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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{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.