Managing Your License and Subscription
Managing your account
Checklists Extension Hooks
Hooks related to the Gravity Flow Checklist Extension.
Specific Step Types
Configure and extend individual step types in Gravity Flow. It covers general step-assignment behavior as well as detailed setup guides for specific step types such as Approval, User Input, and Outgoing Webhook.
Workflow Management
This section includes guides on restarting workflows, canceling them, and bulk approving or rejecting entries from the inbox.
Gravity Forms Add-Ons
Find out how any Gravity Forms add-ons can have their feeds or functionality triggered as steps in a workflow.
Checklists Extension
The Checklists extension allows Gravity Flow administrators to publish a series of forms each requiring a single submission.
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.
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.
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.
Common Step Settings
Learn about the settings which all step types in Gravity Flow have available to configure.
Flowchart Extension Hooks
Hooks related to the Gravity Flow Flowchart Extension.
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 Extension
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.
Your Gravity Flow Account
Workflow Setup
Learn how to design and configure your workflows in Gravity Flow.
Getting Started
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.
By Step Type
Learn useful configuration approaches to get the most out of each step type that Gravity Flow or its' extensions provide.
Folders Extension Hooks
Hooks related to the Gravity Flow Folders Extension.
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.
Folders Extension
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.
REST API V2
This section of documentation lists articles related to the REST API v2 for Gravity Flow.
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.
REST API V1
This section of documentation lists articles related to the REST API v1 for Gravity Flow.
Flow Fundamentals
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 Hooks
Hooks related to the Gravity Flow Form Connector Extension.
Form Connector Extension
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.
Class Objects
Reference for the main PHP classes that power Gravity Flow. Each entry describes the class purpose, available methods and properties, and how developers can extend or override behavior.
Release Highlights
High level overviews of major Gravity Flow releases, featuring the key improvements, new capabilities, and notable changes. These summaries provide a quick understanding of what’s new.
Merge Tags
Learn how you can link to Inboxes, Entry Details pages and other parts of the Workflow through Gravity Forms merge tags.
Incoming Webhooks Hooks
Hooks related to the Gravity Flow Incoming Webhooks Extension.
Incoming Webhook Extension
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.
User Guides
Parent-Child Forms Hooks
Hooks related to the Gravity Flow Parent-Child Forms Extension.
Data Objects
Parent-Child Forms Extension
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 Extension
The PayPal extension allows Gravity Flow administrators to add a payment step at any point in the workflow.
Extensions
This category contains Gravity Flow extensions
PDF Generator Extension
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 Hooks
Hooks related to the Gravity Flow PDF Generator Extension.
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.
Integrations
Stripe Extension
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 Hooks
Hooks related to the Gravity Flow Stripe Extension.
Vacation Requests Extension
The Vacation Requests extension provides some additional features to make vacation requests easier to manage.
Vacation Requests Hooks
Hooks related to the Gravity Flow Vacation Requests Extension.
WooCommerce Extension
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.
WooCommerce Hooks
Hooks related to the Gravity Flow WooCommerce Extension.
FAQ
Frequently asked questions.
Policies
Uncategorized
Articles
Using the PDF Generator Extension
The Gravity Flow PDF Generator Extension allows administrators to add PDF creation steps at any point in a workflow. PDF templates are created using merge tags, similar to those used in notifications, and are generated when the step is triggered.
Resolving Font Issues
To keep the PDF Generator Extensions installation zip as small as possible a number of fonts had to be omitted from the included mPDF package, font files can be extremely large. .
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.
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. .
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.
WooCommerce Extension – Create Coupon Step
The Create Coupon step will create a WooCommerce coupon at any point in the workflow. This is useful for sending unique gift coupons to form submitters.
WooCommerce Extension – Capture Payment Step
The Capture Payment step will collect a payment that was authorized during the WooCommerce Checkout. If there is a Capture Payment step in the workflow then the payment will be collected when the Capture Payment step runs.
Parent-Child Forms
The Parent-Child Forms Extension allows Gravity Flow administrators to define Parent-Child relationships between forms so that entries relating to an entry can be kept together.