Overview
This Wedding Planner demo shows how the Form Connector extension lets multiple forms and workflows be presented as a seamless experience. Depending on the services a customer requests, separate workflows run concurrently behind the scenes while customers, staff, and vendors each see only the tasks relevant to them.
What this demo does
A customer submits a single wedding planning request. Behind the scenes, separate concurrent workflows are triggered for each service provider. Vendors receive email notifications with links to submit their quotes. Staff reviews and approves each quote. The customer receives a consolidated package for final review and payment. To the customer, it feels like one seamless process. To staff and vendors, it is a focused set of tasks relevant only to their role.
How it is built
The forms
Each form has its own workflow. The main wedding planning request form, a Floral Package form, a Caterer Package form, and a Vendor Quote form.
The workflow
Combines five Form Connector step types.
Create an Entry step on the main form, generate entries in the Floral Package and Caterer Package forms, and kick off their parallel workflows based on the services the customer requested.
Form Submission steps on the service forms allow vendors to submit quotes against pre-populated service details delivered to them by email.
Update an Entry steps on the Vendor Quote form map approved quote data back into the correct parent service entry using stored entry IDs and conditional logic.
A final set of steps on the main form consolidates the results for customer review and collects payment via Stripe.
Note: Stripe payment steps require a connected Stripe test account to function. Payment steps are inactive by default in the demo environment.
Try it yourself
Explore the Wedding Planning demo
Submit a wedding planning request, then open the Planner/Service Inbox as staff to review the initial request. Check the Gravity SMTP email log to view the vendor notification emails, open a vendor quote link, submit a quote, then approve it as staff, and follow the workflow through to the customer payment step.