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Entry Management System for WPForms

Introducing an Improved Entry Management System in WPForms

Last updated on Dec 22, 2016 by Syed Balkhi

Over the last week, we have been working hard improving some of the behind the scenes features in WPForms. I’m quite proud to show you our new improved form entry management system which made up bulk of the changes in WPForms version 1.1.5 and 1.1.6.

New Form Entry Table

WPForms New Entry Table

The main thing you’ll see in the Entries table is the ability to “star” aka favorite each entry and mark it as read.

You can also sort the entries by the status and download all form entries in a CSV file.

Individual Entry Actions

WPForms Entry Actions

When you click to view an entry, you’ll see several entry specific actions.

You can now do the following with each entry:

  • Export Entry as CSV
  • Print the Message
  • Resend Admin Notification
  • Mark it as Unread
  • Star / Favorite it
  • Add Custom Notes

Custom notes is very handy if you’re using WPForms as a basic CRM.

Misc. Enhancement + Features

We added several enhancements and bug fixes in version 1.1.6. The most notable enhancement was that we added support for WordPress Zero Spam plugin which a lot of you have asked for.

Later this week, we’ll be launching our GetResponse add-on as well as improvement to our smart tags for better notifications.

Looking for a drag & drop WordPress form builder? Get WPForms today and unlock all the awesome features.

Comments

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  2. If possible also provide a way to display the Entries on the front end of the site. I haven’t seen any Forms plugin do it but got this request from many clients. For example, some site owner wanted to take support request using Gravity Forms and then show that request to his support people when they logged into the site (display on the front end and not WP admin panel). Then wanted to have them reply to the Entry from the front end. Similar case was with another client who wanted to take Student Enrollment enquiries and then have sales people call the student for enrollment. Sales people would just login to the front end of the site, look at the enquiry and call the student. They were not supposed to see WP admin panel.

    Unfortunately this is not something that any Form plugin provides out of the box. I just wish WP Forms does it first 🙂

    1. This is a bit more advanced functionality and eventually we’ll build it. It’s not in our immediate roadmap though 🙂

      1. Sure, no problem. Just wanted to bring it your notice 🙂

        Here are few more:
        1. Make fields read-only (by default and conditionally)
        2. Provide auto-number generation for number fields.
        3. Generate PDFs of submitted form data (for the form entry).

        There are quite common use-cases for these. For example, create a form for issuing a Receipt for payments made by cheque/cash. Fill the form, Receipt No. is read-only and gets auto-generated. PDF gets created for the form entry and gets attached to it. Print the receipt and give it to the clients or just email them. I know there are other ways to handle this but its just one use-case.

        Tried doing this with Gravity Forms and had to install 3 more plugins to get all of these working. PDFs I could still understand but the first 2 I was really expecting a forms plugin to have. But unfortunately it doesn’t 🙁

  3. I need to come in and second the request for front-end viewing. I have seen one or two plugins offer this. But this would be extremely advantageous and could be used in a number of ways. As someone who paid for the license for WPForms, what is your process to add things to the ‘immediate’ roadmap. I would like to know when you might be building this feature. I recognize it is involved, but it would really blow the use cases for the plugin out of the water. I could see it double the scenarios where your plug in could be used.

    I know the previous commenter here mentioned wanting to use it as sort of a support ticket tracker. That’s one scenario. I’ll mention my immediate scenarios that I would use today. Hell I’d even donate a little more money to make this happen because these are real use cases my clients want and they would pay me to implement them:

    1) Manage service requests – Currently users submit a form that produces an estimate of services, but what if they (or I) want to edit this data after initial submission for better tracking of their service? Needs to be able to be managed from the front end so the user can alter their request on their own
    2) Employment applications – Need to be able to save a form halfway through so that they can come back and finish it later, and THEN submit it, as some employment applications are rather lengthy
    3) Form to form management – Need to be able to add a bit of data to the DB for this user. For instance my webhosting client, the user needs to add a domain name. Then if they want to remove/delete or add another they need to be able to see which domain names they have already submitted via WPform and then add another, or hit a ‘request delete’ button.

    1. This is something that is on our radar in the future.

      I think our initial implementation will be to provide a shortcode that can be used to display a simple table of the entries for a specific form.

      Likely something we’ll try to work on getting out early 2017 🙂

  4. Is there any way to get the Custom Notes to print? We have a scenario where we need to add additional info after the applications are submitted (For Office Use Only) and then provide printouts as legal documentation. The ability to add a Custom Note to each entry is perfect, except those aren’t included when we click Print.

    1. Hey Kathleen,

      Right now we don’t have a method to print the notes, but having the ability to do so makes complete sense. I’ve made a note to get that feature added the next update or two. We’ll be adding a link to the print view that will give you the chance to toggle displaying the notes below the entry on or off. Thanks for letting us know 🙂

  5. is there a way to download entries csv file sorted by particular set date range? For example how you can download order export csv file based on set date range.

    1. Hi Deven,

      We don’t currently have the ability to limit the date range of entries included in a CSV export — for now, the easiest way to do this is to open the CSV with a spreadsheet program like Excel, then remove any rows of entries you don’t need.

      I agree, though, that this would be a super useful addition to our CSV export tool! I’ll make note of your suggestion on our feature request list.

      Thanks! 🙂

  6. I would like to edit and/or correct data collected in the entries prior to exporting to a cvs file – is there a way to do this

    1. Hi Liz,

      We don’t have a way to do this right now, but I’ve made a note on our feature request list so we can keep it on our radar! Thanks for the suggestion 🙂

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