Gravity Forms 文件

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 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 Feed for the Campfire Add-On

SummaryCreate a FeedFeed Settings Screen

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

Feed Settings Screen
The following fields are available within the settings screen.

A feed Name is required. It is only used for identification and will not be shown anywhere other than your feed listing.
The Campfire Room dropdown allows you to determine what room notifications will be broadcasted in.
Once the room is selected, a Message field will appear. By default, a generic mix of static text and merge tags displays. You may modify this as you see fit.
Select the Highlight Message checkbox to highlight the message for better visibility in chat,
Conditional Logic: If unchecked, every successful form submission will be sent to Campfire. If you wish to set specific conditions for sending form data to Campfire, then check the 「Enable Condition」 box and fill out your required criteria.
Click the Update Settings button to save your options.

Creating a Feed for the Agile CRM Add-On

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

Summary
Before the Agile 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, contact and task data being sent to Agile CRM.
Create a Feed
To create a feed to Agile CRM using the Agile 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 Agile CRM.
Once within your desired form, hover over Settings and click on Agile CRM.
Click Add New to create a new feed. You will be presented with the Agile 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 Contact or Create Task. This will define the action that is performed when the feed is triggered by your form.

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

Map Fields: Fields accepted by Agile 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.
Tags: Assign any tags that you would like to be associated with this contact. These values are comma separated and accept both static values as well as merge tags to dynamically insert tags based on field values.
Select the checkbox labeled Update Contact if already exists if you would like to update the contact if it already exists in Agile CRM. If selected, an additional dropdown will appear allowing you to either replace existing information or simply append any new data. If this is not selected, an existing client will simply be discarded.

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

Define the Subject of the task. This field supports both static values, as well as merge tags to dynamically insert field values.
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.
Priority: Use the dropdown to set the Priority. Options are High, Normal, and Low.
Status: Use the dropdown to set the Status. Options are Yet To Start, In Progress, and Completed.
Type: Use the dropdown to set the Type. Options are Call, Email, Follow Up, Meeting, Milestone, Send, Tweet, and Other.
Select the checkbox labeled Create Note for Task to create a new note on that task. Additional fields will appear allowing you to set the Note Subject and Note Description. These fields support both static text, as well as merge tags to dynamically generate content based on field submissions.
If the Assign Task to Created Contact checkbox is selected, a contact will be created upon submission and the new task will be assigned to the newly created contact.

Conditional Logic

Conditional Logic: If unchecked, every successful form submission will be sent to Agile CRM. If you wish to set specific conditions for sending form data to Agile CRM, 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 ActiveCampaign Add-On

SummaryCreate a FeedFeed Settings Reference

Summary

Before the ActiveCampaign Add-On can be used with Gravity Forms, you will first need to create a feed. Your ActiveCampaign feeds allow you to integrate a form with your ActiveCampaign account to feed user information in real-time when a form is submitted. This allows you to automatically add subscribers to your ActiveCampaign list when a form is submitted.

Create a Feed

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

Feed Settings Reference

This table describes the feed settings options you will be offered for an ActiveCampaign feed.

SettingDescriptionImage KeyNameTo identify your feed when viewing the feed list page. Required1ListSelect the list you would like to add the subscriber to. Required2Map FieldsMap ActiveCampaign fields to the form field that will send that information. Email field is required. If you need to add a custom field, select 「Add Custom Field」 in the dropdown and type the field name.3TagsDefine the tags for the new addition to ActiveCampaign. Either enter them in the Tags field or use merge tags to dynamically generate them based on the form submission.4NoteAssign a note to the user using text and merge tags.5Double Opt-In FormSelect which ActiveCampaign form will be used when exporting to ActiveCampaign to send the opt-in email.6Conditional LogicIf unchecked, every successful form submission will be sent to ActiveCampaign. If you wish to set specific conditions for sending form data to ActiveCampaign, then check the 「Enable Condition」 box and fill out your required criteria.7OptionsEnable Instant Responders if you want the user to receive the Instant Responder setup for the selected ActiveCampaign List upon signup. Enable Send the last broadcast campaign if you want the user to receive the last campaign sent out to the selected ActiveCampaign List.8

Creating a Feed for the 2Checkout Add-On

SummaryRequired FieldsCreate a FeedFeed Settings ScreenSubscription SettingsViewing Sales Results

Summary
Before the 2Checkout Add-On can be used with Gravity Forms, you will first need to create a feed. A feed allows form submission data to be sent to another source. In this instance, payment data being sent to 2Checkout.

Note: To use the 2Checkout Add-On, you will need a 2Checkout Field within your form. When using Page fields to create a multi-page form, the 2Checkout Credit Card field should be located on the last page of the form.

Required Fields
To create a feed for 2Checkout, you must have the following fields on your form:

Product Field and/or Total Field
2Checkout Field (only available when you have the 2Checkout Add-On active)

Create a Feed
To create a feed to 2Checkout using the 2Checkout 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 2Checkout.
Once within your desired form, hover over Settings and click on 2Checkout.
Click Add New to create a new feed. You will be presented with the 2Checkout Feed Settings screen.

Feed Settings Screen
The following fields are available within the settings screen.

