[Vtigercrm-developers] Dynamic forms?

[Alan Lord]

It wouldn't be that hard to do.

1. Have a way to generate and assign a "token" (and a timestamp) of some 
sort to your contact, e.g. a button in the more menu. Use 
workflow/scheduler to make the tokens time limited.

2. Send email with token in the link of the url.

3. On website where you are hosting the form, write a fairly simple bit 
of vtiger API to retrieve Contact details using the token (vtws_query).

4. Display the form, process locally on submit to validate fields & any 
data supplied and then use vtws_revise to update vtiger.

Al


On 27/04/2021 16:26, Uma S wrote:
> Hi,
> 
> Webforms can't be used to update the existing data of the record, As 
> that won't hold the reference for the existing record. That helps create 
> new records.
> 
> On Tue, Apr 27, 2021 at 1:42 PM socialboostdk 
> <socialboostdk at gmail.com 
> <mailto:socialboostdk at gmail.com>> wrote:
> 
>     Yes - I agree, but we also need to be able to "just send a link" via
>     email etc. So for that the portal is a bit overkill (having to log
>     in, etc). Basically this could be a "dyanmic version" of the
>     existing webforms. Just prefilled with existing data + updating back
>     to the source.
> 
>     On Tue, 27 Apr 2021 at 08:42, Alan Lord
>     <alanslists at gmail.com
>     <mailto:alanslists at gmail.com>> wrote:
> 
>         Or perhaps you could modify the Portal so users can edit more
>         than just
>         Tickets...
> 
>         Al
> 
>         On 26/04/2021 16:57, Rubén A. Estrada Orozco wrote:
>          > That's something that would be useful. I don't know of an
>         existing
>          > extension that would do that. You'll probably have to code it
>         using the
>          > rest api.
>          >