Gravity Forms 文件

Setting Up the Pipe Add-On

Pre-RequisitesSetupAdding Pipe to Your Form

To use the Gravity Forms Pipe Add-On, you』ll first need to configure it. In this article, we』ll show you how to fully configure and use the Pipe Add-On for embedding a video recorder into your form.

Pre-Requisites

Download and install the add-onA Pipe account

Setup

Log into your WordPress admin dashboard.On the left side navigation menu, hover over Forms and click on Settings.From this page, click the Pipe tab.Enter your Account Hash and API Key. This can be found by logging into your Pipe account and clicking on Account at the top of the page.Click Update Settings. If you』ve entered your account information correctly, you will be notified by green check marks beside each box. If you do not see green check marks, please double check this information and try again.

Once you have entered your API key, you』re ready to add Pipe to your form.

Adding Pipe to Your Form

To add Pipe video recording to your form, you』ll need to add the Pipe field by using the form editor. See our User Guide for the Pipe Recording Field for more information.

Setting Up the PayPal Payments Pro Add-On

Pre-RequisitesSetupAdding a Credit Card Field

Pre-Requisites

Download and install the add-on
PayPal Payments Pro account

Setup
Before you can begin using the PayPal Payments Pro Add-On, you will first need to properly configure it. This process involves obtaining API keys and inserting them into the add-ons settings page. We』ll show you how below.

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the PayPal Payments Pro tab.
The API setting allows you to switch between sandbox (testing) and live transactions. We always recommend setting this to Sandbox to avoid accidental charges and to assist with testing until you are ready to process live transactions.
Username and Password: These will be the Payflow credentials that you have set when creating your PayPal Payments Pro account and are used to log into the PayPal Manager. If you are unsure of these, you can always access the PayPal Manager site to either recover your existing credentials or make a new account. Enter your username and password into the designated fields.
Some companies may have a specific merchant login that they will need to use, which differs from the username. If you have a separate merchant login, enter it within the field labeled Vendor. If you don』t have one, or don』t know what this is, you can leave this field empty as it is likely not needed.
Partner: If you created your PayPal Payments Pro account through a reseller, then you will need to enter the appropriate partner here. If you signed up directly, you』ll simply leave this field as PayPal.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by green check marks beside each box. If you do not see green check marks, please double check this information and try again.

Once you have entered your API information, you』re ready to begin creating a feed for the PayPal Payments Pro Add-On.
Adding a Credit Card Field

Note: When using Page fields to create a multi-page form, the Credit Card field must be located on the last page of your form.

Once you have set up the PayPal Pro credentials, you』ll need to add a Credit Card field to be able to accept credit cards within your form. To do so, access the Form Editor and add a Credit Card field.
If you need more information on Credit Card fields, take a look at the credit card field documentation.

Creating a Feed for the Trello Add-On

SummaryCreate a FeedFeed Settings Screen

Summary
Before the Trello 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 Trello.
Create a Feed
To create a feed to Trello using the Trello 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 Trello.
Once within your desired form, hover over Settings and click on Trello.
Click Add New to create a new feed. You will be presented with the Trello 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.
Select the Trello Board that you would like to use from the Trello Board dropdown.
Once the board is selected, the Trello List option will appear. Select the Trello list that you would like to add submitted items to.
After selecting the Trello List, the Card Settings will appear. First is the Name field which is the name of the Trello card.
The Description field is the description of the Trello card. The Name and Description fields accept merge tags to dynamically generate content.
The Due Date field determines how many days from submission of the form the newly created task will be due. It accepts only numerical values.
The Labels field allows you to color code the newly created list item. Use the checkboxes to select any color labels you would like to be added to the item.
The Members option determines which team members will be assigned to the newly created item within Trello.
The Attachments option allows the user to attach a file to the created card.
Conditional Logic: If unchecked, every successful form submission will be sent to Trello. If you wish to set specific conditions for sending form data to Trello then check the 「Enable」 box and fill out your required criteria.
Click the Update Settings button to save your options.

