Lead Is Created From Webform Submission Even When "Create Lead" Option Is Disabled

Jun 26, 2025 by ADMIN 83 views

Webform Submission Creates Lead Despite "Create Lead" Option Being Disabled: A Bug Report

This article addresses a critical bug encountered in webform functionality where leads are unexpectedly created even when the "Create Lead" option is explicitly disabled. This issue undermines the intended behavior of the form configuration, leading to potential data inconsistencies and user confusion. This comprehensive analysis delves into the problem, outlining the steps to reproduce it, the expected versus actual results, and the implications for users and system integrity. We will explore the root causes of this bug and provide a detailed explanation of how to mitigate its impact. Understanding this issue is crucial for maintaining the accuracy and reliability of lead generation processes within the system. This article aims to provide a clear understanding of the problem and its potential solutions, ensuring that users can effectively manage their webform settings and lead creation preferences.

Issue Description

When creating a webform within the system, the "Create Lead" toggle provides a crucial control over whether form submissions should automatically generate new leads. Ideally, if this toggle is turned OFF, submitting the form should not result in the creation of any lead within the system. However, a significant bug has been identified where leads are still being created upon submission, even when the "Create Lead" toggle is disabled and the submit success action is configured to display a custom message. This discrepancy between the intended functionality and the actual behavior presents a serious issue, as it misleads users and breaks the expected configuration of the form. The unexpected lead creation can lead to data clutter, inaccurate reporting, and potential confusion for sales and marketing teams relying on the system's lead management capabilities. Addressing this bug is essential to ensure that the system behaves as intended, providing users with the control they expect over lead generation processes. This issue highlights the importance of precise form configuration and the need for the system to accurately reflect the user's settings, particularly when it comes to sensitive actions like lead creation.

The primary concern arising from this bug is the potential for data integrity issues. When leads are created unintentionally, it can skew reports, lead to misdirected marketing efforts, and complicate the sales process. This unintended lead generation also introduces the risk of non-compliance with data privacy regulations, particularly if the creation of these leads was not explicitly consented to by the submitter. Furthermore, the inconsistency between the configured setting and the actual outcome creates a poor user experience. Users who disable the "Create Lead" toggle expect that their action will prevent lead generation, and the system's failure to respect this setting can erode trust and confidence in the platform. The discrepancy also adds an unnecessary burden on administrators who may need to manually delete the unintended leads, consuming valuable time and resources. This bug compromises the fundamental principle of user control over system behavior, making it critical to address for maintaining the platform's usability and reliability. The impact of this bug extends beyond mere inconvenience, potentially affecting the accuracy of business processes and the overall effectiveness of lead management strategies.

Preconditions

Before delving into the steps to reproduce this bug, it is essential to establish the specific conditions under which it occurs. This includes noting the versions of the framework and Krayin CRM being used, as well as the specific commit ID. These details are crucial for developers and testers to accurately replicate the issue and ensure that any fixes are effective and do not introduce unintended side effects. The framework version provides the foundational context for the application's behavior, while the Krayin CRM version specifies the exact software being used. The commit ID further refines this by identifying the precise state of the codebase at the time the bug was observed. Without this information, attempting to reproduce the bug may yield inconsistent results, hindering the debugging process. It is also important to ensure that the system is set up in a standard configuration, without any custom modifications or extensions that could potentially interfere with the bug's behavior. A clean, well-defined environment is necessary to isolate the issue and confirm that it is indeed a bug within the core functionality of the webform system. Providing these preconditions is a standard practice in bug reporting, facilitating efficient communication and resolution.

Framework Version: (Specify the framework version used)
Krayin CRM Version: (Specify the Krayin CRM version used)
Commit ID: (Specify the commit ID of the codebase)

Steps to Reproduce

To effectively address a bug, it's crucial to have a clear and repeatable set of steps that reliably trigger the issue. The following steps outline the process to reproduce the unexpected lead creation issue when the "Create Lead" option is disabled in a webform. Each step is designed to guide the user through the necessary actions to demonstrate the bug, ensuring that developers can follow the same process to confirm and fix the problem. Precise and detailed steps are vital for accurate bug reporting, as they eliminate ambiguity and provide a consistent method for replication. This ensures that the bug can be reliably reproduced across different environments, which is a key requirement for effective debugging and testing. By following these steps, anyone can verify the existence of the bug and contribute to its resolution, promoting a collaborative approach to quality assurance.

