Open Source Solutions for Small Business Problems

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Developing a Simple Workflow within SugarCRM

Submitted by John Locke on Fri, 06/27/2008 - 03:26

Packtpub is running a sample from a developer's guide for customizing SugarCRM. The author describes how to set up hooks for particular modules to build a custom workflow.

Custom workflows are a feature that is limited to the proprietary version of SugarCRM--they have not been available in the open source version. With custom development using techniques illustrated here, you can add your own workflows.

This looks to me like it's written specifically for versions of SugarCRM before version 5. I haven't had a chance to find out whether the same basic techniques would apply--SugarCRM 5 changes a lot of things from earlier versions, primarily with email handling and storing customizations in the database rather than scattered around files. The basic approach should work, however...

Developing a Simple Workflow within SugarCRM

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