Author 诗语

Creating a Feed for the Capsule CRM Add-On

SummaryCreate a FeedFeed Settings ScreenCreating a New PersonCreating a New TaskConditional Logic

Summary
Before the Capsule CRM 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, person and task data being sent to Capsule CRM.
Create a Feed
To create a feed to Capsule CRM using the Capsule CRM 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 Capsule CRM.
Once within your desired form, hover over Settings and click on Capsule CRM.
Click Add New to create a new feed. You will be presented with the Capsule CRM feed settings screen.

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.
For Action, chose either Create New Person or Create New Task. This will define the action that is performed when the feed is triggered by your form.

Creating a New Person
When Create New Person is chosen as the Action, the Person Details will display.

Map Fields: Fields accepted by Capsule CRM are listed on the left, with form field dropdowns to the right. Use the dropdowns to select the fields within your form that will be used for the corresponding values. Additional fields may also be used when using the left side dropdown.
In the About field you can enter static text as well as merge tags. To review and insert available merge tags, click the button to the right of the field.
Select the checkbox labeled Update Person if already exists if you would like to update the person if it already exists in Capsule CRM. If selected, an additional dropdown will appear allowing you to either replace existing information or append any new data. If not selected, an existing client will simply be discarded.
The Assign To options allow you to assign the person to a new case and/or opportunity. These individual checkboxes will present more details upon selection. Both support static values as well as merge tags.

Creating a New Task
When Create New Task is chosen as the Action, the Task Details will display.

Define the Description of the task. This field supports both static values, as well as merge tags to dynamically insert field values.
The Detail field allows you to provide additional details regarding the task. This field also supports merge tags.
The Days Until Due field allows you to determine the due date of new tasks submitted. This field requires a numerical value and will set a due date this many days in the future.
Status: Use the dropdown to set the Status. Options are Open and Completed.
Category: Use the dropdown to set the Category. Options are Call, Email, Follow-up, Meeting, Milestone, and Send.
Owner: Use the dropdown to select the Owner.
The Assign Task option allows you to assign the new task to the newly created contact when used with the Create New Person action.

Conditional Logic

Conditional Logic: If unchecked, every successful form submission will be sent to Capsule CRM. If you wish to set specific conditions for sending form data to Capsule CRM, then check the 「Enable」 box and fill out your required criteria.
Click the Update Settings button to save your options.

Creating a Custom Dropbox App

IntroductionCreate an AppDropbox ConsoleConfigure the Add-On

Introduction

In this article, we explain how you can create your own custom Dropbox App for use with the Dropbox Add-on.

This is optional and not required to use our Dropbox add-on, unless you need to have access to the Dropbox Upload Field or being able to upload files outside of the default app folder created for the Dropbox Add-On within your Dropbox user account, we recommend using the default connect to Dropbox button.

Note: Due to recent changes to the Dropbox API, currently the add-on doesn』t support team level access.

Create an App

Visit the Dropbox App Console.Click the Create app button.Under Choose an API section, select Scoped Access.Under Choose the type of access you need, select Full Dropbox.Enter a name for your custom app.If you have a personal and a business account which are linked, you will be asked to select which account you want to own the app. Once you make a selection, you will be asked to sign in to that account.Click the Create app button. You will be redirected to the console for your app. Note the presence of your App key and App secret on this page (not pictured). You will need to enter these into Gravity Forms to connect this custom app once you have followed the remaining steps.Add the OAuth Redirect URI provided in the add-on settings page to your Dropbox app settings under the OAuth2 Redirect URIs section.If you will be using the Dropbox Upload Field, which uses the Dropbox file chooser feature, enter the site domain under the Chooser / Saver / Embedder domains and then click Add.Once you have entered the information above, scroll up and click on the Permissions tab. On the permissions tab, you will need to select the files.content.write and files.content.read permissions in order to allow Gravity Forms to read your Dropbox user directories and to write files to them upon form submission.Click the Submit button at the bottom of the page for the new Permissions to take effect.

Dropbox Console

Review this article for more information on the Dropbox App console.

