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
asked Nov 22 at 15:45
Jacques-Marie Moranne
860312
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
asked Nov 22 at 15:45
Jacques-Marie Moranne
860312
Where do you want the image to be displayed?
– petednz - fuzion♦
Nov 22 at 22:37
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
asked Nov 22 at 15:45
Jacques-Marie Moranne
860312
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 Nov 22 at 15:45
Jacques-Marie Moranne
860312
asked Nov 22 at 15:45
Jacques-Marie Moranne
860312
asked Nov 22 at 15:45
Jacques-Marie Moranne
860312
asked Nov 22 at 15:45
Jacques-Marie Moranne
860312
asked Nov 22 at 15:45
Jacques-Marie Moranne
860312
860312
Where do you want the image to be displayed?
– petednz - fuzion♦
Nov 22 at 22:37
add a comment |
Where do you want the image to be displayed?
– petednz - fuzion♦
Nov 22 at 22:37
Where do you want the image to be displayed?
– petednz - fuzion♦
Nov 22 at 22:37
Where do you want the image to be displayed?
– petednz - fuzion♦
Nov 22 at 22:37
add a comment |
3 Answers
3
active
oldest
votes
up vote
0
down vote
accepted
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 Nov 24 at 2:42
Bruno Vincent
2589
Thank you all ; I actually use Webform and Views, but did not know that it was so simple. Unfortunately, I can only click one answer, but all of them are useful.
– Jacques-Marie Moranne
Nov 25 at 9:11
Hi Jacques - yes you can only 'accept' on answer but you should be able to +1 all of them
– petednz - fuzion♦
Nov 25 at 18:38
add a comment |
up vote
4
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.
answered Nov 22 at 15:55
ErikH - CiviCooP
8,427519
Totally recommend this module - has done wonders for us
– petednz - fuzion♦
Nov 22 at 22:33
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♦
Nov 22 at 22:35
I do not think it only works with Cases @petednz-fuzion but I have not seen it since about 2016 :-)
– ErikH - CiviCooP
Nov 23 at 12:32
add a comment |
up vote
4
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.
answered Nov 22 at 16:54
Aidan♦
5,584426
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♦
Nov 22 at 22:37
add a comment |
3 Answers
3
active
oldest
votes
3 Answers
3
active
oldest
votes
active
oldest
votes
active
oldest
votes
up vote
0
down vote
accepted
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 Nov 24 at 2:42
Bruno Vincent
2589
Thank you all ; I actually use Webform and Views, but did not know that it was so simple. Unfortunately, I can only click one answer, but all of them are useful.
– Jacques-Marie Moranne
Nov 25 at 9:11
Hi Jacques - yes you can only 'accept' on answer but you should be able to +1 all of them
– petednz - fuzion♦
Nov 25 at 18:38
add a comment |
up vote
0
down vote
accepted
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 Nov 24 at 2:42
Bruno Vincent
2589
Thank you all ; I actually use Webform and Views, but did not know that it was so simple. Unfortunately, I can only click one answer, but all of them are useful.
– Jacques-Marie Moranne
Nov 25 at 9:11
Hi Jacques - yes you can only 'accept' on answer but you should be able to +1 all of them
– petednz - fuzion♦
Nov 25 at 18:38
add a comment |
up vote
0
down vote
accepted
up vote
0
down vote
accepted
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 Nov 24 at 2:42
Bruno Vincent
2589
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 Nov 24 at 2:42
Bruno Vincent
2589
answered Nov 24 at 2:42
Bruno Vincent
2589
answered Nov 24 at 2:42
Bruno Vincent
2589
answered Nov 24 at 2:42
Bruno Vincent
2589
2589
Thank you all ; I actually use Webform and Views, but did not know that it was so simple. Unfortunately, I can only click one answer, but all of them are useful.
– Jacques-Marie Moranne
Nov 25 at 9:11
Hi Jacques - yes you can only 'accept' on answer but you should be able to +1 all of them
– petednz - fuzion♦
Nov 25 at 18:38
add a comment |
Thank you all ; I actually use Webform and Views, but did not know that it was so simple. Unfortunately, I can only click one answer, but all of them are useful.
– Jacques-Marie Moranne
Nov 25 at 9:11
Hi Jacques - yes you can only 'accept' on answer but you should be able to +1 all of them
– petednz - fuzion♦
Nov 25 at 18:38
Thank you all ; I actually use Webform and Views, but did not know that it was so simple. Unfortunately, I can only click one answer, but all of them are useful.
– Jacques-Marie Moranne
Nov 25 at 9:11
Thank you all ; I actually use Webform and Views, but did not know that it was so simple. Unfortunately, I can only click one answer, but all of them are useful.
