Low Code No Code for Devs

Alex Nassi — Fri, 07 Feb 2025 16:33:15 GMT

Current Revision posted to Dev Tutorials by Alex Nassi on 2/7/2025 4:33:15 PM

Sugar Administration

The Administration Guide is the CRM admin's guide to configuring and administering their Sugar instance. Admins have access to everything in this guide but regular users with developer-level role access to at least one module can also access certain admin functionality.

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as set up your teams, roles, and ACLs as your first step with Sugar.

Developer Tools

The Developer Tools section of Sugar's Admin page contains various configuration menus that help you customize your instance to best suit your organization's needs. Developer Tools allow you to edit the look, feel, and functionality of your instance, including adding fields, changing layouts, adding automated processes, and creating entirely new modules.

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

The Studio and Module Builder section includes topics covering creating, modifying, and troubleshooting custom fields, relationships, dropdown lists, and modules via Sugar's Studio and Module Builder tools:

SugarBPM

SugarBPM™ enables administrators to streamline common business processes by managing approvals, sales processes, call triaging, and more. SugarBPM is an easy-to-use business process management (BPM) and workflow automation tool that is built into Sell, Serve, and Enterprise.

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey.

Now it's time for Customization.

Low Code No Code for Devs

Rafael Fernandes — Thu, 22 Aug 2024 14:55:13 GMT

Revision 24 posted to Dev Tutorials by Rafael Fernandes on 8/22/2024 2:55:13 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as set up your teams, roles, and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey.

Now it's time for Customizations.

Low Code No Code for Devs

Rafael Fernandes — Fri, 02 Feb 2024 18:47:30 GMT

Revision 23 posted to Dev Tutorials by Rafael Fernandes on 2/2/2024 6:47:30 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as set up your teams, roles, and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey.

Now it's time for Customizations.

Low Code No Code for Devs

Alex Nassi — Fri, 05 Aug 2022 17:45:09 GMT

Revision 22 posted to Dev Tutorials by Alex Nassi on 8/5/2022 5:45:09 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as set up your teams, roles, and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey.

Now it's time for Customizations.

Low Code No Code for Devs

Alex Nassi — Thu, 04 Aug 2022 04:45:58 GMT

Revision 21 posted to Dev Tutorials by Alex Nassi on 8/4/2022 4:45:58 AM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as set up your teams, roles, and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey.

Now it's time for Customizations.

Low Code No Code for Devs

Rafael Fernandes — Mon, 01 Aug 2022 19:50:12 GMT

Revision 20 posted to Dev Tutorials by Rafael Fernandes on 8/1/2022 7:50:12 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Customizations.

Low Code No Code for Devs

Rafael Fernandes — Mon, 01 Aug 2022 19:49:25 GMT

Revision 19 posted to Dev Tutorials by Rafael Fernandes on 8/1/2022 7:49:25 PM

Sugar Administration

It is important that you go through your SugarCloud settings.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Customizations.

Low Code No Code for Devs

Matt Marum — Thu, 21 Jul 2022 18:39:45 GMT

Revision 18 posted to Dev Tutorials by Matt Marum on 7/21/2022 6:39:45 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Customizations.

Low Code No Code for Devs

Rafael Fernandes — Tue, 12 Jul 2022 17:25:19 GMT

Revision 17 posted to Dev Tutorials by Rafael Fernandes on 7/12/2022 5:25:19 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM - Advanced Workflow

SugarBPM™ enables administrators to streamline common business processes by managing approvals, sales processes, call triaging, and more. SugarBPM is an easy-to-use business process management (BPM) and workflow tool that adds advanced BPM functionality to Sugar.

The SugarBPM suite features an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Customizations.

Low Code No Code for Devs

Rafael Fernandes — Tue, 12 Jul 2022 17:22:13 GMT

Revision 16 posted to Dev Tutorials by Rafael Fernandes on 7/12/2022 5:22:13 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM - Advanced Workflow

SugarBPM™ enables administrators to streamline common business processes by managing approvals, sales processes, call triaging, and more. SugarBPM is an easy-to-use business process management (BPM) and workflow tool that adds advanced BPM functionality to Sugar.

