Create Dynamic Sugar CRM Grids Using the Infragistics XamDataGrid

The Infragistics WPF UI controls allow you to build modern, Microsoft Office-inspired apps for desktop and touch devices. When paired with the CData ADO.NET Provider for Sugar CRM, you can build dynamic grids, charts, and other visualizations with access to live Sugar CRM data. This article walks through creating a dynamic grid in Visual Studio using the Infragistics XamDataGrid control.

You will need to install the Infragistics WPF UI components to continue. Download a free trial here: https://www.infragistics.com/products/wpf.

Create a WPF Project

Open VisualStudio and create a new WPF project.

Add a TextBox for passing a SQL query to the CData ADO.NET Provider and a Button for executing the query.

The XAML at this stage is as follows:

< Window
        xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation"
        xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml"
        xmlns:d="http://schemas.microsoft.com/expression/blend/2008"
        xmlns:mc="http://schemas.openxmlformats.org/markup-compatibility/2006"
        xmlns:local="clr-namespace:CDataXamDataGridGroupingListApp"
        xmlns:igWPF="http://schemas.infragistics.com/xaml/wpf" x:Class="CDataXamDataGridGroupingListApp.MainWindow"
        mc:Ignorable="d"
        Title="MainWindow" Height="450" Width="800">
  < Grid>
    < TextBox x:Name="textBox" HorizontalAlignment="Left" Height="44" TextWrapping="Wrap" Text="TextBox" VerticalAlignment="Top" Width="682" Margin="10,10,0,0"/>
    < Button x:Name="button" Content="Execute" HorizontalAlignment="Left" Margin="697,10,0,0" VerticalAlignment="Top" Width="85" Height="44"/>
  < /Grid>
< /Window>

Add and Configure a XamDataGrid

After adding the initial controls, add a XamDataGrid to the App. The component will appear in the Visual Studio toolbox.

Arrange the component on the designer so that it is below the TextBox & Button and linked to the boundaries of the app.

Once the XamDataGrid is placed, edit the XAML to set the XamDataGrid DataSource attribute to "{Binding}" and set the FieldSettings AllowRecordFiltering and AllowSummaries attributes to "true." Next, add an empty method as the Click event handler for the Button component. The XAML at this stage is as follows:

< Window
        xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation"
        xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml"
        xmlns:d="http://schemas.microsoft.com/expression/blend/2008"
        xmlns:mc="http://schemas.openxmlformats.org/markup-compatibility/2006"
        xmlns:local="clr-namespace:CDataXamDataGridGroupingListApp"
        xmlns:igWPF="http://schemas.infragistics.com/xaml/wpf" x:Class="CDataXamDataGridGroupingListApp.MainWindow"
        mc:Ignorable="d"
        Title="MainWindow" Height="450" Width="800">
  < Grid>
    < TextBox x:Name="textBox" HorizontalAlignment="Left" Height="44" TextWrapping="Wrap" Text="TextBox" VerticalAlignment="Top" Width="682" Margin="10,10,0,0"/>
    < Button x:Name="button" Content="Execute" HorizontalAlignment="Left" Margin="697,10,0,0" VerticalAlignment="Top" Width="85" Click="Button_Click" Height="44"/>

    < igWPF:XamDataGrid Margin="10,59,10,10" DataSource="{Binding}">
      < igWPF:XamDataGrid.FieldSettings>
        < igWPF:FieldSettings AllowSummaries="True" AllowRecordFiltering="True"/>
      < /igWPF:XamDataGrid.FieldSettings>
    < /igWPF:XamDataGrid>

  < /Grid>
< /Window>

Connect to and Query Sugar CRM

The last step in building our WPG App with a dynamic DataGrid is connecting to and querying live Sugar CRM data. First add a reference to the CData ADO.NET Provider to the project (typically found in C:\Program Files\CData\CData ADO.NET Provider for Sugar CRM\lib).

Next, add the Provider to the namespace, along with the standard Data library:

using System.Data.CData.SugarCRM;
using System.Data;

Finally, add the code to connect to Sugar CRM and query using the text from the TextBox to the Click event handler.

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.

private void Button_Click(object sender, RoutedEventArgs e)
{
  //connecting to Sugar CRM
  string connString = "User=MyUser;Password=MyPassword;URL=MySugarCRMAccountURL;CacheMetadata=True;";
  using (var conn = new SugarCRMConnection(connString))
  {
    //using the query from the TextBox
    var dataAdapter = new SugarCRMDataAdapter(textBox.Text, conn);
    var table = new DataTable();
    dataAdapter.Fill(table);
    
    //passing the DataRowCollection to the DataContext
    //  for use in the XamDataGrid
    this.DataContext = table.Rows;
  }
}

Run the Application

With the app fully configured, we are ready to display Sugar CRM data in our XamDataGrid. When you click "Execute," the app connects to Sugar CRM and submits the SQL query through the CData ADO.NET Provider.

Live Sugar CRM data is displayed in the grid.

Group the data by dragging and dropping a column name into the header.

As you add groupings and filters, the underlying SQL query is submitted directly to Sugar CRM, making it possible to drill down into live Sugar CRM data to find only the specific information you need.

Free Trial & More Information

At this point, you have created a dynamic WPF App with access to live Sugar CRM data. For more information, visit the CData ADO.NET Provider page. Download a free, 30-day trial and start working live Sugar CRM data in apps built using the Infragistics UI controls today.