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Developer license questions about form data processing

  1. I have some concerns about how the form data is handled after submission.

    1. Do you have any screenshots/demo of what the form data looks like after submission in the back-end, especially for complex forms?

    2. Is the back-end display easy to customize, or is it all native wordpress stuff?

    3. Does the back-end only support .csv exports?

    4. If security is a concern can you disable the back-end form data display and only have it send my email or to a more secure 3rd party?

    5. How does the freshbooks add-on work? Can I define fields that are added to freshbooks, is this automated into the "clients " portion of freshbooks during submit? Is this simple using a .csv import into freshbooks or their API?

    6. Can I use both paypal and freshbooks addon-ons for the same form, so when the form is submitted the client is send to pay for it through paypal AND the info is sent to freshbooks?

    Thank you.

    Posted 8 years ago on Sunday November 6, 2011 | Permalink
  2. I can answer some of these and will have someone address the rest for you.

    1. It's sort of odd, but I can't find a good demo of the back end for entry management. Here is a screenshot. If you ask some specific questions, maybe I can create a form like you describe and show you what the back end looks like.

    2. The back end entry display can be customized for the columns displayed in the entries list, and the sort order. Other than that, the back end management is pretty fixed. There are not a lot of options. What are you thinking about doing?

    3. Yes, CSV export of entries only.

    4. Yes, sort of. You can delete the entry as soon as it's created, if you like. The entry is necessary to send the notification in the first place, so that can be sent, then you can delete the entry if you like so it's no longer stored. You are relying 100% on the notification email arriving at this point, but you can delete the entries.

    5. Freshbooks integration is via their API. Yes, it works exactly as you describe for creating new clients.

    6. I will get you the answer to this question.


    Posted 8 years ago on Tuesday November 8, 2011 | Permalink
  3. Thanks question 6 is actually the on I needed answering most.

    Just to clarify with an example on same form submit.

    1. End-user fills form
    2. Is taken to paypal on completion.
    3. Form data is send to Freshbooks via API.

    Posted 8 years ago on Tuesday November 8, 2011 | Permalink
  4. I believe that's possible, but I want to check to be sure. You should have an answer on Tuesday. Thank you.

    Posted 8 years ago on Tuesday November 8, 2011 | Permalink
  5. Guys?

    I just need a yes/no, I don't want to throw down 200$ just to see.


    Posted 8 years ago on Saturday November 12, 2011 | Permalink
  6. I will email Carl and have him take a look at this. Thank you.

    Posted 8 years ago on Sunday November 13, 2011 | Permalink
  7. Yes, you can use the PayPal Add-On and the FreshBooks Add-On on the same form. Just like you can use the MailChimp or Campaign Monitor Add-Ons on the same form as the PayPal Add-On. Any Add-Ons are going to execute when the form is submitted and before the user is passed to PayPal to complete the payment.

    Posted 8 years ago on Monday November 14, 2011 | Permalink