Question about file management

[holdusback]

Hey everyone,

I start using the web to lead form, still need to customize it a lot, but he does his job.

My question is about files.

My lead will have to upload 3 file :
2 Files from their organization, they upload it manually in the form.
1 Files that I generate from the form (with FPDF framework)

In my contact form file type are :
pdf|jpeg|png|bmp|fax|img|jpg|pbm limit:2mb

But they mostly use pdf, png, jpeg and jpg.

So my question is :
Should I try to use the Documents module OR should I try the image field within the lead module ?

Of course, after lead conversion, I will need to have those file in the future account. (That’s why I think the Documents module is better)

For now I technically don’t know how I will proceed to have this to work since the web to lead form doesn’t support file upload for security reason ( see : Web to lead form does not seem to support field type image )

Hope someone can help ! I will update this topic on how I will proceed and fix my issue.

[p.konetskiy]

@holdusback
Hi,

If you question about management. I think that the module Documents is intended for a different use.

1. The module Documents is saving internal documents and is supported versions.
2. You wrote about specific document type for Lead.

I am using custom module for the documents or module Notes usually.

[pgr]

SuiteCRM Concepts Explained: Documents, Notes, Attachments

[holdusback]

Thanks for both of your answer,

So I don’t need at all revision and all that specific stuff Documents module offer, it will just be some mandatory file from organization that I need to have.

The bad news is that I already use the Note module and customized it for another use.

My last chance is the image field directly in the lead module ?

@p.konetskiy Do you think the image field within the lead module is not a good option too ? Or the note module is better ?

EDIT :
as I saw here how file are stored https://pgorod.github.io/How-Attachments-Stored/

IDK how to do cause I will have those 3 files for all my client (more than 6K)…

[p.konetskiy]

@holdusback

@holdusback

Do you think the image field within the lead module is not a good option too ? Or the note module is better ?

I think it’s possible if the files refer to the lead only. But I don’t know all logic of your system.

COMMENT:
If you want to load multi files you can use the decision:

Solution for support three new fields types in Studio

Hi! I finished a project for adding new fields types to Studio. You can take the archive installer for Module Loader and small instruction here: I added next fields types: Collection - The block of fields which can be multiply on forms. Collection files - The multiply load files on forms. Dynamicbase - The one text which can be multiply on forms. The solution is safe when upgrading version. I will be glade to get your comments.

[holdusback]

Wow thanks for this, didn’t aware of your work @p.konetskiy !

I can maybe use your “Collection files” for the 3 files, some questions:

• Do it support the lead conversion to account ?

• Do the delete work clean ? I mean do your field delete every entry on DB and the file into the upload/ folder ? I will maybe have to delete some users file and want this to be clean (cause I will have more than 18K of files.)

• Can I upload file via API to your field “Collection files” ?

All in all I will install yours addons cause am too curious to test it !

[p.konetskiy]

@holdusback

@holdusback

Do it support the lead conversion to account ?

No, by default. There are two different modules - parent which the field type and child with files. You can customize the function handleSave of file modules/Leads/views/view.convertlead.php. I think it’s easy enough.
You should create the field type to both modules and add relationship when the record is converted. You will two links to one file.

@holdusback

Do the delete work clean ? I mean do your field delete every entry on DB and the file into the upload/ folder ?

Using standard for SuiteCRM mechanizm for delete record. The record is marking as deleted. The file is deleting fully using php command unlink.