How to extend SuiteCRM workflow with PHP

How to use PHP to extend the workflow of SuiteCRM

SuiteCRM is a powerful open source CRM system that provides rich functions and flexible architecture, allowing users to customize and extend the behavior of the system. In this article, we will discuss how to extend SuiteCRM workflow with PHP.

Workflow is a very important function in SuiteCRM, which can help users automate business processes and improve efficiency and accuracy. SuiteCRM provides some default workflows, but sometimes we need to create customized workflows based on our own business needs. At this time, we can use PHP extensions to extend the SuiteCRM workflow.

First, we need to create a custom PHP file to define our workflow. We can create a new subdirectory in the custom directory of SuiteCRM, such as custom/workflow, and then create a new PHP file in this directory, such as my_workflow.php. Here is a simple example:

<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');

require_once('custom/include/workflow/workflow_utils.php');

class MyWorkflow extends Workflow
{
    public function __construct($focus = null)
    {
        parent::__construct($focus);
    }

    public function process_workflow()
    {
        // 在这里定义你的工作流程逻辑
        // 例如，你可以根据特定的条件执行某些操作
        // 使用$this->focus来访问当前的记录对象
        if ($this->focus->field_name == 'some_condition') {
            // 执行某些操作
        }
    }
}

?>

In the above example, we created a class named MyWorkflow, which inherits from the Workflow class provided by SuiteCRM. In the constructor, we call the constructor of the parent class to ensure that the initialization of the workflow is executed correctly. Then we defined a process_workflow() method, in which we can write our workflow logic.

Next, we need to tell SuiteCRM that we want to use this custom workflow. To do this, we need to add a line of code to the config_override.php file. Open the config_override.php file in the config directory of SuiteCRM. If the file does not exist, you need to create a new one. Add the following code in the config_override.php file:

<?php
$sugar_config['workflow']['my_workflow'] = 'custom/workflow/my_workflow.php';
?>

In the above code, we specify the path to the my_workflow.php file as the definition of the my_workflow workflow. This way SuiteCRM will automatically load our workflow. Make sure to replace relevant paths and filenames with your own.

When we start SuiteCRM, our custom workflow will be automatically loaded and executed. SuiteCRM will check the records that meet the conditions based on the defined logic and perform corresponding operations. We can write various workflow logic in the process_workflow() method according to specific needs, such as creating new tasks, sending emails, changing record status, etc.

To summarize, in this article, we discussed how to extend SuiteCRM workflow using PHP. We can easily extend and customize SuiteCRM's workflow by creating a custom PHP file, defining our own workflow logic, and specifying it as SuiteCRM's workflow definition. I hope this article can help you better use SuiteCRM and achieve more efficient business process management.

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