Add Custom Buttons to SugarCRM Views

Starting Sugar 13.X, there is a new mechanism for adding custom buttons, which we describe below. If your sugar instance is earlier than Sugar 13, please skip this first part and start from the section titled "Create a Field (Prior to Sugar 13)"

Create a Field (Sugar 13 onwards)

1. Log in to your SugarCRM instance using admin credentials.

2. From the Administration page, select Studio located in the Developer Tools section.

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

You'll add two buttons: one for "Create CPQ" and one for "List CPQ"

Create CPQ Button:

Click on "Configure Buttons"

List CPQ Button

Click on "Configure Buttons"

Create a Field (Prior to Sugar 13)

1. Log in to your SugarCRM instance using admin credentials.
2. From the Administration page, select Studio located in the Developer Tools section.
   
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.
   
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}
        

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