Gravity Flow version 1.8 is now available via auto-update and for download from the account page.

This is a feature release that adds support for the new Chained Selects Add-On, significant enhancements to workflow notes and the discussion field, assignee policies for conditional routing, security enhancements and important bug fixes.

Highlights in v1.8

Support for Chained Select Fields

The Chained Selects Add-On is a powerful new official Gravity Forms add-on which allows you to “chain” multiple dropdowns together. Selected options filter the available options in the next dropdown until the chain is complete. We’ve updated Gravity Flow so Chained Select fields can now be used in all workflow steps.

Workflow Notes Enhancements

We know that customers use the workflow note a lot so we’ve added some more features to allow the note to be even more powerful. The workflow note is used by assignees can to record messages for auditing purposes and to communicate important messages to other assignees later on in the workflow. As a reminder. this is what the workflow note field looks like on the workflow detail page:

Now, in Gravity Flow v1.8, if a note is required for the workflow step, the inbox quick action will prompt the user to enter a text.

We’ve had a lot of requests for the note to be used in merge tags later on in the workflow, not just in the timeline and the approval notifications. So in v1.8, the workflow note can now be displayed anywhere that supports Gravity Flow merge tags including the workflow instructions setting for the next step using the {workflow_note} merge tag.  You’re not limited to just the latest note either; you can now display the notes from any step in the workflow, e.g. {workflow_note:step_id=123}. If you want to display the user’s name or the date next to the note you can use the display_name, and display_date merge tag attributes e.g. {workflow_note: step_id=5 display_name=true display_date=true}.

Discussion Field Enhancements

The Discussion field is great for keeping a record of conversations between assignees. The Discussion field merge tag now supports the “latest” and “limit” modifiers. For instance:

{my discussion field:3: latest } – displays the latest message in the discussion. This is great if you want to send only the latest message in an email to another assignee.

{my discussion field:3: limit=4 } – display the latest 4 messages in the discussion.

Assignee Policies for Conditional Routing

The approval policy is now supported for conditional assignee routing. Previously, conditional routing would require all the assignees to complete the step. Now you can specify that only one assignee is required to complete the step.

Entry Meta in Step Conditional Logic

The conditional logic step setting now includes additional entry meta fields including the status of other steps, payment status and the created_by field. This going to make workflow design even easier and more powerful.

What’s New in Gravity Flow v1.8

– Added the workflow note field to the quick actions in the inbox. The note field is only displayed when required by the step settings.
– Added support for editable fields on the User Input step with calculations based on non-editable and/or non-display fields.
– Added the gravityflow_columns_status_table filter to allow the columns to be filtered on the status table.
– Added the gravityflow_field_value_status_table filter to allow the field values to be filtered on the status table.
– Added support for first, latest, and limit modifiers on the Discussion field merge tag e.g. {label:2:first}, {label:2:latest}, and {label:2:limit=3}.
– Added a class name to the entry detail table for the current step.
– Added support for using the {workflow_entry_link}, {workflow_entry_url}, {workflow_inbox_link}, {workflow_inbox_url}, {workflow_note} and {assignees} merge tags in Gravity Forms notifications.
– Added “Cancelled” to the final status entry meta options available in entry filters.
– Updated the note for expired steps to include the step name.
– Updated step conditional logic to support rules based on entry meta and properties.
– Updated the User and Role type fields so the step conditional logic rule value will use the choice drop down instead of text input.
– Updated the {workflow_note} merge tag to support the optional step_id, display_name, and display_date modifiers e.g. {workflow_note: step_id=5 display_name=true display_date=true}.
– Fixed an issue where the {workflow_note} merge tag would not return the note when the merge tag was not processed immediately after the note was added.
– Fixed some strings for translation.
– Fixed a php notice when printing entries.
– Fixed Discussion field merge tag not returning content when used in the step instructions.
– API: Fixed an issue with the add-on slug which prevents feed interception for third party add-ons.
– Fixed a JS error on the entry detail page when a User Input step has an editable Chained Select field and conditional logic is not enabled.

The Gravity Flow Form Connector Extension version 1.2 is now available via auto-update and for download from the account page.

This release contains some frequently requested new features and some bug fixes and we recommend that customers upgrade as soon as possible.

Important: please ensure you’ve updated Gravity Flow to the latest version (currently 1.7) before upgrading the Form Connector extension.

Update Entry Step: Update Current Entry

It’s now much easier to update field values in the current workflow entry. When the target form is the same as the source form, the “Entry ID (Self)” option will be available in the Entry ID Field setting.

