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
Stripe Extension – Refund Payment Step
The Refund Payment step will refund a payment made either in the current entry or in a different one. Note that if you're refunding a subscription, it's recommended that you use the Cancel Subscription step before the refund step.
Stripe Extension – Subscription ID Field
The Stripe Extension includes a Subscription ID field which you'll find in the Workflow section of the Gravity Forms Form Editor.
PDF Generator documentation
The PDF Generator Extension allows Gravity Flow administrators to add simple PDF generation steps at any point in the process.
Folders
The Gravity Flow Folders Extension allows Gravity Flow administrators to organize entries into logical groupings and present them in a list like the status page.
WooCommerce Extension – Cancel Order Step
The Cancel Order step will cancel/void an order that was authorized during the WooCommerce Checkout. Remember that payment gateways automatically cancel (expires) payments after certain days if the payment is not captured (Stripe cancels them after 7 days and PayPal does the same after 29 days).
Checklists
The Gravity Flow Checklists Extension allows administrators to publish a series of forms each requiring a single submission.
Is it possible to implement approval loops?
Yes. You can implement an approval loop which will allow approvers to send the form back a step so the previous user can modify values on the form. .
How do I send notifications to anonymous form submitters?
Create a Gravity Forms notification and select the workflow step from the event setting.
Do all the users need a WordPress account?
No, it's not necessary for users to have a WordPress account. Workflow steps (like approval or user input) can be assigned to email fields on the form.
Is Gravity Flow suitable for public websites?
Yes. It's possible to open the inbox up to non-registered users either by assigning steps to an email field or by allowing anonymous access in the shortcode attributes.