[Vtigercrm-developers] vtiger 6.4 - upload documents with webform

[Stefan Warnat]

Hy,

The solution from Sutharsan works, but require some development work.
I don't like to directly advert my modules, but it could help in your case
without any developments.

The Workflow Designer could handle this completely without any developments.
But I would require a "gateway" file to not share the URL to vtigercrm for
anyone in the web, like the internal Webforms require. Also you could limit
the access to a single IP in this case.
The module could completely replace the Webforms, because you could create
records, and if the record already exists, you could do something else.
Also File Uploads will be handled. You could decide what to do with
uploaded files.

You could save in Documents, send to your mailbox or, if you use my
CloudFiles module, store files directly into the cloud.
See here: https://shop.stefanwarnat.de/

I will prepare a HowTo Description within the next days, how to do this.
(Also with the gateway)
(The module is almost self explaining, but not as easy as I would like to
get it.)

Regards,

Stefan


----
*Freelancer at Webdevelopment*

Web: http://www.stefanwarnat.de
Xing: https://www.xing.com/profile/Stefan_Warnat2
LinkedIn: http://www.linkedin.com/pub/stefan-warnat/6/827/820
eMail: kontakt at stefanwarnat.de


On Sat, Mar 5, 2016 at 12:30 PM, Sutharsan Jeganathan <ajstharsan at gmail.com>
wrote:

> Hi
>
> You may build your web form to upload files inline which means before
> submitting form, upload to your server, get the download link of the file
> and send it to lead throuh a custom field.
>
> Under lead aftersave or workflow custom function you can capture that link
> of doc, create document and link back to lead.
>
> Thanks
> Sutharsan jeganathan
> On 4 Mar 2016 12:04 am, "Holbok István" <holbok at gmail.com> wrote:
>
>> Hi List-members,
>>
>> Is there any working solution to upload documents via vtiger built in
>> webform (version 6.4)?
>>
>> For example the webform connected to the Leads table
>> - form data will be stored to the Leads
>> - uploaded documents will be stored to the Documents module and will be
>> attached to current Lead
>>
>> Any suggestion will help me ...
>>
>> --
>> Kindest regards
>> *Holbok István*
>>
>>
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
>
> _______________________________________________
> http://www.vtiger.com/
>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20160305/0c8d791f/attachment.html>