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Version: v6

Gravity Flow Support

A screenshot of a Gravity Flow form feed being configured in the WordPress admin area. The Approval step is selected.

The Gravity Flow plugin is a powerful workflow management system which includes basic Gravity PDF integration for its Approval, User Input and Notification workflow steps. For full details on setting up Workflows in Gravity Flow please refer to their documentation.

Approval Workflow

A screenshot with the Attach PDF(s) setting highlighted when configuring a Gravity Flow form feed in the WordPress admin area.

When setting up the Approval Workflow you'll be able to attach a PDF to the Assignee Email, Rejection Email and Approval Email notifications. To do this check the appropriate PDFs under the Attach PDF(s) setting. Be aware that Gravity PDF Conditional Logic is not supported and the PDF you setup will always be attached to the email.

User Input Workflow

When setting up the User Input Workflow you can attach a PDF to the email notification. Like in the Approval Workflow, check the appropriate PDFs under the Attach PDF(s) setting. Gravity PDF Conditional Logic is also not supported in this Workflow.

Notification Workflow

A screenshot of a Gravity Flow form feed being configured in the WordPress admin area. The Notification step is selected and an Admin Notification is checked.

As this Workflow actually sends the standard Gravity Forms Notification, Gravity PDF is fully supported – including Gravity PDF Conditional Logic. All you have to do is configure Gravity PDF to attach PDF(s) to notifications and select the notification(s) you want to send in the Workflow.

Workflow Inbox

A screenshot of the Gravity Flow Inbox. The user is viewing a submission on the User Input step. The mouse is hover over a View PDF hyperlink in the Gravity PDF meta box.

From Gravity PDF v6.8, a View/Download PDF metabox is displayed in the sidebar of the Workflow Inbox – in both the admin area and block/shortcode. The metabox will only display for logged-in users with a valid capability.