I’m starting to work with SuiteCRM since few weeks, this is very powerfull and interesting !
I’ve used the rest API 4_1 to create leads in relationship with documents successfully, it’s a form completed by a person which is creating/pushing this lead in the CRM,
Also this form is editable by the person while the lead isnt converted,
So i need to make documents file already submitted in this form readable by a link, i was looking to use something like {crm_url}/index.php?entryPoint=download&id=3a7934d7-7a8f-2a98-708f-59e758d5ddea&type=Documents but we can’t access to the file without being login in the CRM,
There is a way to make download documents file without being logged ? :pinch:
Firstable sorry for didnt see your existing replies that are really close to what i was looking for,
Ok i understand the point that the documents file in the crm are suppose to be securised so we can’t really access to them without be in suitecrm app and logged.
I think in my case the better way is making a specific folder where i could upload file documents outside the crm, people could check what they already uploaded in this way, then i will just need to purge these files when the leads are converted.
Thanks for you help i really appreciate it
Cheers,
B.
The public directory is meant exactly for that purpose. Maybe your directory can simply be a subdirectory there.
You can also check the AOP Portal. I am not sure but I believe it had a way for clients to update Cases and upload Documents… if so, it would be a much better option for you, because it already includes a lot of development you can use (to manage customer accounts).
I’ve read a bit AOP portal informations, in my case this is about a Joomla Website where you complete form which are pushed by the api 4_1,
So if I understand it’s about AOP portal is a bridge for SuiteCRM and Joomla can access stuff into the CRM because Joomla & SuiteCRM are bridged (I guess that the level of access have to be define?)
Yes the Portal uses Joomla. It’s supposed to be exactly what you need: a way to give customers access into the system, different from the actual CRM users. But it is currently very limited. I know the Cases module is quite developed in the Portal, and I think (bitI am not sure) there is something regarding Knowledge Base and Documents modules. You can always extend it, of course.