Requests Page

The Requests Page provides a centralized view of all user submissions collected through the Smart Request System. Once a request FormGent form ( Smart Request System Form ) is submitted , the entry becomes visible under Smart Request System → Requests within the WordPress admin area.

This page allows administrators to monitor, filter, and manage incoming requests efficiently while providing progress insights through real-time counters and status indicators.

Step 1 – Access the Requests Page

• Navigate to Smart Request System → Requests in your WordPress Admin Panel.
• Only users with administrative privileges can view and manage all submissions.

Fig 1: Requests Overview

Step 2 – Requests Summary Counters

• At the top of the Requests Page, two key counters provide a visual overview of all submissions received and those made on the current day.
• Total Requests: Displays the cumulative number of form submissions linked with the Smart Request System.
• Submitted Today: Shows how many new requests were received today.

Step 3 – Filter Options

• Administrators have access to an inline filter located beside the Total Requests counter.
• This dropdown allows filtering submissions based on approval status for better data management.

Available Filters:

• All Requests: Displays every request entry.
• Approved Requests: Shows only the requests that have been approved.
• Not Approved Requests: Shows only the requests that have been not approved.

Fig 2: Filter Dropdown Menu

Fig 3: Advanced settings Filter Dropdown

• Above filters are automatically generated from the fields selected under ‘Advanced Settings → Show in Search Form.’
• Reference: Advanced Settings

Step 4 – Submission Progress Visualization

• Beneath the “Submitted Today” counter, the page displays a count that visualizes today’s submissions relative to the total.

Step 5 – Requests List Overview

• Below the counters, the system lists all request entries captured from the connected FormGent form.
• Each row in the table represents a unique submission, displaying essential information such as:
  • Request ID
  • Form field data
  • Submission date and approval status
  • Available actions ( e.g. Approve, Reject )

Step 6 – How It Works

• The Smart Request System retrieves entries from the FormGent form configured in the Settings Page.
• Submitted requests are visible to end users.
• Counters, filters, and submitted today automatically update as new requests are submitted and processed.

Step 7 – Notification System

• All button-triggered actions automatically send the relevant email and/or SMS notifications using the configured templates.
• Administrators can define message content, dynamic placeholders, and communication style from the plugin settings.
• Go to Smart Request System → Email & SMS Templates
• Edit message subject, body content, and placeholders
• Add or modify SMS message text
• Reference: Email & SMS Template Documentation

Step 8 – Button Labels & Text Customization

• All button texts, labels, and success messages can be modified via the Text Customizer.
• This allows for full flexibility in branding or localization—without editing code.
• Go to Smart Request System → Text Customizer
• Update the names of buttons, tooltips, and UI messages
• Reference: Text Customizer Documentation

Step 9 – Logs Integration

• The same page also includes logs functionality, allowing administrators or users (depending on permissions) to track all actions related to requests.
• Each time a button is submitted or a request is updated, a log entry is automatically created.
• Reference: Requests Logs Documentation

Step 10 – Frontend Request Display

• Approved requests can also be displayed on the frontend for business users using the following shortcode: [scrba-approved-requests]
• Place this shortcode on any WordPress page or template to show a user’s approved requests.