Form Lead Create Wizard
Build or manage the form/survey and its submitted records.
Before you start
Use the account and workspace that own the records. This page does not include administrator configuration forms.
Open /portal/create on your application domain, or use the matching item in the application menu.
Steps
Create draft
- Open /portal/create on your own application domain.
- Complete these fields in that form: Name, Traffic source, Describe the campaign, Connected form. Their choices and limits are listed below.
- Select Create draft. The exact label can change between creating and editing a record.
- If validation fails, correct the named field and submit again. After success, reopen the same record and compare the saved values.
| Field shown in the form | What to enter | Example / note |
|---|---|---|
| Name | Optional, unless this form asks for it. No more than 255 characters. | Test record (use a unique value where required). |
| Traffic source | Required. Choose Campaign, Website, QR, Paid ads, Social. No more than 80 characters. | Choose a displayed option; the available labels are listed above. |
| Describe the campaign | Optional, unless this form asks for it. No more than 500 characters. | Use the value required by the task; no example is assumed. |
| Connected form | Optional, unless this form asks for it. Choose No form connected yet. Optional. You can connect a form later in the funnel workspace. Enter a whole number. | Choose a displayed option; the available labels are listed above. |
Fields shown in the interface
Only fields traced to this role’s handler and its own view are listed. The application can show separate create/edit forms; do not fill every row on one screen.
Form 1 — fields shown in the interface
| Field | What to enter or choose |
|---|---|
| Name | Optional, unless this form asks for it. No more than 255 characters. |
| Traffic source | Required. Choose Campaign, Website, QR, Paid ads, Social. No more than 80 characters. |
| Describe the campaign | Optional, unless this form asks for it. No more than 500 characters. |
| Connected form | Optional, unless this form asks for it. Choose No form connected yet. Optional. You can connect a form later in the funnel workspace. Enter a whole number. |
Check the result
After a source-checked procedure, verify the same record in the same workspace. Check saved values, visible state and access with the intended test account. An external payment/message/provider action needs its own result check.
Problems and validation
| Problem | Next step |
|---|---|
| A field rejects the value | Check its named error, the form’s visible choices and the relevant limit. Do not substitute internal numeric codes for the displayed options. |
| The control is missing | Check role, plan, enabled app and current record state. Do not grant administrator access merely to complete a User task. |
| The saved result is unexpected | Reopen the same record and verify its owner/workspace before repeating the action. |
Technical reference
Role-scoped source references
Pinned commit: 0a97c2b1d8022981713b1f32874690236dcf1610
Source-only route information
| Method | Source-default route |
|---|---|
| LIVEWIRE | /portal/create |
Unmapped fields — not user instructions
These fields belong to this role’s source handler, but their screen labels were not confirmed.
| Source key | Handler |
|---|---|
| type | modules/AppFormLeadCreateWizard/Livewire/FormLeadCreateWizard.php |
| startMode | modules/AppFormLeadCreateWizard/Livewire/FormLeadCreateWizard.php |
| templateId | modules/AppFormLeadCreateWizard/Livewire/FormLeadCreateWizard.php |
| fields | modules/AppFormLeadCreateWizard/Livewire/FormLeadCreateWizard.php |