When I test the page as the guest user, the file component does not appear. Is it possible for a guest user to attach files?
Any help is much appreciated!
- Has a field for file upload
- Can take a url parameter (e.g. custom object id)
- pass that parameter into the 'parentId' field on the Attachment record being created.
The form itself gets embedded into a Skuid page using an iframe in a template, and the content of the template should be set to allow html, with the content as this: <iframe src="
Note the triple braces on the id parameter so that you are just passing in the id with no other characters.
The end result was the attachment getting created attached to the custom object record!!!
Now somebody's probably going to tell me that this is going to be standard functionality in the Banzai release aren't they??!
I'm still determined to see if there's a way to do this without implementing other applications. I've read up a bit on attachments, and it appears people have done this successfully on the Case Object and Custom Objects using Apex/Visualforce pages.
I found this Force.com Documentation, page 445-451 describes how to create a page which allows an applicant to apply for a job and attach a resume by creating a new record and associating the attachment to the new record.
I don't know enough about this to understand if this is possible to recreate in Skuid. I would assume if you can do it with an apex extension, it can be done with some additional code in Skuid?
STEP 1: Complete the steps outlined in this existing tutorial: http://help.skuidify.com/m/page-assig...
This is what allows you to deploy skuid pages using the skuid:page component on a force.com site page.
STEP 2: Modify your visualforce page which deploys the skuid page (or clone and create a new one if you want to be able to test first), the new one should have syntax like this:
(note this syntax is also detailed towards the bottom of the same tutorial, along with some other options for multiple pages etc if you really want to go nuts on it)
STEP 3: Make sure your site 'Guest User' profile has access to the 'UploadImage' page you created in step 1, as well as the new VF page you created in step 2 (assuming you cloned your existing page). Modify/Check the settings by going to Setup >>> Sites >>> Site Label >>> Public Access Settings >>> Enabled Visualforce Page Access, and enable your new VF page(s) for the Guest User profile.
STEP 4: Make sure you've deployed the correct visualforce page as your Active Site Home Page (this will depend on whether you created a Clone in Step 2, but its not a bad idea to check the correct page is being deployed anyway!)
I'm pretty sure I covered everything there, but if you've done all that and it still doesn't seem to be working let me know.
I assume this would only work when the parentId record already existed. Have you tried to do this with a new record?
Only solution I've got, without delving into apex/vf as part of the solution, is to use FA w/ a server side solution to update the parentId to the new record created on the force.com site.
I would imagine it could be implemented with a snippet doing a save/callback in Skuid
We are using the Skuid File custom object / upload to a field on the record option. We have the visualforce pages set up and the API enabled for the public access profile (as requested by skuid support). Any insights greatly appreciated.
there's an earlier post with STEP 1 / 2 / 3 / 4 about half way up the page which should help - the key component I think was doing the additional steps in this tutorial http://help.skuidify.com/m/page-assignments-and-overrides/l/201793-using-the-skuid-page-visualforce-...
Hope that helps.
Just to add to Greg earlier comment about FormAssembly, I got to say it's a pretty solid app for any kind of forms
Started using it 6 months ago and made our life so much easier for internal and external use of salesforce
Creating all kind of different forms , even some to include e-signature, branching logics, validations...is a breeze .
As well it can be prefilled with info from record(s) or just to create new leads/account....
My 2nd favorite app for SF , now that I found skuid lol