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When I duplicate a form will the workflow steps also be duplicated?

Yes, all the workflow steps get duplicated along with the form.

Configuring Outgoing Webhook Steps with response mapping

Introduced in Gravity Flow v2.3, it is possible map the JSON values sent in the response to field values. This happens before the workflow moves on to the next step so you can define what happens next in the workflow depending on the response of an external API. For example, your webhook may request approval status from an external API, store the result in a field value and send a conditional notification based on the result.

How to setup your first workflow with Gravity Flow step-by-step

This guide walks you through creating your first workflow in Gravity Flow. You will build a simple vacation request process where an employee submits a request, a manager approves or rejects it, and—if approved—HR adds notes such as remaining vacation days.

Configuring an Approval process

Configuring an Approval process in Gravity Flow

Configuring a User Input Step

The User Input step allows for capturing inputs from a user after the form has been submitted. First, create a form to use for this Workflow.

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.

Using the Workflow Step Screen

Now that we have all our fields on the form we can control what steps a form entry will follow after it is submitted and potentially how the fields of data are modified through that process.

Configuring User Registration steps to change the ‘created by’ field

When the Gravity Forms User Registration Add-On creates a new user account the entry's 'created by' field is left as the anonymous IP address.

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.

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.