A feed Name is required. It is only used for identification and will not be shown anywhere other than your feed listing.
Choose the Transaction Type. Most users will select Products and Services, but there is also the Subscription transaction type if you will be taking recurring payments.
Based on your selection within the Transaction Type drop down, additional settings will be available. This will either be the Products and Services Settings or Subscription Settings. Within both options, you will select the field that contains your form total, but if you have selected the Subscription option, you will also see additional options to control the subscription. See the section on Subscription Settings Below.
Configure the Billing Information. Map each of the various options to the desired form field that will contain that information.
Conditional Logic: If unchecked, every successful form submission will be sent to 2Checkout. If you wish to set specific conditions for sending form data to 2Checkout, then check the 「Enable Condition」 box and fill out your required criteria.
Click the Update Settings button to save your options.

Subscription Settings
The following fields are available when selecting Subscription transaction type.

Subscription Name: Enter a name for the subscription. It will be displayed on the 2Checkout dashboard as the name for the subscription. If left blank, the Feed Name will be used instead.
Recurring Amount: Select which field determines the recurring payment amount, or select 『Form Total』 to use the total of all pricing fields as the recurring amount.
Billing Cycle: Select your billing cycle. This determines how often the recurring payment should occur. The first drop down defines the numeric frequency from 1-12 and the second allows you to select Week(s), Month(s) or Year(s).
Recurring Times: Select how many times the recurring payment should be made. The default is to bill the customer until the subscription is cancelled.

Note: You can create multiple 2Checkout feeds for your form; however, you must configure conditional logic on them. The 2Checkout Add-On will only process one feed during submission; if conditional logic is not configured, it will use the first feed it finds.
Viewing Sales Results
After creating a feed and making your first sale, you can view the results on the Sales Results page.  Review Viewing Sales Results article for more information.

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

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.

Creating Tickets in WSDesk using the Webhooks Add-On

IntroductionSetting Up the FormConfiguring the WebhookNameRequest URLRequest MethodRequest FormatRequest HeadersRequest BodyField ValuesWebhook ConditionAlternative Method

Introduction

Using the Gravity Forms Webhooks Add-On is the easiest way to send requests to the WSDesk API to create support tickets when a form is submitted.

Note: This article assumes you have installed and activated the Webhooks Add-On and the WSDesk plugin. If not, you will need to do so before any of the functionality in this article can be used.

Setting Up the Form

Set up your form with the following fields and their labels: Single Line Text – Event Title, Paragraph – Event Description, Checkboxes – Event Options, Date – Start Date and End Date, Time – Start Time and End Time.

For the Checkboxes field, set these as the choices: All Day, Hide From Event Listings, Sticky in Month View, Feature Event

For the Time fields set up the Conditional Logic to Show field if Event Options is not All Day.

Configuring the Webhook

To configure webhooks for a form go to your Form Settings and click on the Webhooks tab and then click the Add New button.

Next, you』ll need to configure the request that is being made.

Name

Enter a name for your feed. This is never displayed and is only used for identification purposes. You can name this anything you want.

Request URL

The WSDesk endpoint for creating tickets is your site』s own Admin Ajax URL. The easiest way to include this URL is to enter the {admin_ajax_url} merge tag. It will be replaced with the correct URL when the feed is processed.

Request Method

Select the POST choice as the request method.

Request Format

Select the FORM choice as the request format.

Request Headers

We won』t be configuring any request headers.

Request Body

Select the Select Fields choice.

Field Values

Configure rows for the following fields, selecting Add Custom Value when configuring their values. Click the add item icon (+) to add new rows.

KeyValueactionwsdesk_api_create_ticketapi_keyThe WSDesk API key from the WSDesk > Settings > General tab

Next, you would configure additionals rows for the ticket fields which you have configured in WSDesk.

Enter the ticket field key (e.g. request_email) in the key input. For the values, you can select from the form fields, entry meta, or Add Custom Value which will display a text input that supports Merge Tags.

Webhook Condition

If ticket creation should be conditional based on the value of a form field, select the Enable Condition checkbox and then configure the rules which should be met for this request to be sent.

Alternative Method

If you don』t have an Elite or legacy Developer license and would prefer not to upgrade your existing license, you can still create tickets in WSDesk by using the gform_after_submission filter in your theme functions.php file or a custom functionality plugin.

See the How to use WSDesk create ticket API with third-party forms and plugins? article by WSDesk for more details.

Create Post with Custom Taxonomy

In this snippet, we will show you how to use the built-in Tags field to create a WordPress post using a non hierarchical custom taxonomy.
123456789101112131415161718192021add_filter( 'gform_post_data', 'replace_tags_with_custom_taxonomy', 10, 2 );function replace_tags_with_custom_taxonomy( $post_data, $form ) {       //only change post type on form id 5    if ( $form['id'] != 5 ) {       return $post_data;    }       //------------------------------------------------------------------------------------    // Replace my_taxonomy with your custom taxonomy name as defined in your register_taxonomy() function call    $custom_taxonomy = 'my_taxonomy';    //------------------------------------------------------------------------------------    // Getting tags    $tags = implode( ',', $post_data['tags_input'] );    // Array of taxonomy terms keyed by their taxonomy name.    $post_data['tax_input'] = array( $custom_taxonomy => $tags );    // Set default tags to empty.    $post_data['tags_input'] = null;    // Return modified post data with the custom taxonomy terms added.    return $post_data;}
IMPORTANT: wp_insert_post() WordPress core function, used to create the post, checks the user』s capabilities before adding custom taxonomies. Therefore the above snippet will work only if the user is logged in and have the capability defined in assign_terms of your custom taxonomy definition.
If you need to set the custom taxonomy for not logged visitors, then you would need to use gform_after_submission hook to get the post_id from the entry object and update the post terms using wp_set_object_terms WP core function.