.: website, ERP system
! How can you create another client?
create !"#$%&'()!folder in your modules
or on $*+),"!folder
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Ability to create other clients
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Ability to create other clients
! Request myclient metadata:
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Ability to create other clients
! Request myclient metadata:
Public metadata:https:///rest/v10/metadata/
public?platform=myclient
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https://%3Csugar-url%3E/rest/v10/metadata/public?platform=myclienthttps://%3Csugar-url%3E/rest/v10/metadata/public?platform=myclienthttps://%3Csugar-url%3E/rest/v10/metadata/public?platform=myclienthttps://%3Csugar-url%3E/rest/v10/metadata/public?platform=myclient -
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Ability to create other clients
! Request myclient metadata:
Public metadata:https:///rest/v10/metadata/
public?platform=myclient Private metadata:
https:///rest/v10/metadata?platform=myclient
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https://%3Csugar-url%3E/rest/v10/metadata?platform=myclienthttps://%3Csugar-url%3E/rest/v10/metadata?platform=myclienthttps://%3Csugar-url%3E/rest/v10/metadata?platform=myclienthttps://%3Csugar-url%3E/rest/v10/metadata?platform=myclienthttps://%3Csugar-url%3E/rest/v10/metadata?platform=myclienthttps://%3Csugar-url%3E/rest/v10/metadata?platform=myclienthttps://%3Csugar-url%3E/rest/v10/metadata/public?platform=myclienthttps://%3Csugar-url%3E/rest/v10/metadata/public?platform=myclienthttps://%3Csugar-url%3E/rest/v10/metadata/public?platform=myclienthttps://%3Csugar-url%3E/rest/v10/metadata/public?platform=myclient -
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What is the di!erence?
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What is the di!erence?
! Public:
No authentication needed
Provides public information for:! basic configuration values
! i18n labels location to download
! logo location to download or use as imagesource
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What is the di!erence?
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What is the di!erence?
! metadata: public layouts
public views
public fields
public modules
! components location (jssource) minifiedcontrollers: public layouts
public views public fields
public modules
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What is the di!erence?
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What is the di!erence?
! Private:
Authentication needed
Provides private information of:! basic configuration values (normally = public)
! i18n labels location to download (normally =public)
! logo location to download or use as image
source (normally = public)
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What is the di!erence?
! metadata: private layouts
private views
private fields
private modules
! components location (jssource) minifiedcontrollers: private layouts
private views private fields
private modules
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What is the di!erence?
! currencies available on the system
! module tab mapping (for mega menu)
!
hidden subpanels! relationships
! server information
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New views
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New views
! List view (Records)
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New views
! List view (Records)
! Detail/Edit view (Record)
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New views
! List view (Records)
! Detail/Edit view (Record)
! Create view (using Record view metadata)
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New views
! List view (Records)
! Detail/Edit view (Record)
! Create view (using Record view metadata)
! Custom views (e.g.: about,administration, notifications)
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New views
! List view (Records)
! Detail/Edit view (Record)
! Create view (using Record view metadata)
! Custom views (e.g.: about,administration, notifications)
! Url to use di!erent layout (using custom
routing)
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New views
! List view (Records)
! Detail/Edit view (Record)
! Create view (using Record view metadata)
! Custom views (e.g.: about,administration, notifications)
! Url to use di!erent layout (using custom
routing)! Custom routing not supported on 7.0
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New views
!-./,0*%'1 3 %4#,*)!5'$,50+!
!-./,0*%'1!.&01 3 %4#,*)!5'$,50!
!-./,0*%'1!$5'4)' 3 %4#,*)!$5'4)'!
!-./,0*%'1!%4#,*)!.%4#,*)6(4"'1 3%4#,*)!%4#,*)6(4"'
!-./,0*%'1!$,(7&8 3 %4#,*)!$,(7&8!