Set Tabindex

Having an issue where pressing tab on your keyboard brings your user to another form on your page? That is because Gravity Forms assumes its tabindex values, and you can have overlap. You need to change the tabindex on your forms so that they work as expected.
There are multiple ways to set your tabindex in Gravity Forms.
Embed Code
In your embed code in Gravity Forms, you can set the initial tabindex value of the first field. Gravity Forms will then auto-increment the value from that starting number.
[gravityform id="1" title="false" description="false" tabindex="10"]

Using this code, you can expect the first form element to be later in the tab order. If you have used tabindex one through nine, then the first element would be the tenth tab selection.
Widget
Forms that are in widgets have a control option for tabindex. Change the number based on where you want it to appear in order. If you change it to a number higher than the number of fields on any other form, then it you will notice that it will only tab over to your widget based form after all other form fields.
Code
We have a filter called gform_tabindex that allows you to set the tabindex of all forms or a single form using PHP.
add_filter( 'gform_tabindex', 'change_tabindex' , 10, 2 );
function change_tabindex( $tabindex, $form ) {
return 10;
}

Similar to the embed code version, except this would set all forms to have a starting tabindex of ten.

How to Set the Default Properties for a New Field

IntroductionThe SetDefaultValues_{$type} functionUsing get_form_editor_inline_script_on_page_render()Setting the default ChoicesSetting the default Inputs

Introduction
Historically it』s been possible to set the default properties for a new field by using the gform_editor_js_set_default_values hook to echo a custom case into the switch statement within the SetDefaultValues() function in js.php, however, it』s also been possible to define your own SetDefaultValues_{$type} function instead. In this article we will show how you can use that function in your new field which extends the GF_Field class.
The SetDefaultValues_{$type} function
Here』s what a basic SetDefaultValues_ function would look like, the function name ends with your field type, in this case the field type is simple. The function is passed the field object so you can set the default values of any of the properties, in this case we are setting the field label.
123function SetDefaultValues_simple(field) {    field.label = 'The Default Field Label Goes Here';}
See the Field Object article for the standard field properties.
Using get_form_editor_inline_script_on_page_render()
The GF_Field class includes the get_form_editor_inline_script_on_page_render() method which can be used to include scripts in the form editor. In this example we are assigning the value returned by the get_form_editor_field_title() method as the default label for new fields of this type.
1234567public function get_form_editor_inline_script_on_page_render() {     // set the default field label for the field    $script = sprintf( "function SetDefaultValues_%s(field) {field.label = '%s';}", $this->type, $this->get_form_editor_field_title() ) . PHP_EOL;     return $script;}
Setting the default Choices
You can use the Choice() function when defining the fields default choices.
1new Choice(text, value, price)
The value and price properties are optional, if a value is not specified the text will be assigned to the choice value.
Here』s an example showing how that can be used with the SetDefaultValues_ function.
1234function SetDefaultValues_simple(field) {    field.label = 'The Default Field Label Goes Here';    field.choices = [new Choice('Your First Choice'), new Choice('Your Second Choice'), new Choice('Your Third Choice')];}
Setting the default Inputs
You can use the Input() function when defining the fields default inputs.
1new Input(id, label)
The id is a string in the format {field_id}.{input_number}, starting with the input_number of 1. For example, the first input of field 5 would be 5.1. We also recommend skipping ids ending in zero, so you would skip 5.10, 5.20 etc.
Here』s an example showing how that can be used with the SetDefaultValues_ function.
1234function SetDefaultValues_simple(field) {    field.label = 'The Default Field Label Goes Here';    field.inputs = [new Input(field.id + '.1', 'Your First Choice'), new Input(field.id + '.2', 'Your Second Choice'), new Input(field.id + '.3', 'Your Third Choice')];}

Sending Notifications for Recurring Subscription Actions

RequirementsConfiguring Your Subscription Notification

At times, you may want to configure notifications so that users are notified when changing their subscription. This is especially useful for sending an email to a user when they start, cancel, or renew a subscription. In this article, we will show you how to send these notifications that occur when a recurring subscription is changed.
Requirements

Gravity Forms 1.9.12+
Gravity Forms Authorize.Net Add-On 2.1.4+ or Gravity Forms PayPal Standard Add-On 2.6+ or Gravity Forms Stripe Add-On 2.0+
Knowledge of creating a notification. See the article on creating Gravity Forms notifications for more information.

