Overview

Providing the hints/suggestions to the users based on changes in sugarcrm fields.

Challenges

  • The User Needs to be updated with Hints or Suggestions based on options he selected on the case type and the case subtype fields of sugar.
  • This has to be done by changing the content on the dashboards present in the create view and the recorded view.
  • The content on dashboard is static where as we need to change it based on the options selected by the user.
  • Dashboards can be configured only for record view of UI but not for the create view.
  • We need to create a custom HTML field(Rich Text Editor/TinyMCE Editor) for the user to update the hints for each case type and sub type in a custom module

Results

Project Solutions

  • We created records in a custom module for each case type and case subtype with HTML content on a custom HTML field.

  • We created custom dashboards both on the record as well as on to the create view of Cases Module.

  • The contents of the dashboard which we have created in the record and the create view has to be retrieved from the custom module based on the case type and case sub type changed by the users in Cases Module.

  • The value of the dashboards must also reflect when the page is loaded.

Business Benefits

  • This process provides the user to get the knowledge of what he has to further do based on the case type and case sub type which he has selected.
  • This enables him to cross check why the need has come for him to file the case.

Key Results

  • HTML field in custom module.

  • Custom Dashboards in create and the record view.

  • Changing the contents of the Dashboard based on the dropdown values of the fields.

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KTree, a Global IT Company

What and how the processes are structured in KTree?

KTree's processes follow CMMi to ensure consistent, high-quality outcomes. With a focus on quality coding , code reviewing, and performance and load testing in our QA processes, we deliver reliable, scalable, and high-performing applications to meet our clients' needs.

Where is KTree's Web and Mobile application Development done?

KTree's web and mobile application development primarily takes place at our Hyderabad development center. Hyderabad is not only abundant in IT talent but is also known for its rich heritage and exotic food.

How KTree makes outsourcing project a positive experience?

KTree delivers high-quality applications that meet our clients' needs, by prioritizing collaboration, communication, visibility, traceability, and requirements engineering. While we charge a little premium for our services, we believe that it is important to provide the necessary resources and expertise to ensure project success.

What is Success mantra of KTree, as one of the respected web development company?

The success mantra of KTree as a respected web development company is combining Agile methodology with strong documentation, powerful web and mobile frameworks, and a solid KTree team to deliver great web and mobile applications within a specified timeframe.

Any other Differentiation which KTree has, which it can offer?

KTree's tremendous knowledge and expertise, gained from working on hundreds of web and mobile application projects, gives us a significant advantage that allows us to provide a head-start on projects, saving our clients many man-months.

What Development methodology KTree follows and why?

KTree's development team follows the Scrum framework of the Agile methodology, which improves Agility through its simplicity and flexibility. This allows us to adapt to changing project requirements and deliver high-quality products within the specified timeframe.

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