Long before the invention of email, business companies of all sizes are used the paper for each business process. For example, all applications, annual reports and supply contracts were written on paper and signed by the proper person. Then they were stacked in a large closet in the corner of the office.
Over time it became tedious, time-consuming and just wasteful. So in the business world there is a new process. In an attempt to streamline the workflow, people began to use email.
However, anyone who has ever driven a long conversation in the email, knows how inefficient and chaotic this process is.
Automation of business processes from the point of view of workflow, the idea is relatively new. Company owners are constantly looking for new, more effective way to improve their business processes. Unfortunately, not many people know about available in the market instruments business management. Moreover, they don’t even know what benefits it will bring to them.
In an attempt to change it was created. Working with the plugin Gravity Forms, Gravity Flow strives to improve work processes. And to increase the security of supply of forms and allows you to notice more of the daily processes of the enterprise.
What is Gravity Flow?
Gravity Flow is a premium WordPress plugin created to automate repetitive business processes. In addition, it enhances control and accounting, increase transparency of information, minimizes errors, clarifies responsibilities.
Gravity Flow is suitable for all types of businesses. Any company, Agency, or organization can take advantage of Gravity Flow features:
- Workflows can be executed by many users
- Storing forms in your personal cloud for maximum security
- Improving communication and reducing user confusion
- Edit the forms to resubmit
- Tracking user activity with Timeline and Activity Logs
- The assignment of action roles or attach e-mail to internal and external users
- Automatic sending welcoming emails to users that are not using third-party Respondent
- Receive automatic updates in just one click in the console for added security
With Gravity Flow, you can create custom web forms that can be sent to users. Users simply add something to the process and send on, until the process is completed.
The main advantages of Gravity Flow
Using the power of Gravity Forms to create your business processes, Gravity Flow offers efficiency, simplicity and transparency.
First, let’s take a look at the advantages of Gravity Flow in the backend admin area.
Here users can view the sent of the form:
Moreover, users perform their task, for example, “Approve the document”, and send it to the next person in the workflow.
The status of the queries
This section is a place of concentration of all forms of workflow, have access to and the administration and users. Default users can only see their shape. And administrators are available in all forms, including those which they have published for the beginning of the workflow.
Information in the public domain, so anyone can see what stage is any form.
Here you can see the actions on each form in the workflow in the form of a timeline.
You can filter each report by date, name, month, contractor, or progress.
As in Reports in the Activity section shows what is the status of each form and the execution time of tasks.
Here you can track the effectiveness of the workflow and performance of each of the participants of the project.
Gravity Flow provides the ability. For example, there are attributes of shortcodes that you can add into your website to display only in the front.
Besides, this window is adaptive, and you will be able to follow the process from any device.
The Extension Of Gravity Flow
In addition to the functions of the backend, the Gravity Flow has some great extensions that add functionality to the plugin.
Currently available, which is bundled with any version of Gravity Flow. We are talking about PayPal, this free extension allows administrators to add a payment step to any workflow stage.
In addition to PayPal will soon be expanding Incoming Webhook. This addon will allow administrators to create workflow stages that will have to wait for external investments.
Gravity Flow also has a large number of. However, if you have the plugin Ultimate Licence Gravity Flow, these extensions go together with your purchase.
- Parent-child forms. Defines parent-child relationships between forms
- Form connector. Creating new forms, updating existing, or completes the workflow on the same or different sites.
- Vacation request. Now to manage requests for vacation easy.
- PDF generator. Creates a PDF at any stage of the workflow.
Integration Of Gravity Flow
with plenty of add-ons for Gravity Forms. Thus Gravity Flow is compatible with Gravity Forms.
The Use Of Gravity Flow
To start using Gravity Flow, you need to create a form using Gravity Forms. Probably, not all know how to work with Gravity Forms. Let’s first quickly run down the work of Gravity Forms.
- Go to Forms → New Form in the WordPress dashboard
- Assign a name and description for your form and click Create Form
- Create, edit and save your form using drag & drop
Now, after creating the form, you are ready to create a new workflow.
Create a workflow
To get started, go to Forms → Forms in the WordPress dashboard. Under the name of the shape you have created you will see a list of different functions. Move the cursor to the function Settings and click the link to the page Workflow.
Then click Add New or Create one! to configure your first workflow.
Here you will see 5 possible workflow: Approval, Notification, User Input, Outgoing Webhook and PayPal. You can install this stage after a certain time or a certain date. Moreover, you can configure the plugin so that the stage will appear only after the fulfillment of certain conditions.
Configuring user input
Let’s look at the stage of User Input. Here you can select users that will receive your form and configure the settings that users can change. For example, to change the date, the opportunity to choose from the drop down menu and comment.
You can send e-mails:
- WordPress User
- Professionals WordPress
- Users or experts in a specified field of work
- To the email address which you were in the address entry field
- The user who have subscribed to receive form
- To any address
To begin, select who will receive the form. Then select which field in the form the recipient can change.
Besides, there are many options that can be set at the stage of User Input:
- Conditional logic (see the next step)
- The policy of the successor
- The display of instructions or fields, and add work notes
- Configuring messages in the emails
- Date of expiry of
Now take a look at how to add conditional logic to the stage of Approval. This means that to continue the workflow must be fulfilled some conditions.
The creation of a new stage
In order to create a new stage, go back and click Add another step.
This time add the approval of the Manager, set the delay to one hour in the planning functions and set the stage with the condition: the Department performs the work must be “the IT Department”.
And again scroll down to advanced settings. Select the user account that needs to approve the form (with conditional logic). Then select the display instructions, a message notification by e-mail and install, what happens if the Manager does not approve the form.
This is only the beginning. You still need to configure the partitions Notifications, Outgoing Webhooks and PayPal. But this would be very simple, similar to 2 functions, which we have already considered.
And that’s all! Now you know how to create your workflow using Gravity Flow.
Price ranges for Gravity Flow the following:
Each version comes with 30% discount on all annual updates.
At the moment there is no plugin with similar functionality, flexibility and transparency with Gravity Flow. This plugin sets the bar high for other tools manage workflow.
We can confidently say that recommended for Gravity Flow. We were not disappointed, neither in functionality, nor in the UI.
While at first the price may seem quite high, soon you will realize that this plugin is practically nothing. Its functionality is suitable for companies of all sizes.
Have you used Gravity Flow to manage your business processes? How did he influence your efficiency? Let us know in the comments!