Add a File attachment-type field in Studio

Idea created by Christopher Grenness on Oct 29, 2015

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Apologies if this has been covered before.
On an On-Demand installation, i.e. without code access, I believe the only way I can add a [file attachment] field is to build a new Module based on the [File] Template.
Is there a logical/technical reason why a File/Attachment field is not part of the standard field data type selection?
Case in question: I would like to create a web2lead form for our homepage, with the ability for visitors to add a file before Submitting. It would then be created a Lead with a file attachment (if added).
Of course there are plenty of workarounds, like creating the field manually in the CMS and have the attachment sent to Sugar, but it's more that I'm just disappointed that there for instance is possible to add an [Image] field but no [File] field.
If I'm correct in my assumptions, then consider this a Feature Request! :-)

20 Comments

Jason Eggers Nov 3, 2015 6:14 PM
Hello Christopher,

I'm working on an update to the File Upload Field to get it ready for Sugar 7: https://www.sugaroutfitters.com/addons/file-upload-module

I'll follow up when it is ready here.

-Jason
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Christopher Grenness Nov 3, 2015 6:14 PM
Appreciate your work, Jason, but would still like to see a limited, but functional, solution within Sugar itself - you could of course still offer a more advanced solution! :-)
(BTW, it says on your purchasing page "Works from version 6.3.0 to 6.7.4", is it not compatible with 7.x (Pro, Ent, Ult) ?

I also just found out that even the standard [Image] field type is not possible to add to a Web to Lead form; when I add the field under Campaign->Create Lead Form, the [image] field is just ignored in the created web form. Is it too hard to create a connection between a web form and Sugar that makes it possible to add an attachment to a submitted form and have it all import into Sugar as a new Lead?
Again - shouldn't be too hard to fix this on the CMS side and use the Sugar API to push the form data and all attachments into Sugar, but still ...
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Jason Eggers Nov 3, 2015 6:14 PM
Agreed, the work around for file attachments is a bit of a pain. My solution isn't ready for 7 yet, but will be soon if I can get around the On-Demand limitations for dealing with files.

I'm not too sure on the Web Form question. Hopefully someone else can chime in on how to do that. It seems like something others would have done in the past.
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Chris Raffle Nov 3, 2015 6:14 PM
Hi Christopher,

Thanks for contributing this idea! I agree that a file upload field has a number of use cases throughout the application that would make it useful. I am curious as to how you see this functioning in a web-to-lead form for your use. Would you want the field to be able to validate the file extension and only allow certain types?

I am setting the status to 'Under consideration' while we gauge the desire to add this new field type to the Studio and Module Builder interface.

Kind regards,

Chris
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camayes Nov 3, 2015 6:17 PM
This reply was created from a merged topic originally titled File Field for Uploads in Cases Module. I need to create an upload field in a custom subpanel in the Cases module that will allow agents to upload files directly to the Case. Because of access restrictions, we do not want to use History/Notes to do so.

I am using the method outlined here: http://forums.sugarcrm.com/f6/file-upload-43591/

However, I cannot get the file to appear as a link for download.

Any help would be much appreciated!

Sugar 6.5 CE
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Gaelle Fernandez Nov 3, 2015 6:18 PM
Hi Jason,
How long are you from sugar7 compatibility with that addon, please?
I need it as soon as possible for the Meetings module...
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Jason Eggers Nov 3, 2015 6:18 PM
Hello Gaelle,

There are some known limitations with On-Demand so I have set this aside for while to focus on other needed solutions. Are you self-hosted?
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Gaelle Fernandez Nov 3, 2015 6:18 PM
hi Jason,
Yes i am. (on sugar 7 Pro 7.2.0, soon 7.2.1 and then...7.5)
Maybe you know a way to achieve it? i don't ask for your addon right now, but if you have a clue on how to do it, it will make my day!)

