Refreshing the Entry Manager
By Ryan Campbell · October 1st, 2007In addition to the new payment features, we are very excited to release a new version of Wufoo’s Entry Manager. It’s a complete rewrite from the ground up and we think it’s a winner. We always felt the old interface was more of a rough draft of how we wanted to have Wufoo help users explore and browse their collected data. We’ve been working on it for weeks bringing it in line programatically with our revised form builder. It’s brand new and with a lot of nice goodies, so please give it a run through and let us know if anything seems off. A complete list of upgrades and features can be found after the pic.
Read Only View - While forms are great for entering data, they’re hardly the best for viewing it. The new entry manager now allows you to toggle between the old school editing mode and a new easier-on-the-eyes read only mode. All smart fields are displayed in a more convenient format and the underlying structures even use Microformats where appropriate (like names, addresses, links and files).
Bulk Actions - In the Entry Manager you can now delete or export all entries in your form with a single click. Thanks to Bulk Actions in our new datagrid, you no longer need to create a separate report every time you need a custom set of data for Excel. Since it’s integrated into the revised datagrid, bulk actions can even be applied to just the filtered search results.
Email and Print Entries - Thanks to the new Email and Print actions, you can now resend an entry to yourself (or anyone else) via email. This data comes in a new, styled email format that takes it’s cue from the new read-only view to help make things easier to process. Tested in all your favorite email programs (Hotmail, Gmail, Yahoo Mail, Apple Mail, Outlook), we think they look great. We’ve also adapted these styles for print, so you can now get your data out and styled in a similar, but printer-friendly analog format.
Quicker Navigation - While you can still page through the grid and click on an entry to select it, we’ve also added a previous and next arrow for individual entries which will allow you to keep the mouse in one spot and just click to incrementally scan through your entries.
Quick Search and Better Advanced Search - While the filter method was nice in the old Entry Manager, sometimes you just wanted to search things quickly and so we’ve added an easy no brainer search bar at the top of the grid that will search all fields for a matching term. If you click on the magnifier / up arrow, you’ll pull up an improved advanced search bar that will help you narrow search conditions at a more granular level. Filtering works the same as before, except now smart filters are applied based on the field type. For example, if you filter a number field, you can now select “Greater than,” “Less than,” or “Equals” as your conditions.
Unique URL per Entry - Each entry now has a bookmarkable URL associated with it. This will allow you to save entries for later and jump straight to them without having to hunt for them in the grid.
Improved File Handling - In the old Entry Manager, the file upload interface stored all attached entries in a module in the sidebar. It was sort of terrible and not intuitive. Thankfully, we’ve put the files where you’d probably expect them right there with the rest of the data, so you can properly associate which field the file belongs to. We’ve also added some nice new icons and additional data about each file when you view them.
A More Intuitive Interface - For the most part, our primary goal for the Entry Manager redesign was to organize tasks and information into appropriate and relevant groups in the UI. The most common actions that you can perform when editing an entry are presented right there at the top. When you’re creating a new entry, everything is cleared out except for the task at hand and comments now have a more prominent role and position in the interface so discussions aren’t hidden from view. A lot of little touches went into this page and we hope you’ll have as much fun using it as we had building it.




