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List of valuable posts for future content #206

Open pgorod opened 5 years ago

pgorod commented 5 years ago

This Issue is a big list of stuff I saw (or wrote!) on the Forums, and in other sites, that I think could be valuable content for the Docs site.

How to use

  1. Choose one you like
  2. Decide if you want to make it part of one of the Guides (admin, developer, etc) or if it's more in the nature of a Technical Blog post
  3. Grab the text (if it's copyright-free) or just get the idea and write it up yourself
  4. Add up-to-date screenshots for extra points

How to use SuiteDocs

Have a look at the How to Contribute to SuiteCRM Documentation guidelines which includes how to set up a local instance; tone of voice and best practises :+1:

Of course give either @pgorod, @samus-aran or other members of the @salesagility/suitecrm-core a mention if you need any help!

horus68 commented 5 years ago

also including the translators help guide (content here https://sites.google.com/site/translatingsuitecrm ) I would love to have the time to move its contents to the actual docs and close the site!

pgorod commented 5 years ago

@horus68 ok, I made that into a separate issue: #207

pgorod commented 4 years ago

Linux / Admin tricks

Ubuntu install https://suitecrm.com/suitecrm/forum/installation-upgrade-help/11561-installing-on-ubuntu-16-04-1#45976

"see" command to find in files
https://suitecrm.com/forum/suitecrm-7-0-discussion/16201-tpl-file-values/

Linux Screen command https://www.rackaid.com/blog/linux-screen-tutorial-and-how-to/#starting

Quick Repair and Rebuild, QR&R https://developer.sugarcrm.com/2013/08/23/yet-another-script-for-doing-quick-rebuild-and-repair/ https://gist.github.com/chicks/6084088

Fail2ban regexp https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/20811-fail2ban-filter-or-correct-regex-for-it#73772

Set user passwords from database

// MySQL
update users set user_hash = md5('jim') where user_name = 'jim';  
// MSSQL
update users set user_hash = '5e027396789a18c37aeda616e3d7991b' where user_name = 'jim';

SugarCRM Connectors https://www.ibm.com/developerworks/opensource/library/x-sugarcrmcon/index.html

Advanced Troubleshooting / Stacktrace / logging https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/22472-easy-trick-for-troubleshooting-suitecrm

The cache directory and why you can't just delete it https://academe.co.uk/2012/06/sugarcrm-cache-directory-it-is-not-a-cache-directory/

Copy a saved search from one user to all others via SQL (see also ciconet.it example below using code): https://community.suitecrm.com/t/admin-adding-filters-to-users-account/47540/3

pgorod commented 4 years ago

Tutorials / Explanations

Related / Dependent / Associated Dropdowns, parent (amariussi) https://community.suitecrm.com/t/how-to-create-an-associated-dropdown/59590/4

Optimize Security groups, orphaned records https://store.suitecrm.com/docs/securitysuite/optimizing-securitysuite

Multi-Level hierarchy in Security Groups, tutorial https://medium.com/@pratikbhopal/multi-level-hierarchy-based-permission-in-suitecrm-104b9294077a

Document upload/deleted folder, some clues here: https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/21800-upload-deleted-directory

How to use Resource charts https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/9087-how-to-use-the-resource-chart-functionality

Contacts Leads Targets carefully explained https://web.archive.org/web/20160222062651/http://resources.accentgold.com/pdfs/Strategic_Considerations_regarding_Leads_and_Targets_in_SugarCRM.pdf

How-to: Create notifications by using workflows/logic hooks https://community.suitecrm.com/t/how-to-create-notifications-by-using-workflows-logic-hooks/70809

Large Exports direct from database to Excel https://community.suitecrm.com/t/large-exports-to-excel/33649/34?u=pgr

Paul Stevens on Campaign settings, video and blog post - very complete! https://igosalesandmarketing.com/suitecrm-email-marketing-deep-dive/ https://www.youtube.com/watch?v=aanzRICW9QA

pgorod commented 4 years ago

UI Code Customizations

Dashlets Homepage configs https://suitecrm.com/forum/suitecrm-7-0-discussion/15841-lost-dashlets-and-tabs-for-one-user/

iframe field type, with data as arguments https://www.suitecrm.com/forum/suitecrm-7-0-discussion/16297-iframe-field-how-to-embed-externale-web-page-with-context

Sum lead scores in Detail view https://community.suitecrm.com/t/calculate-and-display-total-lead-scores/55634

