picked 0.0.104-next.3 → 0.0.105-next.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
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# Lead search
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A lead is one set of answers that a visitor gave to your flow. The
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them, and it has one search box. The
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dashboard holds the query in the address,
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A lead is one set of answers that a visitor gave to your flow. The
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[**Leads**](/reference/dashboard/leads) page lists them, and it has one search box. The
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box accepts a plain word, a filter, or both. The dashboard holds the query in the address,
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so you can share the link.
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## The parts of a lead that a query reads
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| Task | GraphQL | MCP tool | Run |
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| --- | --- | --- | --- |
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| Search the leads | [`project`](/reference/management-api/schema/project#project) |
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| Search the leads | [`project`](/reference/management-api/schema/project#project) | [`search_leads`](/reference/tools/mcp#search_leads) | `tools.search_leads({ project_id, query })` |
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| List the fields that a query reads | None | [`list_lead_fields`](/reference/tools/mcp#list_lead_fields) | `tools.list_lead_fields({ project_id })` |
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The `leads` field of the `project` query takes the same search text in its `query`
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argument.
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argument. The `search_leads` tool gives the number of leads that match, and a link to the
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**Leads** page with the search.
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## Related
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- [Leads](/reference/dashboard/leads) — the page that lists the leads
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- [Fields](/reference/dashboard/fields) — the keys that name each answer
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- [Glossary](/reference/glossary) — lead, label, and the other terms
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---
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type: reference
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layout: docs
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---
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# Leads
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A lead is one set of answers that a visitor gave to a flow. The **Leads** page lists the
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leads of a project, and the Lead page shows one lead.
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## Where leads show
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| Page | Address | Content |
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| ----- | ---------------- | ------------------------------------------------------------------------- |
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| Leads | `…/leads` | The leads of the project, the newest lead first. |
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| Lead | `…/leads/<lead>` | One lead. A row of the **Leads** list opens it. The title is the lead ID. |
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The table shows 50 leads. The two buttons below the table show the previous 50 leads and
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the next 50 leads. The text above the table shows the number of leads in the table and in
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the list, for example `50 of 230 leads`.
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The address of the **Leads** page holds the search, the columns, the sort and the
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**Hide duplicates** setting. A link to the same address opens the same list.
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## Search
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The search box takes the syntax of [Lead search](/reference/dashboard/lead-search). While
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the box is empty, it shows a **Search syntax** link to that page. The link shows only while
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the box has space for the placeholder and the link.
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A clause on the visit changes the order of the list and the text above the table. Refer to
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[The visit that captured the lead](/reference/dashboard/lead-search#the-visit-that-captured-the-lead).
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## Columns
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The table shows the **ID** and **Created At** columns until you change them. **Columns**
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opens **Table columns**, where you add, remove and move the columns.
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**Add a column** lists these columns:
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| Group | Columns |
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| ----------------- | ------------------------------------------------------------------------------------------------------- |
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| **Lead** | **ID**, **User ID** and **Created At**. |
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| **Session** | The fields of the visit that captured the lead, such as **Session started** and **Session page views**. |
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| **Responses** | The key of each answer of the leads in the table. |
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| A label namespace | Each label without an expiry on the leads in the table. |
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**Add a column** also accepts a full path that starts with `responses.` or `labels.`, such
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as `responses.suburb` or `labels.acme.status`. This path adds a column that the leads in
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the table do not have.
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## Sort
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The list shows the newest lead first. A click on a column header sorts the list by that
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column. A second click reverses the order. A lead without a value in the column is always
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last. A **Session** column does not sort.
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## Hide duplicates
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One visit can capture more than one lead. When **Hide duplicates** is on, the list shows
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one lead for each visit: the newest lead that matches the search. **Hide duplicates** is
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on by default.
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While the search has a clause on the visit, the list shows each lead, and you cannot turn
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on **Hide duplicates**.
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## Saved views
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A saved view is a name for one search, one set of columns and one sort. All the users of
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the project see the same saved views. The saved views show above the table. A saved view
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does not keep the **Hide duplicates** setting.
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| Control | Result |
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| ----------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
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| A saved view | Opens the list with the search, the columns and the sort of the view. |
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| **Save view** | Saves the list as a new view. It shows when the **Leads** list has no saved views. It also shows when you change the search, the columns, the sort or **Hide duplicates**, and no saved view has these settings. |
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| The settings button of a view | Changes the name of the view, or makes it the default view. It also holds **Delete view**. |
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| **Delete view** | Deletes the view. The leads do not change. |
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The list opens with the default view when its address has no parameters. The **Leads**
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list of a project has a maximum of one default view.
