Author 诗语

Setting Up the Stripe Add-On

Pre-RequisitesStripe SettingsModeWebhooksPayment Collection (Stripe v2.6+)Notes

The Stripe settings layout was modified in Stripe Add-On version 2.8. For setting up older versions, refer to this article.

Pre-Requisites

Gravity Forms and Gravity Forms Stripe Add-On installedSSL Certificate Installed and ConfiguredA Stripe accountA Stripe account login with user role of 「owner」 or 「administrator」

Stripe Settings

The Stripe Settings will allow you to connect and authenticate with your Stripe account and make some choices about how you collect payment information. Additionally, it will allow you to setup webhooks which are used to communicate events from Stripe back to your Gravity Forms environment.

Navigate to your Stripe Add-On Settings page:

Log into your WordPress admin dashboard.On the left side navigation menu, hover over Forms and click on Settings.Click the Stripe tab.

Mode

Mode specifies the environment you want to connect your form submissions to. Choosing Live will connect you to the environment that initiates real transactions, while Test will run the form entry into your Stripe test environment for review, but no actual charging will occur.

For full instructions on how to connect to a live or test environment, review the process described in this help guide.

Webhooks

Log in here to access your Stripe Webhooks management page.

In Stripe, click the Add endpoint button at the top right above the list of webhooks.Note: There is a maximum limit of 16 webhook endpoints per Stripe account.

In the Endpoint URL field, paste the URL found under 「View Instructions」 on the Gravity Forms Stripe Settings page.Under Events to send, click receive all events from within the box Click the Add endpoint button to save the webhook.

Under Signing secret, click the 「Click to reveal」 button.Copy the signing secret and note the Mode (Test or Live) at the top of the screen.

Enter the Signing Secret from the Stripe Webhooks page into the Stripe settings. Use the Test Signing secret or Live Signing secret field as applicable.Check the I have enabled the Gravity Forms webhook URL in my Stripe account. box.Click Save Settings at the bottom of the page.

Payment Collection (Stripe v2.6+)

This option was introduced in Stripe version 2.6. It is not on the Settings page for earlier versions.

Scroll to the Payment Collection section.Select the Payment Collection Method to determine how payment information will be obtained on your form. See this article for more information on the payment collection methods offered.

Once you have entered your Stripe settings, you』re ready to begin Setting Up a Stripe Compatible Form.

Notes

There is a maximum limit of 16 webhook endpoints per Stripe account.Stripe Checkout can only be tested/used on a public site. If your site is not public, you won』t be able to see the Stripe Checkout page.

Downloading the Gravity Forms Plugin and Add-Ons

IntroductionDownload via the Gravity Forms WebsiteInstall via WordPress admin

Introduction

Which add-ons you will have access to is determined by the type of active Gravity Forms license you purchased. Refer to this page for a comparison.

Access to files and updates is available only to active Gravity Forms licenses. If you have multiple active licenses in your account, you will receive access to all the add-ons available to each of those license levels.

See this page for a list of add-ons and the license level they are available with.

Download via the Gravity Forms Website

From your Gravity Forms account dashboard, go to the Your Downloads section.

Locate Gravity Forms (core) in the list of downloads.Click on the Download link or icon to the right of the name.

NOTE: Files will download in the ZIP archive file format. Do not unzip it (or allow your browser to unzip it automatically). When you install it, you will upload it in the ZIP format. If your file was unzipped automatically on download, see this article for a possible solution.

Install via WordPress admin

Login to your WordPress site』s admin dashboard.Go to the admin area Forms > Add-Ons. From here you can install directly to your site any official Gravity Forms add-on that is permitted by your license level.

Image: Gravity Forms Add-Ons as seen within the WordPress admin area.