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Full Text Search on REST API
! FTS requires ElasticSearch to beinstalled on 7.0
!9'45$: 7,5 ';'5#):&(8 ):4)
$,()4&(+ +,"'):&(8 !+'45$:?@3.(''0%'1
!A5 ,(%# ,( +,"' ",0*%'+
!+'45$:?@3.(''0%'1B",0*%'C%&+)3.",0*%'C%&+)1
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FTS on REST API
GET /search?q=units
{
"next_o!set": 20,
"records": [{
"id": "f8ac0bbd-aa3f-fec3-7fa5-5246447f23a4",
"name": "Send units example",//...
"_module": "Tasks",
"_search": {
"score": 1
}
}, {
"id": "fed00b88-3e85-6b08-dd19-5246454519e7", "name": "Q.R.&E. Corp - 268 Units",
//...
"_module": "Opportunities",
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Filter API
! Do searches like a SQL pro! !.",0*%'1?7&%)'5DEF
D7&'%0CGF3;4%*'CGB7&%)'5DGF
D%&(HC(4"'I7&'%0CJF3;4%*'CJ! Or more readable:
!.",0*%'1?7&%)'53D
KL7&'%0CGMN L;4%*'CGMOPKL%&(HC(4"'I7&'%0CJMN L;4%*'CJMO
F
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Filter API
GET /Accounts?filter[0][billing_address_state]=CA&filter[1][cases.status]=New
{
"next_o!set": -1,
"records": [{
"id": "f01e2bde-4284-e3ec-2379-524644b976fd", "name": "T-Squared Techs",
//...
"_module": "Accounts"
}, {
"id": "eeea02c2-6171-f506-035b-5246440e0fdc", "name": "Calm Sailing Inc",
//...
"_module": "Accounts"
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Relate API
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Relate API
! Get related records easily
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Relate API
! Get related records easily !.",0*%'1!.&01!%&(H!.%&(HC(4"'1
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Relate API
! Get related records easily !.",0*%'1!.&01!%&(H!.%&(HC(4"'1
! And you can filter them also
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Relate API
! Get related records easily !.",0*%'1!.&01!%&(H!.%&(HC(4"'1
! And you can filter them also
!.",0*%'1!.&01!%&(H!.%&(HC(4"'1?
7&%)'53
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Relate API
! Get related records easily !.",0*%'1!.&01!%&(H!.%&(HC(4"'1
! And you can filter them also
!.",0*%'1!.&01!%&(H!.%&(HC(4"'1?
7&%)'53
! Same rules of filter api (easy)
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Relate API
!Q$$,*()+!7EG'JR0'6SJTS6'U'$6JUVW6XJSYSSRWVY70!%&(H!$4+'+
K
Z('[)C,77+')ZNJEP
Z5'$,50+ZNDK
Z&0ZNZ7U$GYJTT60YXE6JW0Y6TY'76XJSYSSTW07WEZP
Z(4"'ZNZ\''0 ), ]*5$:4+' 400&)&,(4% %&$'(+'+ZP
!!III
!Q$$,*()+!7EG'JR0'6SJTS6'U'$6JUVW6XJSYSSRWVY70!%&(H!$4+'+?7&%)'5DEFD+)4)*+F3\'^
K
Z('[)C,77+')ZN6GP
Z5'$,50+ZNDK
Z&0ZNZUEJ4EJYR6R'SV6UWG'6V$WX6XJSYSSGXVYXWZP
Z(4"'ZNZ_45(&(8 "'++48' ^:'( *+&(8 ):' ^5,(8 R5,^+'5ZP!!III
Z$4+'C(*"R'5ZNTYP
Z+)4)*+ZNZ\'^ZP
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Yes, you can still do retrieves...
! Get any record based on the module and id: !.",0*%'1!.&01
!Q$$,*()+!7EG'JR0'6SJTS6'U'$6JUVW6XJSYSSRWVY70
K
Z&0ZN Z7EG'JR0'6SJTS6'U'$6JUVW6XJSYSSRWVY70ZP
Z(4"'ZN Z>69@*45'0 >'$:+ZP
!!III
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Slim payload
! On all of them you can slim the amount of fieldsretrieved
! Pass 7&'%0+3(4"'to just get the name field
!
