Docs for Tablesome 1.0 Beta

1. Display Filtered Data on Frontend #

Follow these steps when you have a large data table and you want to apply filters to data before it is displayed on WordPress frontend posts and pages.

  • If you already have create a table go to Tablesome –> All Tables and select the table
  • When you have to create a new table go to Tablesome –> Create New Table,  import from CSV or XLSX file or add data manually
  • In toolbar go to Workflows –> Trigger 1 –> Trigger –> Tablesome ‘On Table Load’
  • Then go to Action – 1 –> Action –> Filter Table 
  • In the where section, you can filter the table data based on various text and numerical operators
  • You can also add multiple filters in succession
  • After applying the filters save the table
  • Copy this table shortcode and add the shortcode to the page where you want to add this table.

Filter Table Data based on User and Time #

Filters can also be applied to form entries so that users can see their own form entries in the WordPress frontend.

  • To do this you can use the ‘Create By’ and ‘Updated By’ filters in Hidden columns.
  • You can also use other Hidden Column filters such as Created At and Update At filers to filter table data based on the Create and Update time.

When frontend editing is released you can use this trigger and action so that users can update their own entries in the WordPress frontend.

2. Connect WordPress Forms to Google Sheets #

Follow these steps to save WordPress Form entries to a Google spreadsheet. We recommend that you create a free and separate Google spreadsheet for each form and that you do not add any other content on this spreadsheet.

Connect to Google Account #

In Google Sheets integration, in the give access to all of the required scopes.

  • Go to Tablesome –> Tablesome Settings –> Integrations –> Google
  • Then click “Connect to Google”
  • Choose the Google account to which you want to give access to (where you have the Google Spreadsheet)
  • You will see this message “Google hasn’t verified this app”, in this page click ‘Advanced’, and then click “Go to tablesomewp.com (unsafe)”. Don’t mind if it tells you its an unverified app. We are in the process of verification with Google and Tablesome will be verified soon.
  • Here make sure to give access to the required scope that is for Google Sheets and Google Drive
  • After its connected save the settings

Form to Google Sheet Workflow #

  • Go to Tablesome –> Create New Table
  • In toolbar go to Workflows –> Trigger 1 –> under trigger field,  select ‘On Form Submit’ of the WordPress form plugin you use
  • Then go to Action -1, under Action field section, select the “GSheet Add Row” option
  • Then select the Spreadsheet you want to connect with your form. If you haven’t created a spreadsheet, create it before this step.
  • Then select the worksheet within the spreadsheet

 

  • Then you have to map the form fields to match to the corresponding spreadsheet columns
  • The 1st row from the Spreadsheet will be selected as the Header for the columns with which you can map. So label the 1st row so that it matched your form fields.
  • After mapping all the fields save the table and try to send a contact using your forms

3. Connect WordPress Forms to HubSpot #

To send WordPress form submission data to your HubSpot CRM account. You can add the form submission data as a New Contact and also add the contact to a HubSpot Static List.

Connect to your HubSpot Account #

  • To do this, go to Tablesome –> Tablesome Settings –> Integrations –> HubSpot
  • Then click “Connect to HubSpot” and then login to your HubSpot account
  • Then save the settings

Form to HubSpot Workflow #

  • Go to Tablesome –> Create New Table
  • In toolbar go to Workflows –> Trigger 1 –> under trigger field,  select ‘On Form Submit’ of the WordPress form plugin you use

    Then go to Action -1, under Action field section, select the “Add Contact” or “Add Contact t0 Static List” under HubSpot
  • If you select “Add Contact t0 Static List”, make sure that you have already created a Static List in your HubSpot account and then select the list where you want to add the contact
  • Then Map the Contact Properties of HubSpot to the form fields in your forms
  • If you the properties are not loaded save the table and go to map fields section again
  • After mapping all the fields save the table and try to send a contact using your forms

4. Connect WordPress Forms to Slack #

Follow the steps below to send a notification message sent to your Slack channel whenever a new form is submitted on your WordPress website.

Connect to a Slack Workspace #

  • To do this, go to Tablesome –> Tablesome Settings –> Integrations –> Slack
  • Then click “Connect to Slack” and in the authorization page click “Allow”. Don’t mind the ‘This app is not approved by Slack’ message
  • After connecting save the settings

Form to Slack Workflow #

  • Go to Tablesome –> Create New Table
  • In toolbar go to Workflows –> Trigger 1 –> under trigger field,  select ‘On Form Submit’ of the WordPress form plugin you use

  • Then go to Action -1, under Action field section, select the “Send message to Channel” or “Send Direct Message to User” under Slack integration
  • Then select the Channel or User where you want to send the notification message
  • In the Message field you can create the notification message all with the data from the form fields
  • After create the message save the table and try to send a from and see if you get the notification.