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What are the Troubleshooting tips for Webfroms in Vtiger CRM?

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Following are the troubleshooting tips for Webfroms in Vtiger:

Form Not Submitting:

  • Ensure all mandatory fields are filled in.
  • Verify that CAPTCHA or OTP verification if enabled, is working correctly.
Data Not Syncing to CRM:
  • Confirm that the webform's Public ID and Post URL are correctly set in the form.
  • Ensure that field names in the form match the corresponding CRM field names.
  • Verify module configurations, especially Primary and Secondary Modules.
Duplicate Record Handling Issues:
  • Check if duplicate handling settings (e.g., Keep existing value, Append to existing data) are correctly configured.
  • Review if records are being overridden based on CRM settings for duplicates.
Round Robin Assignment Not Working:
  • Ensure the Round Robin option is enabled in the User Assignment section.
  • Confirm that selected users or groups are correctly listed in the Round Robin User list.
Hidden Fields Not Populating:
  • Verify that the override value is correctly set for hidden fields.
  • Ensure that the URL parameters are formatted correctly when passing values to hidden fields.
Unable to Upload Files:
  • Ensure the file upload field is added and marked as mandatory if required.
  • Verify file type and size restrictions are set correctly and communicated to users.
IP Address Blocked:
  • Check if the user's IP is on the Blocked IPs list and remove it if needed.
  • Review the logs to determine if security features like CAPTCHA triggered the block.
Webform Not Redirecting After Submission:
  • Verify the Return URL is entered correctly and points to a valid, accessible page.
  • Ensure no typos or incorrect URLs are causing redirection failures.
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