Overview
Ensure your teams never lose track of work they have already completed or separate entries that make up a larger process for a single engagement.
This demo shows how the Gravity Flow Folders extension can group related entries together, using a court case management process to illustrate how depositions across multiple form submissions stay organised under a single named case folder.
What this demo does
A staff member opens a new case, which creates a named folder. Depositions are submitted in that case and move through a multi-step workflow that includes interrogation recording, multi-party signatures, and admin review. Each deposition is tracked in an in-progress folder during review and moved to a verified folder on completion. Folders can be accessed by staff from the WordPress dashboard or the site’s front end.
How it is built
The New Case form has two steps. An Add Folder step creates a folder named after the Case Number field.
A Notification step alerts the manager that a new folder has been created. A custom snippet using gravityflow_step_complete stores the new folder ID in a field for reference in the confirmation and subsequent deposition entries.
The New Deposition form may be submitted multiple times against the same case. Its workflow has eight steps.
- An Update Fields step looks up case details from the New Case form and populates attorney and court information into the deposition entry.
- An Add to Folder step adds the deposition to the case-in-progress folder.
- A User Input step assigned to an executive records the full interrogation.
- An Approval step captures signatures from all three parties. the plaintiff, the defendant, and the deponent. Field conditional logic controls which signature fields are shown to each party.
- A User Input step assigned to an administrator handles any discrepancies raised by the three parties. If corrections are made, the entry returns for signatures again.
- A Notification step sends the finalised record to all parties.
- A Remove from Folder step removes the deposition from the in-progress folder using the
gravityflowfolders_folder_match_remove_stephook.
- An Add to Folder step adds the verified deposition to the case verified folder.
Try it yourself
Submit the New Case form and note the folder link in the confirmation. Open the New Deposition form, select the case from the dropdown, and work the entry through each step. Check the Folders view in the dashboard or on the front end to confirm the entry moves from in-progress to verified on completion.