Drop Down Field CSS Selectors

ContainerSelect BoxItems

If you』ve enabled the Enhanced UI option, you will need to target 「.chosen-container」 CSS class rather than 「.ginput_container_select」 in the selectors below.
Container
example: standard drop-down container (div) – applies to all forms
body .gform_wrapper .gform_body .gform_fields .gfield .ginput_container_select {border: 1px solid red}
example: standard drop-down container (div) – applies just to form ID #1
body #gform_wrapper_1 .gform_body .gform_fields .gfield .ginput_container_select {border: 1px solid red}
example: standard drop-down container (div) – applies just to specific drop-down field (based on the unique parent element ID – replace 「XX_X」 with your actual element ID)
body .gform_wrapper .gform_body .gform_fields #field_XX_X.gfield .ginput_container_select {border: 1px solid red}
Select Box
example: standard drop-down field (select) – applies to all forms
body .gform_wrapper .gform_body .gform_fields .gfield select {border: 1px solid red}
example: standard drop-down field (select) – applies just to form ID #1
body #gform_wrapper_1 .gform_body .gform_fields .gfield select {border: 1px solid red}
example: standard drop-down field (select) – applies just to specific drop-down field (based on the unique parent element ID – replace 「XX_X」 with your actual element ID)
body .gform_wrapper .gform_body .gform_fields #field_XX_X.gfield select {border: 1px solid red}
Items
example: standard drop-down item (option) – applies to all forms
body .gform_wrapper .gform_body .gform_fields .gfield select option {color: red}
example: standard drop-down item (option) – applies just to form ID #1
body #gform_wrapper_1 .gform_body .gform_fields .gfield select option {color:red}
example: standard drop-down item (option) – applies just to specific drop-down field (based on the unique parent element ID – replace 「XX_X」 with your actual element ID)
body .gform_wrapper .gform_body .gform_fields #field_XX_X.gfield select option {color: red}

Drop Down

SummaryCommon SettingsGeneral SettingsAppearance SettingsAdvanced SettingsMerge TagsUsageModifiersCalculations

Summary

The Drop Down field allows users to select one option from a list. It is available under the Standard Fields section within the form editor.

Drop Down field as displayed in the Field Library

Drop Down field as displayed in the Form Editor.

Important: If your choice labels contain any HTML or special characters such as ampersands, commas, pipes, hyphens or brackets of any type, you MUST enable the show values feature and give each choice a simple and unique value which does not contain any special characters. Failure to configure values could cause issues for features such as calculations, conditional logic, dynamic population, and validation.
The value for each choice must be unique in any case, even if you』re not using HTML or special characters for the choice labels.

Common Settings

This field uses only common field settings for the Advanced settings. For a description of each of the common field settings, refer to this article. Below you will find description of specialty settings that are particular to this field.

General Settings

SettingDescriptionChoicesAdd Choices to this field. You can mark each choice as checked by default by using the checkbox that appear to the left of each choice. Add a new choice by clicking the PLUS icon and delete a choice by clicking the DELETE icon.Show ValuesChecking this option will allow you to specify a value for each choice. Choice values are not displayed to the user viewing the form, but are accessible to administrators when viewing the entry.Bulk Add / Predefined ChoicesClicking the Bulk Add / Predefined Choices allows you to select a category and customize the predefined choices or paste your own list to bulk add choices. See this article for more information.

Appearance Settings

SettingDescriptionPlaceholderThe Placeholder will not be submitted along with the form. You can use the Placeholder to require the user to select any of choices.Enable enhanced user interfaceBy selecting this option, the chosen jQuery script will be applied to this field, enabling search capabilities to Drop Down fields and a more user-friendly interface for Multi Select fields.

Advanced Settings

SettingDescriptionDefault ValuePre-populates the value of the Drop Down field. Enter the choice you would like to display.

Merge Tags

For more information on the use of merge tags, refer to these articles.

Usage

{Field Name:2:modifier}

Modifiers

ModifierDescription:valueOutputs the value of the field instead of the choice label.:currencyConverts the value to a currency value.

Calculations

If you』re going to use this field type in a calculation formula, please check Number Formatting Rules in the Calculations doc page.

Dropbox Change Log

3.0.13.0 | 2021-09-022.9 | 2021-05-062.8 | 2020-09-242.7 | 2020-07-132.6 | 2020-04-012.5 | 2019-11-132.4 | 2019-07-242.3 | 2019-03-292.2 | 2019-02-122.1 | 2018-03-212.0 | 2017-06-161.3 | 2017-03-151.2 | 2016-03-311.1 | 2015-11-021.0 | 2015-08-13

3.0.1

Added the gform_dropbox_should_upload_file filter.
Updated the minimum Gravity Forms version to 2.0.8.
Fixed an issue where the upload is attempted again for existing files, if the feed is reprocessed by other add-ons.
Fixed an issue where files with names that include Chinese characters aren't sent to Dropbox when uploaded via a multi-file enabled File Upload field.

3.0 | 2021-09-02

Added support for OAuth refresh tokens in accordance with changes to the Dropbox API.
Fixed the ability of custom apps with team permissions to authenticate.
Fixed an issue where it is not possible to disconnect a custom app if using an access token that has already been deauthorized.
Fixed the folder display so it is possible to select team folders when using a custom app with team permissions.
Fixed an issue where an empty space appears under the connect to dropbox button on the settings page.
Updated the user interface on the Dropbox settings page.
Updated the user interface of the authorization screen.

