How can I create a publicly facing SugarCRM form in order to enter a contact into the SugarCRM database?
Do I need to create my own form and create queries to insert the fields into the appropriate customer tables or is there a stream lined way of doing this?
Check out Sugar's Web-to-Lead, you can create a basic form through the Campaigns module. Although this will post the data into the Leads module, not Contacts.
you will need to create your custom form. Then when form submit, send REST/SOAP call(set_entry) to create new contact.
You need to know that web-to-lead for only create lead record(campaign is also required int that case).
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I have created a form in formAssembly and integrated it with salesforce and then use that form in my email template as a button. Email is sent to the customers and customers open the form by clicking on that button and then fill in the fields of the form and submit it.
The data is updated/created in salesforce as Contact/Lead.
Now i want to do the same within salesforce instead of using formAssembly. But i don't know how to achieve this. i tried with dynamic forms but it doesn't work.
Guidance/Help is required if anybody has done it before. I shall be highly grateful.
We can use the web to lead option in the setup menu to automatically add them as salesforce object
I was able to Create a Contact via the REST API. I was also able to create Notes and upload files to them. It's not clear to me how to use the REST API to add the Note to the Contact either at creation time or after the fact. How would I go about it?
You can set parent_type = Contacts and parent_id = on creating the note.
Or you use the endpoint
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_9.0/Integration/Web_Services/REST_API/Endpoints/modulerecordlink_POST/
I'm looking to make something similar to google docs where everyone can update the form (with multiple input fields) at the same time using REST api, the form data will be stored in database, is it possible?
I can have the form to send an update request whenever user make a change, but I still can't quite figure out what the logic to retrieve data/update form field content and resolve conflict when users are editing the same field.
Best way to use SignalR for realtime communication as well as pushing the updates to other users belonging to the similar group (may be call it as users of a same form). SignalR will provide all the underline infrastructure in place.
I'm trying to add an iframe into the form for viewing accounts that will display all the invoices that are connected to that account. I've read this MSDN page about accessing specific forms through a URL, which I can achieve, but copying the URL generated into an iframe I have created on my form produces an error message.
I'd like to know whether what I'm trying to accomplish is possible and if so, how I should format the URL so that only the invoices connected to the user account being opened will be displayed. I'll add more details later if I can.
I think what you actually want to do is add a sub-grid. This is different from an iFrame, an iFrame generally contains web resources, or links to pages on the web. A sub-grid specifically exists to show related records - e.g. to show the left hand relationships links on the body of the form.
I think this article should show you what to do.
Edit - based on Jacks comment:
So Crm can't handle this situation quite so easily with out of the box features. But you do have a couple of options. I dont think any of these are perfect solutions, so I'll let you choose.
A sub-grid effectively just runs some FetchXml, you can change this FetchXml with JavaScript, so you could alter the view to return the records not directly related. Green Bible has an example, though this doesnt look like its supported.
Use a report in an iFrame.
Use a plugin, I havnt done this myself, but a colleague told me it was possible to stick a plugin on the retrieve message and basically change the query or results which is used by the view.
Create a second relationship between the invoice and the account. Then whenever you link an invoice to an account, also populate this new relationship (a workflow will do) with the account, and whenever an invoice linked to a contact is created, populate the new relationship with the parent account of the contact (again a workflow will do). Then just base your sub-grid on this new relationship. This approach isnt the cleanest but its probably the quickest and easiest to implement.
I create a drupal events website. The system will have events and people can register for events. Different events will have different registration forms. Assume we can enter any number of participants details. For a participant Name, Mobile and Email address should be entered. I need to allow the people to add participants dynamically. I like to have a option like following.
At the beginning the form should display only one row for the participant's details. If the user need to add another one he should be able to click on "Add another" button and another row of field should display. Like this he/she should be able to add many lines. Please advise me how I can do this using CCK fields?
Also using the views I need to display the participants information in the backend. I am stuck. Please help me.
I had the same problem and if you whant to solve it in Drupal 6 - you should to write your personal module with JavaScript... But in 7th Drupal we have Field collection module. You combine some field (Name, Mobile and Email) in one collection and this fields work with Views module.