Webforms

Web-based forms

Data from web-forms can be transfered and stored directly into the database, and used to generate leads.

About

Webforms are optional modules for vtiger, and can be installed or imported from the module manager. Webforms in vtiger CRM is built using the REST based webservices.

The form should use POST method.

Configuration of Webforms

Before webforms can be used, they need to be configured. The configuration file has the following settings:

  • defaultUserName: User login data used for authentication of the webforms.
  • defaultUserAccessKey: User access to the 'My Preference' page.
  • defaultOwner: Name of the user all the records created by webforms will be assigned to.
  • successURL: a URL to redirect to if the operation was successful.
  • failureURL: a URL to redirect to if the operation was unsuccessful.
  • defaultSuccessAction: in case no success/failure URL is specified then the type of response desired on the server can be defined here. Acceptable values are HTML and JSON.
  • defaultSuccessMessage: key lable used to look-up the success message in the language file.