2.9 | 2021-05-06

Added accessibility enhancements to the Dropbox upload field.
Fixed styling of the Dropbox Upload field description to correctly display above or below the input in the editor in Gravity Forms 2.5.
Fixed an issue where authentication may not complete after attempting a connection with Dropbox.

2.8 | 2020-09-24

Updated support for Gravity Forms 2.5.

2.7 | 2020-07-13

Added security enhancements.
Added support for Gravity Forms 2.5.

2.6 | 2020-04-01

Added translations for Hebrew, Hindi, Japanese, and Turkish.
Updated a few labels on the settings page related to connecting and disconnecting the add-on with Dropbox.
Updated Gravity API domain.
Fixed an issue where the Dropbox Upload field can pass the required validation if a file is uploaded and then removed.

2.5 | 2019-11-13

Updated Javascript files, stylesheets to use minified versions.
Fixed an issue with files uploaded to Dropbox not attaching to notifications.
Fixed feed processing background request not registering in certain scenarios.
Fixed an issue in notifications with multiple Dropbox feeds tied to different file upload fields sometimes returning bad file URLs.
Fixed PHP warning caused by logging statement during feed processing.

2.4 | 2019-07-24

Added security enhancements.
Fixed Dropbox Upload field utilizing deprecated jQuery.live() function.
Updated Dropbox API requests to use WordPress requests API.

2.3 | 2019-03-29

Updated authentication process to create new folder for authenticated site.
Updated feed processing to not utilize WP_CONTENT_DIR and WP_CONTENT_URL.
Updated Dropbox PHP SDK.

2.2 | 2019-02-12

Fixed folder tree not defaulting to currently selected folder on initial load of feed settings page.
Fixed file selected in Dropbox Upload field not being saved when hidden input contains invalid JSON string.
Fixed shareable link not being returned if link already exists for file.
Removed deprecated logic events for Gravity Forms 2.4.
Restore link type and multiselect field settings.

2.1 | 2018-03-21

Added security enhancements.
Added gform_dropbox_shareable_link_settings filter to modify settings when generating a shareable Dropbox link.
Added GPL to plugin header.
Fixed Dropbox PHP SDK not being included in the 2.0.1 build.
Fixed the file extensions list used to initialize the Dropbox Chooser.
Updated Plugin URI and Auth or URI to use https.
Updated included version of Dropbox PHP SDK.

2.0 | 2017-06-16

Added minimum requirements needed to use Dropbox Add-On.
Updated Dropbox API calls to use latest version of Dropbox API.
Updated Dropbox authentication process.
Updated background feed processing request to not verify SSL by default.

1.3 | 2017-03-15

Fixed an issue with the Dropbox Upload field value on the entry list page.
Fixed an issue with the processing of the File Upload field.
Fixed PHP warning which could occur during validation of the Dropbox Upload field if no files were chosen.
Fixed an issue with notifications for events other than form_submission not being processed after the last feed is processed.
Fixed CSRF token error when authorizing with Dropbox.
Fixed file extension validation for Dropbox Upload form field.
Updated strings for translations.
Updated installation instructions to show only domain for Chooser/Saver domain.

1.2 | 2016-03-31

Added feed duplication support.
Added gform_dropbox_post_upload action that fires after a feed has been processed.
Added gform_dropbox_ssl_compatibility filter to override SSL compatibility test.
Fixed a fatal error which could occur if the request used to validate the app secret key fails.
Fixed a redirect loop issue when processing Dropbox feeds.
Fixed default label for Dropbox Upload field.
Fixed PHP fatal error when initializing API.
Fixed Update Settings button being hidden on plugin settings pages.
Modify execution order of gform_dropbox_post_upload.
Updated plugin compatibility check to verify existence of openssl_random_pseudo_bytes and mcrypt_create_iv functions.
Updated SSL compatibility check to allow for 404 response codes.

1.1 | 2015-11-02

Added error message for versions of PHP that do not support 64-bit integers.
Added some additional logging statements.
Added SSL compatibility check to prevent plugin from running when SSL is not available.
Fixed Dropbox PHP SDK autoloader from being included when if autoloader class already exists.
Fixed Dropbox Upload field being included if custom app key and secret were not provided.
Fixed files uploaded through the Dropbox Upload field not uploading to remote Dropbox.
Removed debugging output from plugin settings page.
Updated plugin settings with a more streamlined install process.
Updated save URL functions to use WordPress API functions.

1.0 | 2015-08-13

It』s all new!

