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

Sutharsan Jeganathan ajstharsan at gmail.com
Sun Mar 6 08:34:17 GMT 2016


Hi Stefan

Is this available as an extension through market place?


Thanks
Sutharsan Jeganathan

On Sat, Mar 5, 2016 at 10:18 PM, Stefan Warnat <ich at stefanwarnat.de> wrote:

> 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/
>>
>
>
> _______________________________________________
> http://www.vtiger.com/
>
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