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## Lead page
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The Lead page shows one lead in these cards:
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| Card | Content |
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| --------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- |
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| **Captured** | The date and the time of the capture. |
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| **Responses** | The answers of the lead. A lead from a workspace preview shows the keys of the fields, not their labels. |
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| **Other leads from this session** | The other leads that the same visit captured. **Show older leads** adds the leads before them. |
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| **Session** | The details of the visit that captured the lead, and its events up to the capture, the newest event first. **Show earlier** and **Show later** add more events. |
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| **Workflow runs** | The runs that created or changed the lead. Refer to [Leads and runs](/reference/dashboard/workflow-runs#leads-and-runs). |
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| **Labels** | The labels of the lead. Refer to [Labels in the dashboard](/reference/dashboard/labels#labels-in-the-dashboard). |
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On a narrow screen, the page shows the cards on three tabs.
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**Delete lead** deletes the lead and all its labels. You cannot reverse a delete.
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## Access
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| Surface | Scopes |
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| ---------------------- | ------------------------------------------------------------------------------------------------------------ |
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| Leads, Lead | `ORGANIZATION_LEADS_READ` |
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| Saved views | `ORGANIZATION_PROJECTS_READ` to see them, and `ORGANIZATION_PROJECTS_UPDATE` to save, change and delete them |
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| The labels of a lead | Refer to [Owners](/reference/dashboard/labels#owners). |
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| **Workflow runs** card | Refer to [Access](/reference/dashboard/workflow-runs#access). |
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| **Delete lead** | `ORGANIZATION_LEADS_DELETE` |
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## API and MCP
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You can also do this task with the [Management API](/reference/management-api/schema), the [MCP server](/reference/tools/mcp), or code that you send to [`picked_run`](/reference/tools/mcp-run).
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| Task | GraphQL | MCP tool | Run |
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| --- | --- | --- | --- |
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| List the leads | [`project`](/reference/management-api/schema/project#project) | None | None |
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| List the saved views | [`project`](/reference/management-api/schema/project#project) | None | None |
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| Save a view | [`savedViewCreate`](/reference/management-api/schema/saved-view#savedviewcreate) | None | None |
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| Change a view | [`savedViewUpdate`](/reference/management-api/schema/saved-view#savedviewupdate) | None | None |
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| Delete a view | [`savedViewDelete`](/reference/management-api/schema/saved-view#savedviewdelete) | None | None |
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| Read a lead | [`lead`](/reference/management-api/schema/lead#lead) | None | None |
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| Delete a lead | [`leadDelete`](/reference/management-api/schema/lead#leaddelete) | None | None |
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The `project` query gives the leads in its `leads` field, and the saved views in its
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`savedViews` field.
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## Related
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- [Lead search](/reference/dashboard/lead-search) — the syntax of the search box
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- [Labels](/reference/dashboard/labels) — the labels of a lead
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- [Workflow runs](/reference/dashboard/workflow-runs) — the runs that create and change leads
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- [Glossary](/reference/glossary) — lead, visit, and the other terms
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| Term | What it is |
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| --- | --- |
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| **Lead** | One set of answers that a visitor gave to a flow. It belongs to the project, and it stays after you publish a new version. |
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| **Lead** | One set of answers that a visitor gave to a flow. It belongs to the project, and it stays after you publish a new version. Refer to [Leads](/reference/dashboard/leads). |
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| **Response** | One answer in a lead, held under the key of the field that asked for it. |
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| **Label** | A name and a value that you or a workflow puts on a lead, a project or a workflow run. A label on a lead sits outside the answers, and it stays when you change your fields. A label can expire. Refer to [Labels](/reference/dashboard/labels). |
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| **Label owner** | The lead, the project or the workflow run that has a label. The owner sets the scopes that read and write the label. |
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package/package.json
CHANGED
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{
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"name": "picked",
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"description": "The Picked SDK front door: the client, the picked.config helpers, and the picked CLI in one install",
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"version": "0.0.
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"version": "0.0.105-next.1",
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"bin": {
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"picked": "dist/esm/bin.js"
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},
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"dependencies": {
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"@picked/cli": "0.0.
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"@picked/config": "0.0.
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"@picked/cli": "0.0.105-next.1",
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"@picked/config": "0.0.105-next.1"
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},
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"devDependencies": {
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"@picked/client": "workspace:*",
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"main": "./dist/cjs/index.js",
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"module": "./dist/esm/index.js",
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"peerDependencies": {
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"@picked/client": "0.0.
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"@picked/client": "0.0.105-next.1"
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},
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"private": false,
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"publishConfig": {
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