Flow Fundamentals
Try Gravity Flow and any of its extensions or step types they all provide in a risk-free demo environment at gravityflow.io/demo/
We hope that very soon you will find Gravity Flow to be an invaluable tool that helps you automate your business processes in ways that save yourself, your customers and/or your employees time and thereby money. We understand that any time you add a new piece of technology to your website or business it can be a challenge to know exactly where to get started or how to best make use of the product to achieve your goals.
This Flow Fundamentals section has been put together to help you ramp up the learning curve quickly if you are already familiar with building/using Gravity Forms. If you want to follow a user guide that covers everything from square one, check out the Getting Started - Logo Design series.
All Categories
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.
Common Step Settings
Learn about the settings which all step types in Gravity Flow have available to configure.
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.
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.
Merge Tags
Learn how you can link to Inboxes, Entry Details pages and other parts of the Workflow through Gravity Forms merge tags.
Articles
{assignees} Merge Tag
The {assignees} merge tags will output the details of the current step’s assignees.
{workflow_note} Merge Tag
The note merge tag will display the most recent user submitted note.
{workflow_timeline} Merge Tag
The timeline will display the date, user, step and notes from the timeline in a simple, compact list.
{current_step} Merge Tag
The current step supports the following modifiers: duration (time), expiration (date/time), ID, name (default), schedule (date/time), start (date/time) and type.
{workflow_fields} Merge Tag
The {workflow_fields} merge tag supports the following identifiers : empty, value, admin, editable, display. All these modifiers take Boolean values.
{workflow_cancel_link} Merge Tag
Assignees can cancel a workflow by clicking a link in an email using the {workflow_cancel_link} merge tag. To use it, set a default inbox page in the settings or specify a page_id in the tag.
Linking to the workflow entry
You can include links to the workflow entry in assignee and approval notifications by adding the {workflow_entry_link} or {workflow_entry_url} merge tag.
Merge Tags Reference
Gravity Flow uses merge tags to allow you to dynamically populate submitted field values and other dynamic information in notification emails, field mappings, content templates and other areas.
One Click Approval Links
One-click approval links and tokens enable approvers to take action: Approve, Reject, or Revert directly from an email without needing to visit the Workflow detail page.
The Workflow Fields
You can find the Workflow Fields in the Form Editor toolbox: When you add a Workflow Field to the form you can use it in the configuration of a Workflow step.