The SugarBPM suite features an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Customizations.

Low Code No Code for Devs

Rafael Fernandes — Fri, 08 Jul 2022 14:04:25 GMT

Revision 15 posted to Dev Tutorials by Rafael Fernandes on 7/8/2022 2:04:25 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM - Advanced Workflow

SugarBPM™ enables administrators to streamline common business processes by managing approvals, sales processes, call triaging, and more. SugarBPM is an easy-to-use business process management (BPM) and workflow tool that adds advanced BPM functionality to Sugar.

The SugarBPM suite features an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Customizations.

Low Code No Code for Devs

Rafael Fernandes — Thu, 30 Jun 2022 18:34:08 GMT

Revision 14 posted to Dev Tutorials by Rafael Fernandes on 6/30/2022 6:34:08 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM - Advanced Workflow

SugarBPM™ enables administrators to streamline common business processes by managing approvals, sales processes, call triaging, and more. SugarBPM is an easy-to-use business process management (BPM) and workflow tool that adds advanced BPM functionality to Sugar.

The SugarBPM suite features an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Customizations.

Low Code No Code for Devs

Rafael Fernandes — Thu, 30 Jun 2022 18:30:02 GMT

Revision 13 posted to Dev Tutorials by Rafael Fernandes on 6/30/2022 6:30:02 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM - Advanced Workflow

SugarBPM™ enables administrators to streamline common business processes by managing approvals, sales processes, call triaging, and more. SugarBPM is an easy-to-use business process management (BPM) and workflow tool that adds advanced BPM functionality to Sugar.

The SugarBPM suite features an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Customizations.

Low Code No Code for Devs

Rafael Fernandes — Thu, 30 Jun 2022 18:21:07 GMT

Revision 12 posted to Dev Tutorials by Rafael Fernandes on 6/30/2022 6:21:07 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM - Advanced Workflow

SugarBPM™ enables administrators to streamline common business processes by managing approvals, sales processes, call triaging, and more. SugarBPM is an easy-to-use business process management (BPM) and workflow tool that adds advanced BPM functionality to Sugar.

The SugarBPM suite features an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

SugarClub	SugarClub DevClub Dev Answers & Questions Register with Sugar Sign up to receive the latest Sugar Developer News
Sugar Portals	Support Portal Case Portal Software Downloads Portal Portal Dashboard Get your License Keys DemoBuilder Cloud Environment
Sugar Architecture	Architecture Introduction to Sugar Framework Development Methodology Extensions Framework Supported Platforms

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Customizations.

Low Code No Code for Devs

Rafael Fernandes — Thu, 30 Jun 2022 18:18:41 GMT

Revision 11 posted to Dev Tutorials by Rafael Fernandes on 6/30/2022 6:18:41 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM - Advanced Workflow

SugarBPM™ enables administrators to streamline common business processes by managing approvals, sales processes, call triaging, and more. SugarBPM is an easy-to-use business process management (BPM) and workflow tool that adds advanced BPM functionality to Sugar.

The SugarBPM suite features an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

SugarClub	SugarClub DevClub Dev Answers & Questions Register with Sugar Sign up to receive the latest Sugar Developer News
Sugar Portals	Support Portal Case Portal Software Downloads Portal Portal Dashboard Get your License Keys DemoBuilder Cloud Environment
Sugar Architecture	Architecture Introduction to Sugar Framework Development Methodology Extensions Framework Supported Platforms

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Customizations.

Low Code No Code for Devs

Rafael Fernandes — Thu, 30 Jun 2022 18:16:10 GMT

Revision 10 posted to Dev Tutorials by Rafael Fernandes on 6/30/2022 6:16:10 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

Sugar BPM - Advanced Workflow

SugarBPM™ enables administrators to streamline common business processes by managing approvals, sales processes, call triaging, and more. SugarBPM is an easy-to-use business process management (BPM) and workflow tool that adds advanced BPM functionality to Sugar.