New Entry Step: Store Entry ID

The New Entry step has a new setting which will store the ID of the newly created entry in a field on the current workflow entry. This is very useful when used in conjunction with Update Entry steps later on in the workflow.

What’s New in Gravity Flow Form Connector Extension v 1.2

– Added the Store New Entry ID setting to the New Entry step settings.
– Added the gravityflowformconnector_update_entry_id filter to allow the target entry ID to be modified.
– Added support for updating the same entry when the target and source forms are the same. Select Entry ID (Self) in the Entry ID field setting.
– Fixed an issue with the approval action of the Update Entry Step for entries created with the New Entry step.
– Fixed an issue with the field mappings which may affect some forms.
– Fixed an issue with the update step when triggered by a schedule or the expiration of a previous step where the approval or user input action does not complete.
– Fixed an issue with the update step where remote approval and user input steps can fail on some servers. Requires Gravity Flow 1.6.2-dev+.

Gravity Flow version 1.7 is now available via auto-update and for download from the account page.

This is a feature release that includes deeper integration with Sliced Invoices,  step expiration enhancements, and new email options for the User Input step.

Highlights in v1.7

Sliced Invoices Integration

Gravity Flow now integrates even more deeply with the hugely popular Sliced Invoices plugin.

You can add a step at any point in the workflow which will generate a quote or an invoice.

Gravity Flow v1.7 adds additional functionality to the Sliced Invoices feed settings – you can set the default status and also the line items can now be generated automatically from the order summary of pricing fields – list field is no longer necessary.

Each time a quote or an invoice is generated, a note is added to the entry’s timeline:

By default, the workflow will continue as soon as the quote/invoice has been generated. In v1.7, the new “Step Completion” setting on the Sliced Invoices step provides the option to wait until payment has been received before continuing on the workflow. No more chasing up customers for payment.

For further details, check out the documentation.

Step Expiration Enhancements

You can now configure steps to expire before or after a date specified in the value of a date field on the form. If the form has a date field, then the date field option will be available in the expiration step setting.

New User Input Emails

The user input step now has two new email settings: “in progress” and “complete”. The “in progress” email will be sent when an assignee saves their progress in the user input step. The “Complete” email will be sent when the step is complete before continuing on the workflow.

The “in progress” email is particularly useful if you have a Workflow Discussion field on the form and you’d like to notify other assignees when a new comment has been added.

What’s New in Gravity Flow v1.7

– Added support for unfiltered HTML in the instructions setting for users with the unfiltered_html capability.
– Added the ability to configure emails to be sent when a User Input step updates the entry and remains in progress and when the step is completed.
– Added the date field option to the step expiration setting.
– Added settings to the Sliced Invoices step.  The Assign To, Assignee Email, Instructions, Display Fields, Expiration settings and the Step Completion setting allowing completion of the step to be delayed until the invoice is paid. When the step is pending invoice payment the invoice details will be displayed in the workflow detail box on the inbox detail page.
– Fixed an issue with the notification message when the Discussion field merge tag content exceeds the max line length.
– Fixed an issue with the GravityView integration where the single view doesn’t display if an assignee is defined the Advanced Filter criteria.
– Updated the “no assignees” note from “not required” which could have been confusing in some situations.
– Added settings to the feed configuration page for the Sliced Invoices & Gravity Forms Add-On. for the default status of the invoice/quote. Updated the choices for the Line Items map field to only include List type fields and the option to use the entry order summary.
– Renamed the User Input step ‘Default Status Option’ setting to ‘Save Progress Option’ and changed the setting type from radio buttons to drop down.

The Gravity Flow Form Connector Extension version 1.1 is now available via auto-update and for download from the account page.

This release contains an important new step type which waits for the submission of a different form. It’s an extremely powerful step that helps reduce complexity when designing workflows by allowing fields to be offloaded onto different forms. Fewer fields on the form will result in increased performance for forms with a lot of conditional logic and especially for forms with a lot of entries. It also opens up a brand new way to integrate forms with feeds from payment add-ons, including the Stripe Add-On and the Authorize.net Add-On and also with forms that have custom or third-party fields which might be causing issues in the User Input step.

The Form Submission Step

The Form Submission Step holds a workflow in a pending state until an assignee submits a specific form.

For example, a workflow which takes a customer through the entire process of a project right from initial requirements to final delivery may require payment steps at the beginning, middle and end. The Form Submission Step will wait until the each payment has been processed before allowing the workflow to continue to the next step.

When the workflow is pending a form submission the assignee can open the form from the workflow entry detail page (the shortcode in the front-end or the admin UI) or from an assignee email.