Navigate to Dashboard → Settings → Webforms. This is the starting point for accessing and managing webforms within the Krayin CRM system. The dashboard serves as the central hub for administrative functions, providing access to various settings and configurations.
Either edit an existing webform or create a new one. This step allows you to configure a webform where the bug can be tested. Editing an existing form can help determine if the issue is specific to certain configurations, while creating a new form ensures a clean setup for testing.
Within the webform settings, locate and set the Submit Success Action to "Display custom message". This setting specifies what happens after a user successfully submits the form. Choosing "Display custom message" ensures that the expected behavior should be the presentation of a confirmation message, rather than lead creation.
Find the "Create Lead" toggle and disable it. This is the critical step that should prevent the creation of leads upon form submission. Ensuring this toggle is turned OFF is the core condition for triggering the bug.
Access the form via the frontend and submit it with valid data. This simulates a user interacting with the form and submitting information. Using valid data ensures that the submission process is not hindered by validation errors, allowing the focus to remain on the lead creation issue.
Go to the Leads section in the admin panel and check for newly created leads. This is the final step to verify if the bug has occurred. If a lead is created despite the "Create Lead" toggle being disabled, the bug is successfully reproduced.

Expected Result

The anticipated outcome when the "Create Lead" toggle is turned OFF is straightforward: no new lead should be generated in the system upon form submission. This expectation is based on the clear intention of the toggle's function, which is to control the automatic creation of leads from webform submissions. When a user disables this toggle, they expect the system to respect this setting and only execute the specified success action, in this case, displaying a custom message. The absence of lead creation is crucial for maintaining data hygiene and ensuring that only intentional lead generation activities result in new records. This expectation aligns with the principles of user control and predictability in software systems, where actions taken by the user should directly translate to the system's behavior. The expected result is a key benchmark against which the actual result is compared, highlighting the discrepancy caused by the bug and underscoring the importance of its resolution. This clear understanding of the intended functionality helps in accurately assessing the severity of the bug and its impact on user workflows.

No lead should be created when the Create Lead toggle is OFF.
Only the custom success message should be displayed to the user after form submission.

Actual Result

The actual result deviates significantly from the expected behavior, revealing the core issue of the bug. Despite the "Create Lead" toggle being disabled, a new lead is still being created in the system upon form submission. This unexpected behavior contradicts the intended functionality and undermines the user's control over lead generation processes. The creation of leads when explicitly disabled not only leads to data inaccuracies but also introduces potential compliance issues, particularly if the collection of lead information was not intended or consented to. This discrepancy highlights a critical flaw in the system's logic, where the configured setting is not being properly enforced. The implications of this bug extend beyond mere inconvenience, potentially affecting the integrity of lead data, the efficiency of sales and marketing efforts, and the overall reliability of the CRM system. Understanding the actual result in comparison to the expected result is essential for quantifying the impact of the bug and prioritizing its resolution. This detailed observation of the actual outcome forms the basis for further investigation and debugging, ensuring that the fix addresses the root cause of the issue.

A lead is still being created even though the Create Lead toggle is disabled.

This leads to unexpected behavior and unwanted data creation.

Users may misunderstand the form settings due to this issue.

Impact Analysis

The impact of this bug extends beyond mere inconvenience, affecting various aspects of system functionality and user experience. Firstly, the unintended creation of leads leads to data pollution. The presence of extraneous leads can clutter the database, making it difficult to manage and analyze genuine leads effectively. This data pollution can skew reports, leading to inaccurate insights and potentially flawed decision-making in sales and marketing strategies. Secondly, the bug undermines user confidence in the system. When a configured setting, such as the "Create Lead" toggle, does not produce the expected outcome, users lose trust in the platform's reliability. This can lead to frustration and decreased adoption of the system's features. Thirdly, there are potential compliance implications. If leads are created without explicit consent, it could violate data privacy regulations, such as GDPR. This can expose the organization to legal risks and reputational damage. Furthermore, the bug can increase administrative overhead. Staff may need to spend time manually deleting unwanted leads and correcting data inaccuracies, diverting resources from more productive tasks. The cumulative effect of these impacts underscores the critical nature of this bug and the urgency in addressing it. A thorough fix is essential to restore data integrity, rebuild user trust, ensure regulatory compliance, and optimize resource allocation. This comprehensive impact analysis highlights the far-reaching consequences of the bug, emphasizing the importance of a swift and effective resolution.

Conclusion

In conclusion, the bug report clearly identifies a significant issue where leads are being created from webform submissions even when the "Create Lead" option is disabled. This discrepancy between the expected and actual results highlights a critical flaw in the system's functionality, which can lead to data pollution, decreased user confidence, potential compliance issues, and increased administrative overhead. The detailed steps to reproduce the bug, along with the clear preconditions, provide a solid foundation for developers to investigate and resolve the issue effectively. Addressing this bug is crucial for maintaining the integrity of the CRM system, ensuring user trust, and complying with data privacy regulations. The impact analysis underscores the importance of a swift and thorough resolution to prevent further data inaccuracies and potential disruptions to business processes. Moving forward, rigorous testing and quality assurance procedures are essential to prevent similar issues from arising in the future, ensuring the reliability and effectiveness of the webform functionality. This bug report serves as a valuable contribution to improving the system's stability and usability, ultimately enhancing the user experience and supporting efficient lead management.