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…
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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
Add a new Workflow Step
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)
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.
Features Workflow for Gravity Forms
Vacation requests, Purchase Orders, Admissions Forms, RFPs, Project Initiation Plans, Case Management… any form that requires a process.
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.
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).
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.
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.
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.
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.
Gravity Flow runs on WordPress (Single site and Multi-Site) and requires only a license for Gravity Forms. Any license will do.
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.