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✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
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SleekView Kanban for Fluent Forms Conversational

SleekView reads the Fluent Forms submissions table where conversational form entries are stored, groups every row by the entry status, and lets your team drag a card from unread to read or favourite while the database row is updated in the same write.

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SleekView Kanban board for WP Fluent Forms Conversational

Conversational entries deserve more than a flat list

Fluent Forms stores conversational form submissions in the same wp_fluentform_submissions table it uses for every other form type, with a status column that holds values like unread, read, and trashed. The default entries screen shows a paginated list with filter tabs, which works for one reviewer skimming one form but stops scaling the moment a team is triaging conversational lead-capture forms alongside quote forms and feedback surveys.

SleekView reads the Fluent Forms submissions table directly and treats the status column as the natural axis for a kanban. Every submission becomes a card and every distinct status value becomes a column, so the unread queue, the read pile, the favourites, and the trash all sit side by side. You pick which fields the card front shows, typically the lead name, the form title, the answer to a key question, and the submitted date, and SleekView renders the pipeline as a board any reviewer can read or edit in place.

Dragging a card from Unread to Read writes the new status to the Fluent Forms row and fires the same hooks the entries screen does, so notifications and integrations tied to a status change still trigger. Favourite gets its own column instead of a sidebar checkbox, trash is reversible, and an undo toast on every drag means a wrong move is never destructive.

Workflow

Four steps from conversational form to kanban

1

Connect Fluent Forms

Point SleekView at the Fluent Forms submissions table. Form definitions, field labels, and the status column are detected automatically so there is no schema mapping step and no background sync job to maintain.
2

Pick the status column

Choose the entry status field as the grouping axis. SleekView reads the actual distinct values from the table, so columns match the statuses your conversational forms really use, including custom ones added by add-ons.
3

Choose what shows on each card

Add the fields you want on the card front. Lead name, form title, the answer to a primary qualifying question, and the submitted date are the usual picks, with badge fields for source or campaign on top.
4

Enable drag and drop

Switch on writeback and reviewers can move cards between status columns. Each drag updates the Fluent Forms row, fires the right hooks, and shows an undo toast so a stray drop never costs the team a real entry.

Sample board

Sample Fluent Forms Conversational board

Four columns matching the entry status values in Fluent Forms, with each card showing the lead name, the form, and the date for fast triage.
Unread
63
Maya Lin asked about plan tiers
Lead form, 1h ago, inbound
Tom Becker requested a demo
Demo form, 3h ago, inbound
Priya Shah scoped a project
Quote form, 4h ago, inbound
Read
184
Greenline asked about SLAs
Sales form, yesterday
Sara Ahmed shared feedback
Feedback form, 2d ago
Northwind requested pricing
Quote form, 3d ago, inbound
Favourites
22
Halo Studio enterprise inquiry
Sales form, 4h ago, inbound
Ravi Patel multi-seat lead
Lead form, yesterday
Bluefin partnership pitch
Partners form, 2d ago
Trashed
41
Empty answer set entry entry
Demo form, last week
Duplicate quote request entry
Quote form, last week
Generic SEO outreach entry
Lead form, 2 weeks ago

Comparison

Fluent Forms entries vs SleekView Kanban

Default Fluent Forms entries

  • Default entries screen is a flat list with tabs, not a side-by-side board
  • Status changes require opening each entry and using a dropdown or button
  • No drag-and-drop pipeline view across unread, read, favourite, and trash
  • Custom fields cannot be pinned to a card front for one-glance triage
  • Switching between forms loses the filter context and resets the table

SleekView Kanban

  • Reads the live Fluent Forms wp_fluentform_submissions table directly
  • Groups by the real status column, including any custom values
  • Drag-drop writes update the row and fire the same Fluent Forms hooks
  • Card front fields are configurable per board, not hardcoded to defaults
  • Undo toast catches stray drops within a five-second window before commit

Features

What SleekView Kanban gives you for WP Fluent Forms Conversational

Drag-to-update writeback

Move a card from Unread to Read and SleekView updates the Fluent Forms row in the same transaction. The submission lifecycle hooks fire, so notifications, integrations, and conditional logic tied to status changes still run reliably.

Per-form board filters

Filter a board to a single form, a date range, or a particular answer value. The status columns stay intact and only the cards inside them update, so the lead-capture team can ignore the feedback form entries without effort.

Role-aware drag handles

SleekView checks the Fluent Forms capability that controls submission editing. Reviewers without that capability still see the board and can read every card, but the drag handles are disabled and writeback requests are rejected server side.

Audience

Three teams that triage conversational entries on a board

Lead qualification

Each conversational lead-capture submission becomes a card. Sales reps drag warm leads from Unread to Favourites, the card front shows the budget answer, and unqualified entries move quietly to Trashed.

Demo request routing

Demo form submissions land in Unread. SDRs move them to Read once contacted and to Favourites once a meeting is booked. Status writeback means the rest of the team sees the change without refresh.

Feedback inbox cleanup

Feedback form answers move from Unread to Read and into Favourites when product wants to discuss them. Generic noise drops to Trashed, leaving a clean view of the entries worth a follow-up reply.

The bigger picture

Why conversational forms need a pipeline view

Conversational forms exist because a chat-style flow gets richer answers than a static form, which means every submission is denser and more worth reading. The default entries screen does not match that value: it shows a flat list with tabs, and the status of each entry is buried inside the row. A kanban view changes the centre of gravity.

The state of every submission is visible at the top of the screen, the team can see at a glance how much unread work is sitting in the queue, and moving an entry through the pipeline is a single drag instead of a click into a detail screen and a save. The writeback path keeps the board and the Fluent Forms database in lockstep, the role checks keep the writes safe, and the per-form filters keep one team's noise out of another team's queue. The result is a triage workflow that fits the value of the data conversational forms collect.

Questions

Common questions about SleekView Kanban for WP Fluent Forms Conversational

No. SleekView reads from wp_fluentform_submissions and writes status updates back into the same status column Fluent Forms already manages. There is no shadow table, no schema migration, and removing SleekView leaves every submission untouched in its original row.

 

SleekView queries the distinct values in the status column at board load, so any custom status value automatically becomes its own column. You can recolour, rename, or hide that column from SleekView without modifying the Fluent Forms add-on at all.

 

Yes. Each drag is a small write keyed by the submission ID, so two reviewers editing different cards never collide. If they grab the same card within a second, the later write wins and a toast warns the first reviewer that the card moved on them.

 

Yes. SleekView calls the same capability Fluent Forms uses on its own entries screen. Reviewers without that capability still see the board and read the cards, but the drag handles are disabled and the writeback API rejects the move server side.

 

No. Moving a card to the Trashed column writes the trashed status to the row, which is the same soft-delete state the Fluent Forms entries screen uses. The record stays in the database and is restored by dragging the card back to any other column.

 

Yes. Fluent Forms stores both form types in the same table, so a single SleekView kanban can show every entry or be filtered to one form ID. Most teams build one board per workflow rather than mixing all forms into a single view.

 

The board polls for new submissions on a configurable interval and slides new cards into the matching status column without a full page reload. You can also trigger a manual refresh from the board toolbar for instant updates after a known event.

 

The lead name and the form title are the anchor fields, with the submitted date as a third quick scan. Adding the answer to a single qualifying question, like budget or use case, lets reviewers decide a card without opening it, which is the main speed win of the board view.

 

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