Show total of values in Opportunity List view https://community.suitecrm.com/t/displaying-a-total-at-bottom-of-opportunities-listview-in-7-10-5/59613#68373

Order subpanels for everybody https://community.sugarcrm.com/thread/26324 https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/7113-changing-submenu-order-that-is-upgrade-safe

Add email field to custom module https://www.rolustech.com/blog/how-to-create-email-field-in-custom-module (check more tips there)

Example of Injecting code into Edit view for validation (any good?) https://suitecrm.com/suitecrm/forum/developer-help/6921-viewedit-validation

Example of Injecting code into Edit view for validation (good, and with video) https://suitecrm.com/suitecrm/forum/developer-help/4160-re-perform-validation-onsubmit#85923

Another Validation example, this time with AJAX https://stackoverflow.com/questions/23340660/prevent-duplicate-value-using-ajax-in-sugar-crm

Full example of dependent field (hiding/showing) by amariussi: https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/21140-create-dynamic-field

Add (i) "Additional details" in detail view https://stackoverflow.com/questions/11571538/sugarcrm-adding-additional-details-info-icon-in-detail-view

Change SQL query for subpanel https://community.suitecrm.com/t/subpanels-cases/58785/4

Add target_list subpanel to Contacts etc https://suitecrm.com/suitecrm/forum/developer-help/11352-how-to-add-a-target-lists-subpanel-to-leads-or-contacts-etc#70833

Calculated non-db field in vardefs and List view process_record hook https://stackoverflow.com/questions/15278977/sugarcrm-smarty-code-in-listviewdefs

Show data from related field in subpanel, concatenating several entries http://urdhva-tech.blogspot.com/2013/02/showing-related-modules-related-data.html

Quick-search dropdowns, sqs, auto-populate https://web.archive.org/web/20171122132629/http://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_6.5/Module_Framework/Metadata/Examples/Adding_QuickSearch_to_a_custom_field/ https://suitecrm.com/suitecrm/forum/developer-help/19914-quicksearch-choose-show-contact-dependent-of-accounts-field?start=15#86521

Quick-search dropdowns, sqs, auto-populate, done with JQuery https://community.suitecrm.com/t/autocomplete-custom-field-with-query/60967/9

Extending Contacts Detail View to show Age alongside Birthdate (pgr) https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/15154-is-there-logic-hook-for-detailsview#50990

Different solution for same, using "function" in vardefs: https://community.suitecrm.com/t/database-connector-for-contacts-view/70450/10

Make Notes description an HTML rich editor field instead of plain text https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/19635-textarea-acts-different-in-notes-as-in-cases

SugarField Replace the standard MultiEnum (i.e., Multi-Select) with Checkboxes https://github.com/pgorod/SugarCRM-CheckboxMultiEnum

Dynamic Fields plugin https://suitecrm.com/suitecrm/forum/developer-help/12771-dynamic-fields-plugin

Field validation with simple callback from vardefs: https://gunnicom.wordpress.com/2015/09/21/suitecrm-sugarcrm-6-5-add-custom-javascript-field-validation/ http://sugarmods.co.uk/how-to-add-custom-validation-to-form-fields-in-sugarcrm/

Editing custom layout in Studio https://suitecrm.com/suitecrm/forum/developer-help/20933-editing-custom-layout-in-studio#74190

Flatten some menus, spread options as buttons instead of dropdowns (only these 2 worked, for Bulk and Select menus in Listviews. Nothing for subpanels...) /var/www/html/include/ListView/ListViewDisplay.php:307: 'flat' => false, /var/www/html/include/ListView/ListViewDisplay.php:423: 'flat' => false, See also discussion in https://github.com/salesagility/SuiteCRM/pull/6533

Prevent duplicate value using Ajax https://stackoverflow.com/questions/23340660/prevent-duplicate-value-using-ajax-in-sugar-crm

Datetime combo custom values (more minute options) https://suitecrm.com/suitecrm/forum/developer-help/18436-datetimecombo-custom-values-problem#83467

Hiding custom modules from everywhere (invisible, back-end module): https://suitecrm.com/suitecrm/forum/developer-help/24402-this-is-how-can-i-hide-modules

Changing the query that filters the pop-up windows where you select related records https://suitecrm.com/suitecrm/forum/developer-help/27499-popupdefs-static-enforced-criteria/

Flex field in new subpanel: https://suitecrm.com/suitecrm/forum/developer-help/22373-flex-related-subpanel#79939