Thanks for the answer.
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Jule Slootbeek Nov 3, 2015 6:22 PM
Hi, Has this ever been implemented in Sugar 7? I'm in need of this in an ondemand instance.
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Robert Caverly Nov 3, 2015 6:24 PM
This looks like it might be a very useful option for us but we have a couple of absolute requirements on any file uploaded to our app: 1) it must be checked for compliance with a specified "white list" of file extensions, and 2) it must be scanned for viruses/malware and deleted if found to be infected. We currently do this via a logic hook on the Document Revisions module which I would be willing to update/adapt to work with your module assuming it supports the normal Sugar logic hook mechanism as it exists in 6.5.x. Does this sound like something that could be supported?

Also, we would really like to be able to support document versions - but failing that can this field be "audited" so we can at least see who changed it and when?
Thanks,
Bob
SugarCRM Pro 6.5.16+
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jm@preferredmerchants.com jm@preferredmerchants.com Nov 3, 2015 6:25 PM
Hi Team,

I am desperately in need of the attachment field to be able to have potential vendors buyer upload signed agreements and product information at the time the web-to-lead form has been completed. Any updates on how to simply & efficiently accomplish this would be very helpful.

Thanks,
Jamie
Sugar 7
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Bruce Robinson Nov 3, 2015 6:27 PM
Hi Sugar...

We also are very keen to a have a "File" field created in the core module for implimenting across all the modules - there are numerous places we could look to employ this.
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Usman Saeed Nov 3, 2015 6:28 PM
eggsurplus?
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Jason Eggers Nov 3, 2015 6:28 PM
I gave it a good shot again recently and looked at all the possible ways to make it happen, but the On Demand restrictions just make it impossible to do. If an exception can be made for my solution then I could roll out a Sugar 7 version.
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- Shijin Krishna @ Jason Eggers on Nov 20, 2015 12:28 PM
  Hi Christopher,
  
  I can help you to add a new file upload field (single upload field) to leads module. I have done this for cases module before.But not through studio, but through code level customization. Let me know if you want me to share the code here.
  
  Thanks!
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  - Axel Kollmorgen @ Shijin Krishna on Dec 3, 2015 12:39 AM
    Hi Shijin,
    
    could you provide your soloution through code customization?
    I also need an upload file field in Leads module.
    
    Thanks for your help.
    
    Regards,
    Axel
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    - Vignesh V @ Axel Kollmorgen on Dec 3, 2015 2:26 AM
      Hi Axel Kollmorgen,
      
      I think, this link will give some idea.
      https://web.archive.org/web/20140824062615/http://www.profilingsolutions.com/archive/adding-a-file-field-to-an-existing-module
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      - Axel Kollmorgen @ Vignesh V on Dec 3, 2015 2:44 AM
        Hi Vignesh,
        
        thanks for your reply.
        But this doesn't work for me, I'm on 7.6.1.0 and need this for a stock sidecar module.
        
        Nothing happens after adding the file.php to custom/Extension/modules/Leads/Ext/Vardefs/ and Quick Repair and Rebuild.
        No new field in database table leads (or leads_cstm) and no field available in studio.
        
        Any other suggestions?
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    - Shijin Krishna @ Axel Kollmorgen on Dec 3, 2015 6:09 AM
      Hi Alex and Christopher,
      
      Here is my blog post which explains how to add a file upload field to Core modules and Custom modules which are not of template type file.
      
      Creating a File Upload Field for a Core Module/Custom Module in Sugar 7.x | Bhea Blogs
      
      Please have a look and let me know if you need any assistance.
      
      Thanks!
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      - Axel Kollmorgen @ Shijin Krishna on Dec 3, 2015 7:59 AM
        Hi Shijin,
        
        GREAT! Works fine in leads module.
        Thank your for your blog post.
        
        In Web2Lead formular I can't place my new upload field.
        Do you know how can I resolve this issue? Is it possible?
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Add a File attachment-type field in Studio

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