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
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
Articles
gravityflow_admin_action_feedback
The gravityflow_admin_action_feedback filter can process custom choices from the admin actions drop-down menu on the workflow detail page.
gravityflow_reports_args
The gravityflow_reports_args filter allows the reports display arguments to be overridden.
gravityflow_sort_criteria_status
The gravityflow_sort_criteria_status filter allows the initial sort order on status page load to be defined.
gravityflowpdf_process_template_shortcodes
The gravityflowpdf_process_template_shortcodes filter can be used to prevent shortcodes placed in the PDF template being processed.
gravityflow_sort_columns_status_table
The gravityflow_sort_columns_status_table filter allows custom columns defined in gravityflow_field_value_status_table to be sorted.
Blocks
As of Gravity Flow 2.8, the Gravity Flow Blocks are available within the plugin directly. See Gravity Flow 2.8 Beta release notes for more details.
Configuring Outgoing Webhook Steps with response mapping
Introduced in Gravity Flow v2.3, it is possible map the JSON values sent in the response to field values. This happens before the workflow moves on to the next step so you can define what happens next in the workflow depending on the response of an external API. For example, your webhook may request approval status from an external API, store the result in a field value and send a conditional notification based on the result.
gravityflowformconnector_new_entry_form
The gravityflowformconnector_new_entry_form filter allows the form to be modified before it is processed for mapping into a new.
gravityflowformconnector_update_field_values_form
The gravityflowformconnector_update_field_values_form filter allows the form to be modified before it is processed for updating field values into another entry.
gravityflow_entry_detail_args
The gravityflow_entry_detail_args filter allows the entry detail arguments to be overridden