🪪 Customer portals
Customer portals, without building a portal.
Your customers already submit forms. Give them the table that shows their submissions back, filterable, editable, exportable. No new database, no new login, no new app to maintain.
The before
What this replaces, specifically.
"Where's my order?" tickets
Customers email support to ask the status of submissions they made themselves. Your team copy-pastes from the WP admin into a reply.
Manual data updates
Customer wants to update their address, plan, or preferences. They email. You log in. You edit. They email back. Repeat.
CSV export ping-pong
Annual data review = exporting 4,000 entries to CSV, sending to the customer, fielding their corrections in a follow-up email thread.
The after
What Gravity Tables does instead.
Filtered to the user
Set "show user only their own entries" in the table builder. Each customer sees their submissions and only their submissions.
Editable cells with validation
Click. Edit. Save. Real-time validation against your form's field rules. Audit trail logged for compliance.
Export their own data
Customers download their own CSV/Excel/PDF, no more "can you send me a copy?" tickets.
The shortcode
Copy. Paste. Customize the IDs.
This is the actual shortcode pattern this use case uses. Drop it on a page, change the form ID, you're shipping.
[gravity_table id="42" filter_by_user="true" allow_edit="true" export="csv,excel,pdf"]Real scenario
A SaaS billing portal
Before
- Customer emails: "Can you upgrade my plan to Pro?"
- Support reads ticket, opens GF entry in admin
- Edits the plan field, saves, replies to the customer
- Roundtrip: 4 hours during business hours
After
- Customer logs into your site
- Sees their billing table, edits "Plan" cell from Free to Pro
- Stripe webhook fires, charge processes, table updates live
- Roundtrip: 90 seconds, any time of day
"Our top three support categories used to be "where's my order", "update my info", and "send me my data". Gravity Tables eliminated all three."
Build it
Step-by-step guides for customer portals.
Long-form walkthroughs for the patterns this use case is built on. Copy-ready shortcodes, custom-bulk-action PHP, hook examples.
Guide
How to build a customer portal with Gravity Forms and Gravity Tables
A complete walkthrough for building a self-serve customer portal on WordPress. Per-user filtering, inline editing, role-aware exports, audit trail, all from one shortcode.
Read the guide
Guide
How to show users only their own Gravity Forms entries
A complete walkthrough for filtering a Gravity Tables view so each logged-in user sees only the entries they submitted, with role permissions and edge-case handling.
Read the guide
Guide
How to add inline editing to Gravity Forms entries
Step-by-step guide to enabling click-to-edit cells on a Gravity Tables view, with validation, role gates, audit trail, and the gotchas that come up in production.
Read the guide
Or browse all guides.
Compare to alternatives
Evaluating other tools for customer portals?
Honest side-by-side comparisons with the alternatives most relevant to this use case.
vs
GravityView
GravityView is the better display tool. Gravity Tables is the better editing-and-operations tool.
See the matrix
vs
GP Nested Forms
GP Nested Forms shapes the form. Gravity Tables shapes the dashboard. Use both when you need both.
See the matrix
vs
Tablesome
Tablesome is broader (multiple form plugins). Gravity Tables is deeper (Gravity Forms only, but with editing, charts, maps, and a 3-layer permission model).
See the matrix
Or see the full alternatives matrix with all 6 competitors side by side.
Ready when you are
Stop exporting CSVs. Start shipping dashboards.
10 days of full Pro access. If it doesn't pay for itself in the first week, you don't have to keep it.