Dropbox App – Create App Settings

Dropbox App – Console Settings

Configure the Add-On

In a different tab go to the Forms > Settings > Dropbox page of your sites WordPress admin. And use the data taken at step 7 of the Create an App instructions above to complete the below steps.Enter the App key taken from the Dropbox console for your app.Enter the App secret from the Dropbox console for your app.Press enter and a button will show. Click the Click here to connect to Dropbox button.

Create Content Template

Checking the Create Content Template option allows you to format and insert form fields as the content of the field. This option is available on the Post Title, Post Body, and Post Custom Field fields (only when Field Type is set to Single line text or Paragraph Text).

After checking to enable this option, a dropdown with a list of available form fields (and other form/user/date related options) will appear. Selecting a form field from this list will automatically insert a token into the content template textarea. This token will then be replaced with the submitted value for the specified field when the content template is processed.

Dynamic content is inserted using merge tags. Refer to the merge tag user guides for more information.

This is the Post Content Templatesettings for the Post Body.

This is the Post Content Templatesettings for the Post Title.

Creating a Feed for the Coupons Add-On

SummaryCreate a FeedFeed SettingsFeed Settings Screenshot

Summary

Before the Coupons Add-On can be used with Gravity Forms, you will first need to create a feed. A Coupon feed allows you to integrate the Coupons functionality with a Gravity Forms form to create a Coupon Pricing Field. The Coupon field works in conjunction with the other pricing fields, taking the total of all of the fields and applying a discount.

Note: It is required that you include one at least one Product field and one Total field to use the Coupon Field.

Create a Feed

To create a feed for Coupons using the Coupons add-on for Gravity Forms, do the following from your WordPress Admin Dashboard:

Click on Forms in the left side menu.Click on Coupons in the left side Forms menu.Click Add New to create a new feed. You will be presented with the Coupons feed settings screen.

Feed Settings

The following fields are available within the settings screen. Refer to the screenshot of the settings below.

Select the form you wish to add a Coupon field to from the Gravity Form drop down.Fill in the information under Coupon Basics. Coupon Name: The name you would like your Coupon to have. Coupon Code: The coupon code you would like your customer to input upon checkout. This can consist of letters or numbers of any order. Coupon Amount: The amount of the coupon. Select Flat($) or Percentage(%). If you select Flat($), the customer will receive a certain dollar amount off of their product. If you select Percentage, the customer will pay a certain percent less on their product.Fill in the information under Coupon Options. Start Date: The date you want your coupon to be valid. Your customer will not be able to use this coupon until on or after this date. End Date: Determines when the coupon expires, rather than when it becomes valid. Usage Limit: The amount of times your customers can use this coupon. Stackable: By default this option is not enabled. Check this box if you would like your customers to be able to use multiple coupons in one purchase.Click the Update Settings button to save your options.

Feed Settings Screenshot

Creating a Feed for the Campaign Monitor Add-On

SummaryCreate a FeedFeed Settings Reference

Summary

Before the Campaign Monitor 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, form data being sent to Campaign Monitor.

Create a Feed

To create a feed to Campaign Monitor using the Campaign Monitor 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 Campaign Monitor.Once within your desired form, hover over Settings and click on Campaign Monitor.Click Add New to create a new feed. You will be presented with the Campaign Monitor feed settings screen.

Feed Settings Reference

This table describes the feed settings options you will be offered for a Campaign Monitor feed.

SettingDescriptionImage KeyNameTo identify your feed when viewing the feed list page. Required1Contact ListSelect the Campaign Monitor contact list that this feed will use.2Map FieldsMap each of the contact list fields to the desired form field that will contain that information. Email field is required.3Conditional LogicIf unchecked, every successful form submission will be sent to Campaign Monitor. If you wish to set specific conditions for sending form data to Campaign Monitor, then check the 「Enable Condition」 box and fill out your required criteria.4ResubscribeWhen checked, a user that has become inactive or unsubscribed will be resubscribed to the list.5

Create a Customer in Stripe without Capturing Payment

You can create a customer in your Stripe.com dashboard, including their payment details, without actually charging the customer. The method you use to do this will depend on which version of the Stripe add-on you are using:

IMPORTANT: The following requires our Stripe Add-On version 3.4 or newer.
Payment method must be set to Stripe Credit Card Field.