Configuring Your Subscription Notification

First, access your Gravity Forms notifications for the form that creates your subscriptions. To do so:

Click on Forms on the left side navigation menu.
Next, click on the form that is used for subscriptions.
On the top of the form editor, hover over Form Settings and click on Notifications.

Once within your notification options, click on Add New to create a new notification. Note: You will need a separate notification for each subscription action.
Now that you are within the new notification, you will notice an option labeled Event. Inside this drop down, you will see that you can set events for items such as subscription cancellations, failed renewals, etc. For example, if you want an email to be sent when a renewal occurs, select the Subscription Payment Added option.
Of course, notifications won』t do any good if they』re not sent to the correct person. You should also see a Send To option. To configure sending the notification to the customer, select the Select a Field radio button.
Upon selecting the the Select a Field option, the Send to Field drop down will be displayed. From here, select the field that contains the customer』s email address.
From here, simply continue configuring your notification just as you would any other.

Your subscription notification has now been configured. Keep in mind that you will need to configure additional notifications for each event.

Sending Form Submission Notifications To Multiple Recipients

If you have multiple people handling your form submissions, you might need to send a single notification to multiple recipients. Here』s how to configure your notifications in Gravity Forms to send to multiple email recipients.

Access the form notification that you want to send to multiple recipients. From the Forms list page, find your form and hover over Settings. Then click on Notifications.

Hover over the Notification and click Edit.

Scroll down to the Send to Email field and add each email that you want to send the notification to, separated by a comma. For example:

[email protected],[email protected],[email protected]

Click the Update Notification button to save your settings.Test your notification.

You can also use merge tags to dynamically generate email addresses based on the form submission. These can be used in combination with email addresses. Make sure to separate the merge tags and email address with commas per usual.

Note: When using a field merge tag in the Send to Email setting, that field should be set as required. If the field doesn』t have a value then the notification would not be sent.

The BCC email field also supports this same functionality. Just set it up the same way you did with the Send to Email field.

SendGrid Change Log

1.5 | 2021-04-291.4 | 2020-09-241.3 | 2020-03-241.2 | 2019-02-141.1 | 2018-11-151.0 | 2018-11-08

1.5 | 2021-04-29

Added a menu icon for Gravity Forms 2.5.
Updated the icon on the notifications screen of form settings to match the menu icon in Gravity Forms 2.5.

1.4 | 2020-09-24

Added support for Gravity Forms 2.5.
Added support for sending result notes.
Added gform_sendgrid_send_email_failed hook to allow developers to take additional actions when email sending fails.

1.3 | 2020-03-24

Added translations for Hebrew, Hindi, Japanese, and Turkish.
Improved logging to include notification id, notification name, and entry id in the sending process.

1.2 | 2019-02-14

Fixed merge tags not being replaced in the From Name.
Fix an issue where only the first recipient in the TO and BCC would receive the email.

1.1 | 2018-11-15

Fix issue with merge tags not being replaced in BCC and Reply To headers.

1.0 | 2018-11-08

It's all new!

Generating Your SendGrid API Key

To use the SendGrid Add-On, you』ll need to have your SendGrid API key so SendGrid will know which account is yours. In this article, we』ll show you how to get your SendGrid API key.

Log into your SendGrid account.
From the left side menu, click on Settings, then on API Keys.
Click the Create API Key button on the top-right of the page to create a new API key. A new screen will appear.
Inside the API Key Name field, enter a name for your API key. Something like Gravity Forms is a good option.
In the API Key Permissions section, select either Full Access or Restricted Access. If you decide to restrict access, be sure that the key has access to the Mail Send option.
Click the Create & View button. You will be presented with your SendGrid API key.
Take note of the SendGrid API key you』ve been provided. You will need it for the next steps in setting up the SendGrid Add-On. (Note: For security purposes, SendGrid does not allow the key value to be displayed for existing API keys.)

Now that you have your API keys, you』re ready to continue setting up the SendGrid Add-On or start sending form notifications using SendGrid.