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v1.4.0 - Admin Labels Only Filtering

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@pmmikejackson pmmikejackson released this 24 Oct 21:36
· 3 commits to main since this release
55faa42

Release v1.4.0 - Admin Labels Only Filtering

🎉 Major Feature Release

This release introduces configurable field filtering with a focus on admin labels only mode, providing better control over webhook payloads for external integrations like Momentum CRM.


✨ What's New

Admin Labels Only Mode

  • NEW: Filter mode to send only fields with admin labels to webhooks
  • Ensures predictable, consistent field names for API integrations
  • Configurable through Webhook Manager → Field Configuration in WordPress admin

Configuration Options

Multiple filtering modes now available:

  • All Fields - Send all form fields (default behavior, backward compatible)
  • Admin Labels Only - Only send fields with admin labels set ⭐ NEW
  • Whitelist - Only send specified fields
  • Blacklist - Send all except specified fields

Additional controls:

  • Include Empty Fields - Control whether empty values are sent
  • Required Fields - Specify fields to always include even if empty

Documentation

  • 📚 New comprehensive SETUP-ADMIN-LABELS.md guide
  • Step-by-step configuration instructions
  • Field naming conventions and best practices
  • Troubleshooting section with common issues
  • Complete verification checklist

🧪 Testing Results

✅ All Tests Passed

  • Plugin installation and activation
  • Configuration interface functionality
  • Admin labels only mode enabled successfully
  • Form field admin labels configuration
  • Form submission webhook triggering
  • Webhook payload structure verification
  • Field name matching admin labels
  • Empty field exclusion (when configured)
  • Momentum CRM integration compatibility
  • No breaking changes to existing functionality

Payload Verification

  • ✅ Only fields with admin labels present in payload
  • ✅ Field names sanitized correctly (lowercase, underscores)
  • ✅ Complex field types handled properly (name, address, checkbox, etc.)
  • ✅ Empty fields excluded when configured
  • ✅ Metadata fields included (form_id, entry_id, date_created, etc.)

💡 Use Cases

Momentum CRM Integration

  • Predictable field names for reliable data mapping
  • Clean payloads with only relevant fields
  • Better control over data transmission

External API Webhooks

  • Consistent field naming across different forms
  • Selective field transmission for data privacy
  • Reduced payload size for improved performance

Multi-Form Configurations

  • Different forms can share the same webhook endpoints
  • Flexible field filtering per form via admin labels
  • Support for complex integration patterns

🔄 Migration & Compatibility

✅ Backward Compatibility

  • Existing configurations continue to work without changes
  • Default mode is "All Fields" (maintains current behavior)
  • No action required for existing webhooks

Upgrading from v1.3.0 or Earlier

  1. Plugin will automatically continue with "All Fields" mode
  2. Optionally switch to "Admin Labels Only" mode in settings
  3. Set admin labels on desired form fields in Gravity Forms
  4. Test webhook payload before production use

📦 Installation

WordPress Admin

  1. Download the plugin ZIP file below
  2. Go to Plugins → Add New → Upload Plugin
  3. Upload and activate the plugin
  4. Configure via Webhook Manager → Field Configuration

Manual Installation

  1. Download and extract the ZIP file
  2. Upload to /wp-content/plugins/gravity-forms-webhook-field-mapper/
  3. Activate through WordPress admin
  4. Configure as needed

📋 Configuration Guide

Quick Setup for Admin Labels Only Mode

  1. Configure Plugin Settings:

    • Navigate to Webhook Manager → Field Configuration
    • Set Filter Mode to "Only Fields with Admin Labels"
    • Optionally uncheck Include Empty Fields
    • Click Save Configuration
  2. Set Admin Labels on Form Fields:

    • Edit your Gravity Form
    • For each field to include in webhooks:
      • Click field → Advanced tab
      • Set Admin Field Label (e.g., company_name, contact_email)
    • Save the form
  3. Test Your Configuration:

    • Submit a test form entry
    • Verify webhook payload contains only labeled fields
    • Check field names match your admin labels

See SETUP-ADMIN-LABELS.md for detailed instructions.


📝 Changelog

Added

  • Admin labels only filtering mode
  • Configurable field filtering system with multiple modes
  • Empty field inclusion/exclusion control
  • Required fields configuration option
  • Comprehensive setup documentation (SETUP-ADMIN-LABELS.md)
  • Field filtering statistics in debug logs

Changed

  • Field name priority now prioritizes admin labels over field labels
  • Enhanced configuration interface with better descriptions
  • Improved documentation structure

Fixed

  • Field filtering logic for edge cases
  • Configuration persistence across updates

🔧 Technical Details

Version: 1.4.0
Release Date: October 24, 2025
Requires: WordPress 5.0+, Gravity Forms, Gravity Forms Webhooks Add-On
Tested with: WordPress 6.x, Gravity Forms 2.8.x
License: GPL v2 or later


📚 Documentation


🙏 Credits

Developed by Mike Jackson with Claude

🤖 Generated with Claude Code