IntakeFlow Forms – Multi-Step Form Builder, File Upload & Client Intake
| 开发者 | iakpressteam |
|---|---|
| 更新时间 | 2026年6月26日 02:15 |
| PHP版本: | 8.0 及以上 |
| WordPress版本: | 7.0 |
| 版权: | GPL-2.0-or-later |
| 版权网址: | 版权信息 |
详情介绍:
IntakeFlow is a secure, GDPR-compliant multi-step form builder and client document collection portal for WordPress. It includes a 100% free, fully featured local submission inbox in
wp-admin allowing you to manage, review, and assign submissions to your team without third-party SaaS accounts or expensive user-seat upgrades.
Unlike traditional form plugins that lock team collaboration tools behind expensive licenses, IntakeFlow enables assignment and status workflows out-of-the-box, storing all submissions and file uploads safely in your own WordPress database.
🔌 100% Offline-First & Local (SaaS connection is completely optional)
You do not need a cloud account to use IntakeFlow. The core form builder, local wp-admin inbox, team assignment queue, email alerts, and the Contact Form 7 / Gravity Forms migrator run entirely within your WordPress hosting environment.
An optional account on intakeflow.dev is only required if you want advanced cloud services such as digital signatures, document scanner fields, real-time Stripe/card checkout, or automatic backups.
🔄 Already using Contact Form 7 or Gravity Forms?
Convert your existing forms to IntakeFlow in just 3 clicks. Our migration wizard preserves inputs, options, and required rules, generating a clean multi-step form and a dedicated shortcode instantly.
🌐 Clean HTML Rendering (No Bloated Iframes)
Forms render natively using pure HTML/JS, inheriting your theme's active CSS and typography. This ensures lightning-fast page speed, excellent SEO indexing, and perfect mobile responsiveness.
Key features
- Import from Contact Form 7 & Gravity Forms — migrate your existing forms in a few clicks; field types, choices and required rules are preserved.
- Works with the block editor & page builders — embed via the
[xpressui]shortcode, the native Gutenberg block, or the Elementor widget. - One-click installation — upload the exported
.zipfile from the IntakeFlow console directly inside wp-admin. - Shortcode embed —
[xpressui id="your-project-slug"]works in any page, post, or block-editor paragraph block. The form renders inline, inheriting your theme's page layout. - Submission inbox — all submissions land in a private wp-admin post list with status badges, filtering by project, status, and assignee, and detailed review metaboxes.
- Status workflow — mark submissions New, In review, or Done from the list or the detail view. Every status change is recorded in a per-submission history log.
- Team assignment — assign any WordPress user to a submission. The My Queue page shows each reviewer their personal backlog at a glance.
- Email notifications — configure a notification address per project and receive a plain-text summary email the moment a new submission arrives.
- Post-submit redirect — optionally redirect the visitor to a thank-you page after a successful submission. Configured per project from wp-admin.
- File uploads — uploaded files are stored as WordPress media attachments and linked back to their submission.
- REST API endpoint — submissions are received via a standard WordPress REST route (
POST /wp-json/xpressui/v1/submit). No extra server configuration required. - Bundled runtime — the XPressUI standard runtime is bundled inside the plugin. No JavaScript is loaded from the uploads directory or external CDNs.
- Product & booking catalogs (with a Console account) — product and service / time-slot booking catalogs render server-side in WordPress (SEO-friendly, no iframe) with a built-in checkout step; orders are recorded in your submission inbox.
- No paywall on team inbox: Assign submissions to specific WordPress users without upgrading to expensive Enterprise plans (unlike JotForm or Typeform).
- No bloated iframes: Forms render natively in clean, fast HTML/JS, inheriting your active theme's styling.
- 100% GDPR-compliant: Your submissions and uploaded files are stored entirely in your local database. No data is stored on third-party servers.
安装:
- Download the plugin
.zipfrom the WordPress Plugin Directory or from intakeflow.dev. - In your WordPress dashboard, go to Plugins › Add New › Upload Plugin, then select the downloaded
.zipfile and click Install Now. - Click Activate Plugin.