You will always get some fields (even if youdont request them)
id
date_modified
_acl
following
_module
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Tweaking Sugar faster
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Tweaking Sugar faster
! Provided documentation on viewcontrollers (e.g.: +*845$5"!$%&'()+!R4+'!;&'^+!)4RR'0604+:%')!)4RR'06
04+:%')I`+)
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Tweaking Sugar faster
! Provided documentation on viewcontrollers (e.g.: +*845$5"!$%&'()+!R4+'!;&'^+!)4RR'0604+:%')!)4RR'06
04+:%')I`+)
! Able to create views/layouts withmetadata only
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Tweaking Sugar faster
! Provided documentation on viewcontrollers (e.g.: +*845$5"!$%&'()+!R4+'!;&'^+!)4RR'0604+:%')!)4RR'06
04+:%')I`+)
! Able to create views/layouts withmetadata only
! Able to do quicker tweaks withjust I:R+files
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Tweaking Sugar faster
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Tweaking Sugar faster
! By making metadata driven changes:
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Tweaking Sugar faster
! By making metadata driven changes: Save JS components re-minification
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Tweaking Sugar faster
! By making metadata driven changes: Save JS components re-minification
Metadata changes triggers 412 code
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Tweaking Sugar faster
! By making metadata driven changes: Save JS components re-minification
Metadata changes triggers 412 code
Upgrade safe and less error prone:
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Tweaking Sugar faster
! By making metadata driven changes: Save JS components re-minification
Metadata changes triggers 412 code
Upgrade safe and less error prone:! avoids breaking the app
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Tweaking Sugar faster
! By making metadata driven changes: Save JS components re-minification
Metadata changes triggers 412 code
Upgrade safe and less error prone:! avoids breaking the app
! avoid 500 and 404 errors
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Tweaking Sugar faster
! By making metadata driven changes: Save JS components re-minification
Metadata changes triggers 412 code
Upgrade safe and less error prone:! avoids breaking the app
! avoid 500 and 404 errors
Components can:
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Tweaking Sugar faster
! By making metadata driven changes: Save JS components re-minification
Metadata changes triggers 412 code
Upgrade safe and less error prone:! avoids breaking the app
! avoid 500 and 404 errors
Components can:
! reuse metadata
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Tweaking Sugar faster
! By making metadata driven changes: Save JS components re-minification
Metadata changes triggers 412 code
Upgrade safe and less error prone:! avoids breaking the app
! avoid 500 and 404 errors
Components can:
! reuse metadata! read metadata from di!erent locations and mix
them to achieve final UI
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Tweaking Sugar faster
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Tweaking Sugar faster
! See how it looks like before changingand deploying
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Tweaking Sugar faster
! See how it looks like before changingand deploying
Change metadata on browsers console
Q]]I"')404)4I8')/,0*%'abQ$$,*()+bcI;&'^+I5'$,50I"')4I]4('%+DJFI$,%*"(+ 3 U
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Tweaking Sugar faster
! See how it looks like before changingand deploying
Change metadata on browsers console
Q]]I"')404)4I8')/,0*%'abQ$$,*()+bcI;&'^+I5'$,50I"')4I]4('%+DJFI$,%*"(+ 3 U
Change templates on browsers consoleQ]]I)'"]%4)'I+')d&'%0!+')e&'^!+')f4#,*)
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Tweaking Sugar faster
! See how it looks like before changingand deploying
Change metadata on browsers console
Q]]I"')404)4I8')/,0*%'abQ$$,*()+bcI;&'^+I5'$,50I"')4I]4('%+DJFI$,%*"(+ 3 U
Change templates on browsers consoleQ]]I)'"]%4)'I+')d&'%0!+')e&'^!+')f4#,*)
Call 5'(0'5acor navigate to the view again
(to see applied changes)
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Tweaking Sugar faster
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Tweaking Sugar faster