The SugarBPM suite features an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

SugarClub	SugarClub DevClub Dev Answers & Questions Register with Sugar Sign up to receive the latest Sugar Developer News
Sugar Portals	Support Portal Case Portal Software Downloads Portal Portal Dashboard Get your License Keys DemoBuilder Cloud Environment
Sugar Architecture	Architecture Introduction to Sugar Framework Development Methodology Extensions Framework Supported Platforms

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Customizations.

Low Code No Code for Devs

Rafael Fernandes — Thu, 30 Jun 2022 17:05:17 GMT

Revision 9 posted to Dev Tutorials by Rafael Fernandes on 6/30/2022 5:05:17 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

Sugar BPM - Advanced Workflow

Getting the most out of Sugar means understanding what can be done via the Sugar Administration panel. We highly recommend Sugar Developers learn about Sugar Administration. Both Sugar Developer and Sugar Administrator training programs are available from Sugar University. There are self-paced videos as well as options for live developer webinars and in-person training.

The Sugar Developer Guide and the Sugar Dev Club Blog are other primary training sources.
There are a lot of great Sugar resources out there in the community as well, so check out this blog post to find many of them.
You should also get familiar with the Sugar Developer Tools that SugarCRM and the Sugar Developer community provide for you. We have tools that help you build, test, debug, and deploy your Sugar solutions even faster.
How will you know when you are ready to rock the Sugar Developer universe? When you get certified! You can learn more about our Sugar Certification Program and the Certified Sugar Developer Specialist exam at Sugar University.
Get involved with our Sugar Community by posting your questions and get answers from a broad audience of experts
Supported Platforms

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

SugarClub	SugarClub DevClub Dev Answers & Questions Register with Sugar Sign up to receive the latest Sugar Developer News
Sugar Portals	Support Portal Case Portal Software Downloads Portal Portal Dashboard Get your License Keys DemoBuilder Cloud Environment
Sugar Architecture	Architecture Introduction to Sugar Framework Development Methodology Extensions Framework Supported Platforms

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Low Code No Code.

Low Code No Code for Devs

Rafael Fernandes — Thu, 30 Jun 2022 16:52:29 GMT

Revision 8 posted to Dev Tutorials by Rafael Fernandes on 6/30/2022 4:52:29 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Data Privacy Guide

Studio and Module Builder

Sugar BPM - Advanced Workflow

The Sugar Developer Guide and the Sugar Dev Club Blog are other primary training sources.
There are a lot of great Sugar resources out there in the community as well, so check out this blog post to find many of them.
You should also get familiar with the Sugar Developer Tools that SugarCRM and the Sugar Developer community provide for you. We have tools that help you build, test, debug, and deploy your Sugar solutions even faster.
How will you know when you are ready to rock the Sugar Developer universe? When you get certified! You can learn more about our Sugar Certification Program and the Certified Sugar Developer Specialist exam at Sugar University.
Get involved with our Sugar Community by posting your questions and get answers from a broad audience of experts
Supported Platforms

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

SugarClub	SugarClub DevClub Dev Answers & Questions Register with Sugar Sign up to receive the latest Sugar Developer News
Sugar Portals	Support Portal Case Portal Software Downloads Portal Portal Dashboard Get your License Keys DemoBuilder Cloud Environment
Sugar Architecture	Architecture Introduction to Sugar Framework Development Methodology Extensions Framework Supported Platforms

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Low Code No Code.