- In your WordPress dashboard, go to Submissions › Workflows and enter your API Token in the Console Sync section (generate it in your Console under Profile → API Tokens).
- Click Load from Console and then Sync next to the workflow you want to import.
- Insert
[xpressui id="your-project-slug"]in any page or post to embed the form.
屏幕截图:
![A workflow embedded in a page using the [xpressui] shortcode — inline rendering, no iframe.](https://cdn.jsdelivr.net/wp/xpressui-bridge/assets/screenshot-4.png)
常见问题:
Is IntakeFlow free?
Yes. The WordPress plugin is free and open-source. You can build, import and embed forms and review submissions in your wp-admin inbox at no cost. A free or paid account at intakeflow.dev is optional and only needed for cloud sync and advanced field types (signatures, document scanning, time-slot booking). Free accounts include up to 100 cloud-synced submissions per month.
Can I import my Contact Form 7 or Gravity Forms forms?
Yes. Go to Submissions › Workflows › Import, pick any Contact Form 7 or Gravity Forms form, and convert it to an IntakeFlow workflow. Field types (text, email, phone, number, date, URL, file, select, checkbox, radio), choices and required rules are preserved, and you get a ready-to-embed shortcode. It works with or without a Console connection.
Can I take bookings or sell products?
Yes, with an IntakeFlow Console account. Product and service / time-slot booking catalogs render natively in your WordPress pages (server-side, SEO-friendly — no iframe) with a checkout step. Customers can pay by bank transfer / mobile money (uploading a payment proof) or by card (processed by the IntakeFlow Console via Stripe), and each order is recorded in your wp-admin submission inbox.
How do I import my workflows from the Console?
Connect your WordPress site to the IntakeFlow Console using your API Token in the Console Sync section of the Workflows admin page. You can then sync all your custom workflows with a single click.
What does the [xpressui] shortcode accept?
id(required) — the project slug, matching the uploaded package folder name.
[xpressui id="loan-application"]
Where are submissions stored?
Submissions are stored as private WordPress posts of the custom post type xpressui_submission, directly in your site's database. No data is sent to external servers.
Can I export or delete submissions?
Submissions can be deleted directly from the wp-admin list (Trash → Delete permanently). When a submission is permanently deleted, its uploaded files are deleted too. Export and bulk actions are on the roadmap.
Does the plugin send emails?
Only if you configure a notification email address for a project under Submissions › Workflows › Project Settings. The plugin uses WordPress's built-in wp_mail() function, so it respects any SMTP plugin you have installed.
What file types can submitters upload?
File uploads are handled by media_handle_upload(), which respects the WordPress file type allow-list configured under Settings › Media. By default, this includes common document, image, and archive formats.
Is the REST endpoint publicly accessible?
Yes — the /wp-json/xpressui/v1/submit endpoint accepts POST requests without authentication. This is intentional: form submissions originate from visitors who are not logged in. Each submission is stored as a private post and is only visible to authorised users inside wp-admin.
What happens to uploaded files when a submission is deleted?
Uploaded files are stored as WordPress media attachments. When a submission is permanently deleted, the plugin also permanently deletes the files linked to that submission. Trashing a submission does not immediately remove the files; permanent deletion does.
What happens if I reinstall or delete the plugin?
Workflow packs can be re-synced without deleting submissions. If you delete and reinstall the plugin itself, submissions are preserved by default. To permanently remove submission data during uninstall, define the XPRESSUI_BRIDGE_DELETE_SUBMISSIONS_ON_UNINSTALL constant and set it to true before deleting the plugin.
Does the plugin call any external API at runtime?
No. Once a workflow package is installed, the plugin operates entirely within your WordPress site. The IntakeFlow console at intakeflow.dev is only used to design and export packages — it is not contacted during form rendering or submission processing.
更新日志:
1.1.7
- Improve: The submission status is editable again from the Submission Workflow panel (New / In review / Done), persisted with status history.
- Fix: Unconnected sites no longer show "Console connection is not configured" as a delivery error — local-only storage is shown as a normal state with a cloud-backup hint.
