By Step Type

Assigning steps to an email field

Steps can be assigned to the email address value of an email field allowing users without a WordPress user account to participate in a workflow.

Can I assign steps and send notifications to the form submitter?

Yes. The form submitter does have a WordPress user account If the submitter will have a WordPress user account then you can assign the step to the User (Created By) field.

Configuring a User Input Step

The User Input step allows for capturing inputs from a user after the form has been submitted. First, create a form to use for this Workflow.

Configuring an Approval process

Configuring an Approval process in Gravity Flow

Configuring Outgoing Webhook Steps with response mapping

Introduced in Gravity Flow v2.3, it is possible map the JSON values sent in the response to field values. This happens before the workflow moves on to the next step so you can define what happens next in the workflow depending on the response of an external API. For example, your webhook may request approval status from an external API, store the result in a field value and send a conditional notification based on the result.

Configuring User Registration steps to change the ‘created by’ field

When the Gravity Forms User Registration Add-On creates a new user account the entry's 'created by' field is left as the anonymous IP address.

How can I find step ID / form ID / field IDs and use them in hooks?

When adding custom code for Gravity Forms or Gravity Flow, you’ll often need to target a specific form, field, or workflow step. Each ID is located in a different part of the interface.

How to add fields that are only visible in workflow steps

Objective: To outline the Gravity Forms "Visibility" settings for forms and it impacts on Gravity Flow workflows.

How to assign steps to the form submitter

Note: If the form submitted doesn't have a WordPress user account, please read the documentation on assigning steps to an email field.

Is it possible to implement approval loops?

Yes. You can implement an approval loop which will allow approvers to send the form back a step so the previous user can modify values on the form. .