Sagar Nivas
Forms Feature Library
Smart Forms Feature Library
Shortcodes, Pages, and Styling Controls
| Feature | Shortcode | Configurable Attributes |
|---|---|---|
| Form wizard | [sbfr_form slug="business-intake"] | id, slug, title, class, accent, density, layout, radius, custom_css, page_css |
| Searchable submissions table | [sbfr_submissions per_page="30"] | form_id, per_page, status, class, accent, density, layout, radius, custom_css, page_css |
| Configurable submission table view | [sbfr_submission_table_view form_id="1" columns="submission_uid,status,requester_name,current_step"] | form_id, view_key, columns, status, current_step, per_page, user column preferences, global defaults, registered-peer share URL, iframe, class, accent, density, layout, radius, custom_css, page_css |
| Submission surface builder | [sbfr_surface_builder] | No-code page builder for submission grids, list pages, compare pages, order cards, chart widgets, report cards, embedded report tables, field mapping, CSS classes, accent color, and generated shortcodes |
| Submission listing/order surface | [sbfr_submission_surface form_id="1" mode="grid" columns="3" fields="submission_uid,status,current_step"] | form_id, mode grid/list/compare/order/detail, columns, fields, title_field, subtitle_field, price_field, image_field, badge_field, cta_label, cta_field, chart_report_ids, report_ids, table_report_ids, embed_form, show_header, class, accent, density, layout, radius, custom_css, page_css |
| Submission detail page | [sbfr_submission_detail] | id or URL parameter sbfr_submission_id, class, accent, density, layout, radius, custom_css, page_css |
| Process inbox | [sbfr_process_inbox per_page="30"] | per_page, class, accent, density, layout, radius, custom_css, page_css |
| Business console | [sbfr_business_console] | Role-secured command center, KPIs, process board, related links, class, accent, density, layout, radius, custom_css, page_css |
| Workflow pack index | [sbfr_workflow_pack] | Seven business-domain cards, domain counts, owner roles, process stages, gallery links, class, accent, density, layout, radius, custom_css, page_css |
| Form directory | [sbfr_form_directory] | Field counts, submission counts, edit links, import/export links, class, accent, density, layout, radius, custom_css, page_css |
| Workflow domain gallery | [sbfr_workflow_gallery domain="hrms"] | domain, columns, form starters, domain reports, domain charts, owner role, stage strip, class, accent, density, layout, radius, custom_css, page_css |
| Process board | [sbfr_process_board form_id="1" limit="6"] | form_id, limit, status columns, direct detail/PDF links, class, accent, density, layout, radius, custom_css, page_css |
| Shortcode library | [sbfr_shortcode_library] | Admin-secured shortcode documentation page with reusable examples |
| Configurable report table | [sbfr_report slug="business-intake-operations-report"] | id, slug, form_id, source, chart_type, group_by, class, accent, density, layout, radius, custom_css, page_css |
| Interactive report builder | [sbfr_report_builder form_id="1"] | Form submissions plus WordPress posts, pages, users, Woo orders/products, URLM listings, columns, source selector, class, accent, density, layout, radius, custom_css, page_css |
| Colorful chart | [sbfr_chart source="woo_orders" type="gauge" group_by="status"] | source, form_id, type, group_by, class, accent, density, radius, custom_css, page_css |
| Chart widget grid | [sbfr_chart_grid columns="3" limit="6"] | report_ids, source, form_id, limit, columns 1-3, saved report settings, class, accent, density, layout, radius, custom_css, page_css |
| Report card grid | [sbfr_report_grid limit="8" columns="4"] | report_ids, source, form_id, limit 1-10, columns 1-4, class, accent, density, layout, radius, custom_css, page_css |
| Email template library | [sbfr_email_templates] | Admin-secured list, class, accent, density, layout, radius, custom_css, page_css |
| Operations launch page | [sbfr_operations] | Role-secured navigation, class, accent, density, layout, radius, custom_css, page_css |
| Permissions console | [sbfr_permissions_console] | Super-admin-only group/rule console with theme CSS controls |
| Role-gated component | [sbfr_visibility roles="administrator" groups="super_admins" caps="manage_options"]...[/sbfr_visibility] | roles, groups, caps, surface, message, show_denied; works inside blocks, widgets, page builders, and ad areas |
| Feature library | [sbfr_feature_library] | Business documentation surface, class, accent, density, layout, radius, custom_css, page_css |
Per-form CSS is edited on the form. Per-page CSS and shortcode overrides can be supplied by page editors without duplicating the form.
