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.
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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
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.