Dynamic CRUD & Form Builder for Perfex CRM

Note: This is a add-on module for Perfex CRM. It is not a standalone script and requires Perfex CRM to function.

Overview

The Dynamic CRUD & Form Builder for Perfex CRM introduces a flexible, no-code solution for creating fully custom data collection systems inside your CRM. This module allows administrators to build dynamic forms, define table fields, manage submissions, and handle file uploads — all without writing a single line of code.

Ideal for teams that frequently need custom forms or workflows, the CRUD Builder supports public forms, customer portal forms, and staff-only forms with granular edit/delete permissions. Whether you’re collecting applications, registrations, requests, surveys, documents, or internal data, the module offers a streamlined and scalable approach.

Designed to be fully compatible with Perfex CRM (v3.1.0 and above), the module integrates seamlessly with the existing interface and requires no core file modifications, ensuring update-safe installation. Each CRUD operates independently, and all submissions — including file uploads — are managed neatly within the system’s native structure.

Demo

Admin Login: https://perfex.codeonstring.com/admin
Email: admin@example.com
Password: 123456789

Staff Login: https://perfex.codeonstring.com/admin
Email: staff@example.com
Password: 123456789

Customer Login: https://perfex.codeonstring.com/login
Email: customer@example.com
Password: 123456789

How to Use

• Go to the CRUD Builder section from the admin sidebar.
• Create a new CRUD and build your form using drop form builder.
• Select which fields should appear in the table view and configure access settings (Public, Customer, Staff).
• Save the CRUD to generate the form and begin collecting submissions.
• Users (based on permissions) can access the form, submit data, upload files, and manage their entries.
• Admins and authorized staff can view, edit, and delete submissions directly from the CRUD list.

How to Use (Customer Portal)

• Log in to the Customer Portal.
• Open the More menu in the navigation bar.
• Select any available CRUD form that has been enabled for customers.
• Fill out the form and upload files if required, then submit.
• View your previous submissions, and edit or delete them if permissions allow.

How to Use (Public Form)

• Open the shared public form link provided by the administrator.
• Fill in the required fields and upload documents if needed.
• If reCAPTCHA is enabled, complete the verification to prevent spam.
• Submit the form — no login or account is required.
• A confirmation message will appear once the submission is successful.

Note: CRUD permissions take precedence over role permissions. Ensure the staff role includes access for proper functionality.

Note: reCAPTCHA will appear on public forms only when valid Google reCAPTCHA credentials are configured in the Perfex CRM settings and the option is enabled for that specific CRUD in the CRUD Builder settings.

Features

• Seamless integration with Perfex CRM (v3.1.0 and above)
• Clean, Perfex-native UI with no core file modifications
• Powerful form builder for creating custom forms
• Create and manage unlimited CRUD forms
• Define which fields appear in table/list view
• Supports text, number, textarea, checkbox, radio, select, file uploads, signature and more
• Full file upload handling (single & multiple files)
• E-Signature field support for digital signing
• Heading and paragraph fields for better form structure
• Field visibility control (Staff only, Customer only, Both)
• Status field support for record management
• Public Form support with optional Google reCAPTCHA
• Public form submission limit control
• Consent checkbox support for compliance requirements
• Customer Portal Form support — clients can submit and manage their own entries
• Staff Form support with granular permission control
• Per-CRUD permissions: manage, create, edit, delete
• Master switches for enabling/disabling edit and delete actions
• Automatic folder creation and secure storage for uploaded files
• Fancybox preview support for files and uploaded media
• Submission management: view, edit, delete (based on permissions)
• Separate detailed record view page with device info and activity details
• Capture IP address and device information for public submissions
• Convert CRUD submission data to Perfex CRM modules
• Export submissions to Excel including file download links
• Date filter support for Excel export
• Copy-to-link feature for sharing public forms instantly
• Update-safe, modular design with zero core file changes
• Fast installation and ready-to-use workflow

What’s Included

• CRUD Builder Module
• Documentation
• Free lifetime updates and 6 months support

Requirements

• Perfex CRM version 3.1.0 or higher

Documentation

For detailed instructions on installation and configuration, please refer to the online documentation at: https://perfex.codeonstring.com/crud-builder-documentation

Support

Comprehensive documentation is included. For further assistance, feel free to reach out to us at codeonstring@gmail.com

Change Log

 Version 2.0.0     - Added e-signature field support     - Added status field support     - Added auto-generate and manual field name functionality on form builder     - Added option to map CRUD submission data to module forms     - Added field visibility option (staff only, customer only, both)     - Added export to Excel feature with file links support     - Added customer menu title option     - Added IP address and device information tracking for public form submissions     - Added public form submission limit option     - Added consent support for public forms     - Rebuilt form builder for improved flexibility and stability     - Added fancy-box support for files and media previews     - Added separate record view page     - Improved record view page to display device info, created by, created date and updated date     - Various fixes and improvements Version 1.0.0     - Initial Release