559 business features included
Form Builder (119)
Wizard formsMulti-step sectionsManaged section registryValidated section dropdownsSection group reorderingBuilder autosaveRole-based field visibilityField required rulesConditional hide/show rulesConditional client behaviorConditional server validationText fieldsEmail fieldsPhone fieldsNumber fieldsCurrency fieldsDate fieldsTime fieldsDate-time fieldsTextarea fieldsRich-text readinessSelect fieldsMulti-select fieldsRadio fieldsCheckbox fieldsCheckbox groupsConsent fieldsURL fieldsColor fieldsRange fieldsFile uploadsMultiple file uploadsImage uploadsDocument uploadsUploaded attachment linksAttachment audit eventsHidden fieldsCalculated field readinessLookup field readinessChained select fieldsCross-form lookup configurationSame-form parent field linksCountry-state-city presetsZIP and postal validationAddress block presetKYC document presetField tooltip examplesCompact icon field actionsDynamic field settings panelsStrict type validationControlled role dropdownsControlled show-if dropdownsRepeater readinessAddress field readinessCountry field readinessRating readinessSignature readinessField placeholdersField help textBusiness row field editorNo-JSON admin UXFrontend shortcodesREST submit endpointPublic form supportLogged-in form supportGuest token detail accessSpam/captcha readinessNative nonce protectionSanitized valuesStep progress controlsMobile-friendly fieldsAccessible labelsSubmission success messagesBusiness-friendly labelsEditable slugsClone-site reusable setupNative page creationBlock editor compatible pagesShortcode per formField orderingField groupsDefault assignmentsSource URL captureRequester captureSearch index creationSubmission UIDAudit event creationData retention optionImport/export readinessCSV exportMass field update readinessForm version readinessDraft/active status modelForm archive and activationForm cloningConservative form deletionInactive form submission guardBusiness sample formConsent trackingInternal structured storageFrontend validation readinessServer-side validationREST validation errorsRequired-field enforcementSubmission token linksPDF link per submissionAdmin dashboard KPIsNon-technical setup guide built into UIPer-form accent colorPer-form densityPer-form layoutPer-form corner radiusPer-form scoped CSSPer-page CSSShortcode CSS overridesAll-surface shortcode stylingShortcode class overrideScoped selector prefixingGlobal plugin CSS
Process & Rules (94)
Trigger rulesVisual rule builderForm-aware condition dropdownsForm-aware action dropdownsEmail template action dropdownsPDF attachment rule actionSubmission-created triggersSubmission-updated triggersOperator-update triggersBulk-update triggersREST-update triggersMessage-added triggersCustomer-message triggersOperator-message triggersInternal-note triggersCondition rowsAction rowsStatus updatesStep updatesRole assignmentUser assignmentRequester email actionRequester email with PDF actionPDF creation actionGoogle Sheets actionWebhook actionZapier actionPower Automate actionZoho Flow actionGenAI summarize actionRule audit trailRule orderingEnabled/disabled rulesPriority routingVIP routingApproval inboxOperations inboxAssigned-role filteringAssigned-user filteringTimeline eventsDetail page workflow historySubmission message threadCustomer repliesOperator public messagesInternal operations notesToken-secured guest repliesMessage email notificationBulk submission selectionBulk status updatesBulk step updatesBulk role assignmentBulk user assignmentBulk audit notesBulk requester emailsProcess shortcodesOperations page shortcodeStatus labelsBusiness workflow stagesEscalation readinessSLA readinessReminder readinessReassignment readinessApproval readinessReject readinessArchive readinessBulk action readinessComment readinessInternal note readinessExternal message readinessProcess owner modelQueue ownershipDepartment routingRegional routingCountry routingField-value routingNumeric threshold routingContains matchingEquals matchingNot-empty matchingGreater-than matchingAPI-trigger supportAudit-first designRole capability checksNo wp-admin requirement for operatorsSecure detail linksCustomer-visible detail readinessPDF evidence outputEmail evidence outputWebhook evidence outputIntegration event logQueue searchSubmission searchForm filtersStatus filters
