Create other entities than Lead using "Lead capture"

[goingUp]

"Lead capture" feature is very useful, and I think it can be extended even further, to allow the creation of custom forms that can be filled out by anonymous users, for any entity, without lead conversion.

[victor]

This is a workaround (Advanced Pack extension required):

- For each separate entity (custom or system) create a separate Lead Capture. In screenshot 1, pay attention to the ID of the created Lead Capture. You need to copy it for the next step.
- Create a Workflow with Trigger type Signal (screenshot 2). Where in the Signal field specify @leadCapture.681db9c1b42d938aa, where instead of "681db9c1b42d938aa" there will be your copied ID from the previous step.
- Action 1 creates a record in the entity you need and copies the required fields from the Lead created using Lead Capture.
- Action 2 deletes the Lead created using Lead Capture:

$id = workflow\targetEntity\attribute('id');
record\delete('Lead', $id);

[Nth20]

This is a workaround (Advanced Pack extension required):

- For each separate entity (custom or system) create a separate Lead Capture. In screenshot 1, pay attention to the ID of the created Lead Capture. You need to copy it for the next step.
- Create a Workflow with Trigger type Signal (screenshot 2). Where in the Signal field specify @leadCapture.681db9c1b42d938aa, where instead of "681db9c1b42d938aa" there will be your copied ID from the previous step.
- Action 1 creates a record in the entity you need and copies the required fields from the Lead created using Lead Capture.
- Action 2 deletes the Lead created using Lead Capture:

$id = workflow\targetEntity\attribute('id');
record\delete('Lead', $id);

Hello Victor, thank you very much for the helpful information.
I tried and the lead was created in "Lead" and does not show up in the custom entity. Is there anything else that I should pay attention to please?

[victor]

Send screenshots of your workflow and Lead Capture.

[Nth20]

Send screenshots of your workflow and Lead Capture.

Thank you very much Victor, can you please check the screenshots and help me? I am sorry that I am not good at taking the screenshots.

[victor]

You used the wrong ID:

1. Go to your Lead Capture and copy the ID from the browser address bar:

2. In the Workflow you created, edit Signal.

[Nth20]

Thank you so much Victor and I am really sorry for my oversight. I thought the IDs are the same. Is there anyway that I can clone the Leads entity to make a custom entity please?

[victor]

Without coding skills, you are unlikely to be able to create a similar entity.
However, you can create an entity with the Person type. It will be as similar as possible.

[Nth20]

Yes, I created a custom entity with Person type. How to link the "name" field to the full view like in the Leads entity please? In the Leads entity, the Name field is linkable to the full view of the record. In my custom entity, the name field is not linkable. How can I make the field linkable to full view please?

[victor]

1. In the desired Layout (for example, in List view) for your entity, hover your mouse over the name field.
2. Wait for the pencil icon to appear and click on it.
3. Check the Link option.

[Nth20]

Thank you so much Victor, you are great! Is there anywhere to clone the fields in the Leads to the Custom entity please?

[victor]

I don't quite understand your question:
- You want to create fields in your Person type entity identical to those in the Lead entity.
- Or you want to copy data from Lead to Custom entity fields?

[Nth20]

Thanks Victor, I am using the Lead Capture to capture field data to Custom entity, not to Leads. But when I create the Lead Capture form, I can only use the fields that I created in Leads, not the fields in the Custom entity. Therefore, I will also need to create the same fields in the Custom entity to map the data from fields in Lead Capture form to fields in Custom entity while actually they are the same fields/data. So is there anyway to clone the fields in the Leads and put them in the Custom entity OR is there anyway to use the Custom Fields in the Lead Capture form instead of using the fields of Leads? I hope you understand what I mean please

[Nth20]

Is there also option to send the Lead Capture Form to emails please?

[victor]

If you have coding skills, you can copy the required fields from "fields" instance_name/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Lead.json and from instance_name//custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json in instance_name//custom/Espo/Custom/Resources/metadata/entityDefs/Your_entity_name.json. then make Rebuild (preferably via CLI). Before doing this, it is advisable to make a backup.

You can also simply open two browser windows in the GUI of your instance and create similar fields.

Is there also option to send the Lead Capture Form to emails please?

No. You can attach a link to your Lead Capture in the Email Template.