I want to make File Upload a possible Wagtail Form field type on form pages. How do I configure the models to make this possible? Please note I am more interested in allowing users to upload document files like PDFs rather than images.
Type Salesforce Files in the Quick Find box, select General Settings, and then click Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments. When the preference is enabled, the Notes & Attachments related list displays the Upload Files button.
File Upload Fields are used to provide users the ability to attach files to their form submissions, such as photos, PDFs or other documents.
Here is a great article from LB Johnson on that matter. The code below is directly taken from the article (but copying here in case the article goes away), however you might want to follow the article as it explains everything step by step.
It's quite involved at the moment, you'll need to:
AbstractFormField
to define a new field type.FormBuilder
to deal with the new field type.form_builder
to your custom FormBuilder
class on your FormPage .serve
method on the FormPage to pass the file data to the form (only if you use Wagtail 1.12 and below as it does it automatically from Wagtail 1.13)process_form_submission
to process the fileHere is the full code:
from wagtail.wagtailforms.models import AbstractFormField, FORM_FIELD_CHOICES
from wagtail.wagtailforms.forms import FormBuilder
from wagtail.wagtailimages.fields import WagtailImageField
def filename_to_title(filename):
from os.path import splitext
if filename:
result = splitext(filename)[0]
result = result.replace('-', ' ').replace('_', ' ')
return result.title()
class FormField(AbstractFormField):
FORM_FIELD_CHOICES = list(FORM_FIELD_CHOICES) + [('image', 'Upload Image')]
field_type = models.CharField(
verbose_name=_('field type'),
max_length=16,
choices=FORM_FIELD_CHOICES)
page = ParentalKey('FormPage', related_name='form_fields')
class ExtendedFormBuilder(FormBuilder):
def create_image_upload_field(self, field, options):
return WagtailImageField(**options)
FIELD_TYPES = FormBuilder.FIELD_TYPES
FIELD_TYPES.update({
'image': create_image_upload_field,
})
class FormPage(AbstractEmailForm):
form_builder = ExtendedFormBuilder
def serve(self, request, *args, **kwargs):
if request.method == 'POST':
# form = self.get_form(request.POST, page=self, user=request.user) # Original line
form = self.get_form(request.POST, request.FILES, page=self, user=request.user)
if form.is_valid():
self.process_form_submission(form)
return render(
request,
self.get_landing_page_template(request),
self.get_context(request)
)
else:
form = self.get_form(page=self, user=request.user)
context = self.get_context(request)
context['form'] = form
return render(
request,
self.get_template(request),
context
)
def process_form_submission(self, form):
cleaned_data = form.cleaned_data
for name, field in form.fields.iteritems():
if isinstance(field, WagtailImageField):
image_file_data = cleaned_data[name]
if image_file_data:
ImageModel = get_image_model()
image = ImageModel(
file=cleaned_data[name],
title=filename_to_title(cleaned_data[name].name),
collection=self.upload_image_to_collection,
# assumes there is always a user - will fail otherwise
uploaded_by_user=form.user,
)
image.save()
cleaned_data.update({name: image.id})
else:
# remove the value from the data
del cleaned_data[name]
form_data = json.dumps(cleaned_data, cls=DjangoJSONEncoder)
submission_object = dict(
page=self,
form_data=form_data,
user=form.user,
)
intro = RichTextField(blank=True)
thank_you_text = RichTextField(blank=True)
FormPage.content_panels = [
FieldPanel('title', classname="full title"),
FieldPanel('intro', classname="full"),
InlinePanel('form_fields', label="Form fields"),
FieldPanel('thank_you_text', classname="full"),
MultiFieldPanel([
FieldRowPanel([
FieldPanel('from_address', classname="col6"),
FieldPanel('to_address', classname="col6"),
]),
FieldPanel('subject'),
], "Email"),
]
Here is the (untested) code to handle a document instead of an image:
from django.forms import FileField
from wagtail.wagtaildocs.models import get_document_model
# Other imports
class FormField(AbstractFormField):
FORM_FIELD_CHOICES = list(FORM_FIELD_CHOICES) + [('document', 'Upload Document')]
# `field_type` and `page` remain unchanged
class ExtendedFormBuilder(FormBuilder):
def create_document_upload_field(self, field, options):
return FileField(**options)
FIELD_TYPES = FormBuilder.FIELD_TYPES
FIELD_TYPES.update({
'document': create_document_upload_field,
})
class FormPage(AbstractEmailForm):
# `form_builder` attribute and `serve` remain unchanged.
def process_form_submission(self, form):
cleaned_data = form.cleaned_data
for name, field in form.fields.iteritems():
if isinstance(field, FileField):
document_file_data = cleaned_data[name]
if document_file_data:
DocumentModel = get_document_model()
document = DocumentModel(
file=cleaned_data[name],
title=filename_to_title(cleaned_data[name].name),
# assumes there is always a user - will fail otherwise
uploaded_by_user=form.user,
)
document.save()
cleaned_data.update({name: document.id})
else:
# remove the value from the data
del cleaned_data[name]
# The rest of the function is unchanged
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