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. The relatively new plugin Gravity Flow gives you a lot of extra power if you want to manage workflows.
Gravity Flow adds a big extra value to your Gravity Forms installation by making it possible to add process steps. In every step of the process you decide who gets an e-mail message (or standard Gravity Forms notification) and what action you desire from them. And you can determine which following step (with automated e-mails) is needed. Try it out for yourself and get convinced that Gravity Flow is something you need if you want to have full control over the necessary steps to achieve your goal.
Download Gravity Flow here (affiliate link)
Features
Business Workflow Process
Vacation requests, Purchase Orders, Admissions Forms, RFPs, Project Initiation Plans, Case Management… any form that requires a process.
Feedback Loops & Process Branching
Implement review loops allowing users to edit their values before re-submitting for approval. Use workflow conditional logic to branch the process or skip steps.
Audit Trail
Keep track of who did what and when in the detailed Timeline and Activity Log. Includes comments, timestamps and step and status information.
Powerful & Flexible
Configure as many Workflow Steps as you need. Drag and drop them into the right order, activate/deactivate them and add new ones as your process adapts. Steps include approval, user input/edit, notification, webhooks and integration triggers.
Reporting
Reports display charts by form, step and assignee so you can identify bottlenecks before they arise.
Scheduling
Delay a workflow step until a specified date or until a specified period of time has elapsed; particularly useful when configuring a series of emails to drip feed content over a period of time.
Granular Permissions
Control who can submit forms, approve entries, modify values and view the status. By default users can only see the status of their own submissions. Support for field level access.
An Open Source Platform
Gravity Flow runs on WordPress (Single site or Multi-Site) and requires any license for Gravity Forms.
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