User Guides

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 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.

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.

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.

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.

Creating a form

In the first lesson in this Getting Started series - How to design a workflow - we looked at some of the core concepts/terms of Gravity Forms and Flow and built out our swim lane diagram as a process map for what we will be building.

From form submission to workflow completion

Gravity Flow can be used to manage all kinds of business processes, such as approvals, sales, school enrolments, vacation requests, and other bespoke automations that save time and cut costs.

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.\.

Using Conditional Routing

The "Assign To" setting of a workflow step has two options. The default option is "Select" which allows multiple assignees to be assigned to the step.

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. .