{"id":36945,"date":"2021-03-24T07:59:21","date_gmt":"2021-03-24T07:59:21","guid":{"rendered":"https:\/\/dev.outrightcrm.in\/dev\/store\/?p=36945"},"modified":"2022-10-13T10:50:51","modified_gmt":"2022-10-13T10:50:51","slug":"creating-modules-in-sugarcrm","status":"publish","type":"post","link":"https:\/\/dev.outrightcrm.in\/dev\/store\/blog\/creating-modules-in-sugarcrm\/","title":{"rendered":"How to Create SugarCRM Modules: Step-by-Step-Guidance"},"content":{"rendered":"\n<p>Availing the versatile options in SugarCRM software is undeniably important. One of the key options for you to know is \u201cModule Builder\u201d in Sugar. Yes, of course, it is outstanding for the administrator to Create, Deploy, and Maintain the Custom module in this CRM software. Like you are running your Sales business and you have innumerable clients and you want to keep their information about business. You can easily create a module for your Sales clients. You can make a module of your numerous clients according to their activities in your business. Armed with this knowledge, get aware of the steps to create SugarCRM Modules.&nbsp;<br><\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>What are Packages and How to Create Packages?&nbsp;<\/strong><\/p>\n\n\n\n<p>In very Precise words, the Packages help you to create a myriad of modules of different types. It plays an essential role to make dependent or group modules just to deploy together. Make sure to create a separate package for each module.&nbsp;<br><\/p>\n\n\n\n<p><strong>What to Remember?&nbsp;<\/strong><\/p>\n\n\n\n<p>We guide you about the Packages and their role because first, you have to create it then you can pounce into creating a Custom module via Modular Builder.&nbsp;<br><\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-align:center\"><strong>How to Create Packages? What are the steps?<\/strong><\/h3>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>So, before we jump into the section of creating a custom module, let\u2019s have a look at the steps of creating packages.&nbsp;<br><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Your First step is to navigate to the Module Builder\u2019s main Panel&nbsp;<\/li><\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"856\" height=\"261\" src=\"https:\/\/dev.outrightcrm.in\/dev\/store\/dev\/store\/wp-content\/uploads\/2021\/03\/1-3.jpg\" alt=\"sugarcrm module\" class=\"wp-image-37013\" srcset=\"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/1-3.jpg 856w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/1-3-300x91.jpg 300w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/1-3-768x234.jpg 768w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/1-3-600x183.jpg 600w\" sizes=\"auto, (max-width: 856px) 100vw, 856px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li>Tap on \u201cNew Package\u201d.&nbsp;<\/li><\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"298\" src=\"https:\/\/dev.outrightcrm.in\/dev\/store\/dev\/store\/wp-content\/uploads\/2021\/03\/2-3-1024x298.jpg\" alt=\"sugarcrm modules\" class=\"wp-image-37015\" srcset=\"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/2-3-1024x298.jpg 1024w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/2-3-300x87.jpg 300w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/2-3-768x223.jpg 768w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/2-3-600x174.jpg 600w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/2-3.jpg 1135w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li>The next step is to enter the information in every field. There are six fields: Package Name, Author, Key, Description, Readme, and Note.&nbsp;<\/li><\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"671\" height=\"205\" src=\"https:\/\/dev.outrightcrm.in\/dev\/store\/dev\/store\/wp-content\/uploads\/2021\/03\/3-3.jpg\" alt=\"sugarcrm modules\" class=\"wp-image-37016\" srcset=\"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/3-3.jpg 671w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/3-3-300x92.jpg 300w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/3-3-600x183.jpg 600w\" sizes=\"auto, (max-width: 671px) 100vw, 671px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li>The final step is to click on Save after you filled out the entire information above.&nbsp;<\/li><\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"550\" height=\"299\" src=\"https:\/\/dev.outrightcrm.in\/dev\/store\/dev\/store\/wp-content\/uploads\/2021\/03\/4-3.jpg\" alt=\"create modules\" class=\"wp-image-37017\" srcset=\"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/4-3.jpg 550w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/4-3-300x163.jpg 300w\" sizes=\"auto, (max-width: 550px) 100vw, 550px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>How many Types of Modules are there? Did you know any name?&nbsp;<\/strong><\/p>\n\n\n\n<p>If you are an amateur in the <a href=\"https:\/\/dev.outrightcrm.in\/dev\/store\/sugarcrm\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"SugarCRM (opens in a new tab)\">SugarCRM<\/a> world and want to create a custom module then you landed in the right place. But first, get a proper understanding of the type of custom modules.&nbsp;<br><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Basic:<\/strong> It is one of the generic modules that just have basic fields.