Default values for the new form can be mapped easily from the source entry and the source entry ID is secured by a special token in the URL to prevent tampering. For example, the assignee’s name, address and the product quantity fields could all be pre-filled automatically from the values in the original entry.

Any form can be used in the form submission step and the step will wait for the submission. In the case of forms with a payment feed, the step will wait for a successful payment before releasing the entry to continue on the workflow. All payment add-ons built with the Gravity Forms Payment Add-On Framework are supported. This includes the following Gravity Forms Payment Add-Ons:

• Authorize.net Add-On
• Stripe Add-On
• PayPal Payments Standard Add-On
• PayPal Payments Pro Add-On

Check the documentation for further details:

• The Form Submission Step
• The Form Connector Extension

What’s New in Gravity Flow Form Connector Extension v 1.1

– Added translations for Chinese (China) and Dutch (Netherlands).
– Added integration with the Gravity Flow Parent-Child Forms Extension; a parent form can now be selected for the ‘Entry ID Field’ setting on the ‘Update an Entry’ step.
– Added the Form Submission step.
– Added support for mapping the created_by field in the target entry.
– Added support for merge tag processing in the custom values fields of mappings.
– Fixed an issue with the value for choice based Poll, Quiz, and Survey fields in the new or updated entry.
– Fixed a fatal error which could occur when using the ‘Update an Entry’ step type and the ‘Entry ID Field’ setting was not configured.

Gravity Flow version 1.6 is now available via auto-update and for download from the account page.

This is a feature release that includes further integration with GravityView, support for updating post fields and their posts, repeat reminders for the assignee emails, and 3 new integrations: Constant Contact, Pipedrive CRM and SendinBlue.

Highlights in v1.6

3 More Integrations

Gravity Flow administrators can now add workflow steps which integrate with Constant Contact, Pipedrive CRM and SendinBlue. This brings the total number of integrations to 38. See the full list of Gravity Flow integrations.

Deeper Integration with GravityView

GravityView (plus the GravityView Advanced Filtering Extension) can now be used to create Gravity Flow inboxes with lists of pending tasks. This provides an extremely powerful way to create form-specific inboxes with custom column order, custom content and labels, sorting and advanced filtering, images, personalised messages, caching and more. Read further details of the GravityView integration in the documentation.

Repeat Reminders

The automatic reminder email feature is already an essential part of the smooth running of processes for a lot of customers. Sometimes though, just one single reminder is not enough. So in this release we’ve added the ability to repeat the assignee’s reminder email. Here’s what the new setting looks like in the step settings.

What’s New In Gravity Flow v1.6

– Added support for GravityView to be used to create inbox views. Requires the GravityView Advanced Filter Extension.
– Added updater support for beta extensions.
– Added support for configuring a step to process feeds for the following third-party add-ons:
Gravity Forms Constant Contact Add-On, Gravity Forms to Pipe Drive CRM Add-On, and Gravity Forms SendinBlue Add-On.
– Added the custom confirmation message to the user input step.
– Added support for the gform_field_validation filter to the user input step.
– Added the gravityflow_status_submitter_name filter.
– Added performance improvements to the status page.
– Added support for repeat reminders.
– Added the gravityflow_assignee_eamil_reminder_repeat_days filter.
– Added support for manual activation in the User Registration Add-On. The User Registration step will now wait in a pending state until the account has been activated.
– Updated the User Registration step to assigned entry to the newly created user account.
– Updated merge tag processing for the Assignee and User type fields to support additional user property/meta modifiers.
– Updated the gravityflow_workflow_detail_sidebar hook to include $current_step and $args as the third and fourth parameters.
– Updated the user Input button text to “Submit” instead of “Update” when the default status is hidden.
– Updated the styles of the workflow box when the sidebar is not active to remove the padding.
– Updated the activity log and reports to exclude deleted and trashed entries.
– Fixed an issue with the inbox page which would result in the no pending tasks message when an access token is used by an assignee who is a registered user but not logged in.
– Fixed an issue which prevented the value returned by the gravityflow_feedback_approval filter from being used.
– Fixed a fatal error loading the status shortcode on some sites.
– Fixed a JavaScript error on User Input steps with field conditional logic disabled.
– Fixed the bottom bulk action drop down on the status page not displaying the print modal.
– Fixed an issue which could prevent the value drop down for the Gravity View Advanced Filter Extension being populated with the Workflow Assignee choices.
– Fixed a JavaScript error on the User Input step related to conditional logic dependent fields which are not editable or display fields.
– Fixed an issue with conditional routing where the Source URL, Starred and IP fields are ignored in rules.
– Fixed an issue which prevented the values from post fields being saved on the User Input step.