- Improve: Optimized search discoverability keywords and listing copy for WordPress.org.
- Improve: Added browser favicon and apple touch icon support to documentation.
- Improve: Updated social sharing Open Graph preview images.
- New: Submissions are now saved to your wp-admin inbox even without an IntakeFlow account — review them, set status (New / In review / Done) and assign them to teammates locally, with your data kept in your own site database. Connecting the IntakeFlow Console adds automatic cloud backup, higher email deliverability (SPF/DKIM/DMARC), the visual multi-step builder, and product & booking catalogs with checkout.
- New: Bulk "Delete permanently" action on the Workflows screen — removes the selected standalone and Console-synced workflows from disk (bundled starters are skipped; use Reinstall to restore those).
- New: "Disconnect & disable token" (Settings → Console Connection) now revokes the API token on the IntakeFlow Console as well as removing it from this site.
- New: "Clear log" button on the Sync Logs email delivery log.
- Fix: Imported forms (e.g. Contact Form 7) no longer disappear from the Workflows list after connecting the site to the IntakeFlow Console.
- Improve: The Sync Logs "Email delivery log" now records admin notification emails for trial / unconnected forms too, so a test submission visibly confirms email is going out, with a sent counter on the Submissions screen.
- Improve: Streamlined first-run onboarding guidance for new sites.
- Improve: Removed noisy, unreliable status badges from the Workflows list pending a more accurate sync signal.
- Fix: Admin scripts now cache-bust on update so changes load reliably.
- Improve: Plugin Directory listing — documented the product & service/time-slot booking catalogs with native WordPress checkout (new FAQ + feature), refreshed the banner and screenshots, and added screenshots of the catalog storefront, manual payment checkout, and booking.
- Fix: The manual payment step at checkout now works end-to-end — proof-of-payment upload (drag & drop / browse), the generated payment reference, and the IBAN/BIC/reference copy buttons. The 1.1.0 build bundled an older runtime that broke these; this release ships the corrected runtime.
- New: Manual payment step at checkout — bank-transfer details with a server-generated payment reference and one-click copy for IBAN / BIC / reference, plus a proof-of-payment upload (parity with the IntakeFlow Console checkout).
- New: Send admin notification and submitter confirmation emails via the IntakeFlow Console (SaaS) for better deliverability (SPF/DKIM/DMARC), with a per-workflow "Send emails via SaaS" toggle. Submission delivery now shows the mail recipient and a "SaaS cloud" status.
- New: Embed a hosted link from the Gutenberg block or the Elementor / page-builder widget via the project + link selector.
- Improve: Catalog orders are now recorded on the WordPress submission (cart items, total, payment method) even when paying by file upload.
- Fix: Payment-proof copy / info icons now render correctly (SVG viewBox preserved through sanitization).
- Fix: Submission JSON metadata (payload, status history, event log, uploaded files) is stored without slash corruption.
- Fix: Remove orphaned hosted-link configurations left under a previous project after a link moves between projects.
- Fix: Resolve all Plugin Check / PHPCS nonce findings with proper fixes (no suppressions).
- Fix: Resolve a fatal error ("Path cannot be empty") that could occur when rendering an [xpressui] shortcode, caused by a missing catalog file path after the 1.0.98 filesystem refactor. Workflows without a fronted catalog now render normally again.
- Improve: Form Importer now keeps phone, number, date and URL fields from Contact Form 7 and Gravity Forms as their proper input types instead of converting them to plain text.
- Improve: Importer admin scripts and styles are now enqueued instead of being printed inline.
- Improve: Workflow package files are written through the WordPress Filesystem API.
- Improve: External service usage (the IntakeFlow Console) is documented with Terms of Service and Privacy Policy links.
- New: Headless product & time-slot booking catalogs render server-side in WordPress (SEO + faster load) on hosted-link pages.
- New: Booking summary shown inside the checkout form for time-slot/booking catalogs.
- New: "Sync All Workflows" with a live progress bar; hosted-links synchronization & webhooks.
- New: Embedded console with secure single sign-on plus "Edit on IntakeFlow" deep links.
