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.
Checklists Extension
The Checklists extension allows Gravity Flow administrators to publish a series of forms each requiring a single submission.
Checklists
Troubleshooting
Gravity Forms Add-Ons
Find out how any Gravity Forms add-ons can have their feeds or functionality triggered as steps in a workflow.
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.
Workflow Management
This section includes guides on restarting workflows, canceling them, and bulk approving or rejecting entries from the inbox.
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.
Workflow Setup
Learn how to design and configure your workflows in Gravity Flow.
Your Gravity Flow Account
Certified Developer Plugins
Find out all the ways that you can easily integrate Gravity Flow with other Certified Developer add-ons of Gravity Forms.
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
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.
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.
By Step Type
Learn useful configuration approaches to get the most out of each step type that Gravity Flow or its' extensions provide.
REST API V2
This section of documentation lists articles related to the REST API v2 for Gravity Flow.
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.
Folders
Getting Started
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 V1
This section of documentation lists articles related to the REST API v1 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.
Form Connector
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 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.
Merge Tags
Learn how you can link to Inboxes, Entry Details pages and other parts of the Workflow through Gravity Forms merge tags.
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.
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.
Incoming Webhooks
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.
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.
Parent-Child Forms
User Guides
Data Objects
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
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.
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.
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.
Integrations
Stripe
Vacation Requests
Vacation Requests Extension
The Vacation Requests extension provides some additional features to make vacation requests easier to manage.
Support
FAQ
Frequently asked questions.
WooCommerce
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.
Policies
Uncategorized
Articles
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.
WooCommerce Extension – Setup Instructions
Create a Form in Gravity Forms (or use the sample form below), which will be used for the WooCommerce integration. Whenever an order is created, an entry will be created in this form and the workflow will begin immediately.
WooCommerce Extension – Payment Step
When "Create Entry" is enabled for a form, the Payment Step will send an assignee email containing a payment link to the customer (the email address in the customer’s user profile) or the “Billing Email” address in the case of a guest checkout of a WooCommerce Order.
WooCommerce Extension – Checkout Step
Introduction The WooCommerce Checkout Step is useful when you want to let your users place an order at some point in the workflow after they submit the form.
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. .
The Workflow menu doesn’t show up
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