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Prerequisites

Before you start, confirm your environment meets these requirements:
RequirementMinimum version
WordPress6.0+
PHP7.4+
WooCommerceAny recent stable release
MySQL5.7+ or MariaDB 10.3+
You must also have at least one WooCommerce product created before you can assign a flow to it.

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Set up the plugin

1

Download the plugin ZIP

Obtain the utb-product-builder.zip file from your repository or distribution source. Do not unzip it — WordPress expects the compressed archive.
2

Upload the plugin to WordPress

  1. Log in to your WordPress admin panel.
  2. Go to Plugins > Add New Plugin.
  3. Click Upload Plugin at the top of the page.
  4. Click Choose File, select utb-product-builder.zip, then click Install Now.
WordPress will extract the archive and place the plugin in wp-content/plugins/utb-product-builder/.
3

Activate the plugin

After installation completes, click Activate Plugin.On activation, the plugin automatically:
  • Creates 11 database tables prefixed with your WordPress table prefix (e.g., wp_utb_certificates, wp_utb_product_submissions, wp_utb_form_configs, and others)
  • Creates the private uploads directory at wp-content/utb-private-uploads/ with access controls
  • Seeds default data sources and validation rules
If WooCommerce is not installed and active when you activate the plugin, a notice will appear in the admin and the plugin will not initialize. Install WooCommerce first.
4

Assign a flow to a product

  1. In the WordPress admin, go to UTB Builder > Assign Flows.
  2. Find the WooCommerce product you want to configure.
  3. Select a flow from the dropdown next to that product:
    • CEP Programs (utb_cep_programs) — enrollment forms for Continuing Education programs
    • Academic Certificates (certificados_academicos) — certificate request forms with matrix pricing
  4. Click Save Assignments.
The assignment is stored in the wp_utb_form_configs table, linking the product ID to the selected flow ID.
After assigning a flow, you can configure the product’s form fields, validation rules, and custom CSS by opening the product in Products → Edit Product and clicking the Form Builder tab in the UTB Product Builder meta box at the bottom of the page.
5

Visit the product page

Navigate to the WooCommerce product page on the front end. You should see the custom form rendered above the Add to Cart button.
  • Fields, sections, and conditional logic are driven by the flow’s JSON schema.
  • Prices update dynamically as the customer fills in the form.
  • File uploads are stored privately in wp-content/utb-private-uploads/submissions/.
If the form does not appear, check that the flow assignment was saved and that WooCommerce is active. Fatal errors are captured in the WooCommerce log under the source utb_fatal_monitor.

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Next steps

Installation details

System requirements table, FTP installation, Nginx configuration, and wp-config.php constants.

Admin guide: flow assignment

Manage product-to-flow assignments, edit form schemas, and configure pricing rules.

Admin guide: form builder

Add and edit form fields, configure conditional logic, and set validation rules.

Developer guide: creating flows

Build a custom flow by implementing FlowInterface and registering it via utb_pb_register_flows.

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