Overview
The Gravity Forms Breeze Add-On allows you to integrate your forms with Breeze to create tasks, assign team members, and organize project work directly from form submissions.
With Breeze you can easily organize, plan, and track project progress—prioritizing tasks, managing your team’s workload, and keeping everyone aligned. Create project boards, break tasks into stages, assign items to teammates, and set deadlines to ensure consistent progress.
Gravity Flow Integration
When a workflow includes a Breeze step, Gravity Flow ensures that the standard post-submission Breeze feed does not run automatically. This gives you full control over when a task is created in Breeze as part of your workflow.
By placing the Breeze step at the right point in a process, teams can ensure tasks are only created after approvals, reviews, or other workflow stages.
Creating a Breeze Workflow Step
To add a Breeze step to a workflow:
- From the Form Editor screen, navigate to Settings → Workflow.
- Click Add New Step and set a Name for the step.
- Choose Breeze as the Step Type.
- Select a Breeze Feed created using the Breeze Add-On.
- Click Update Step Settings to save the step.
Breeze Step Settings Reference
| Setting | Description |
|---|---|
| Name | Defines the workflow step name used to identify it within the workflow. Required |
| Description | Provides a short description of what the step does. |
| Step Type | Defines this step as a Breeze step. Required |
| Highlight | Highlights this step to visually emphasize it in the workflow. |
| Condition | Enables a condition to determine whether the step will run. |
| Schedule | Delays execution of the step based on a configured schedule. |
| Breeze Feeds | Selects which Breeze feed to execute for this step. Required |
| Next Step | Defines the next step in the workflow sequence. |