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

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