Reports & Charts (95)
Searchable tablesConfigurable columnsForm-specific submission table viewsUser-specific table layoutsGlobal table defaultsColumn move left/right controlsRegistered-peer shared table URLsIframe-ready branded table pagesReport shortcodesChart shortcodesChart widget gridsOne-column chart gridsTwo-column chart gridsThree-column chart gridsReport card gridsSubmission tablesInbox tablesDetail tablesColumn filter dropdownsConditional table formattingNumeric positive formattingNumeric negative formattingAlert value formattingSuccess value formattingData validation display hooksChart KPI chipsPercentage labelsFancy visual barsLinked chart-table filteringFilter-aware chart KPI recalculationConditional formatting legend readinessReport data validation markersPage-builder compatible reportsGutenberg block compatibilityElementor shortcode compatibilityDivi module compatibilitySortable-readinessExport-readinessPowerBI-like paletteBar chartColumn chartStacked bar chartLine chartArea chartPie chartDoughnut chartRadar chartPolar chartScatter chartBubble chartFunnel chartGauge chartKPI cardWaterfall chartHeatmap chartTreemap chartSankey chartTimeline chartCalendar chartGeo map chartProgress chartLeaderboard chartComparison chartStatus aggregationField aggregationDaily volume metricPriority metricReport libraryReport admin pageChart catalogVisual data barsResponsive tablesMobile report layoutNo-JSON report setupColumn presetsFilter modelDate range readinessRole-aware report accessChart colorsBusiness labelsShortcode discoverabilityKPI dashboardSubmission detail linksPDF links from tableOperations reportingManagement reportingReusable report pagesClone-site report setupTable density controlReport accent overrideChart shortcode theme overrideReport custom CSSPage-level report CSSPer-report CSS controlsInstant browser table filtering
Business Console & Spreadsheet Operations (130)
Business command center shortcodeFront-end super admin consoleFront-end operator consoleCross-page command barContext-aware action linksForm directory shortcodeProcess board shortcodeShortcode library shortcodeAuto-created console pageAuto-created form directory pageAuto-created process board pageAuto-created shortcode library pageAuto-created report builder pageDashboard KPI cardsConsole navigation cardsForm-level board linksForm-level record linksForm-level report builder linksForm-level edit linksSpreadsheet field exportCSV field exportExcel-compatible field exportField CSV importHeader-based CSV importPosition-based CSV importOne-row-per-field CSV modelBusiness readable field rowsSpreadsheet drag reorder supportCompact line-based reorder supportField layout round tripFormula column supportPlaceholder column supportHelp text column supportShow-if column supportRole column supportOptions column supportRequired column supportStep column supportField key column supportCalculated field typeRead-only calculated inputsClient-side formula refreshServer-side formula recomputationFormula sanitationNumeric token replacementArithmetic-only formula engineDirect POST calculation safetyREST/headless calculation readinessFormula values in reportsFormula values in PDFsFormula values in search indexImport keeps form stylingImport keeps success messagesImport keeps default assignmentExport includes visibility logicExport includes math formulasExport includes field helpExport includes placeholdersExcel review workflowExcel assisted QA workflowBulk field update workflowBusiness spreadsheet governanceNo-code field reorderingNo-code field migrationClone-site form transferCSV-based form backupCSV-based form restoreExcel-based field documentationForm directory field countsForm directory submission countsForm directory report countsCommand center process previewWorkflow status boardStatus count badgesRecent records by statusDirect detail links from boardPDF links