Workflow Management
This section includes guides on restarting workflows, canceling them, and bulk approving or rejecting entries from the inbox.
Workflow Setup
Learn how to design and configure your workflows in Gravity Flow.
Your Gravity Flow Account
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.
Gravity Forms Add-Ons
Find out how any Gravity Forms add-ons can have their feeds or functionality triggered as steps in a workflow.
By Step Type
Learn useful configuration approaches to get the most out of each step type that Gravity Flow or its' extensions provide.
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
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
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.
Flow Fundamentals
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.
Data Objects
Folders
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.
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.
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.
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.
Form Connector
User Guides
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.
Extensions
This category contains Gravity Flow extensions
Incoming Webhooks
Merge Tags
Learn how you can link to Inboxes, Entry Details pages and other parts of the Workflow through Gravity Forms merge tags.
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.
Parent-Child Forms
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.
Paypal
The PayPal extension allows Gravity Flow administrators to add a payment step at any point in the workflow.
Integrations
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.
PDF Generator
Support
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.
FAQ
Frequently asked questions.
Stripe
Policies
Vacation Requests
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
Stripe Extension
The Gravity Flow Stripe Extension allows workflows to authorize payments during the initial form submission, capture or cancel the payment at a later date, and also refund payments.
WooCommerce Extension – Sample Forms
The following zip file contains three separate sample forms:
Pay Later Workflow Capture & Cancel Payments Refund Workflow.
WooCommerce Extension – Gravity Flow Gateway
The Gravity Flow Gateway allows customers to place an order at the checkout without submitting their payment details (credit card information etc.).
WooCommerce Extension – WooCommerce Subscriptions Integration
If you use WooCommerce Subscriptions with our WooCommerce Extension, after enabling "Create Order" in your form, new entries will be created when there are new orders, regardless of renewal status.
Form Connector – Delete an Entry
The "Delete an Entry" step is included in the Form Connector Extension can be used to trash or delete an entry permanently at any point in the workflow.
WooCommerce Extension – Introduction
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.
Form Connector – The Form Submission Step
The Form Submission Step is a feature of the Form Connector Extension (v1.1+) which allows Gravity Flow administrators to add steps to workflows which wait for the submission of a different form.
Incoming Webhook – Introduction
The Incoming Webhook Extension can be used in two ways:
After form submission at any point in the workflow, to hold entries on a step until a trigger is received from an external system.
Incoming Webhook – Create an Entry
Incoming Webhooks are a feature of the Incoming Webhook Extension, and allow entries to be created for forms by external systems.
Incoming WebHook – Field Mapping
The Incoming Webhook step supports mapping of incoming data into form fields. The system which is sending data to the incoming webhook in one of 3 formats: - POST with form-data in the body of the request - POST with form-data in the body of the request with a Content-Type header = application/json - POST with raw JSON in the body of the request with a Content-Type header = application/json.