Your Gravity Flow Account
Gravity Forms Add-Ons
Find out how any Gravity Forms add-ons can have their feeds or functionality triggered as steps in a workflow.
Gravity Flow Actions and Filters
Understand what hooks Gravity Flow provides, which parameters are available to them and examples of how they can be used to customize the default plugin behaviour to suit your use case / needs.
By Step Type
Learn useful configuration approaches to get the most out of each step type that Gravity Flow or its' extensions provide.
Checklists
Step Types
Steps are the discrete tasks that your entry will perform as it proceeds through the workflow. Learn about how you can configure both user interactive and automated ones to build bespoke business processes using standard step types that come with Gravity Flow, its' extensions or available from other Gravity Forms plugins.
Checklists
The Checklists extension allows Gravity Flow administrators to publish a series of forms each requiring a single submission.
Troubleshooting
Getting Started
Certified Developer Plugins
Find out all the ways that you can easily integrate Gravity Flow with other Certified Developer add-ons of Gravity Forms.
Common Step Settings
Learn about the settings which all step types in Gravity Flow have available to configure.
Flowchart
The Flowchart extension enables Gravity Flow administrators to switch between the standard step list view and a Flowchart view of the steps. Flowchart view makes complex workflows easy to follow, design, optimize and communicate to others.
Getting Started: Building a logo design workflow
This Getting Started series has been put together to help you ramp up the learning curve quickly with Gravity Flow using the example of a graphic design agency offering logo design services.
Extension Actions and Filters
Understand what hooks each Gravity Flow extension provides, which parameters are available to them and how they can be used to customize the default behaviours to suit your use case / needs.
Folders
Data Objects
Community Plugins
Find out what other Wordpress plugins Gravity Flow provides direct support for or which ones make Gravity Flow features available through their code base.
Accessing Entries/Workflows
Learn how you can use Gravity Flow blocks, or its' shortcode, to enable form submitters, step assignees and others to see and work with entries via the Inbox Page, Status Page and more.
Flow Fundamentals
Folders
The Folders extension allows Gravity Flow administrators to organise workflow entries into logical or arbitrary groupings and display them on the front-end using a block or shortcode as well as via the WordPress admin UI.
Form Connector
Form Connector
The Form Connector extension allows Gravity Flow administrators to create steps at any point in the workflow that can interact with other forms either on the same installation or a different server.
User Guides
Workflow Fields
Gravity Flow provides several field types, available in the Workflow Fields section of the Gravity Forms Form Editor, to make capturing data or assigning steps to the right resource simple.
Extensions
This category contains Gravity Flow extensions
Merge Tags
Learn how you can link to Inboxes, Entry Details pages and other parts of the Workflow through Gravity Forms merge tags.
Incoming Webhook
The Incoming Webhook extension allows Gravity Flow administrators to create steps at any point in the process which wait for input from an external source or have an incoming webhook create a new entry.
Incoming Webhooks
Developers
This category contains documentation related to Gravity Flow actions and filters, its' extensions hooks, as well as the Gravity Flow Workflow API and
Gravity Flow REST API.
Parent-Child Forms
Parent-Child Forms
The Parent-Child Forms extension allows Gravity Flow administrators to define Parent-Child relationships between forms. While viewing an entry for a Parent form a new child form can be submitted and linked to the current entry.
Paypal
The PayPal extension allows Gravity Flow administrators to add a payment step at any point in the workflow.
Integrations
PDF Generator
Support
PDF Generator
The PDF Generator extension allows Gravity Flow administrators to add simple PDF creation steps at any point in the process. The PDF template is designed just like a notification with merge tags.
FAQ
Frequently asked questions.
Stripe
Stripe
The Gravity Flow Stripe extension allows workflows to authorize payments during the initial form submission (pre-orders), capture or cancel the payment at a later date, refund payments and create and cancel recurring subscriptions.
Vacation Requests
Policies
Vacation Requests
The Vacation Requests extension provides some additional features to make vacation requests easier to manage.
WooCommerce
WooCommerce
The Gravity Flow WooCommerce extension adds workflow automation to WooCommerce orders empowering store owners to integrate orders more deeply and more efficiently with the business processes.
Uncategorized
Articles
Gravity_Flow_Assignee
The Gravity_Flow_Assignee object can be based on either a WP user, role, entry email field or one of the Gravity Flow related field types. For interactive steps, the assignee(s) connect the entry and the step for who should action.
The Workflow Web/REST API
The following endpoints are currently available for the Gravity Flow Web/REST API. More will be added - if you need one for your project, please get in touch with Gravity Flow Support.
Types of steps and where they come from
If your website only has Gravity Forms and Gravity Flow active there are 5 default step types available. These break down into two categories:.
Common step settings for all step types
There are 6 step settings which are common to all step types available in Gravity Flow. Let's explore what they are and either where the values show up throughout the workflow experience or how the workflow execution is modified based on the selections you make.
Approval Step Type
The Approval step is all about asking your potential assignees a yes/no question in relation to data that has been provided in the entry.
User Input Step Type
From a website users’ perspective the User Input step type is the closest equivalent to a standard form submission. That doesn’t mean that it is just about replicating the submission experience as the combination of assignees, display field and editable field settings can allow you to configure user input steps that serve a wide variety of use cases.
Outgoing Webhook Step Type
The Outgoing Webhook step is all sending a request to another system, possibly providing entry data to that system or receiving data to map back into the entry.
Notification Step Type
The notification step allows you to send notifications that were created in the Gravity Forms Notifications tab or define specific notifications in its' step settings.
Gravity Forms add-ons Step Types
In this guide, we will explore how Gravity Flow allows feed-based add-ons to run as workflow steps, not just on form submission.
How to design a workflow
With Gravity Flow you can implement complex workflows quickly without specific development tools or experience. Let’s review how Gravity Flow fits into your website and provide brief overview of some core terms you’ll be reading through the rest of the lessons.