from record tablesBoard filters by formURL form_id scopingSubmission URL form scopingReport builder URL form scopingShortcode examples for every surfaceBusiness configuration discoverabilityAdmin-to-front-end bridgeFront-end-to-admin bridgeContextual edit form linkContextual rules linkContextual email linkContextual this-form linkDense operational cardsCompact table-first UXMobile board columnsResponsive command barBusiness console styling controlsDirectory styling controlsBoard styling controlsShortcode library styling controlsScoped CSS per console pageGlobal CSS support on console pagesRole-protected console accessRole-protected form directoryRole-protected process boardAdmin-protected shortcode libraryExcel download from directoryCSV download from form editorExcel download from form editorImport from form editorSearchable form directorySearchable shortcode tableSearchable email template tableImport validation guardInvalid CSV empty-row guardInvalid form export guardNonce protected importNonce protected exportCapability protected importCapability protected exportCSV header normalizationFormula documentation in field UIDefault sample calculated totalSubtotal sample fieldTax sample fieldTotal sample formulaSpreadsheet-friendly label namingBusiness-friendly import errorsCommand bar consistencyOperating console parity readinessMulti-site rollout readinessFifty-site reusable operations setupBusiness user handoff readiness
Integrations & AI (76)
Google Sheets webhookZapier webhookMicrosoft Power Automate webhookZoho Flow webhookGeneric webhookREST forms endpointREST submit endpointREST submissions endpointREST submission detail endpointREST submission update endpointREST submission message endpointREST event payloadsREST API key operationsAPI key protectionOpenAI readinessAzure OpenAI readinessGoogle Gemini readinessAnthropic Claude readinessxAI Grok readinessMistral readinessCohere readinessPerplexity readinessAWS Bedrock readinessMeta Llama readinessIBM watsonx readinessOllama remote readinessAPI profile dry-run testingLive provider test actionProfile-specific API keysHubSpot readinessSalesforce readinessPipedrive readinessSlack readinessMicrosoft Teams readinessBrevo mail readinessSendGrid readinessMailgun readinessSMTP compatibilityEmail sender configurationEditable email templates55 seeded email scenariosEmail placeholder renderingBranded HTML email shellSubmission confirmation emailProcess update emailKYC email readinessApproval email readinessEscalation email readinessSummary email readinessAdmin email template pageFrontend email template library shortcodeEmail template enable/disablePDF template presetsPDF preview on detail pagesPDF download linksPDF email attachmentsConfigurable PDF brandingConfigurable PDF sectionsWorkflow event PDF historyAttachment links in PDFsWebhook JSON payloadsSubmission payload standardDetail URL payloadForm title payloadStatus payloadData payloadIntegration event logTimeout controlsProvider catalogConfigurable credentialsNo-code automation supportCRM handoff readinessAI classification readinessAI summary readinessAI tag readinessAI field extraction readiness
Security & Administration (45)
WordPress capabilitiesAdministrator capsShop manager capsmanage_sbfr capabilityoperate_sbfr_processes capabilityview_sbfr_reports capabilityexport_sbfr_data capabilityconfigure_sbfr_integrations capabilityNonce-protected formsNonce-protected admin savesSanitized text fieldsSanitized emailsSanitized URLsEscaped outputTokenized guest detail linksCapability-protected reportsCapability-protected inboxAPI key validationNo raw JSON admin editingStructured internal storageCustom DB tablesDB indexesSearch index columnRole visibility checksAdmin menusFrontend shortcodesActivation pagesUpgrade routineSample seed routineZip deployment readinessClone-site readinessNo vendor lock-inBlock-editor compatible pagesTheme-independent renderingResponsive CSSAccessible tablesPrintable PDFsAudit timelineSubmission UIDRetention settingSettings backup readinessMigration readinessWordPress REST compatibleWooCommerce coexistenceListing-plugin coexistence