Install Mobileforce Modules

The following article provides the links for downloading the Mobileforce modules, as well as the UI buttons module, you want to install on your SugarCRM instance, as well as how to install each module and button file using the module loader.

1. Download Mobileforce modules

You can install one or more of the following Mobileforce modules that will interface with your SugarCRM instance.

Note: You only need to complete either step 1a (for version 1.0.15) or step 1b (for version 1.0.14 and earlier) below,

1a. Mobileforce Version 1.0.15

As of Summer 2023, a new download version (1.0.15) is available for use with Sugar 13 and above: Mobileforce CPQ - Configure, Price, Quote for Sugar CRM.

Here are the steps to install this version. Once completed, go to step 2 "Install Mobileforce modules" below.

1. Download ‘MobileForce_CPQ.zip’ from the above link onto your PC.
2. Log into sugarcrm as a user with admin privileges.
3. In the user menu in the top right, select ‘Admin’
4. Click on ‘Module Loader’ under ‘Developer Tools’
5. Locate the ‘MobileForce_CPQ’ module and click on the ‘Uninstall’ button.
6. Click on the ‘Delete Package’ button for the ‘MobileForce_CPQ’ item, which should now be in the table at the bottom.
7. Click on ‘Choose File’, select ‘MobileForce_CPQ.zip’, and click ‘Upload’.
8. Click on the ‘Install’ button for MobileForce_CPQ.

1b. Mobileforce Version 1.0.14 and Earlier

• Mobileforce CPQ - Configure, Price, Quote module
• Mobileforce FSM - Field Service Management module
• Mobileforce DSR - Dynamic Scheduling and Route Optimization module

Click any of the links to download a zip file, which can be used to install the Mobileforce module.

Additionally, you can download the Mobileforce Custom Buttons UI module to be loaded. This module provides buttons that can be placed in the Opportunity and Case Record views in the SugarCRM UI.

2. Install Mobileforce modules

Once you have downloaded the zip files, you can install the modules from your SugarCRM instance.

1. Log in to your SugarCRM instance using admin credentials.
2. From the Administration page, select Module Loader located in the Developer Tools section.
   
3. For each module, including the custom buttons module, you want to install, do the following:
   1. Click Choose File and select the applicable zip file from your local system.
   2. Click Upload to load the file to the Module Loader.
4. From the Action menu, click the Install button for each loaded Mobileforce module.
5. When the installation is complete, from the Action menu, click the Commit button for each installed Mobileforce module.

A note about different SugarCRM Instances

Earlier SugarCRM versions (12.x and earlier) use the wRecordButton button to support macro variables in the URL. This macro variable is of the form ‘{fieldname}’, where ‘fieldname’ is the name of any field of the record.

wRecordButton is part of a third-party module (wTools) that SugarCRM acquired and incorporated into their platform.

In Sugar 13.x , SugarCRM retired wRecordButton and told users to use ActionButton instead.

ActionButtons don’t support macro variables, but they support calculated URLs, where one can build a URL using their equivalent to our form-expressions. These are called formula instead of form expressions. You can access a record’s field in a formula via ‘$fieldname’.

Now, the issue is that not all record fields are accessible via ‘$fieldname’ in SugarCRM formula. Annoyingly, the ID field is one of these inaccessible fields. To work around this issue, Mobileforce has created a new version (1.0.15) of Mobileforce Products that uses "Action Buttons". This is why there are two distinct Mobileforce downloads for two distinct sugar instances (pre Sugar 13 and post Sugar 13).