How would you create a field that holds a link to a file location stored on a local shared network drive? I know in excel, or access you can insert a hyperlinked field with the location of the file directory. A clcik on the hyperlink brings you to that directory.
Is there similar functionality in SuiteCRM? I tried creating a hyperlinked field but it keeps launching the web browser rather than the file explorer to open the file.
What’s the use case? … you could simply upload the file as a document, note or attachment
Our legacy Lead Tracking system (developed in MS Access) used hyperlinks to documents rather than import them into the database. The link (using the lead number) pointed to a directory where the associated files are located. Within the directory there can be dozens of different files, drawings and pictures.
So, lead #1920 would have a directory named 1920 and within that directory there are pictures, drawings, quotes etc. Our lead to sales process has a long development cycle and generates numerous documents and revisions so posting them individually would be labor intensive.
Also want this for me!
Why? To be able to use a cloud storage where the real document is.
Sure we can change all organization way to work, but I prefer to have versatility and not change all the company!
I have one CRM just for internal information, not opened for web logins, but also have documents in the cloud to be linked to the CRM.
This should would also work to have files shared as ZIP and photos on a Dropbox or COPY folder so it do not waste space in CRM!
So… +1 for a “document type URL”
You can use the Field Type “URL” from Studio
Best Regards
The URL field type will only launch the web browser rather than call the file explorer for a file stored on a local drive. What we are looking for is a way to launch the file explorer in a windows environment.
Use the url field type.
Replace http:// with file:// in the address.
Example: file://computername/shareddirectory/subfolder/
I tested this on a Windows machine running ie, and it worked fine.
It does not appear to work in Chrome as there is no response; opening the link in a new tab just displays an about:blank. There may be another way to do this that is not browser specific.
Regards,
-Scott
I need to experiment with the URL field more, and I know it is an option under documents.
Is there a way of modifying the document module so that the document file itself is not required, but instead one can use the URL field to point to the location of the file?
While this would mean manually uploading a file to a cloud then coping the link manually (rather than having it upload directly from suitecrm), this would be a great option for me. That would mean my team can upload documents needed for an opportunity, but then I could archive them when I close out the deal and move the docs to a cloud. As it stands, we have no many documents in the crm it is difficult to back up.
And wasn’t there a separate conversation of a feature connecting Suitecrm to Owncloud?
Actually, I just created a new module called ‘Document Archive’ (in my case, that is what it is)
I decided to go to Module Builder, add a package and then in that package build a File module.
In it I added one field, URL and made it required. I tweaked all of the views to include the new field how I wanted.
Then I launched it into my live version of the crm, and then I created a many-to-many relationship with the crm’s modules that also have the same relationship with Documents.
And that seems to work. I now have a subpanel directly below the documents subpanel and I can create links to files in.
Note that I cannot create the link IN the crm. I have to add it to my owncloud, share the file, copy the link, then paste it into the record in the crm. But that works for me.
I have no reason to disable the documents subpanel but I am sure you can if you do not want users to upload any documents into the crm.