user guides docs

Can I assign steps and send notifications to the form submitter?

Yes. The form submitter does have a WordPress user account If the submitter will have a WordPress user account then you can assign the step to the User (Created By) field.

How to restart or cancel a workflow

Gravity Forms Administrators can restart a step, restart an entire workflow, cancel the workflow, or send entries to a chosen workflow step for any entry.

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 many fields and it's taking a while to submit, here are a few tips to reduce 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

Each field in Gravity Forms has a Visibility setting, found under the Advanced tab in the field settings. The setting that matters most for Gravity Flow is Administrative.

The Outgoing Webhook Step

Send data to remote URLs with the Outgoing Webhook step in Gravity Flow. Supports multiple request methods, JSON, field mapping, and authentication including Basic Auth and WordPress OAuth1.

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.