Dropbox Feed Meta

IntroductionUsageProperties

Introduction
The Feed Object meta for the Dropbox add-on is an associative array containing the properties which determine how the add-on should process the form submission.
$feed['meta'] = array(
'feedName' => 'Dropbox Feed 1',
'fileUploadField' => 'all',
'destinationFolder' => '/local.wordpress.dev',
'feed_condition_conditional_logic' => true,
'feed_condition_conditional_logic_object' => array(
'conditionalLogic' => array(),
),
);

Usage
We recommend accessing the $feed meta using the rgar() or rgars() functions, e.g.:
$conditional_logic_enabled = rgars( $feed, 'meta/feed_condition_conditional_logic' );

Properties

feedName string
The feed name which appears on the add-ons feeds tab.

fileUploadField string
The ID of the field containing the files to be uploaded to Dropbox or 『all』 to upload files from all relevant fields.

destinationFolder string
The folder in the Dropbox account where the files will be stored.

feed_condition_conditional_logic boolean
Is the feed condition (conditional logic) setting enabled. Default is false.

feed_condition_conditional_logic_object array
An associative array containing the conditional logic rules. See the Conditional Logic Object for more details.

Dropbox Upload Field

IntroductionNotesGeneralAppearanceAdvancedMore Information

Introduction
The Dropbox Upload field uses the Dropbox JavaScript Chooser API to allow your users to select files from their Dropbox account. When the form is submitted, the field value will contain the Dropbox preview links for the selected files.
During submission, if your form also has a Dropbox feed, then the feed processor loops through all selected Dropbox Upload fields for the form and sends a copy request to Dropbox to move the selected files to the Dropbox folder chosen in the feed settings. Once the copy requests are complete, the Gravity Forms entry is updated with the new Dropbox links and notifications are sent out.

Notes
The Dropbox Upload field is only available when you have configured the add-on to use a custom app. See the Creating A Custom Dropbox App article for more details.
If the account the file is being uploaded from is the same as the account is being uploaded to, the Dropbox share link will be to the original file location. Same account includes:

Uploading from a personal account to the same personal account
Uploading from a personal account to a business account that is linked to the personal account
Uploading from a business account to a personal account that is linked to the business account

General

Field Label
Enter the label of the form field. This is the field title the user will see when filling out the form.

Description
Enter the description for the form field. This will be displayed to the user and provide some direction on how the field should be filled out or selected.

Allow multiple files to be selected
This option allows the user to upload multiple files.

Allowed file extensions
Enter the allowed file extensions for file uploads. This will limit what type of files a user may upload.

Rules
These properties set rules for how the data should be handled.

Required
A required field will prevent the form from being submitted if it is not filled out or selected.

Appearance

Field Label Visibility
Select the label visibility for this field. Labels can either inherit the form setting or be hidden.

Description Placement
Determines where, in relation to the field, the labels will be placed. The labels can be placed either above or below the Dropbox Chooser button.

Custom Validation Message
This allows you to set a custom message that will be displayed in the event that there is an error in the submission.

Custom CSS Class
Allows you to define a custom style for these fields to override the defaults.

Advanced

Admin Field Label
Enter the admin label of the form field. Entering a value in this field will override the Field Label when displayed in the Gravity Forms administration tool.

Visibility
Select the visibility for this field. Field visibility set to Everyone will be visible by the user submitting the form. Form field visibility set to Admin Only will only be visible when editing the entry on the entry detail page.

Enable Conditional Logic
Create rules to dynamically display or hide this field based on values from another field. Remember, to use conditional logic, you will need to create a dropdown, checkbox or multiple choice field.

More Information
See the GF_Field_Dropbox article for more details about this field type.

Creating a Feed for the Help Scout Add-On

SummaryCreate a FeedFeed Settings ScreenUpdating Customer InformationAdd-On Hooks

Summary
Before the Help Scout Add-On can be used with Gravity Forms, you will first need to create a feed. A feed simply allows form submission data to be sent to another source. In this instance, automatically creating and assigning a customer conversation to your support team when a form is submitted.
Create a Feed
To create a feed to Help Scout using the Help Scout Add-On for Gravity Forms, do the following from your WordPress Admin Dashboard:

Click on Forms in the left side menu.
Select the form that you want to use with Help Scout.
Once within your desired form, hover over Settings and click on Help Scout.
Click Add New to create a new feed. You will be presented with the Help Scout feed settings screen where you can configure the behavior of the feed.

Feed Settings Screen
The following fields are available within the settings screen. Refer to the settings screenshots below.

