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
Due Date
Note: Available as of Gravity Flow v2.5 The Approval and User Input steps can be configured to have a due date either after a specified delay, or on a specific date.
Expiration
The Approval and User Input steps can be configured to expire either after a specified delay, or on a specific date. IMPORTANT: The Expiration feature uses the WordPress Cron.
Merge Tags
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 allow approvers to approve or reject an entry directly from an email without having to open the Workflow detail page.
One-click cancel links
The one-click cancel merge tags allow assignees to cancel the workflow for the entry by clicking on a link in an email.
Step order
You can change the order of steps at any time by dragging the step in the step list to the desired slot. Entries will follow the order of steps in the step list when a step's Next Step setting is set to the default 'Next step in list' option.