Plan the Workflow
Begin by visualizing your entire process from start to finish. Identify:
- Who is involved (specific users or WordPress roles).
- What each participant must do at each stage.
- Where approvals, reviews, and user input are required.
Use a Workflow Diagram
A simple sketch is enough, but a structured diagram helps you avoid missing steps. Many teams use swim-lane diagrams, where each lane represents a role, and each action is aligned with the appropriate participant.
Tools you can use:
- Pen and paper
- Microsoft Visio
- Online diagramming tools such as gliffy.com or draw.io
Create one column per role, then list the actions in sequence. This becomes your blueprint as you configure steps inside Gravity Flow.
Build the Form
Create a Gravity Form that includes all fields needed throughout the workflow. You can always return to the form editor and add additional fields later. Gravity Flow will automatically handle updates when steps reference new fields.
Review the User Guides
Once you have a plan and a form, begin configuring your workflow steps using the Gravity Flow User Guides, which provide detailed instructions.
Developer Resources
If your workflow requires custom code, filters, or integrations, refer to the Developer Resources.