Add Custom Buttons to SugarCRM Views
  • 08 Nov 2022
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Add Custom Buttons to SugarCRM Views

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Create a Field

  1. Log in to your SugarCRM instance using admin credentials.
  2. From the Administration page, select Studio located in the Developer Tools section.
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  3. For each Mobileforce module you are configure, do one of the following:
    • For CPQ, select the Opportunities module.
    • For FSM, select the Cases module.
  4. Select the Fields component.
  5. Click Add Field.
  6. From the Data Type dropdown list, select wRecord Buttons.
    image.png
  7. Do one of the following:
    • For CPQ: Enter the following details for the button:
      • Button Set Name: cpq_menu_c
      • Button Set Label: New Quote/Proposal
      • System Button Set Label: LBL_WRB_CPQ_MENU
    • For FSM: Enter the following details for the button:
      • Button Set Name:
      • Button Set Label:
      • System Button Set Label:
  8. Click Configure.
  9. For all Mobileforce modules, specify the following options:
    * Buttons Type: Buttons
    * Show in Header: selected
    * Show Icon: selected
    General Settings:
    * Icon: MONEY
    * Icon Color: White
    * Color Scheme: Primary Button Color
    * Show Icon: selected
    Action Configuration:
    * Action: Run URL
  10. For the specific Mobileforce modules, specify the following options:
    • For CPQ:
      • Label: +CPQ
      • Base URL:
        https://<instance_name>/#mfcpq_MobileForce_CPQ/{id}/{name}/{account_id}/{account_name}
        
    • For FSM:
      • Label: +Sales Task
      • Base URL:
        https://<instance_name>/#mfdsr_MobileForce_DSR/{id}/{name}/{account_id}/{account_name}
        
Note:

Replace <instance_name> in the above URL with your full instance domain name (ex: sg-mobileforce.demo.sugarcrm.com)

  1. Click Save on the Configuration screen, and then click Save on the Edit Field screen.

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