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.
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
Checklists
By Step Type
Learn useful configuration approaches to get the most out of each step type that Gravity Flow or its' extensions provide.
Gravity Forms Add-Ons
Find out how any Gravity Forms add-ons can have their feeds or functionality triggered as steps in a workflow.
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.
Getting Started
Common Step Settings
Learn about the settings which all step types in Gravity Flow have available to configure.
Certified Developer Plugins
Find out all the ways that you can easily integrate Gravity Flow with other Certified Developer add-ons of Gravity Forms.
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.
Data Objects
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.
Flow Fundamentals
Folders
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.
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.
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
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
Merge Tags
Learn how you can link to Inboxes, Entry Details pages and other parts of the Workflow through Gravity Forms merge tags.
Extensions
This category contains Gravity Flow extensions
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.
Integrations
Paypal
The PayPal extension allows Gravity Flow administrators to add a payment step at any point in the workflow.
PDF Generator
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.
Support
FAQ
Frequently asked questions.
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.
Stripe
Policies
Vacation Requests
Vacation Requests
The Vacation Requests extension provides some additional features to make vacation requests easier to manage.
Uncategorized
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.
Articles
Form Connector – Update An Entry
The "Update an Entry" step is a feature of the Form Connector extension which provides way to update entries in other forms and complete Approval or User input steps.
Incoming Webhook – Workflow Step
The Incoming Webhook Step is a feature of the Incoming Webhook Extension which allows workflows to wait until receiving the input of an external system.
License Key Constants
The constant for main Gravity Flow plugin is GRAVITY_FLOW_LICENSE_KEY Each extension has a license key constant that allows the license to be set via code instead of the database:.
Form Connector – Create An Entry
The New Entry step is a feature of the Form Connector extension which provides a way to create new entries in different forms.
Stripe Extension – Cancel Payment Step
The Cancel Payment step will cancel/void a payment that was authorized during the form submission. Remember that stripe automatically cancels (expires) payments after 7 days if the payment is not captured so your workflow must ensure that that the Cancel Payment step runs within a week of the initial form submission.
WooCommerce Extension – Refund Order Step
The Refund Order step will refund an order made either at the checkout or at a Payment or Capture Payment step in the workflow.
Form Connector – Update Fields
The "Update Fields" step, included in the Form Connector Extension, will update field values of the current entry with values from another entry or with custom values. .
Stripe Extension – Capture Payment Step
The Capture Payment step will collect a payment that was authorized during the form submission. If there is a Capture Payment step in the workflow then the payment will automatically be set to authorized and will not be collected until the Capture Payment step runs.
Flowchart
The Flowchart Extension enables Gravity Flow administrators to switch between the standard step list view and a Flowchart view of the steps.
WooCommerce Extension – Order ID Field
The WooCommerce Extension includes an additional field type which you'll find in the Workflow section of the Gravity Forms Form Editor.