Common Step Settings
These are the step settings available in Gravity Flow. Let’s explore them and how the values show up throughout the workflow experience, or how the workflow execution is modified based on your selections.
| Setting | Description |
|---|---|
| Name | A short, descriptive title for the step. Required |
| Description | Internal-only notes to explain the step’s purpose or logic to administrators. |
| Step Type | Defines the function of the step (e.g., Approval, Notification, etc.). Determines available settings. Required |
| Highlight | Add a color to help visually organize steps in the step list and inbox. |
| Condition | This controls whether the step should run based on entry data. It uses conditional logic (field + operator + value). |
| Schedule | Delays step execution by time, date, or based on a form date field. |
| Next Step | This controls whether the step should run based on entry data. This setting may vary depending on the step type covered in the respective step settings documentation. |
| Due Date | Approval and User Input steps. These steps can be configured to be due after a specified delay or on a specific calendar date. |
| Expiration | Approval and User Input steps. These steps can be configured to have an Expiration Date after a specified delay or on a specific calendar date. |
Articles
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.
Description
The Step Description is an optional field used only in the admin interface. It lets you add notes to help explain the purpose or configuration of a step, which can be useful for you or other administrators when editing the workflow later.
Step Type
The Step Type is a required setting that defines what the step does in the workflow. Available types depend on which plugins are active. Choosing a Step Type reloads the settings page with the relevant configuration options.
Highlight
The Highlight setting lets you assign a color to a step using a color picker. This color appears in the step list and inbox views, making it easier to spot important steps and visually organize complex workflows.
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.
Schedule
The Schedule setting allows you to delay when a step is triggered. This is useful when steps run too closely together or when actions must occur on a specific date. It’s commonly used for content dripping, such as sending a series of emails over several days.
Next Step
The Next Step setting defines which step the workflow should move to after the current one finishes, as long as the Step Condition allows it to run. Available options may vary based on the step type.
Due Date
The Due Date setting is only available for Approval and User Input steps. These steps can be configured to have a due date after a specified delay or on a specific calendar date.
Expiration
Setting an Expiration Date is only available for Approval and User Input steps. These steps can be configured to have an Expiration Date after a specified delay or on a specific calendar date.