How to attach a File to a Contact?
up vote
2
down vote
favorite
One can attach a file to an Activity, but is it possible to attach a file to a Contact ? How ?
Then, if the file is an image (jpg or png, ...) how to display it ?
(I am using CiviCRM/Drupal + Webform + Views)
files
add a comment |
up vote
2
down vote
favorite
One can attach a file to an Activity, but is it possible to attach a file to a Contact ? How ?
Then, if the file is an image (jpg or png, ...) how to display it ?
(I am using CiviCRM/Drupal + Webform + Views)
files
Where do you want the image to be displayed?
– petednz - fuzion♦
yesterday
add a comment |
up vote
2
down vote
favorite
up vote
2
down vote
favorite
One can attach a file to an Activity, but is it possible to attach a file to a Contact ? How ?
Then, if the file is an image (jpg or png, ...) how to display it ?
(I am using CiviCRM/Drupal + Webform + Views)
files
One can attach a file to an Activity, but is it possible to attach a file to a Contact ? How ?
Then, if the file is an image (jpg or png, ...) how to display it ?
(I am using CiviCRM/Drupal + Webform + Views)
files
files
asked yesterday
Jacques-Marie Moranne
863312
863312
Where do you want the image to be displayed?
– petednz - fuzion♦
yesterday
add a comment |
Where do you want the image to be displayed?
– petednz - fuzion♦
yesterday
Where do you want the image to be displayed?
– petednz - fuzion♦
yesterday
Where do you want the image to be displayed?
– petednz - fuzion♦
yesterday
add a comment |
3 Answers
3
active
oldest
votes
up vote
3
down vote
A basic option to store a file is to create a custom field of type File. Not sure how well that plays though with webforms/views but easy enough to try.
It would not cause an issue for either Views or Webform. Ie if the workflow is, look at a view, click through to a Webform, add file ... then that would work just fine. if alternatively you need the View or Webform loading the file then i also don't think that is problematic
– petednz - fuzion♦
yesterday
add a comment |
up vote
2
down vote
One possibility is to use the Documents extension: https://civicrm.org/extensions/documents. This will allow you to add documents to contacts and show them on a separate tab.
Totally recommend this module - has done wonders for us
– petednz - fuzion♦
yesterday
however from memory it only works if you are using CiviCase doesnt it?. We have scoped out extending it to work purely with Activities but client is hesitating.
– petednz - fuzion♦
yesterday
I do not think it only works with Cases @petednz-fuzion but I have not seen it since about 2016 :-)
– ErikH - CiviCooP
14 hours ago
add a comment |
up vote
0
down vote
If you use webform and views, create a custom field in CIVIcrm, an image field, it will then be available from the Webform interface to be added.
Then select that particular field to be displayed on the view.
add a comment |
3 Answers
3
active
oldest
votes
3 Answers
3
active
oldest
votes
active
oldest
votes
active
oldest
votes
up vote
3
down vote
A basic option to store a file is to create a custom field of type File. Not sure how well that plays though with webforms/views but easy enough to try.
It would not cause an issue for either Views or Webform. Ie if the workflow is, look at a view, click through to a Webform, add file ... then that would work just fine. if alternatively you need the View or Webform loading the file then i also don't think that is problematic
– petednz - fuzion♦
yesterday
add a comment |
up vote
3
down vote
A basic option to store a file is to create a custom field of type File. Not sure how well that plays though with webforms/views but easy enough to try.
It would not cause an issue for either Views or Webform. Ie if the workflow is, look at a view, click through to a Webform, add file ... then that would work just fine. if alternatively you need the View or Webform loading the file then i also don't think that is problematic
– petednz - fuzion♦
yesterday
add a comment |
up vote
3
down vote
up vote
3
down vote
A basic option to store a file is to create a custom field of type File. Not sure how well that plays though with webforms/views but easy enough to try.
A basic option to store a file is to create a custom field of type File. Not sure how well that plays though with webforms/views but easy enough to try.
answered yesterday
Aidan♦
5,554426
5,554426
It would not cause an issue for either Views or Webform. Ie if the workflow is, look at a view, click through to a Webform, add file ... then that would work just fine. if alternatively you need the View or Webform loading the file then i also don't think that is problematic
– petednz - fuzion♦
yesterday
add a comment |
It would not cause an issue for either Views or Webform. Ie if the workflow is, look at a view, click through to a Webform, add file ... then that would work just fine. if alternatively you need the View or Webform loading the file then i also don't think that is problematic
– petednz - fuzion♦
yesterday
It would not cause an issue for either Views or Webform. Ie if the workflow is, look at a view, click through to a Webform, add file ... then that would work just fine. if alternatively you need the View or Webform loading the file then i also don't think that is problematic
– petednz - fuzion♦
yesterday
It would not cause an issue for either Views or Webform. Ie if the workflow is, look at a view, click through to a Webform, add file ... then that would work just fine. if alternatively you need the View or Webform loading the file then i also don't think that is problematic
– petednz - fuzion♦
yesterday
add a comment |
up vote
2
down vote
One possibility is to use the Documents extension: https://civicrm.org/extensions/documents. This will allow you to add documents to contacts and show them on a separate tab.
