What are the troubleshooting tips for Webforms in Vtiger CRM?
Following are the troubleshooting tips for Webforms 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.