Gravity Flow: Workflow in WordPress

Developer: Steven Henty S.L.
Started: 2015
Documentation: docs.gravityflow.io
Translated: 23 languages (2018)
Main plugin: Gravity Flow
Extensions: Flowchart, Checklists, Folders, Parent-Child Forms, Form Connector, Incoming Webhook, more…

Gravity Flow by Steve Henty provides you with a huge amount of options to organize workflow steps after somebody submits a Gravity Form entry. A short description of workflow is: all activities necessary to complete a task. When you use Gravity Forms and GravityView, you are already thinking in workflows. What do I want to achieve and how can I use forms and views (and editing entries) to do that. Gravity Flow gives you a lot of extra power if you want to manage workflows.

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GravityWP review of Gravity Flow

Gravity Flow takes some time to understand. After somebody submits data through a Gravity Form, mostly you want to organize some steps after it, like giving approval or not, adding information to the entry, triggering webhooks, etc. Gravity Flow will help you with that. Steve Henty is a highly competent programmer and knows what’s going on in the GF community. His add-on for Gravity Forms, Gravity Flow, will amaze you because of the power it provides you. Because Steve Henty is a very competent programmer, his work tends to lean more to functionality than to design.

Add Workflow Steps to your Gravity Form

Gravity Flow provides you with an extra option in 'Settings' for every Gravity Form you have. You can create a countless number of steps for every form. It's quite amazing what kind of power this gives to you.

Add a new Workflow Step

You can add different Workflow Steps to your form. There are many available and the number of possible steps is growing quickly (it's a whole market / development environment on its own). This gives you the opportunity to configure tailor-made workflow steps in your process.

Approval Step Gravity Flow

When somebody (or a specific group, role or even based on routing) has to approve a Gravity Forms submission (entry), the Approval Step is what you need. For example you have somebody requesting vacation, with this step you can easily configure who has to approve this vacation request and send him or her an e-mail alert. The approval request will be automatically available in their Workflow Inbox.

Notification Step (send mails as a step)

The Notification Step is ideal when you want to compose specific e-mails as a step in the workflow. You can trigger the available Gravity Forms notifications, or you can make a new notification within the step itself.

Ask User Input as a Step

An awesome function in Gravity Flow is that you can ask users of your site (or even based on an e-mail address that's available inside the entry) to change or add information within the entry afterwards. This is great for example when you need somebody to 'redact' texts or add quality information to the entry based on role. No need to create new entries, just add it inside the available entry.

Outgoing Webhook Step

With the Outgoing Webhook App you can communicate with external apps or customs scripts with POST, PUT, GET, DELETE and PATCH request methods. You can use information availabe in the current entry to custom build your request and choose for JSON or FORM as format.

Features Workflow for Gravity Forms

Business Workflow Process

Vacation requests, Purchase Orders, Admissions Forms, RFPs, Project Initiation Plans, Case Management… any form that requires a process.

Edit feature Business Workflow Process

Conditional logic

Gravity Flow allows you to use conditional logic to determine per step which conditions should be met before the step is triggered. That way you can create complete unique workflows based on values people entered inside their form entry.

Edit feature Conditional logic

Step Notes

Every action taken is being automatically logged and added to the Gravity Forms notes (timeline). That makes it very easy to see who did what (who gave what approval, who added which information).

Edit feature Step Notes

Unlimited workflow steps

Because you can make unlimited workflow steps for every Gravity Form you have, and rearrange those steps anytime (or add new ones), Gravity Flow provides you with a very powerful set of tools to organise whatever process you want.

Edit feature Unlimited workflow steps

Reports

Gravity Flow provides different ways to show charts and overviews about the workflow: how much time do certain steps take and statistics of users doing stuff inside Gravity Flow.

Edit feature Reports

Delayed workflow steps

You can set a specific time interval or select a datefield in your form to delay certain steps. This is very powerful, for example when you want to start a drip marketing (mailing) campaign.

Drip Marketing

Edit feature Delayed workflow steps

Permissions

Gravity Flow gives you full control over who can do what in every step. You can select assignees based on user, user role or even (if it's not a user) on e-mail address.

Edit feature Permissions

Open Source

Gravity Flow runs on WordPress (Single site and Multi-Site) and requires only a license for Gravity Forms. Any license will do.

Edit feature Open Source

Security

Gravity Flow has regular updates. When you have a valid license, you update the plugin quickly within your Plugins page in your wp-admin. When 'Background updates' are enabled, important fixes for bugs or security risks are installed automatically.

Edit feature Security