User Guides
Workflow Setup
Learn how to design and configure your workflows in Gravity Flow.
Workflow Management
This section includes guides on restarting workflows, canceling them, and bulk approving or rejecting entries from the inbox.
By Step Type
Learn useful configuration approaches to get the most out of each step type that Gravity Flow or its' extensions provide.
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.
Articles
Assigning steps to an email field
Steps can be assigned to the email address value of an email field allowing users without a WordPress user account to participate in a workflow.
Can I assign steps and send notifications to the form submitter?
Yes. The form submitter does have a WordPress user account If the submitter will have a WordPress user account then you can assign the step to the User (Created By) field.
Configuring a User Input Step
The User Input step allows for capturing inputs from a user after the form has been submitted. First, create a form to use for this Workflow.
Configuring an Approval process
Configuring an Approval process in Gravity Flow
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.
Configuring User Registration steps to change the ‘created by’ field
When the Gravity Forms User Registration Add-On creates a new user account the entry's 'created by' field is left as the anonymous IP address.
Creating a form
In the first lesson in this Getting Started series - How to design a workflow - we looked at some of the core concepts/terms of Gravity Forms and Flow and built out our swim lane diagram as a process map for what we will be building.
From form submission to workflow completion
Gravity Flow can be used to manage all kinds of business processes, such as approvals, sales, school enrolments, vacation requests, and other bespoke automations that save time and cut costs.
How can I find step ID / form ID / field IDs and use them in hooks?
When adding custom code for Gravity Forms or Gravity Flow, you’ll often need to target a specific form, field, or workflow step. Each ID is located in a different part of the interface.
How to add fields that are only visible in workflow steps
Objective: To outline the Gravity Forms "Visibility" settings for forms and it impacts on Gravity Flow workflows.