'Public' access to documents in EspoCRM?

[rvorsten]

Is it possible to expose documents in EspoCRM through a public link (similar to how you can do that in Dropbox)?

Background:
I want to send a mailing to 100+ contacts. Most contacts are not portal users. In the mail, I have included a link to a document which I want to share with them. This document resides in the 'documents' section in EspoCRM. When the contacts click the link, they are asked for their EspoCRM credentials, which they do not have. How can I specify that a document is a 'public' document?

Many thanks,
Ronald

[emillod]

You could create publicly available entryPoint which will allow access to documents which have specific param.

[shalmaxb]

Hi, here is how I do that:

emillod , I hope you don`t mind, that I link to your extension Public Attachment

First I install the extension by devcrm.it: https://github.com/dubas-pro/ext-public-attachment

For the link I do as follows:

1. I created a custom formula to read the current URL from a record (the record, where in my case I have an image, that I want to be downloadable). I did not test that with documents, but either it should work or you link the document into another entity.

2. I create one field for the URL
3. I create one field with the entry point, that the extension provides (?entryPoint=DubasPublicAttachment&id=). In the field configuration I set this as default, so it will appear in any new record
4. I create another field with the ID of (in my case) the image, which I populate by formula
5. I create an URL field for the image address, by concatenating the URL, entry point and ID, reading thes values from the former created field

I now have an URL, that I can send by mail and using the link, opens the image for where I sent the mail.

The custom formula to read the current URL (according to https://docs.espocrm.com/development...-in-formula/):

<?php

namespace Espo\Custom\Core\Formula\Functions\Base\StringGrou p;

use Espo\Core\Utils\{
Config,
Config\ConfigFileManager
};

class GetSiteUrl extends \Espo\Core\Formula\Functions\Base {

public function process(\StdClass $args = null) {
$fileManager = new ConfigFileManager();
$config = new Config($fileManager);
return $config->getSiteUrl();
}

}

and

{
"functionList": [
"__APPEND__",
{
"name": "string\\getSiteUrl",
"insertText": "string\\getSiteUrl()"
}
],
"functionClassNameMap": {
"string\\getSiteUrl": "Espo\\Custom\\Core\\Formula\\Functions\\Base\\Str ingGroup\\GetSiteUrl"
}
}

The respective formula:

currentURL=string\getSiteUrl();

[yuri]

More right way:

<?php

namespace Espo\Custom\Core\Formula\Functions\Base\StringGroup;

use Espo\Core\Formula\Functions\BaseFunction;
use Espo\Core\Formula\ArgumentList;

use Espo\Core\Di;

class GetSiteUrl extends BaseFunction implements Di\ConfigAware
{
    use Di\ConfigSetter;

    public function process(ArgumentList $args): string
    {
         return $this->config->get('siteUrl');
    }
}

[rvorsten]

Thanks for this, folks, but I am not quite there yet.

I installed the extension without problems. For now, I do not need to retrieve the URL automatically, so I am focussing on getting the correct URL first. Here's my basic attempt:

- I have a (PDF) document with ID '623c31ef1872d1a5d'
- I use the URL https://[myespocrmsite]/?entryPoint=...c31ef1872d1a5d

When I try this URL, I get an error:

403 Forbidden
EntryPoint Attachment: Not allowed type application/pdf.

Shouldn't this URL then give public access to the document? What am I missing?

Many thanks, Ronald

[shalmaxb]

You go to the Entity Manager -> entity Documents
There you look for the field, where you save your documents. In thenconfiguration for that field, there is a field for allowed file-types, click into this field and choose the file-extensions you want to allow, among which you should choose pdf of course.
Then it should work.

Your URL structure should look like:

https://[myespocrmsite]/?entryPoint=DubasPublicAttachment&id=623c31ef1872d1a5d