Data Management & Submissions
Full admin interface, approval workflows, CSV/XML export, form duplication, frontend publishing, and reference number tracking for Magento 2 form submissions
Every form submission is stored in the Magento database with complete metadata — IP address, referrer URL, browser information, and customer account link. The admin interface provides a full-featured grid for browsing, filtering, editing, and exporting submission data.
Route submissions through an approval workflow, publish approved entries to the storefront, export data to CSV and XML, clone entire forms with one click, and assign professional reference numbers to every submission.
Submission Administration
A full-featured admin interface for browsing, filtering, searching, editing, and managing all form submissions. Every entry is stored in the Magento database with complete metadata including IP, referrer, and submission URL.
Backend Submission Management Interface
A dedicated admin grid for browsing and managing all form submissions in one place. Each form gets its own results grid with configurable columns that display submitted field values directly. Click any row to view the full submission detail, reply, or change status.
View, Filter & Search Submissions
List every form entry in a column-based grid with full-text search and per-column filtering. Narrow results by date range, status, field values, or any combination. Sort by any column and paginate through large result sets. Find specific submissions instantly even across thousands of entries.
Edit Submissions
Modify field values of any submitted entry directly from the admin panel. Correct typos, update contact information, or add missing data after submission. All changes are saved to the database immediately. Useful when customers call in with corrections or additional information.
Delete Submissions
Remove individual submissions or delete multiple records at once via bulk action. Permanently deletes the submission and all associated files from the database. Useful for cleaning up test submissions, removing spam entries, or fulfilling data deletion requests.
Submit Forms from Admin Panel
Admin users can create and submit form entries on behalf of customers. Opens the form in the admin context with all fields available. The submission is saved exactly as if the customer submitted it — triggering notifications, status assignment, and all other processing rules.
View Submission Metadata
See the source URL, HTTP referrer, customer IP address, and browser user agent recorded with each submission. Track where customers came from when they submitted the form. Metadata is captured automatically and displayed in the submission detail view alongside the field values.
Sorting and Pagination
Sort the submissions grid by any column — date, customer name, status, or any field value column. Paginate through large result sets with configurable page size. The grid remembers your sort preferences and pagination position across page reloads.
Bulk Actions
Select multiple submissions using checkboxes and apply batch operations: delete, change status, mark as read, or mark as replied. Process dozens of submissions in a single action instead of editing each one individually. Available for all status transitions and deletion.
Customer Account Submission History
Logged-in customers can view their own submissions from the My Account dashboard. The customer account page shows a paginated list of all forms they have submitted with status indicators. Customers can view details, and optionally edit or delete their own entries depending on form permissions.
Approval & Status System
Route submissions through a configurable approval workflow. Track progress with status assignments, automate notifications on status changes, and manage review processes for content moderation, application processing, and quality control.
Approval Workflow System
Routes submissions through a configurable approval process before they are acted on or published. New submissions enter a pending state and require admin review before being approved. Rejected submissions can be returned to the customer with feedback. The workflow supports content moderation, application review, and quality control.
Status Assignment & Tracking
Assign and track statuses for each submission: unread, read, replied, and approved. Status changes are logged and visible in the submission history. Filter the admin grid by status to quickly find submissions that need attention. Status indicators appear in both admin and customer-facing views.
Review Process
Structured review workflow lets team members evaluate submissions before approval. Admin users open the submission detail view, review all field values, and decide to approve, reject, or request changes. The approval notification email is sent automatically when a submission is approved.
Automated Status Change Notifications
Sends email alerts automatically whenever a submission status changes. Customers receive approval or rejection notifications. Admins can configure which status transitions trigger emails. Uses Magento transactional email templates that can be customized from the admin panel.
Built-in Status Lifecycle
Out-of-the-box status lifecycle with unread, read, replied, and approved states. Submissions automatically transition from unread to read when opened in admin. Status changes to replied when an admin sends a response. The lifecycle works without additional configuration.
Frontend Publishing
Publish approved submissions to the storefront using the Result widget. Display testimonials, user-generated content, survey results, or any submission data on public-facing pages with real-time filtering.
Publish Submissions to Frontend
Approved submissions can be displayed publicly on any storefront page using the WebForms Result widget. Place the widget in CMS pages, static blocks, or layout XML positions. Only approved submissions are shown — the approval workflow acts as a content moderation gate.
Display Customer Testimonials
Collect customer testimonials via a form and publish approved ones on the storefront. The Result widget renders submitted text, star ratings, and customer names in a presentable format. Combine with the approval workflow to moderate content before it goes live.
User-Generated Content Showcase
Publish any customer-submitted content to a public-facing page or widget. Works for case studies, success stories, product reviews, community submissions, or any form where customer input has public value. Each published entry shows the fields you configure as visible.
URL Filter Parameters for Results
Filter published results by passing query parameters in the page URL. Link directly to a filtered view — for example, show only testimonials from a specific product category or submissions with a particular status. Enables deep linking to filtered content.
Dynamic Result Filtering
Visitors can filter displayed submissions in real time without reloading the page. Filtering works on any field value that is configured as visible in the Result widget. Provides an interactive experience for browsing published submissions.
