flow fundamentals docs

Gravity Flow Settings Reference

Gravity Flow Settings reference

Blocks

As of Gravity Flow 2.8, the Gravity Flow Blocks are available within the plugin directly.  See Gravity Flow 2.8 Beta release notes for more details.

Import/Export

When you export a form using the Gravity Forms export tool, all the steps will be exported with the form. Importing works the same way, but you may need to revise the assignee settings if the form was exported from a different server.

Permissions

Gravity Flow uses the WordPress system of Roles and Capabilities. Use the  members plugin to edit the capabilities for each role.

Printing

Workflows detail pages have a print button with the option to include the timeline. The printed entry will look something like this:.

The Inbox Page

The Inbox page is the place for assignees to see all entries that currently have workflow steps assigned to them. The following screenshot show the Inbox page in the WordPress admin UI.

The Status Page

The Status page is the place to find all your submitted Workflows. By default users will only see their own forms. Administrators will see all forms.

The Entry Details Page

The Workflow Entry Details page is where assignees will go to complete any interactive step (Approval, User Input, etc.) or you review the current status of a given entry.

The Submit Page

The Submit page displays a convenient list of all the available workflow forms to logged in users. Users can initiate workflows by submitting forms from this page just as they can from any page on the site.

Activity Log

The Activity Log displays the latest workflow activity for all forms in real time, and is intended to be used to keep a bird's eye view on all the processes.