! Integrations are faster
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Tweaking Sugar faster
! Integrations are faster use browsers console to call remote code
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Tweaking Sugar faster
! Integrations are faster use browsers console to call remote code
use %,40g4)4acto make remote calls
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Tweaking Sugar faster
! Integrations are faster use browsers console to call remote code
use %,40g4)4acto make remote calls
pass remote information to the 5'(0'5acifnot disposed
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Tweaking Sugar faster
! Integrations are faster use browsers console to call remote code
use %,40g4)4acto make remote calls
pass remote information to the 5'(0'5acifnot disposed
I:R+file can be used to show the remote
data or a remote template can be used tokeep the template updated from remoteservice
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Dashlets
! 7.x Views that use Dashlet plugin
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Dashlets
! 7.x Views that use Dashlet plugin
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Dashlets
! 7.x Views that use Dashlet plugin
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Dashlets
! 7.x Views that use Dashlet plugin
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Dashlets
! 7.x Views that use Dashlet plugin
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Dashlets
! 7.x Views that use Dashlet plugin
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Dashlets
! 7.x Views that use Dashlet plugin
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Dashlets
! 7.x Anatomy
! View
26
.h66 III!$%&'()+!R4+'!;&'^+!"#604+:%')!"#604+:%')I:R+ 661
.:X1i'%%, ^,5%0 Nc.!:X1
.:Y1_'%$,"' ), =/=Q j45)('5 9*""&) JEGU.!:Y1
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Dashlets
! 7.x Anatomy
! Controller
27
!! III!$%&'()+!R4+'!;&'^+!"#604+:%')!"#604+:%')I`+
aK
]%*8&(+N Dbg4+:%')bF
Oc
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Dashlets
! 7.x Anatomy
! Metadata
28
!! III!$%&'()+!R4+'!;&'^+!"#604+:%')!"#604+:%')I]:]k;&'^0'7+DbR4+'bFDb;&'^bFDb"#604+:%')bF 3 4554#a
b04+:%')+b 31 4554#a
4554#a
b%4R'%b 31 bflfC/mCgQ9if=>bP
b0'+$5&])&,(b 31 bflfC/mCgQ9if=>Cg=9nopj>pA\bP
b$,(7&8b 31 4554#acP
b]5';&'^b 31 4554#acP
cP
cP
cq
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Dashlets
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Dashlets
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Dashlets
30
!! III!$%&'()+!R4+'!;&'^+!"#604+:%')!"#604+:%')I`+
aK
]%*8&(+N Dbg4+:%')bFP
%,40g4)4N 7*($)&,( ac K
;45 '(0],&() 3 b:))]+N!!4`4[I8,,8%'4]&+I$,"!4`4[!+'5;&$'+!+'45$:!('^+?;3GIEbP
@*'5# 3 b+*845$5"bP
%&"&) 3 Xq
kI4`4[aK *5%N '(0],&() r bB@3b r @*'5# r bB5+s3b r %&"&)P
04)4>#]'N b`+,(]bP
+*$$'++N 7*($)&,( a04)4c K
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Dashlets
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.h66 III!$%&'()+!R4+'!;&'^+!"#604+:%')!"#604+:%')I:R+ 661KK-&7 5'+],(+'g4)4I5'+*%)+OO
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Dashlets
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Handlebars
33
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Handlebars
! Wrap-up
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Handlebars
! Wrap-up Simple conditions
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Handlebars
! Wrap-up Simple conditions
this.* completely available on view
33
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Handlebars
! Wrap-up Simple conditions
this.* completely available on view
Avoid using {{{
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Handlebars
! Wrap-up Simple conditions
this.* completely available on view
Avoid using {{{
Use Handlebars.SafeString() with care
33
dl b
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Handlebars
! Wrap-up Simple conditions
this.* completely available on view
Avoid using {{{
Use Handlebars.SafeString() with care
Sugar7 + Sidecar have a set of Handlebars
Helpers
33
i
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Questions?
34
P i
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Practice
! Download latest version! Build Sugar
! Start customizing using metadata only
! Create some modules/dashlets
! Check for memory leaks (usingChrome)
35
Q i ?
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Questions?