Get Building Custom Modules With Sugar 5.0 - Sugartalk

This guide provides a clear and comprehensive overview for users looking to fill out the Building Custom Modules With Sugar 5.0 form online. By following these steps, users can effectively navigate through the process of creating custom modules tailored to their specific needs.

Follow the steps to successfully complete the Building Custom Modules With Sugar 5.0 form.

1. Click the ‘Get Form’ button to retrieve the form and open it in your document editor.
2. Begin by creating a new package. Name and describe the custom module you intend to create, for example, 'Media Tracking'. This step is crucial as it defines the purpose of your custom module.
3. Select a suitable object template from the four available options: 'Company', 'Issue', 'Person', or 'Basic'. For media tracking, choose the 'Issue' template, as it closely resembles support cases.
4. Customize the chosen object template by adjusting fields and layouts within the Sugar Studio view. Use the drag-and-drop interface to make the necessary modifications.
5. Define relationships between your new custom module and existing CRM data. Click on 'View Relationships' and use the 'Add Relationship' button to associate your media tracker with the 'Contacts' module.
6. Once the fields, layout, and relationships are established, select the 'Publish' option to generate a zip file containing your custom module definitions.
7. Access the 'Module Loader' within the Sugar Administration console to upload and commit your newly created module to the live application instance.
8. After uploading, verify that the new custom module appears in your live CRM instance, and ensure it functions as expected for tracking incoming media inquiries.
9. Remember that custom modules are upgrade-safe and can be easily modified or removed if they no longer meet requirements.

Start creating your custom modules online today by following these steps!