Before the invention of e-mail, enterprises of all sizes used paper in all workflow processes. For example, application forms, annual reviews, and purchase orders are all completed on paper and signed by the appropriate person. Then they are stored in a large cabinet, passing through the corner of someone’s office. Over time, this becomes tedious, time-consuming and wasteful. As a result, new processes have been introduced into the business world. To simplify the workflow needed to continue running the business, people began to use e-mail. However, if you have been involved with long strings in e-mail, you will know how inefficient and confusing the process is. The
It is a relatively new idea to automate business processes from the perspective of workflow. Business owners are currently looking for new and better ways to improve workflow processes. Unfortunately, many people do not know what business management tools are available on the market. What’s more, they have no idea what benefits they can get by implementing one of these tools into the business. To change all this, we created a dynamic solution called gravity flow. Gravity flow works with the popular gravity forms plug-in to improve business workflow. It also enhances the security of form submission and improves the visibility of common processes in business. The
What is gravity flow? Gravity flow is an advanced word press plug-in designed to automate repetitive business processes. Strengthen responsibility, improve transparency, minimize errors and clarify responsibilities. Gravity flow is suitable for all types and sizes of businesses. In fact, any enterprise, institution, or organization that uses a form based workflow process can take advantage of the functionality of gravity flow. Workflow processes can flow between multiple users. Store forms in a private cloud for best security. Improve communication and reduce user confusion. Edit the form to include a review cycle and resubmit the form. Use the timeline and activity log to track user activity. Assign steps, roles, or add e-mail to internal or external users. Send automatic instant e-mail to users without using third-party responders. For added security, you can receive automatic updates by clicking once on the dashboard. Gravity flow allows you to create custom web forms that can be sent to a variety of users. There, users add approval and other content to the process and send it to the end of the workflow. The
The main function of gravity flow gravity forms is powerful. Gravity flow used to create workflow processes provides efficiency, simplicity and transparency. To get started, let’s look at the functionality included in the back-end management area gravity flow. The story will continue below. Here in the inbox, the user is to view the form passed to him. The user also performs related tasks, such as approving or adding input. The form is then submitted to the next person in the workflow process. Status this section is the central location for all workflow forms, which can be accessed by both administrators and users. By default, users can only view submitted forms. However, administrators can view all forms, including those published to start the workflow process. The
In order to let all visitors to this section easily see what happens in each table, the information is configured. In the report, you can view all activities in each workflow form that enters the workflow process. It is displayed in the form of time axis for easy understanding. Male date, form title, month, person in charge
Each report can be filtered according to the steps of the workflow process. Like an activity report, the activity section displays the date and time of occurrence in each form. The article will continue below. It is very useful to track the efficiency of workflow processes and the responsibilities between process stakeholders. The
A concise function provided by the front-end shortcut gravity flow is that you can select to view the workflow process in the front-end if necessary. For example, there are many shortcut code attributes that can be added to a web site to display all content at the front end. All display screens are reactive and can be seen on devices of all sizes. In addition to the back-end function of gravity flow, there are several excellent extension functions added to the plug-in function. The free gravity flow extension currently provides only one free accessory when purchasing the gravity flow license. With the free extension PayPal, administrators can add payment steps to all steps of the workflow process. The
In addition to PayPal, the incoming webhook extension will be provided soon. This extension allows administrators to create a step that waits for input from an external source during the workflow process. High end gravity flow expansion gravity flow also provides a variety of high-end expansion functions, which can be purchased. However, if the ultimate license gravity flow plug-in is available, these advanced extensions will be provided as bundles. Male drivers will continue to breed in the following male parent-child. Defines the parent-child relationship between forms. Form interface. Create a new project, update an existing project, or complete a workflow step on the same or a different site. Leave request. Manage leave requests more easily. Pdf generator. Generate PDFs for all steps in the workflow process. Gravity flow integration finally, gravity flow is integrated with multiple gravity form add ons. In this way, gravity flow is compatible and connected with gravity forms. The
To use gravity flow, you must first create a form using partner gravity forms. Some people may not be familiar with gravity forms. Before we understand how gravity flow works, let’s briefly summarize it. On the WordPress dashboard, navigate to forms > new form. Specify a title and description for the form, and then select Create Form. Create, edit, and save forms using intuitive drag and drop functionality. Now that you have created the form, you are ready to create the workflow. The
Before creating a workflow, go to forms > forms from the word press dashboard. Then, a list of various functions will be displayed under the name of the form just created. When you hover over the settings feature, a link to the workflow page is displayed. Click the appropriate link. Then click the Add button or create new! Click the link to set up the first workflow. There, you can see the five possible workflow steps of approval, notification, user input, sending webhook and paypal. You can schedule this step to be performed after a specific delay or only on a specific date. In addition, steps can only be configured if certain conditions are met. The
To begin configuring user input, let’s look at the user input steps. Set the user who receives the forms generated here. In addition, to change the form appropriately, set the parameters for receiving the form. This includes changing the date, the opportunity to create a comment, the ability to select from the drop-down menu, and so on. ‹ email can be sent to the following address: WordPress user account. WordPress role. In the contact field
Specified user or role. The email address entered in the email field. The user who submitted the form. Conditional routing. First, select the person to receive the form from. Then determine the fields that the recipient can change in the received form. The
‹ other configurations can also be determined during the user input phase. Set conditional logic (see next step). Set the transferee policy. Displays a description or field and adds a workflow comment. Configure email messages. Set the expiration date. Next, to continue the workflow process, see how to add approval steps and condition logic to ensure that specific conditions are met. Create a new step to create a new step, scroll to the screen again, and then click add another step. Add administrator approval to the workflow this time. In addition, please use the appointment function to increase the delay of 1 hour. Finally, set the conditions for this step. The employee’s department must be \
