How to Web Capture to Different Modules Documentation?

[JWFBCN]

Hello,

We are using Sugar On-Demand and there seems to be a big problem when it comes to integration with website data capture. I've seen at least three or four posts recently and no straight answers.

Basically the questions all revolve around the following:

1) What is the correct URL to post to
1.a) What is an entrypoint?
2) What are the built-in variables that sugar accepts in the post?
3) Technical explanation of accepted variables
4) How to direct the form data to different modules
4.a) How to direct the form to custom modules
5) How to assign forms to different users ie where are the user_ids ? What is a user hash?

I like others have created different modules for the leads for different services as each service needs completely different information so we want to use different forms for different modules.

We do not use campaigns for our general form data collection so the campaign web form wizard is not that useful.

If anyone has the answers to the above questions and as been able to accomplish this WITHOUT modifying the soure code please post them here or private message me.

Thanks

[eggsurplus]

Without adding new web capture files to post to I don't see this as possible without just using the SOAP or soon to be included REST api. I'd advise using those instead if they are available for On Demand users.

For #2 and #3 the lead form accepts any field in the leads module. It also accepts custom fields. You'd use the name stored in the database as the name of the field to pass. So if you created a custom field called socks (which sugar renames to socks_c) you'd send socks_c.

For #5 the use hash is a hash of the password. You'll find it if you query the users table directly in the database.

[JWFBCN]

Hi,

We are using Curl at the moment because I have found no documentation for using SOAP.
The custom fields are not a problem it's getting the user hash.

So in your opinion the only way to do this is to create a new capture file to post to correct?

It seems that the On-Demand version is lacking some functionality.

[eggsurplus]

If you want to post to a file then yes, that's the only way with the current web capture format. You could probably make it generic enough to pass the module that you want to post to if you envision doing this for many modules.

However, if you want to be able to ever use the data in Sugar from an external system and not just push to Sugar I'd highly suggest digging into the SOAP api. There is some documentation to get started available here: http://www.sugarcrm.com/wiki/index.p...e=Web_Services

The available function list can be found by going to your sugar instance and adding soap.php at the end such as http://localhost/crm/soap.php. Just avoid the get_* functions (e.g. get_contacts) and use get_entry instead.

[JWFBCN]

Hello EggSurplus,

You are right!!! Thank you!! There is an entire Soap service that we were unaware of this.

We are reviewing it now to see how the flow structure for data capture should be set up.
I envision something like:
Compile form data -> check format and sanatize -> Get User Id -> insert -> check -> send alert via email.

I'll post back when we have reviewed it more.

[JWFBCN]

I've reviewed the Web Services so I'm going to load this post with keywords so as to help anyone else looking for answers to "How does .... " and "How to..." related to web capture:

"How does / do you .... with SugarCRM"
1) ... quickly get web forms to sugar ? Use the web form generator in "Campaigns". This will help you create a form quickly to insert web forms into "Leads" and relate them to a campaign
2) ... insert data from web forms into different modules or into custom modules? This is a bit more complicated and should be done with the SOAP web connection via Sugar Web services. Through the soap interface you'll have complete control over insertion.

"How to insert web form into different modules and also custom modules"
The best way to do so is with the webservices as detailed in http://www.sugarcrm.com/wiki/index.p...e=Web_Services

The webservices example is based on "nusoap" which is an external library. For people using Soap compiled into PHP5 the following may be useful as it has work for me:

$options = array(
"location" => 'http://{Your Sugar On-Deman Web}.sugarondemand.com/soap.php',
"uri" => 'http://www.sugarcrm.com/sugarcrm',
"trace" => 1
);
$userName = "YourUserName";
$userPass = "YourUserPass";
$userId = 1;
$soapVersion = "1.2";
$client = new SoapClient(NULL, $options);
$auth_array = new SoapParam(array('user_name'=>$userName,'password'= >md5($userPass),'version'=>$soapVersion, 'user_auth');
$oSoapResponse = $client->__soapCall('login',array($auth_array,'application _name' => 'soapleadcapture'));

$id = $oSoapResponse->id;
$arFields[] = array('name'=>'first_name','value'=>'Test First Name');
$arFields[] = array('name'=>'last_name','value'=>'Test Last Name');
$moduleName = 'Leads';
$response = $client->__soapCall('set_entry',array($id, $moduleName, $arFields));

You can change the moduel name to be ANY module in your system.
I hope this is useful to others.