vtiger

[Brett Shadbolt]

Hi Guys,

I am playing with the webforms for lead and contact and would like to know how to customise the fields in the forms.

e.g. I want to also ask for first name and maybe even 1 or more custom fields.

I have tried editing index.php and send_data.php to add the field names but it doesn't work, obviously I am missing something somewhere.

Cheers,

Brett Shadbolt

[tcape]

Log in as admin, click settings, go to Studio, click Lead custom Fields, create a custom field...
Same goes for contacts.....

The custom fileds will show up on the web form under custom information

Not sure how to edit the pre-created fields....

[Brett Shadbolt]

Hi Tcape,

Thanks for the suggestion, but I'm not looking at the custom fields in the vtiger application itself - I'm interesting in customising the webforms which vtiger has made available for collecting leads from a website.

With 4.23 they release 2 new webforms, one for contacts and one for leads, the intention being that these be placed within a website to collect new contacts/leads. I want to know how to modify these forms and the info they collect.

Cheers,

Brett

[alkatraz]

any update on this?

[problemauto]

Hello,

I did it on my website, it is not so complicated. You have to modify your webforms adding for example firstname with a text input field in the webform.

After that if you want to recover this data in vtiger, you have to modify send_data.php to add this new data :

Line 30 :
if($_REQUEST['create'] == 'lead')
{
$lastname = $_POST['lastname'];
$firstname = $_POST['firstname'];
$email = $_POST['email'];
$phone = $_POST['phone'];
$company = $_POST['company'];
$country = $_POST['country'];
$description = "WebForm : ".$_POST['description'];

Finally, you will have also to modify function "create_lead_from_webform" in contactserialize.php to add also this new field.

Line 975 :
function create_lead_from_webform($lastname,$firstname,$email,$phone,$company,$country,$description)
{
global $adb;
$adb->println("Create New Lead from Web Form - Starts");
require_once("modules/Leads/Lead.php");

$focus = new Lead();
$focus->column_fields['lastname'] = $lastname;
$focus->column_fields['firstname'] = $firstname;
$focus->column_fields['email'] = $email;
$focus->column_fields['phone'] = $phone;
$focus->column_fields['company'] = $company;
$focus->column_fields['country'] = $country;
$focus->column_fields['description'] = $description;

and Line 480

$server->register(
'create_lead_from_webform',
array('lastname'=>'xsd:string',
'firstname'=>'xsd:string',
'email'=>'xsd:string',
'phone'=>'xsd:string',
'company'=>'xsd:string',
'country'=>'xsd:string',
'description'=>'xsd:string'),
array('return'=>'xsd:string'),
$NAMESPACE);

I hope that's all. I do not remenber any other modification.

Good luck

Problemauto

[jpattoncook]

I did it on my website, it is not so complicated. You have to modify your webforms adding for example firstname with a text input field in the webform.

After that if you want to recover this data in vtiger, you have to modify send_data.php to add this new data :


Finally, you will have also to modify function "create_lead_from_webform" in contactserialize.php to add also this new field.

Line 975 :
function create_lead_from_webform($lastname,$firstname,$email,$phone,$company,$country,$description)
{
global $adb;
$adb->println("Create New Lead from Web Form - Starts");
require_once("modules/Leads/Lead.php");

$focus = new Lead();
$focus->column_fields['lastname'] = $lastname;
$focus->column_fields['firstname'] = $firstname;
$focus->column_fields['email'] = $email;
$focus->column_fields['phone'] = $phone;
$focus->column_fields['company'] = $company;
$focus->column_fields['country'] = $country;
$focus->column_fields['description'] = $description;

and Line 480

$server->register(
'create_lead_from_webform',
array('lastname'=>'xsd:string',
'firstname'=>'xsd:string',
'email'=>'xsd:string',
'phone'=>'xsd:string',
'company'=>'xsd:string',
'country'=>'xsd:string',
'description'=>'xsd:string'),
array('return'=>'xsd:string'),
$NAMESPACE);


Problemauto[/quote]

Where is the control point in the code for mapping fields/columns to tables?

Is it taken care of by contactserialize.php?
Or at some other level?

I'd like to add more to the form and store the data in a new table but I don't know the mechanism for mapping the logical to physical.

[philgaertner]

Forgive my Newbieness here. But can you post the changes to the webform code to add the firstname field to the form? I tried myself but found that the fields were not showing up correctly inside vtiger in the leads area. EG: email ended up in company name etc...

problemauto wrote: Hello,

I did it on my website, it is not so complicated. You have to modify your webforms adding for example firstname with a text input field in the webform.

After that if you want to recover this data in vtiger, you have to modify send_data.php to add this new data :

Line 30 :
if($_REQUEST['create'] == 'lead')
{
$lastname = $_POST['lastname'];
$firstname = $_POST['firstname'];
$email = $_POST['email'];
$phone = $_POST['phone'];
$company = $_POST['company'];
$country = $_POST['country'];
$description = "WebForm : ".$_POST['description'];

Finally, you will have also to modify function "create_lead_from_webform" in contactserialize.php to add also this new field.

Line 975 :
function create_lead_from_webform($lastname,$firstname,$email,$phone,$company,$country,$description)
{
global $adb;
$adb->println("Create New Lead from Web Form - Starts");
require_once("modules/Leads/Lead.php");

$focus = new Lead();
$focus->column_fields['lastname'] = $lastname;
$focus->column_fields['firstname'] = $firstname;
$focus->column_fields['email'] = $email;
$focus->column_fields['phone'] = $phone;
$focus->column_fields['company'] = $company;
$focus->column_fields['country'] = $country;
$focus->column_fields['description'] = $description;

and Line 480

$server->register(
'create_lead_from_webform',
array('lastname'=>'xsd:string',
'firstname'=>'xsd:string',
'email'=>'xsd:string',
'phone'=>'xsd:string',
'company'=>'xsd:string',
'country'=>'xsd:string',
'description'=>'xsd:string'),
array('return'=>'xsd:string'),
$NAMESPACE);

I hope that's all. I do not remenber any other modification.

Good luck

Problemauto

[philgaertner]

anyone???

[Joe e-CAP]

[quote="jpattoncook"]
After that if you want to recover this data in vtiger, you have to modify send_data.php to add this new data :


Finally, you will have also to modify function "create_lead_from_webform" in contactserialize.php to add also this new field.

Line 975 :
function create_lead_from_webform($lastname,$firstname,$email,$phone,$company,$country,$description)
{
global $adb;
$adb->println("Create New Lead from Web Form - Starts");
require_once("modules/Leads/Lead.php");

$focus = new Lead();
$focus->column_fields['lastname'] = $lastname;
$focus->column_fields['firstname'] = $firstname;
$focus->column_fields['email'] = $email;
$focus->column_fields['phone'] = $phone;
$focus->column_fields['company'] = $company;
$focus->column_fields['country'] = $country;
$focus->column_fields['description'] = $description;

and Line 480

$server->register(
'create_lead_from_webform',
array('lastname'=>'xsd:string',
'firstname'=>'xsd:string',
'email'=>'xsd:string',
'phone'=>'xsd:string',
'company'=>'xsd:string',
'country'=>'xsd:string',
'description'=>'xsd:string'),
array('return'=>'xsd:string'),
$NAMESPACE);

Make sure you have everything in the same order in contactserialize.php,
index.php, and in send data.php
it does make a diffrence had the same problem with mine but it was becasue i did not know i needed to add my fields to contactserialize

[Naesstrom]

Hi everyone!

I thought I should try this since we wanted some more fields when customers fill in the webform but I can't find contactserialize.php... where is it?