Low Code No Code for Devs

Rafael Fernandes — Thu, 30 Jun 2022 16:46:02 GMT

Revision 7 posted to Dev Tutorials by Rafael Fernandes on 6/30/2022 4:46:02 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs

Studio and Module Builder

Sugar BPM - Advanced Workflow

The Sugar Developer Guide and the Sugar Dev Club Blog are other primary training sources.
There are a lot of great Sugar resources out there in the community as well, so check out this blog post to find many of them.
You should also get familiar with the Sugar Developer Tools that SugarCRM and the Sugar Developer community provide for you. We have tools that help you build, test, debug, and deploy your Sugar solutions even faster.
How will you know when you are ready to rock the Sugar Developer universe? When you get certified! You can learn more about our Sugar Certification Program and the Certified Sugar Developer Specialist exam at Sugar University.
Get involved with our Sugar Community by posting your questions and get answers from a broad audience of experts
Supported Platforms

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

SugarClub	SugarClub DevClub Dev Answers & Questions Register with Sugar Sign up to receive the latest Sugar Developer News
Sugar Portals	Support Portal Case Portal Software Downloads Portal Portal Dashboard Get your License Keys DemoBuilder Cloud Environment
Sugar Architecture	Architecture Introduction to Sugar Framework Development Methodology Extensions Framework Supported Platforms

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Low Code No Code.

Low Code No Code for Devs

Rafael Fernandes — Thu, 30 Jun 2022 16:34:51 GMT

Revision 6 posted to Dev Tutorials by Rafael Fernandes on 6/30/2022 4:34:51 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs

Studio and Module Builder

Sugar BPM - Advanced Workflow

The Sugar Developer Guide and the Sugar Dev Club Blog are other primary training sources.
There are a lot of great Sugar resources out there in the community as well, so check out this blog post to find many of them.
You should also get familiar with the Sugar Developer Tools that SugarCRM and the Sugar Developer community provide for you. We have tools that help you build, test, debug, and deploy your Sugar solutions even faster.
How will you know when you are ready to rock the Sugar Developer universe? When you get certified! You can learn more about our Sugar Certification Program and the Certified Sugar Developer Specialist exam at Sugar University.
Get involved with our Sugar Community by posting your questions and get answers from a broad audience of experts
Supported Platforms

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

SugarClub	SugarClub DevClub Dev Answers & Questions Register with Sugar Sign up to receive the latest Sugar Developer News
Sugar Portals	Support Portal Case Portal Software Downloads Portal Portal Dashboard Get your License Keys DemoBuilder Cloud Environment
Sugar Architecture	Architecture Introduction to Sugar Framework Development Methodology Extensions Framework Supported Platforms

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Low Code No Code.

Low Code No Code for Devs

Rafael Fernandes — Thu, 30 Jun 2022 15:51:28 GMT

Revision 5 posted to Dev Tutorials by Rafael Fernandes on 6/30/2022 3:51:28 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs

Studio and Module Builder

Web Services APIs are the fastest way to get started with custom Sugar development. The Sugar API documentation is built into every Sugar instance, including Sugar's REST API.

Check out the Sugar Developer Guide for more details on how to access Sugar REST APIs and to get started using them. You can also check out the School of REST blog series and the Intro to the Sugar REST API tutorial.

Making your first API call to Sugar is as easy as 1, 2, 3:

Sugar BPM - Advanced Workflow

The Sugar Developer Guide and the Sugar Dev Club Blog are other primary training sources.
There are a lot of great Sugar resources out there in the community as well, so check out this blog post to find many of them.
You should also get familiar with the Sugar Developer Tools that SugarCRM and the Sugar Developer community provide for you. We have tools that help you build, test, debug, and deploy your Sugar solutions even faster.
How will you know when you are ready to rock the Sugar Developer universe? When you get certified! You can learn more about our Sugar Certification Program and the Certified Sugar Developer Specialist exam at Sugar University.
Get involved with our Sugar Community by posting your questions and get answers from a broad audience of experts
Supported Platforms

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

SugarClub	SugarClub DevClub Dev Answers & Questions Register with Sugar Sign up to receive the latest Sugar Developer News
Sugar Portals	Support Portal Case Portal Software Downloads Portal Portal Dashboard Get your License Keys DemoBuilder Cloud Environment
Sugar Architecture	Architecture Introduction to Sugar Framework Development Methodology Extensions Framework Supported Platforms