Totally recommend this module - has done wonders for us
– petednz - fuzion♦
yesterday
however from memory it only works if you are using CiviCase doesnt it?. We have scoped out extending it to work purely with Activities but client is hesitating.
– petednz - fuzion♦
yesterday
I do not think it only works with Cases @petednz-fuzion but I have not seen it since about 2016 :-)
– ErikH - CiviCooP
14 hours ago
add a comment |
up vote
2
down vote
One possibility is to use the Documents extension: https://civicrm.org/extensions/documents. This will allow you to add documents to contacts and show them on a separate tab.
Totally recommend this module - has done wonders for us
– petednz - fuzion♦
yesterday
however from memory it only works if you are using CiviCase doesnt it?. We have scoped out extending it to work purely with Activities but client is hesitating.
– petednz - fuzion♦
yesterday
I do not think it only works with Cases @petednz-fuzion but I have not seen it since about 2016 :-)
– ErikH - CiviCooP
14 hours ago
add a comment |
up vote
2
down vote
up vote
2
down vote
One possibility is to use the Documents extension: https://civicrm.org/extensions/documents. This will allow you to add documents to contacts and show them on a separate tab.
One possibility is to use the Documents extension: https://civicrm.org/extensions/documents. This will allow you to add documents to contacts and show them on a separate tab.
answered yesterday
ErikH - CiviCooP
8,377519
8,377519
Totally recommend this module - has done wonders for us
– petednz - fuzion♦
yesterday
however from memory it only works if you are using CiviCase doesnt it?. We have scoped out extending it to work purely with Activities but client is hesitating.
– petednz - fuzion♦
yesterday
I do not think it only works with Cases @petednz-fuzion but I have not seen it since about 2016 :-)
– ErikH - CiviCooP
14 hours ago
add a comment |
Totally recommend this module - has done wonders for us
– petednz - fuzion♦
yesterday
however from memory it only works if you are using CiviCase doesnt it?. We have scoped out extending it to work purely with Activities but client is hesitating.
– petednz - fuzion♦
yesterday
I do not think it only works with Cases @petednz-fuzion but I have not seen it since about 2016 :-)
– ErikH - CiviCooP
14 hours ago
Totally recommend this module - has done wonders for us
– petednz - fuzion♦
yesterday
Totally recommend this module - has done wonders for us
– petednz - fuzion♦
yesterday
however from memory it only works if you are using CiviCase doesnt it?. We have scoped out extending it to work purely with Activities but client is hesitating.
– petednz - fuzion♦
yesterday
however from memory it only works if you are using CiviCase doesnt it?. We have scoped out extending it to work purely with Activities but client is hesitating.
– petednz - fuzion♦
yesterday
I do not think it only works with Cases @petednz-fuzion but I have not seen it since about 2016 :-)
– ErikH - CiviCooP
14 hours ago
I do not think it only works with Cases @petednz-fuzion but I have not seen it since about 2016 :-)
– ErikH - CiviCooP
14 hours ago
add a comment |
up vote
0
down vote
If you use webform and views, create a custom field in CIVIcrm, an image field, it will then be available from the Webform interface to be added.
Then select that particular field to be displayed on the view.
add a comment |
up vote
0
down vote
If you use webform and views, create a custom field in CIVIcrm, an image field, it will then be available from the Webform interface to be added.
Then select that particular field to be displayed on the view.
add a comment |
up vote
0
down vote
up vote
0
down vote
If you use webform and views, create a custom field in CIVIcrm, an image field, it will then be available from the Webform interface to be added.
Then select that particular field to be displayed on the view.
If you use webform and views, create a custom field in CIVIcrm, an image field, it will then be available from the Webform interface to be added.
Then select that particular field to be displayed on the view.
answered 48 mins ago
Bruno Vincent
2439
2439
add a comment |
add a comment |
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Where do you want the image to be displayed?
– petednz - fuzion♦
yesterday