Rapidly Develop Sugar CRM-Driven Apps with Active Query Builder

Write standard .NET to expose Sugar CRM data through an SQL interface: Active Query Builder helps developers write SQL interfaces; the CData ODBC Driver for Sugar CRM enables standards-based access to Sugar CRM. This integration uses the Microsoft ADO.NET Provider for ODBC as a bridge between the ODBC Driver and the Active Query Builder objects to build a visual SQL composer.

Connect to Sugar CRM as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

The User and Password properties, under the Authentication section, must be set to valid SugarCRM user credentials. This will use the default OAuth token created to allow client logins. OAuthClientId and OAuthClientSecret are required if you do not wish to use the default OAuth token.

You can generate a new OAuth consumer key and consumer secret in Admin -> OAuth Keys. Set the OAuthClientId to the OAuth consumer key. Set the OAuthClientSecret to the consumer secret.

Additionally, specify the URL to the SugarCRM account.

Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in the "Caching Metadata" chapter of the help documentation.

Use SQL to Interact with Sugar CRM

Follow the steps below to create a WinForms visual query builder.

1. In a new Windows Forms project, drag the QueryBuilder from the Toolbox onto the form.
2. Add a reference to ActiveQueryBuilder.ODBCMetadataProvider.
3. Add an OdbcConnection and set the connection string to the DSN that you created in the first section. OdbcConnection connection = new OdbcConnection(); connection.ConnectionString = "DSN=SugarCRM"
4. Initialize ODBCMetadataProvider and GeneralSyntaxProvider instances and set the Connection property of the ODBCMetadataProvider object to the OdbcConnection. GenericSyntaxProvider syntaxProvider = new GenericSyntaxProvider(); ODBCMetadataProvider metadataProvider = new ODBCMetadataProvider(); metadataProvider.Connection = connection;
5. Set the corresponding MetadataProvider and SyntaxProvider properties of the QueryBuilder object. queryBuilder1.MetadataProvider = metadataProvider; queryBuilder1.SyntaxProvider = syntaxProvider;
6. Call the InitiatelizeDatabaseSchemaTree method of the QueryBuilder class to retrieve Sugar CRM metadata and generate a tree view of Sugar CRM tables. queryBuilder1.InitializeDatabaseSchemaTree();

7. After creating the QueryBuilder, connect it to a TextBox or, as we use, the ActiveQueryBuilder SQLTextEditor: Drag and drop an SQLTextEditor onto the designer.

8. Add the following code to the Validating event for the SQLTextEditor: private void sqlTextEditor1_Validating(object sender, CancelEventArgs e) { try { // Update the query builder with manually edited query text: queryBuilder1.SQL = sqlTextEditor1.Text; } catch (SQLParsingException ex) { e.Cancel = true; // Set caret to error position sqlTextEditor1.SelectionStart = ex.ErrorPos.pos; // Report error MessageBox.Show(ex.Message, "Parsing error"); } }
9. Add the following to the SQLUpdated event: private void queryBuilder1_SQLUpdated(object sender, EventArgs e) { sqlTextEditor1.Text = queryBuilder1.FormattedSQL; }

10. You can now build queries visually: Double-click a table in the Columns Pane Area and an entity/relationship diagram is displayed in the Query Building Area. Columns that you select in the diagram are added to the query.