- Improve: Many catalog/checkout layout fixes on WordPress themes — grid/card overlap, spacing and alignment, mobile stacking, sticky-header overlap, empty-cart checkout, consistent top spacing.
- Improve: Payment-proof (bank transfer / RIB) field; option to disable archive file types in validation.
- Fix: Resolved all Plugin Check / PHPCS findings with proper fixes (no suppressions).
- Use secure transient database storage for admin notices instead of raw query parameters to pass Plugin Check.
- Rename plugin to IntakeFlow – Client Intake, Multi-Step Forms & Secure Document Collection.
- Remove manual ZIP upload feature in favor of secure API Console Sync.
- SaaS migration to unified standalone wordpress plugin with API token connection.
- Frame style: new appearance option (Card / Plain) to drop the form's card frame and inherit the host theme's container, avoiding a double frame on themes that already wrap content in a card.
- Use the full plugin name "Multi-Step Forms & Client Document Intake – XPressUI Bridge" consistently with the header, description and wordpress.org listing.
- Packaging: exclude .gitattributes from the distributed ZIP (hidden files are not permitted on WordPress.org).
- Keep the plugin name "XPressUI Bridge" consistent across the plugin header, description and admin UI (menu, labels) to match the wordpress.org listing and slug.
- Rename the product from XPressUI to IntakeFlow in metadata and the admin UI; regenerate the translation template (POT).
- Restore print-only / download-only workflow settings support.
- Fix the mobile capture dialog (close on session failure, scope the dialog lookup to the form).
- Harden workflow ZIP validation and escape shortcode output with wp_kses.
- Remove SVG from the workflow ZIP allowed-extensions list; SVG files can embed JavaScript and are therefore code-like assets not permitted in user-uploaded packages.
- Remove bundled shortcode-example.php from the document-intake starter workflow to prevent executable code files from being written to the uploads directory on first install.
- Rebuild the bundled light runtime from the included xpressui-src sources during packaging.
- Include readable runtime sources in the WordPress.org package while excluding generated dist files and dependency folders.
- Fix xpressui-src/package.json build scripts: remove prebuild/build:css steps that required dev-only files; npm run build now correctly builds the light runtime only.
- Update plugin site URL to https://intakeflow.dev/.
- Sanitize uploaded file MIME types with sanitize_mime_type() in addition to sanitize_file_name() for file names.
- Fix field label resolution for camelCase field names (e.g. primaryDocument) in notification emails and admin preview.
- Store signature field values as WordPress media attachments; render URL-based signatures in emails and admin preview.
- Improve admin submission file display: image thumbnails (100×75 px grid) and document list with icons and links.
- Compiled PHP templates: eliminate non-WordPress (standalone) branches at compile time; wrap inline CSS with phpcs annotations.
- Bundled XPressUI light runtime updated to 1.0.14.
- Cleaned legacy Pro-related strings from the free package.
- Clarified public messaging around the free bridge and the separate Pro add-on.
- Internal cleanup to keep the WordPress.org build focused on the free operational bridge.
- Custom workflow ZIP upload is available in the free plugin.
- Removed license and Pro-only gating from the WordPress.org build.
- Packaging now keeps the readable
xpressui-src/sources while excluding dependency folders from release archives.
- Native inline rendering: the [xpressui] shortcode now renders the form directly inside the WordPress page without an iframe.
- Bundled XPressUI light runtime served from plugin assets — no JavaScript loaded from uploads or external URLs.
- Form CSS scoped to the embed container to avoid conflicts with the active WordPress theme.
- Runtime and init script enqueued via wp_enqueue_script for correct dependency ordering and deduplication.
- Initial release.
- Custom post type for submissions with status workflow (New, In review, Done).
- Status history log per submission.
- Team assignment and My Queue page.
- Project Inbox overview page.
- [xpressui] shortcode embed with bundled runtime.
- REST endpoint for receiving submissions and file uploads.
- Per-project email notifications via wp_mail().
- Per-project post-submit redirect URL.
- Manage Workflows page with ZIP upload and project settings.