– Jacques-Marie Moranne
Nov 25 at 9:11
Hi Jacques - yes you can only 'accept' on answer but you should be able to +1 all of them
– petednz - fuzion♦
Nov 25 at 18:38
Hi Jacques - yes you can only 'accept' on answer but you should be able to +1 all of them
– petednz - fuzion♦
Nov 25 at 18:38
add a comment |
up vote
4
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.
answered Nov 22 at 15:55
ErikH - CiviCooP
8,427519
Totally recommend this module - has done wonders for us
– petednz - fuzion♦
Nov 22 at 22:33
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♦
Nov 22 at 22:35
I do not think it only works with Cases @petednz-fuzion but I have not seen it since about 2016 :-)
– ErikH - CiviCooP
Nov 23 at 12:32
add a comment |
up vote
4
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.
answered Nov 22 at 15:55
ErikH - CiviCooP
8,427519
Totally recommend this module - has done wonders for us
– petednz - fuzion♦
Nov 22 at 22:33
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♦
Nov 22 at 22:35
I do not think it only works with Cases @petednz-fuzion but I have not seen it since about 2016 :-)
– ErikH - CiviCooP
Nov 23 at 12:32
add a comment |
up vote
4
down vote
up vote
4
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.
answered Nov 22 at 15:55
ErikH - CiviCooP
8,427519
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 Nov 22 at 15:55
ErikH - CiviCooP
8,427519
answered Nov 22 at 15:55
ErikH - CiviCooP
8,427519
answered Nov 22 at 15:55
ErikH - CiviCooP
8,427519
answered Nov 22 at 15:55
ErikH - CiviCooP
8,427519
8,427519
Totally recommend this module - has done wonders for us
– petednz - fuzion♦
Nov 22 at 22:33
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♦
Nov 22 at 22:35
I do not think it only works with Cases @petednz-fuzion but I have not seen it since about 2016 :-)
– ErikH - CiviCooP
Nov 23 at 12:32
add a comment |
Totally recommend this module - has done wonders for us
– petednz - fuzion♦
Nov 22 at 22:33
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♦
Nov 22 at 22:35
I do not think it only works with Cases @petednz-fuzion but I have not seen it since about 2016 :-)
– ErikH - CiviCooP
Nov 23 at 12:32
Totally recommend this module - has done wonders for us
– petednz - fuzion♦
Nov 22 at 22:33
Totally recommend this module - has done wonders for us
– petednz - fuzion♦
Nov 22 at 22:33
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♦
Nov 22 at 22:35
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♦
Nov 22 at 22:35
I do not think it only works with Cases @petednz-fuzion but I have not seen it since about 2016 :-)
– ErikH - CiviCooP
Nov 23 at 12:32
I do not think it only works with Cases @petednz-fuzion but I have not seen it since about 2016 :-)
– ErikH - CiviCooP
Nov 23 at 12:32
add a comment |
up vote
4
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.
answered Nov 22 at 16:54
Aidan♦
5,584426
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♦
Nov 22 at 22:37
add a comment |
up vote
4
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.
answered Nov 22 at 16:54
Aidan♦
5,584426
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♦
Nov 22 at 22:37
add a comment |
up vote
4
down vote
up vote
4
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.
answered Nov 22 at 16:54
Aidan♦
5,584426
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 Nov 22 at 16:54
Aidan♦
5,584426
answered Nov 22 at 16:54
Aidan♦
5,584426
answered Nov 22 at 16:54
Aidan♦
5,584426
answered Nov 22 at 16:54
Aidan♦
5,584426
5,584426
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♦
Nov 22 at 22:37
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♦
Nov 22 at 22:37
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♦
Nov 22 at 22:37
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♦
Nov 22 at 22:37
add a comment |
Thanks for contributing an answer to CiviCRM Stack Exchange!
- Please be sure to answer the question. Provide details and share your research!
But avoid …
- Asking for help, clarification, or responding to other answers.
- Making statements based on opinion; back them up with references or personal experience.
To learn more, see our tips on writing great answers.
Some of your past answers have not been well-received, and you're in danger of being blocked from answering.
Please pay close attention to the following guidance:
- Please be sure to answer the question. Provide details and share your research!
But avoid …
- Asking for help, clarification, or responding to other answers.
- Making statements based on opinion; back them up with references or personal experience.
To learn more, see our tips on writing great answers.
Sign up or log in
StackExchange.ready(function () {
StackExchange.helpers.onClickDraftSave('#login-link');
});
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Post as a guest
Required, but never shown
StackExchange.ready(
function () {
StackExchange.openid.initPostLogin('.new-post-login', 'https%3a%2f%2fcivicrm.stackexchange.com%2fquestions%2f27453%2fhow-to-attach-a-file-to-a-contact%23new-answer', 'question_page');
}
);
Post as a guest
Required, but never shown
Sign up or log in
StackExchange.ready(function () {
StackExchange.helpers.onClickDraftSave('#login-link');
});
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Post as a guest
Required, but never shown
Sign up or log in
StackExchange.ready(function () {
StackExchange.helpers.onClickDraftSave('#login-link');
});
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Post as a guest
Required, but never shown
Sign up or log in
StackExchange.ready(function () {
StackExchange.helpers.onClickDraftSave('#login-link');
});
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Post as a guest
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Where do you want the image to be displayed?
– petednz - fuzion♦
Nov 22 at 22:37