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mjwconsult / webform_civicrm_esign

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Trouble following instructions #3

Closed benasp123 closed 4 years ago

benasp123 commented 5 years ago

Hi, This looks like a great extension. I'm still pretty new to Civi. I'm having trouble following the instructions.

In CiviCRM: An activity type with a "File" custom field. Does this mean create an activity here: /civicrm/admin/options/activity_type and then add a custom file field?

On each webform: A field with name: esign_custom_field, type: hidden, value: custom field name (eg. custom_9). Which field? A field from the activity above? If so, i can't change the type to hidden.

A field with name: esign_activity_type_id, type: hidden, value: activity type id (eg. 70). Again, what filed? A text field?

Thanks

mattwire commented 5 years ago

Hi, This looks like a great extension. I'm still pretty new to Civi. I'm having trouble following the instructions.

In CiviCRM: An activity type with a "File" custom field. Does this mean create an activity here: /civicrm/admin/options/activity_type and then add a custom file field?

Under Administer->Custom Fields you need to add a custom field group to a specific activity type (that could be existing or a new one that you've created). In that custom field group add a "File" type custom field.

On each webform: A field with name: esign_custom_field, type: hidden, value: custom field name (eg. custom_9). Which field? A field from the activity above? If so, i can't change the type to hidden.

A webform field of type hidden. It's used as metadata for this extension.

A field with name: esign_activity_type_id, type: hidden, value: activity type id (eg. 70). Again, what filed? A text field?

As above - a hidden webform field.

Thanks

mattwire commented 4 years ago

@benasp123 Please re-open if still an issue