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gravityflow_assignee_ajax_search

gravityflow_assignee_ajax_search filter allows customization of AJAX-powered search for assignee list in workflow step and conditional routing settings.

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.

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.

gravityflow_inbox_entry_detail_pre_process

The gravityflow_inbox_entry_detail_pre_process filter allows developers to control whether the entry detail should be processed before displaying it in the Gravity Flow inbox.

gravityflow_web_api_capability_get_entries_assignees

The gravityflow_web_api_capability_get_entries_assignees filter allows developers to customize the capability required to retrieve the assignees for a specific entry via the Gravity Flow Web API.

Scheduling a step

All steps can be scheduled by activating the Schedule setting. Scheduling can be useful when two steps are being triggered too close together, or when you need to perform a step on specific date.

The Outgoing Webhook Step

The Outgoing Webhook Step, when triggered, sends entry values to a remote URL. Gravity Forms merge tags can be used in the Webhook URL, field mapping custom values, and in the raw request body.

Email Notifications

There are three places where email notifications can be configured, and choosing the best option can be confusing. This guide will help you choose the right approach for each step in your workflow.

A use-case for demonstrating usage of form connector and webhooks

Objective: To illustrate a use-case that could be used to demonstrate the use of a form connector and incoming and outgoing webhooks. We will create an overall workflow that accomplishes the following.