Go to Form Settings > Stripe > Add New.Give the new feed a name and for the transaction type select Product and Services.The payment amount can be set to either the form total or a product field, it doesn』t matter which as long as the amount is greater than zero and conforms to Stripe.com minimum amount requirements, the customer won』t actually be charged.Map the Stripe Receipt setting to the form field which contains the customers email address.Add the following code snippets as usual, replacing feed name goes here with the actual name of your feed.

add_filter( 'gform_stripe_customer_id', function ( $customer_id, $feed, $entry, $form ) {
gf_stripe()->log_debug( __METHOD__ . '(): running customer creation snippet.' );
if ( rgars( $feed, 'meta/transactionType' ) == 'product' && rgars( $feed, 'meta/feedName' ) == 'feed name goes here' ) {
gf_stripe()->log_debug( __METHOD__ . '(): Working for feed ' . rgars( $feed, 'meta/feedName' ) );
$customer_meta = array();

$email_field = rgars( $feed, 'meta/receipt_field' );
if ( ! empty( $email_field ) && strtolower( $email_field ) !== 'do not send receipt' ) {
$customer_meta['email'] = gf_stripe()->get_field_value( $form, $entry, $email_field );
}

$customer = gf_stripe()->create_customer( $customer_meta, $feed, $entry, $form );
gf_stripe()->log_debug( __METHOD__ . '(): Returning Customer ID ' . $customer->id );

return $customer->id;
}

return $customer_id;
}, 10, 4 );

add_filter( 'gform_stripe_charge_authorization_only', function ( $authorization_only, $feed ) {
if ( rgars( $feed, 'meta/feedName' ) == 'feed name goes here' ) {
gf_stripe()->log_debug( __METHOD__ . '(): Authorization only for feed ' . rgars( $feed, 'meta/feedName' ) );
return true;
}

return $authorization_only;
}, 10, 2 );

add_filter( 'gform_stripe_charge_pre_create', function( $charge_meta, $feed, $submission_data, $form, $entry ) {
if ( rgars( $feed, 'meta/feedName' ) == 'feed name goes here' ) {
gf_stripe()->log_debug( __METHOD__ . '(): Adding setup_future_usage for feed ' . rgars( $feed, 'meta/feedName' ) );
$charge_meta['setup_future_usage'] = 'off_session';
}

return $charge_meta;
}, 10, 5 );

When the form is submitted and passes validation the customer will be created in your Stripe account. A charge will also be created based on how the feed is configured but it will not be captured when the entry is saved.

Please note that Stripe will automatically expire the authorized charges if not captured within seven days.

Creating a Feed for the Dropbox Add-On

SummaryCreate a FeedFeed SettingsFeed Settings Screenshot

Summary

Before the Dropbox 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, files being sent to Dropbox.

It is required that you include a File Upload field on your form to use the Dropbox Add-On.

Create a Feed

To create a feed for Dropbox using the Dropbox 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 Dropbox.Once within your desired form, hover over Settings and click on Dropbox.Click Add New to create a new feed. You will be presented with the Dropbox feed settings screen.

Feed Settings

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.The File Upload Field option allows you to either define a specific file upload field to be used with Dropbox or allow all file upload fields to relay the upload to Dropbox.The Destination Folder defines the folder where your uploads will be saved. If you would like to create a new folder, you will need to do so within Dropbox, then access the settings page again.Conditional Logic: If unchecked, every successful form submission will be sent to Dropbox. If you wish to set specific conditions for sending form data to Dropbox, then check the 「Enable Condition」 box and fill out your required criteria.Click the Save Settings button to save your options.

