User Guides
Workflow Management
This section includes guides on restarting workflows, canceling them, and bulk approving or rejecting entries from the inbox.
Workflow Setup
Learn how to design and configure your workflows in Gravity Flow.
By Step Type
Learn useful configuration approaches to get the most out of each step type that Gravity Flow or its' extensions provide.
Getting Started: Building a logo design workflow
This Getting Started series has been put together to help you ramp up the learning curve quickly with Gravity Flow using the example of a graphic design agency offering logo design services.
Articles
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.
How to bulk approve or reject entries from the inbox
It's possible to set up bulk 'Approve' and 'Reject' columns in the inbox. With bulk actions the assignee will be able to Approve/Reject/Revert an entry without having to open the entry details page.
How to create workflow branches
The power of Gravity Flow lies its ability to orchestrate sophisticated processes. Sometimes a workflow needs to skip a series of steps or take a different route entirely based on values of a form.
How to design a workflow
With Gravity Flow you can implement complex workflows quickly without specific development tools or experience. Let’s review how Gravity Flow fits into your website and provide brief overview of some core terms you’ll be reading through the rest of the lessons.
How to restart or cancel a workflow
Gravity Forms Administrators can cancel the Workflow for an entry or restart the Step, or entire Workflow. On the Workflow detail page, administrators will see a box with the available admin tasks for the current entry.
How to setup your first workflow with Gravity Flow step-by-step
Objective: How to setup your first workflow with Gravity Flow step-by-step. In this guide we will setup a simple workflow that allows a person to submit a request for vacation that is then approved or rejected by a manager and if approved, HR will be able to add notes such as the number of remaining days that the submitter has left.
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. .
Last(ing) thoughts and next steps
We hope that the 4 lessons in this course gave you a good introduction to working with Gravity Flow. A quick recap of the key concepts that you should be able to put into practice now.\.
Optimize initial form submission
If you have a form with lots of fields and the form is taking a while to submit, here are a few tips that can help to reduce the submission time.
Updating Payment Status And Details With Form Connector
This guide demonstrates how to use Gravity Flow and the Form Connector Extension to allow administrators to manage offline (Check) payments, update payment statuses, and manage notifications.