Extend core bean and override a method (plus, fix missing custom fields) https://suitecrm.com/suitecrm/forum/installation-upgrade-help/22389-how-to-override-email-module-file#79973

Filter dropdown with custom Javascript https://community.suitecrm.com/t/validate-drop-down/71414/5

Adding MassUpdate fields of other "unallowed" types (e.g. textarea): https://community.suitecrm.com/t/mass-update-function-not-accepting-text-field/35317 https://www.ciconet.it/en/soluzioni/180-how-to-add-any-field-to-mass-update-in-sugarcrm-ce-65-or-suitecrm.php

Add links and custom buttons on top of Detail view https://community.suitecrm.com/t/create-custom-button-near-text-field-in-detail-of-record/71696/12

Make List view fields clickable https://community.suitecrm.com/t/make-field-in-listview-clickable/72151/4

Add customCode to Edit or Detail view, calling PHP function through Smarty https://community.sugarcrm.com/thread/26901

Conditional hide/unhide fields in Edit view with JS: https://community.sugarcrm.com/thread/19671

Show emails of contacts in History of custom module (jansiero): https://community.suitecrm.com/t/show-email-history-in-custom-module-based-on-related-contact-s/38904/4?u=pgr

pgorod commented 4 years ago

Non-UI Code Customizations

Retrieving the results of a Report in code https://suitecrm.com/forum/suitecrm-7-0-discussion/14778-retrieving-the-results-of-a-report#49805

Directly accessing the database with SQL https://suitecrm.com/forum/suitecrm-7-0-discussion/14827-directly-accessing-the-suitedb#49824

Print to PDF in custom module https://community.suitecrm.com/t/no-buttons-array-in-custom-module/73467/2?u=pgr

Add print to PDF for another module https://harveyit.co.uk/projects-and-guides/suitecrm-a-pdf-guide

Accounts copy office phone https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/17375-do-not-update-phone-work-in-contact-editview-while-selecting-account

Register users from API https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/17489-allow-users-to-register#58825

Undelete records, recover pruned data https://community.sugarcrm.com/thread/21135 https://community.sugarcrm.com/thread/21135

Prune aow_processed and aow_processed_aow_actions tables https://suitecrm.com/suitecrm/forum/developer-help/11262-very-large-aow-processed-and-aow-processed-aow-actions-tables#56405

Reassign records from deleted user https://community.suitecrm.com/t/howto-transfer-contacts-and-associated-calls-between-employees/55554/11?u=pgr

Load balancing tips: https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/18312-load-balancing-how-to-maintain-session-between-servers#62373

Require accounts when creating Cases, Contacts, etc. https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/18916-issues-with-case-creation-from-e-mail-especially-from-unknown-contacts#65503

Customize replace variables in Email Templates https://stackoverflow.com/a/28793261/1189711

45 page report to build printable Address labels https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/12282-address-labels-suitecrm-libreoffice-5-1

Tweak CSS in scheduled (emailed) Reports https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/19262-sheduled-reports-change-html-parameters-of-email#66730

Populate a dropdown from database https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/17936-how-can-we-populate-a-drop-down-from-database-table-dynamically

Invalidate cache selectively (clemente) https://community.suitecrm.com/t/disable-cache-in-one-view/59512/4?u=pgr

Clear saved search (clemente), solves user-specific error: AjaxUI error parsing response" in sugar_grp1.js https://suitecrm.com/suitecrm/forum/installation-upgrade-help/19522-ajax-error-for-some-users-when-going-to-the-view-a-list-of-contacts#68002

Fancy JOIN query with Contacts, Accounts and Emails (urdhvatech) https://suitecrm.com/suitecrm/forum/developer-help/19706-mysql-select-from-contacts-email-and-account

Enable advanced AOD search for Product module (Clemente), also for audited=true https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/19734-all-products-are-shown-in-basic-search-results#69363

Daily workflow to check Contracts date with Calculated field https://suitecrm.com/suitecrm/forum/developer-help/20476-how-can-i-create-a-delayed-field-in-the-report-of-contracts

Split uploads by folder, with some code on GitHub, and design discussions: https://suitecrm.com/suitecrm/forum/developer-help/19561-splitting-uploads-folder-into-subdirectories

Custom dashlet SQL query https://suitecrm.com/suitecrm/forum/developer-help/20542-hidden-converted-leads-on-lead-dashlet#72372