Feed Settings Screenshot

Common Field Settings

SummaryGeneral Settings SectionField LabelDescriptionInput MaskMaximum CharactersRequiredNo DuplicatesAppearance Settings SectionPlaceholderField Label VisibilityDescription PlacementCustom Validation MessageCustom CSS ClassField SizeAdvanced Settings SectionAdmin Field LabelDefault ValueEnable AutocompleteEnable Password InputVisibilityAllow field to be populated dynamicallyConditional Logic Fly-outScreenshots

Summary

When editing a form, many of the fields you use will offer the same group of settings. This article helps explain the most common ones. If the setting you are interested in is not listed here, then refer to the more specific user guide documentation for the Field Type you are using.

Fields usually offer three Field Settings sections available in the right hand sidebar when a field is selected:

GeneralAppearanceAdvanced

Additionally, it is common for fields to also present a conditional logic fly-out in the right hand sidebar.

The settings most commonly offered in each of these sections are listed below.

General Settings Section

See screenshots below.

Field Label

This is the name by which this field is displayed. The field label is shown on the front-end (that is, displayed to people when they fill out a form you have embedded on your site), as well as used to refer to that field within form administration areas where choosing the field is required. Such as for conditional logic, merge fields, or even in the Entries list.

Description

An extended text area used to annotate the purpose or instructions on filling this field. If included, it will be displayed with the form.

Input Mask

Available for Single Line Text fields and Post Custom fields only. When this setting is toggled to on, the form administrator may specify a specific format to be accepted in this field, choosing from standard masks provided or defining a custom one. The field will then provide visual guidance to form users on the expected format, as well as enforce the input format during entry validation.

See this article for more information on input masks.

Maximum Characters

Determines the maximum number of characters that can be entered in this field. Offered for longer fields such as the Paragraph field.

Required

If a field is marked as required, then the form cannot be submitted without it.

No Duplicates

Select this option to limit user input to unique values only. This means that for a form submission to be accepted, the value entered must not already exist in the form entry database for that field.

Appearance Settings Section

See screenshots below.

Placeholder

A placeholder is text shown inside the blank field to help the user know what is expected. If the field is left blank at submission time, the placeholder text is not saved with the entry. That field will be blank in the Entry table.

Field Label Visibility

Choose from the drop down to determine if you want the field label to be shown on the form. If shown, the placement of the label is inherited from whatever you have specified within the Form Settings.

Note: hiding the field label can make it more difficult for users to fill out your form. As visible field labels improve accessibility, a warning is displayed when you activate this setting to hide. See this accessibility article for more details.

Description Placement

Choose where you would like the description to appear, own relation to the input field.

Custom Validation Message

This is a custom message that displays when an attempted entry fails validation for this field. The message appears in red, below the field upon an invalid submission. Note that all fields that are validated will generate a simple, default error message. Use this setting if you wish to customize it.

Example of a custom validation message.

Custom CSS Class

Add any custom CSS class you have defined if you wish to apply it to this field and override the default style.

Field Size

The choice of small, medium or large affects the width of the entry area for most fields. For a paragraph field, it affects the height. By default, it is large.

Advanced Settings Section

See screenshots below.

Admin Field Label

This is the field label that will be shown within the administrative interfaces. It does not affect what a form visitor would see.

Default Value

The value will be used to pre-populate the field when initially loaded and presented to visitor. If unchanged during form submission, it will also be saved with the Entry. A merge tags marker is also presented next to this field, meaning that merge tags can also be utilized to determine the default value.

Enable Autocomplete

Select this setting to let browsers help a user fill in a field with autocomplete. You can enter a single autocomplete attribute or multiple attributes separated with a space. Learn more about autocomplete in the accessibility documentation .

Enable Password Input

Toggling this setting on means that the text typed in this form field will be hidden to the user with a default 「•」 character.

Visibility

Controls whether or not the field will be visible to a form viewer. Options include:

Visible: default option, field shows normally.Hidden: this field will be hidden from a form viewer, but will still exist. This is useful when you need the field to execute or be used in some functionality (such as capturing a piece of capture information, or be utilized in conditional logic elsewhere in the form), but do not want the form viewer to put an input here.Administrative: the field is not visible to a form viewer and will not add any functionality to the form. It can still affect an entry though in that default values will be captured in the Entry table.

