Introduction
Gravity Flow integrates with the Gravity Forms Partial Entries Add-On which optionally allows workflows to start when a partial entry is created. For example, this integration can be used to create a sequence of emails that is triggered after a form submission has been abandoned. This functionality requires Gravity Forms partial entries addon v.1.6.1 or later.
Enable the workflow setting in the Partial Entries Add-On Form settings.
This will trigger the workflow when a partial entry is created.
Delay the Start step
It’s generally recommended to delay the workflow until a reasonable amount of time has passed. Use the schedule setting on the Start step to delay the workflow. For example, the following settings will prevent the workflow from starting until 3 hours after the last update of the partial entry, and ensure that the workflow only starts if the email address field has been entered.
Add the Partial entry step
When the workflow setting is enabled for the Partial Entries Add-On, then a new step type is available called the Partial Entry Submission step. This step will wait for the final submission of the form.
If you’d like to send an email to the email address in a field on the form, then assign the step to the email field.
Use the assignee email to send an email with a link to resume the form submission. The {workflow_resume_partial_entry_link} and {workflow_resume_partial_entry_url} merge tags will output a link to the form. Select the page with the form – the link will take the user to this page and pre-populate all the values with the values they had entered when they were completing the form.
The merge tags support the following modifiers: page_id, text, token, assignee, step.
| merge tag | Description | Example |
|---|---|---|
| page_id | Displays partial entry from the specified page id | Example: {workflow_resume_partial_entry_link:page_id=”2″} Note that this will take precedence over the Submission Page step setting. |
| text | Displays the text to display for the partial entry | Example: {workflow_resume_partial_entry_link:text=”Continue your request”} |
| token | Enable or disable token access. It is false by default. | |
| assignee | Reassign the partial entry to other users | Example: {workflow_resume_partial_entry_link:assignee=”user_id|42″} or {workflow_resume_partial_entry_link:assignee=”role|developer”} |
| step | Display the partial entry for the specified step | Example: {workflow_resume_partial_entry_link:step=”45″} |
Notes
You can put a space between multiple modifiers if needed.
{workflow_resume_partial_entry_link:page_id=”87″ text=”Continue your request”}
If you’d like to send another, different email the next day for example, then define the expiration settings and add another Partial Entry Submission step next in the list.
Note: The Partial Entries integration is not currently compatible with the Save and Continue feature of Gravity Forms. Partial Entries won’t have a value for the created_by as the entry is saved via a separate background process ( heartbeat) in which the user is not logged in. The value created_by will be set when the partial entry is updated when a multi-page form is paged using the next or previous buttons or when it is submitted.