SuiteCRM 8.9.1 – How to add file upload field (like Documents filename) to Leads module?

💬 General Discussion
1

Hello,

I am using SuiteCRM 8.9.1 and I have a question regarding file attachments.

In the Documents module, there is a File Name field where users can upload a file using a “Choose File” button.

I would like to achieve something similar in the Leads module.

My questions:

  1. Is it possible to add a file upload field directly inside the Leads module (like the Documents module’s filename field)?

  2. If not, what is the best practice to allow users to upload or attach files to a Lead record?

  3. Is using a relationship with the Documents module the recommended approach?

  4. Alternatively, can I store a file link (URL) in a custom field and make it clickable in the Lead detail view?

My goal:

I want users to be able to easily attach or access files directly from the Lead record without navigating too much.

If custom development is required (e.g. adding a file input field via code), I would appreciate guidance or examples.

Thank you in advance!

image
image309×334 5.81 KB

2

Hello Emre,

what kind of documents should be stored inside the leads?

For most of my new projects, I’ve already added the new file fields - that’s just how things should be working. (Drag n Drop, 1:n, directly in the record …).

There are new improvements scheduled for the next release:

Notes and documents are among the new features, so I’d wait for a few more days / weeks now and upgrade first - then you might have your functionality out of the box already.

If you have many (like 20 and more) files to store with your leads, then the documents might make more sense for chronological documentation / view.
Again - I’d wait here for the new features and check them out first. (and test the upgrade / migration path carefully).

1 Like
3

Thank you. It will be helpful.

4

Fundamentally, you add file attachements as notes. It’s a one to many relationship. A single lead can have many files attached. This already exists. Having a file upload field limits you to a single file.

I can see where that could be useful, like for example if you have like a “sign up form” or something and every lead has a sign up form, you might want to have a file field for that, but it’s really just as easy to create a note attachment.

In most cases creating a note attachement is superior.