A feed Name is required. It is only used for identification and will not be shown anywhere other than your feed listing.
Select the Help Scout Destination Mailbox that the conversation will be sent to.
Assign To User: Select a user if you would like to automatically assign a specific Help Scout user to the conversation, or choose Do Not Assign if you would like the conversation to be unassigned when created.
Under Customer Details, map each of the fields to the desired form field that will contain the customer』s information
Note: With Help Scout』s Mailbox API 2.0, used by Gravity Forms Help Scout Add-On v1.6+, the customer First Name field is now required; if a value is not passed, Help Scout will not create the conversation.
Under Message Details, you can format the conversation that will be created. Subject and Message Body will affect the content. Multiple Tags can be added, and a CC may be included. Note that the Attachments field will only show up here if you have a File Upload field on your form. Warning: The Help Scout API only accepts files up to 10MB in size, and a larger attachment will prevent the creation of the conversation. We recommend configuring your form field to ensure the max file size setting is less than this Helpscout limit.
Under Message Options, select the Message Status and Type to be used for the new conversation. For most use cases this will simply be Email. You can also add a Note and send an Auto Reply.
Conditional Logic: If unchecked, every successful form submission will be sent to Help Scout. If you wish to set specific conditions for sending form data to Help Scout, then check the 「Enable」 box and fill out your required criteria.
Click the Update Settings button to save your options.

Updating Customer Information
The Help Scout Add-On now supports updating customer information in the customer』s profile based on the email address.

Name
The first name/last name will be replaced with any new value for a customer match (submission using the same email).

Phone Number
Any phone number sent will be appended as an additional phone number for a customer match (submission using the same email).

Add-On Hooks
The Help Scout Add-On provides hooks that can be used to modify the default functionality or extend it. For more information, review the Help Scout Add-On Hooks.

Creating a Feed for the Highrise Add-On

SummaryCreate a FeedFeed Settings Screen

The Highrise CRM service is no longer in development, and no new accounts can be created. As of November 2019, we have deprecated the official Gravity Forms plug-in which is no longer available for download.

Summary
Before the Highrise Add-On can be used with Gravity Forms, you will first need to create a feed. A feed simply allows form submission data to be sent to another source. In this instance, customer information being sent to Highrise.
Create a Feed
To create a feed to Highrise using the Highrise Add-On for Gravity Forms, do the following from your WordPress Admin Dashboard:

Click on Forms in the left side menu.
Select the form that you want to use with Highrise.
Once within your desired form, hover over Settings and click on Highrise.
Click Add New to create a new feed. You will be presented with the Highrise feed settings screen.

Feed Settings Screen
The following fields are available within the settings screen. Refer to the settings screenshot below.

A Feed Name is required. It is only used for identification and will not be shown anywhere other than your feed listing.
Map Fields: Map each of the contact list fields to the desired form field that will contain that information. Use the custom dropdown to select additional field options.
The Contact Note field allows you to add a note the the newly created contact. You may use both static text, as well as marge tags to dynamically generate content.
The Contact Visibility field lets you use the dropdown to determine who is able to see the newly created contact.
Conditional Logic: If unchecked, every successful form submission will be sent to Highrise. If you wish to set specific conditions for sending form data to Highrise, then check the 「Enable」 box and fill out your required criteria.
Click the Update Settings button to save your options.

Creating a Feed for the HipChat Add-On

SummaryCreate a FeedFeed Settings Screen

The HipChat service was discontinued in 2019 after acquisition by Atlassian.The Gravity Forms add-on is no longer available for download. These documents have been left for posterity only, and will be removed in time.
Summary
Before the HipChat Add-On can be used with Gravity Forms, you will first need to create a feed. A feed simply allows form submission data to be sent to another source. In this instance, a notification to a HipChat Chat Room when a form is submitted.
Create a Feed
To create a feed to HipChat using the HipChat Add-On for Gravity Forms, do the following from your WordPress Admin Dashboard:

Click on Forms in the left side menu.
Select the form that you want to use with HipChat.
Once within your desired form, hover over Settings and click on HipChat.
Click Add New to create a new feed. You will be presented with the HipChat feed settings screen.

Feed Settings Screen
The following fields are available within the settings screen. Refer to the settings screenshot below.

A feed Name is required. It is only used for identification and will not be shown anywhere other than your feed listing.
Under HipChat Room, select the room you want the notification to go to.
Select the Notification Color that HipChat will use for the background of the notification to distinguish it from standard chat.
Select if you』d like to Send User Notification when the notification appears in HipChat. This will use HipChat』s built in audio/visual cues to alert users in the chatroom of the notification.
Configure the Message of the HipChat notification. This is what will appear in HipChat.
Conditional Logic: If unchecked, every successful form submission will be sent to HipChat. If you wish to set specific conditions for sending form data to HipChat, then check the 「Enable」 box and fill out your required criteria.
Click the Update Settings button to save your options.