Filtered Result Display
Shows only the subset of submissions that match the active filter criteria. Combines with URL parameters and dynamic filtering for a complete content browsing experience. Pagination and sorting work within the filtered results.
Data Export & Duplication
Export submission data to CSV and XML for external processing. Transfer complete form configurations between Magento environments. Clone forms, fieldsets, and individual fields with all settings preserved.
Export Submissions to CSV
Download all or filtered submissions as a CSV file. Each field becomes a column, each submission becomes a row. Open in Excel, Google Sheets, or import into CRM and analytics tools. The export respects active grid filters — export exactly the subset of data you need.
Export Submissions to XML
Export submission data in structured XML format for integration with enterprise systems, databases, and middleware. The XML output preserves all field metadata including field types, validation rules, and hierarchical structure. Suitable for automated data processing pipelines.
Form Export/Import Function
Transfer a complete form configuration — including all fields, fieldsets, logic rules, and settings — between Magento environments. Export a form from staging, import it to production. Useful for maintaining consistent forms across development, staging, and production environments.
Transfer Forms Between Stores
Copy forms from one Magento store view or website to another within the same installation. The transfer duplicates the complete form structure including per-store configuration overrides. Useful for multi-store setups where forms need to be replicated across brands.
Quick Form Duplication
Clone a complete form with all fields, fieldsets, conditional logic rules, and settings intact in a single click. The duplicate is created as a new form with an incremented name. Use it to create variations of existing forms or to build templates for common form patterns.
Quick Field Duplication
Clone any field along with all its settings — validation rules, conditional logic, layout properties, and default values — in a single click. The duplicate appears in the same fieldset. Speeds up form building when multiple fields share similar configuration.
Quick Fieldset Duplication
Duplicate an entire fieldset including every field it contains in one action. All field settings, positions, and configurations are preserved. Particularly useful for multi-step forms where steps have similar field structures.
Reference & Tracking
Assign unique reference numbers to submissions for professional tracking. Configure numbering formats with custom prefixes, suffixes, and sequence types. Reference numbers appear in email notifications and PDF exports.
Unique Reference Number Generation
Automatically generates a unique reference ID for each submission. Available as the WebFormsRefNumber add-on. Supports three number types: alphanumeric (e.g., A7X2K9), numeric sequential (e.g., 000001), and timestamp-based. Reference numbers are displayed in admin, customer account, and all email notifications.
Custom Prefix/Suffix
Append a custom prefix or suffix to reference numbers. Create professional tracking IDs like REQ-001, TICKET-2024-0042, or INQ-A7X2K9. Prefixes and suffixes are configurable per form, so different forms can use different numbering schemes.
Configurable Number Format
Define the format and starting sequence for generated reference numbers. Choose between alphanumeric random, numeric sequential, or timestamp formats. Set the minimum length for zero-padded numeric sequences. Configure independently for each form.
Reference Numbers in Emails
Reference numbers are included automatically in all email notifications related to a submission — admin alerts, customer confirmations, approval emails, and admin replies. The reference number appears in the email subject line for easy filtering and search.
Reference Numbers in PDF Exports
When the WebFormsPrint add-on is installed, reference numbers are appended to PDF filenames automatically. Downloaded PDFs are named with the reference number for easy filing and identification. The reference number also appears inside the PDF content.
Submission ID Tracking
Every submission receives an internal numeric ID for reliable referencing and database lookup. The ID is auto-incremented and guaranteed unique. Visible in the admin grid, submission detail view, and available via the REST and GraphQL APIs.
Frequently Asked Questions
Yes. WebForms Suite includes CSV and XML export for all form submissions. You can export all submissions or apply filters first to export a specific subset. Each field becomes a column in the CSV file, ready for Excel, Google Sheets, or CRM import.
New submissions enter a pending state and appear in the admin results grid. Admin users review the submission details and choose to approve or reject. Approved submissions can optionally be published to the storefront. Customers receive email notifications when their submission status changes.
Yes. WebForms adds a section to the My Account dashboard where logged-in customers can view all forms they have submitted. Depending on form permissions, customers can also edit or delete their own submissions. Each submission shows its current status.
Yes. WebForms includes a Result widget that displays approved submissions on any CMS page or layout position. Use it for testimonials, reviews, user-generated content, or any form where published submissions have public value. The approval workflow acts as content moderation.
The WebFormsRefNumber add-on automatically generates a unique reference ID for each submission. You configure the number type (alphanumeric, numeric, or timestamp), prefix, suffix, and length per form. Reference numbers appear in admin, customer account, email subjects, and PDF exports.
Yes. WebForms Suite supports one-click duplication of forms, fieldsets, and individual fields. The duplicate preserves all settings, fields, logic rules, and configuration. You can also export a form and import it into a different Magento environment.
The admin grid supports bulk select with checkboxes. Available bulk actions include: delete selected, change status (unread, read, replied, approved), and mark as read/replied. You can also export the selected subset to CSV or XML.
Manage Every Submission
Admin grid, approval workflows, CSV/XML export, and reference numbers — complete data management for Magento 2 forms