Step Types

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.

Approval Step Type

The Approval step is all about asking your potential assignees a yes/no question in relation to data that has been provided in the entry.

User Input Step Type

From a website users’ perspective the User Input step type is the closest equivalent to a standard form submission. That doesn’t mean that it is just about replicating the submission experience as the combination of assignees, display field and editable field settings can allow you to configure user input steps that serve a wide variety of use cases.

Outgoing Webhook Step Type

The Outgoing Webhook step is all sending a request to another system, possibly providing entry data to that system or receiving data to map back into the entry.

Notification Step Type

The notification step allows you to send notifications that were created in the Gravity Forms Notifications tab or define specific notifications in its' step settings.

Update User Step

The Update User Step provides a way to update the profile of any user on your WordPress site including any meta fields defined on it.

The Workflow Step Framework

The Gravity Flow Workflow Step Framework allows developers to add new step types quickly and with minimum effort. The Gravity_Flow_Step abstract class is used as the base class to create new step types.

Gravity Form Add-On Step Types

Many of the add-ons which Gravity Forms provides are based on feeds. With Gravity Flow active on your website, in addition to feeds being able to process a feed at the time of form submission, they can also be triggered as a step at any point in your workflow.