Vtiger Platform Extension for VSCode Editor

In our last newsletter, we announced the availability of the App Creator module on the VTAP Platform. The App Creator gives you the ability to build custom applications that can be dependent on the CRM runtime or can be completely independent standalone apps.

The highlight of App Creator is that it lets developers build apps in any client-side framework like angular, react, vue, jquery, or even just plain javascript.

App Creator comes with its own coding editor inside the CRM, allowing developers to code and publish apps to their audiences quickly. To enable better collaboration between the app developers, we are introducing an extension with concepts similar to GIT.

The Vtiger Platform extension brings the VTAPIT command line interface to work within the context of the VSCode editor, reducing the hassle of setting up the developer environment. It is easy to install, and you can quickly start using it. Let us see how.

Get Started

  • Install VTAPIT CLI tool from here.
  • Install 'Vtiger Platform Extension' in VS Code.
  • Configure the CLI command path in the extension Settings.
  • Create a new application (testapp) on Vtiger CRM > Platform > App Creator
  • Clone testapp to the Local working directory using the clone command.
  • Open the working directory in VS Code.
  • You can now (Pull, Push, Push & Publish and Refresh Status) seamlessly from IDE.

After installing the extension, click on configure (or) settings under (...) to update the VTAPIT CLI path.

You can download VTAPIT CLI that matches your OS from https://extend.vtiger.com/vtap/vtapit (dist/) folder.

Start by opening a folder (working directory) cloned using VTAPIT CLI.

You will see other actions on the panel like ( ✔️ Push, Refresh, Pull, Push, and Publish).

The panel gets auto-refreshed as you make changes to a file or folder. You can click the Refresh icon to get the latest statuses anytime.

While developing the application, you can run ▷ locally (with data connected remotely) to speed up your development. Click 🌐 to launch the browser and ⬜ to stop. 

Note: You can also configure the custom port (default 8080) to run through the Extension settings.

You can stage the file for addition from the explorer tree action.

Click on ✔️ when you are ready to Push changes. You will be prompted with credentials to proceed.

All the staged changes will be pushed if you provide valid credentials.

The Pull action will copy the content from the CRM to your local directory. If, in case, the file has a difference, it will be flagged as a Conflict (C) status.

You can review the local and .remote files to merge the content and use the explorer action to resolve conflict on a remote file (which would be deleted on your approval).

You can push changes when you have resolved all the conflicts.

The Push & Publish action will enable you to push changes and publish the app simultaneously.

You can then Launch the app using Run in the browser to see it in action.

Happy VTAPIng.

 
 

Coming Soon - Process Designer enhancement

 
 

Process Designer allows you to automate complex business processes. To make your processes more effective, we have enabled actions like sending emails and updating fields on matching related records for parent records. For example, you will be able to automate the process of sending emails to all the Contacts whose deals are in the 'Ready to close' sales stage with an additional discount of 50%.

In our last newsletter, we informed you about releasing Module Designer 2.0. This has been postponed, and version 2 should be available on July 20th.

 

Process Designer allows you to automate complex business processes. To make your processes more effective, we have enabled actions like sending emails and updating fields on matching related records for parent records. For example, you will be able to automate the process of sending emails to all the Contacts whose deals are in the 'Ready to close' sales stage with an additional discount of 50%.

In our last newsletter, we informed you about releasing Module Designer 2.0. This has been postponed, and version 2 should be available on July 20th.

 
 

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