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
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.
The Assignee Field
The Assignee Field is an advanced workflow field that can be added to a Gravity Form and can be used to allow users to choose between Users, Roles and other Assignee fields.
The Discussion Field
It's already possible to use the Notes field to add comments to the timeline, however, the timeline can get a bit crowded, and sometimes it's useful to manage conversations within the entry or add multiple conversations.
The Multi-User Field
The Multi-User field works like the standard Multi-Select field and shares the same options as the single User field.
The Role Field
The Role Field is a Drop Down field that displays a list of all the WordPress Roles on your site.
The Signature Field
Gravity Flow supports the Gravity Forms Signature Add-On in both the admin UI and the front-end shortcode. Once you've installed and activated the Gravity Forms Signature Add-On, add a Signature field to your form.
The User Field
The User Field is a Drop Down field that displays a list of all the WordPress User accounts on your site.
Types of steps and where they come from
If your website only has Gravity Forms and Gravity Flow active there are 5 default step types available. These break down into two categories:.
Common step settings for all step types
There are 6 step settings which are common to all step types available in Gravity Flow. Let's explore what they are and either where the values show up throughout the workflow experience or how the workflow execution is modified based on the selections you make.
Workflow Start & Complete Step Type
When a new workflow is created, the Start and Complete settings will appear at the top and bottom of the step list. They are used to define global settings that apply to the entire workflow and after the workflow is complete.