SleekView Kanban for JetFormBuilder Pro
SleekView Kanban reads JetFormBuilder Pro submission records, groups them by the jet_form_record status column, and lets editors drag entries between New, Reviewing, Approved, and Rejected. JetFormBuilder post-submit actions re-fire on every transition.
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Why JetFormBuilder records need a triage view
JetFormBuilder Pro captures form submissions from the front of a WordPress site and stores each one in the dedicated jet_form_record table, with the form ID, the user ID, a status column that swings between New, Reviewing, Approved, and Rejected, and a JSON payload containing every form field value. JetFormBuilder also runs post-submit actions like creating a JetEngine CCT entry, sending an email, or calling a webhook.
The default JetFormBuilder Pro submissions admin shows these records as a sortable table with form, date, status, and action result columns. That works for a quick read of a single record, but it breaks down once a Pro site handles hundreds of submissions a day across several forms, especially when teams need to triage which are still New, Reviewing, Approved, or Rejected.
SleekView Kanban points at the jet_form_record table, groups rows by the status column, and renders New, Reviewing, Approved, and Rejected as lanes. Each card shows the form name, the submitter, the date, and any JSON payload key. Dragging from New into Reviewing writes through the JetFormBuilder update API, fires the post-submit action chain for the transition, and updates JetEngine listings on the next render.
Workflow
From JetFormBuilder admin to triage board
Point at jet_form_record
jet_form_record table as the data source. SleekView reads every column the table writes, including form_id, user_id, status, date, and action result columns.
Group by the status column
status column on jet_form_record. SleekView reads every status the plugin writes, including New, Reviewing, Approved, and Rejected, and renders each as a lane.
Pick card fields per form
Enable drag-and-drop status
Sample board
Sample JetFormBuilder triage board
Comparison
Default submissions table vs SleekView
Default JetFormBuilder admin
- Submissions show as a sortable table with no grouping by status across forms
- Triaging by status means clicking the status column header and scrolling rows
- Advancing a submission means opening each row and editing the status field
- Rejected records lose visual context once the table sorts them below approved
- No bulk advance across a list of submissions from the JetFormBuilder admin UI
SleekView Kanban
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Groups
jet_form_recordrows by thestatuscolumn with counts - Drag from New to Reviewing fires the JetFormBuilder update API and action chain
- Card fronts show form title, submitter name, email, and any JSON payload key
- Rejected lane keeps the audit trail visible without polluting the Approved count
- Capability gates restrict the Approved lane to editors and senior support roles
Features
What SleekView Kanban gives you for JetFormBuilder Pro
Status flow as a board
JetFormBuilder Pro already models a submission lifecycle through the jet_form_record status column. SleekView turns that lifecycle into lanes so the team sees how many New submissions need triage at a glance.
Rejected stays auditable
Rejected submissions cluster in their own lane with the rejection reason visible on the card front. The lane keeps Rejected records out of the Approved count, with capability gates so only senior support roles can drop a card.
Filter by form or submitter
A filter bar narrows lanes by JetFormBuilder form_id, submitter user_id, date range, or any key inside the JSON payload column. Saved filters are per-user, so the vendor team works one board while the event team works another.
Audience
Teams running JetFormBuilder workflows
Vendor application teams
Directories capture vendor applications into New via the form, triage them through Reviewing, and approve clean records. Rejected captures bad applications with a reason for the audit trail.
Event proposal teams
Event organizers receive proposals via JetFormBuilder forms, group them by status, and review on the board. New captures fresh proposals, and Reviewing tracks live work while curators read each one.
Membership request teams
Membership sites use JetFormBuilder forms to capture upgrade and join requests, group them by status, and confirm each request before triggering the CCT write that creates the account.
The bigger picture
Why a kanban beats the JetFormBuilder admin
JetFormBuilder Pro is excellent at capturing form submissions and chaining post-submit actions like email, webhooks, and JetEngine CCT writes. The default jet_form_record admin reflects that capability with a sortable table and a status column, but the table format hides the queue shape that teams care about during their daily triage. Counting how many vendor applications are still New, how many are in Reviewing, how many were Approved this week, and how many were Rejected for the audit trail requires reading status numbers off a header rather than seeing the lanes at a glance.
A kanban board fixes that shape. The jet_form_record status column becomes the lane structure, the JSON payload populates the card front with submitter context, and drag-and-drop turns a status advance into a single gesture that calls the JetFormBuilder update API. The Rejected lane becomes a one-screen view of every declined submission for the cycle audit.
Questions
Common questions about SleekView Kanban for JetFormBuilder Pro
Yes. SleekView reads directly from the existing JetFormBuilder Pro jet_form_record table through the plugin's data layer. No data is duplicated and no shadow tables are added. Uninstalling SleekView leaves every record row exactly where JetFormBuilder wrote it on save.
Status-change actions fire on the matching transition exactly as JetFormBuilder Pro runs them on a normal status update through its own admin. Editors configure which actions run on which transitions in the form config, and SleekView honors those rules without any custom code or glue.
Yes. The card front can show any key from the submission JSON payload, including text fields, select values, dates, and email addresses. Heavy fields like file uploads and long textareas open in a side panel, so the lane stays scannable during a busy triage shift.
JetFormBuilder treats the move as a normal status change and re-fires any actions attached to the Reviewing transition. The action chain runs against the same JSON payload that previously hit Rejected, which means a record sent back for a second look continues through the standard pipeline.
Yes. SleekView supports per-user filters on JetFormBuilder form_id, submitter user_id, and any JSON payload key. Each operator sees only the forms or submissions they own, and the same global jet_form_record table powers every operator view without any duplication.
Dragging only updates the status column on jet_form_record. The JSON payload, the form_id, the user_id, the date, and every action result column stay exactly as JetFormBuilder wrote them, so the audit trail of what the submitter entered remains intact.
Yes. Each card can show time since the record was created or since the status last changed, and sort options place the oldest cards at the top of each lane. Stale records in New and Reviewing surface immediately during a daily review without burying under fresh ones.
SleekView reads and writes the existing JetFormBuilder Pro jet_form_record table without adding shadow tables for submission data. View config sits in a small options row, so uninstalling leaves every record, status, payload, and action result column where JetFormBuilder wrote it.
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