Flow Fundamentals

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.

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Next Step

The Next Step setting defines which step the workflow should move to after the current one finishes, as long as the Step Condition allows it to run. Available options may vary based on the step type.

Schedule

The Schedule setting allows you to delay when a step is triggered. This is useful when steps run too closely together or when actions must occur on a specific date. It’s commonly used for content dripping, such as sending a series of emails over several days.

Condition

The Condition setting lets you control whether a step should run or be skipped when the workflow reaches it. Similar to Gravity Forms’ field conditional logic, it uses entry values to determine if the step should be executed.

Highlight

The Highlight setting lets you assign a color to a step using a color picker. This color appears in the step list and inbox views, making it easier to spot important steps and visually organize complex workflows.

Step Type

The Step Type is a required setting that defines what the step does in the workflow. Available types depend on which plugins are active. Choosing a Step Type reloads the settings page with the relevant configuration options.

Description

The Step Description is an optional field used only in the admin interface. It lets you add notes to help explain the purpose or configuration of a step, which can be useful for you or other administrators when editing the workflow later.

Name

The Step Name is a required setting in Gravity Flow used to identify each step in a workflow. It appears in the form editor, entry details, inbox and status views, exports, reports, and other key areas of your site.

{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.