I'm currently working on this feature, as it is one of the requirements to have a Drupal installation profile for a Customer self service portal. The sugarondrupal_cases module (not yet available) is a "interface" module. Now it is possible to list cases in a Drupal site, view them and also create them. there's a lot of work to be done in 'design' and functionality, but it's working as the pictures attached can confirm..
what an "interface" module is? when integrating Drupal and SugarCRM I've found myself in very different situations. I've found customers who wanted Cases or Knowledbase articles to be Drupal nodes. In other cases they would just want to show them, but not to be altered or stored in Drupal, and not in all the setups I've done, Cases or Articles created IN the Drupal site should also be populated in the SugarCRM. So during all this time I realized three types of modules:
- The "interface" integration: those who just wanted show, edit or create entries from Drupal.
- The "browser" integration: to just query the SugarCRM about information to be shown, but not create or edit any entry.
- The "monster" integration: An entry (for example a Case) could be created from Drupal and also in SugarCRM and should exists in both application (in SugarCRM as a SugarBean, and in Drupal as a node).
And from these three types, you can squeeze and figure the worst and bizarre combination, for sure I've already found it in somehow..
So, The "browser" module is the simplest one. Its mission is to query the server for a list of entries of a module, optionally filter them and view a single record. It DOES NOT create anything in the Drupal site, just uses several of the Drupal features to create browsing interfaces for the SugarCRM application.
The "interface" module introduces other features, as Create or edit existing entries.
I would like to avoid the third type for now, because it's very configuration dependant.
The pictures I've included show some of the current views of the sugarondrupal_cases module. I'm right now focused on having theme implementation for the listing of cases, as I've already finished the themeing of the 'case view' page. The next step is to introduce the filter, and improve the way the whole module is configured, but this is something to talk about in a short future.
| Attachment | Size |
|---|---|
| sugarondrupal_cases_list.png | 22.89 KB |
| sugarondrupal_cases_create.png | 16.8 KB |
| sugarondrupal_cases_case_view_in_sugarcrm.png | 22.48 KB |
| sugarondrupal_cases_case_view_in_Drupal.png | 26.37 KB |