Allow field to be populated dynamically

Checking this option allows data to be passed to the form and pre-populate the field dynamically. Data can be passed via Query Strings, Shortcode, Block Settings, and/or Hooks. See this article for more information.

Conditional Logic Fly-out

Open the conditional logic fly-out and click the toggle Enable Conditional Logic to turn on conditional logic. The logic rules added here will control whether this field is shown or hidden. If disabled, this field will be shown by default. See this article for more information. This fly-out will only be available when fields that support conditional logic exist on the form.

Screenshots

General SectionAppearance SectionAdvanced Section

Centering an Entire Form

Here』s a quick CSS snippet used to center an entire form. Replace 2 in #gform_wrapper_2 with the id of your form.

/* keep it mobile friendly by only applying these styles for larger viewports */
@media only screen and (min-width: 641px) {

body #gform_wrapper_2 {
max-width: 50%;
margin: 0 auto;
}

body #gform_wrapper_2 .gfield .ginput_container,
body #gform_wrapper_2 .gfield .gfield_description,
body #gform_wrapper_2 div.ginput_complex label,
body #gform_wrapper_2 input:not([type='radio']):not([type='checkbox']):not([type='submit']),
body #gform_wrapper_2 select,
body #gform_wrapper_2 textarea {
text-align:center;
}

body #gform_wrapper_2 .top_label .gfield .gfield_label {
text-align: center;
display: block;
}

body #gform_wrapper_2 .gform_footer,
body #gform_wrapper_2 .gform_page_footer{
text-align: center;
}

}

Reference: Where to Put Your Custom CSS

If using any caching solution, be sure you have flushed the cache and turned it off while making CSS changes.

Creating a Feed for the PayPal Payments Pro Add-On

SummaryCreate a FeedFeed Settings ScreenProducts and Services SettingsSubscription SettingsOther Settings

Summary
Before the PayPal Payments Pro 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, payment data being sent to PayPal Payments Pro.
Create a Feed
To create a feed to PayPal Payments Pro using the PayPal Payments Pro 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 PayPal Payments Pro.
Once within your desired form, hover over Settings and click on PayPal Payments Pro.
Click Add New to create a new feed. You will be presented with the PayPal Payments Pro feed settings screen.

Note: You can create multiple PayPal Payments Pro feeds for your form; however, you must configure conditional logic on them. The PayPal Payments Pro Add-On will only process one feed during submission; if conditional logic is not configured, it will use the first feed it finds.
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 Transaction Type. This will determine if you are selling a one-time or subscription-based product, and each has its own options to choose from.

Products and Services Settings
If you select Products and Services from the Transaction Type drop down, the options below will appear. If you have selected Subscription, you can skip this section as it will not apply.

Payment Amount: This drop down allows you to select the payment amount to either be a specific product field within your form or the form total.

Subscription Settings
If you select Subscription within the Transaction Type drop down, additional options that are specific to subscriptions will appear.

The Recurring Amount setting allows you to set the amount that the subscription will bill for. Using the dropdown, you can set the recurring payment amount as one of your product fields or the form total.
Pay Period determines how often the recurring payment will occur.
Recurring Times lets you set how many times the recurring payment will be made.
Enabling the Setup Fee option allows you to select a product field from your form to be used as the setup fee.

Other Settings
Under the Other Settings section, there are several other options that can be configured. These options are the same regardless of the transaction type you select.

Billing Information configures what billing information is sent to PayPal when processing a transaction. Map each of the billing fields to the desired form field that will contain that information.
Conditional Logic: If unchecked, every successful form submission will be sent to PayPal Payments Pro. If you wish to set specific conditions for sending form data to PayPal Payments Pro, then check the 「Enable Condition」 box and fill out your required criteria.
The API Settings option gives you the ability to override the default API credentials on a feed-specific basis. When doing this, the global API credentials will be ignored, and the ones within the feed will be used instead.
Click the Update Settings button to save your options.