Dashlets architecture and overriding https://web.archive.org/web/20150702210859/https://www.atcoresystems.com/blog/introduction-to-creating-sugarcrm-dashlets https://suitecrm.com/suitecrm/forum/developer-help/695-override-lead-dashlet?start=15#3315

Google Charts in Dashlet: https://suitecrm.com/suitecrm/forum/developer-help/20227-how-to-add-other-charts-in-report-charts-for-ex-line-chart-bubble-chart-gauge-chart-funnel-chart-etc

Create custom module manually, Hello World https://alanstorm.com/sugar_crm_hello_world/

Fields in Relationships - MadMart https://suitecrm.com/suitecrm/forum/developer-help/18712-relationship-table-custom-field-not-showing-in-subpanel?start=15

Fields in relationships, edit view (simple 33-step!!! Jason Eggers tutorial) https://web.archive.org/web/20160318104400/http://developer.sugarcrm.com:80/2011/10/04/adding-fields-to-a-relationshipsubpanel/

Custom actions in Workflows: https://redgirraffe.com/blog/2016/04/04/developing-custom-actions-suitecrm-part-1/ https://redgirraffe.com/blog/2016/04/11/developing-custom-actions-suitecrm-part-2/ https://redgirraffe.com/blog/2016/04/18/developing-custom-actions-suitecrm-part-3/

Calculated fields from SQL Views in database! https://suitecrm.com/suitecrm/forum/developer-help/21314-calculated-fields-in-objects

Add contacts-opportunity-quote relationship? https://suitecrm.com/suitecrm/forum/feedback/20245-feature-request-creating-opportunity-from-quote-should-include-contact

Custom invoice numbering https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/21530-change-quote-invoice-number#76654

Save time of user's last login in database using after_login hook: https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/15691-last-login-users-data#82244

Send Workflow Emails with From as user email id instead of system email id: https://suitecrm.com/suitecrm/forum/developer-help/11335-send-workflow-emails-with-from-as-user-email-id-instead-of-system-email-id#40198

Andy's old post about Restricting field to read-only by user Role: https://suitecrm.com/suitecrm/component/easyblog/entry/make-an-edit-view-field-read-only-based-on-user-role-in-suitecrm-or-sugarcrm-ce

Field-level access control, based on vardefs item: https://suitecrm.com/suitecrm/forum/developer-help/19119-field-level-access-control#78900

Andy's old post about converting the country text field to a drop-down list https://suitecrm.com/suitecrm/component/easyblog/entry/convert-the-country-text-field-in-suitecrm-to-a-drop-down-list

Read Data from Excel using phpExcel Library https://community.suitecrm.com/t/upload-file-and-logic-hook/70611/11

Upgrade Safe Line_Items.php https://community.suitecrm.com/t/upgrade-safe-line-items-php-for-aos-products-quotes/70641/8

Automatically create saved searches for every user: https://www.ciconet.it/en/soluzioni/182-predefined-searches-in-sugarcrm-ce-65-or-suitecrm.php

Naming conventions to override classes for actions and views in custom or core modules https://web.archive.org/web/20140220065529/https://developer.sugarcrm.com/2011/02/07/howto-creating-custom-controller-and-view-classes

Make custom module emailable from Target Lists & Campaigns: https://community.suitecrm.com/t/adding-mass-email-functionality-for-campaigns-to-custom-module/74436

Snatching the old Email Marketing screen back from the Campaigns wizard (Benoit): https://community.suitecrm.com/t/need-help-with-email-marketing-on-campaigns/72647/2?u=pgr

Adding "grand-parent fields" to vardefs, so you can access a record related to a record related to the record you have! https://www.jejik.com/articles/2008/12/add_grandparent_fields_to_your_sugarcrm_modules/

SuiteBot commented 2 years ago

This issue has been mentioned on SuiteCRM. There might be relevant details there:

https://community.suitecrm.com/t/how-to-add-another-field-for-duplication-check-in-contacts-module/83423/3

SuiteBot commented 2 years ago

This issue has been mentioned on SuiteCRM. There might be relevant details there:

https://community.suitecrm.com/t/existing-field-data-type-change-suitecrm8/84114/4

SuiteBot commented 1 year ago

This issue has been mentioned on SuiteCRM. There might be relevant details there:

https://community.suitecrm.com/t/suitecrm-extend-the-dashlets-lead-module/89685/4

SuiteBot commented 1 year ago

This issue has been mentioned on SuiteCRM. There might be relevant details there:

https://community.suitecrm.com/t/after-save-hook-relationship-aos-products-quotes/89812/12