&nbsp;<\/li><li><strong>Company:<\/strong> This module contains fields for company, account, and other records entailing email address and website.&nbsp;<\/li><li><strong>File:<\/strong> It contains fields for uploading files and other document records.&nbsp;<\/li><li><strong>Issue:<\/strong> It contains fields for big issues or case records files.&nbsp;<\/li><li><strong>Person:<\/strong> It contains fields for people, lead record, contact, etc.&nbsp;<\/li><li><strong>Sale: <\/strong>It contains fields for opportunities, Sales, and transactions.&nbsp;<\/li><\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-align:center\"><strong>How to Create a new Custom Module via Package?<\/strong><\/h3>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>So, we are here to share the gist of this whole article. Are you geared up to know the guidance of creating SugarCRM Modules? Have a look-<br><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Open your Package Panel and then select Package for creating a module.&nbsp;<\/li><li>You will see the \u201cNew Module\u201d option in the Main Panel. Click on it.&nbsp;<\/li><\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"839\" height=\"435\" src=\"https:\/\/dev.outrightcrm.in\/dev\/store\/dev\/store\/wp-content\/uploads\/2021\/03\/5-3.jpg\" alt=\"custom module\" class=\"wp-image-37018\" srcset=\"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/5-3.jpg 839w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/5-3-300x156.jpg 300w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/5-3-768x398.jpg 768w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/5-3-600x311.jpg 600w\" sizes=\"auto, (max-width: 839px) 100vw, 839px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li>Your third step is to enter the appropriate value for Module Options. Must fill the entire options.<\/li><\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"646\" height=\"421\" src=\"https:\/\/dev.outrightcrm.in\/dev\/store\/dev\/store\/wp-content\/uploads\/2021\/03\/6-2.jpg\" alt=\"create custom module\" class=\"wp-image-37019\" srcset=\"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/6-2.jpg 646w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/6-2-300x196.jpg 300w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/6-2-600x391.jpg 600w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li>Now your next step is to select the Module type to use as a template.&nbsp;<\/li><\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"426\" height=\"354\" src=\"https:\/\/dev.outrightcrm.in\/dev\/store\/dev\/store\/wp-content\/uploads\/2021\/03\/7-1.jpg\" alt=\"create custom module\" class=\"wp-image-37020\" srcset=\"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/7-1.jpg 426w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/7-1-300x249.jpg 300w\" sizes=\"auto, (max-width: 426px) 100vw, 426px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li>If you completed the above steps, click on the Save option.&nbsp;<\/li><\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"410\" height=\"335\" src=\"https:\/\/dev.outrightcrm.in\/dev\/store\/dev\/store\/wp-content\/uploads\/2021\/03\/8-3.jpg\" alt=\"custom module\" class=\"wp-image-37021\" srcset=\"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/8-3.jpg 410w, https:\/\/dev.outrightcrm.in\/dev\/store\/wp-content\/uploads\/2021\/03\/8-3-300x245.jpg 300w\" sizes=\"auto, (max-width: 410px) 100vw, 410px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Once the Module is created you can click on &#8220;Deploy&#8221; option so that the Module will be visible in Studio Panel and in your CRM.<\/p>\n\n\n\n<p><strong>Conclusion:<\/strong> So many options are there in SugarCRM for helping you and fulfill all your needs. Today, we unlocked the information of creating a custom module and also how to create a package for it. It\u2019s very very important to create a package before going to work for creating SugarCRM Modules. Also, get aware of how many types of Modules are there and what are their significant roles for your business.&nbsp;<br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Availing the versatile options in SugarCRM software is undeniably important. One of the key options for you to know is [&hellip;]<\/p>\n","protected":false},"author":3977,"featured_media":36946,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[54],"tags":[],"class_list":["post-36945","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sugarcrm"],"acf":[],"_links":{"self":[{"href":"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-json\/wp\/v2\/posts\/36945","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-json\/wp\/v2\/users\/3977"}],"replies":[{"embeddable":true,"href":"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-json\/wp\/v2\/comments?post=36945"}],"version-history":[{"count":0,"href":"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-json\/wp\/v2\/posts\/36945\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-json\/wp\/v2\/media\/36946"}],"wp:attachment":[{"href":"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-json\/wp\/v2\/media?parent=36945"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-json\/wp\/v2\/categories?post=36945"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dev.outrightcrm.in\/dev\/store\/wp-json\/wp\/v2\/tags?post=36945"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}