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=== Gravity Flow === Contributors: stevehenty Tags: workflow, approvals, gravity forms Requires at least: 4.0 Tested up to: 4.4 License: GPL-3.0+ License URI: http://www.gnu.org/licenses/gpl-3.0.html Add workflow processes to your Gravity Forms. == Description == Gravity Flow is a business process workflow platform for WordPress. = Who is it for? = Gravity Flow is for organisations and departments of any size that need to get a form-based workflow process up and running online quickly with no programming. These processes usually already exist either offline or online but are often inefficiently implemented. = How does it work? = An end-user submits a web form which generates an entry. The entry is then passed around between users and systems on an established path until the process is complete. Each user or system in the workflow will add something to the process before allowing the entry to proceed to the next step. For example, an employee may add additional information and a manager another might add their approval. Connected systems might send an email, add the user to a mailing list, create a user account or send data to an ERP system. Gravity Flow requires [Gravity Forms](https://gravityflow.io/out/gravityforms) Facebook: [Gravity Flow](https://facebook.com/gravityflow.io) Twitter: [Gravity Flow](https://twitter.com/gravityflowapp) = Requirements = 1. [Purchase and install Gravity Forms](https://gravityflow.io/out/gravityforms) 2. Wordpress 4.2+ 3. Gravity Forms 1.9.10+ = Support = If you find any that needs fixing, or if you have any ideas for improvements, please get in touch: https://gravityflow.io/contact/ == Installation == 1. Download the zipped file. 1. Extract and upload the contents of the folder to /wp-contents/plugins/ folder 1. Go to the Plugin management page of WordPress admin section and enable the 'Gravity Flow' plugin == Frequently Asked Questions == = Which license of Gravity Forms do I need? = Gravity Flow will work with any license of [Gravity Forms](https://gravityflow.io/out/gravityforms). == ChangeLog == = 1.3.1= - Added support for Signature Add-On v3.0. - Added the gravityflow_assignee_status_list_user_input filter to allow the assignee status list to be hidden. Example: add_action( 'gravityflow_assignee_status_list_user_input', 'sh_filter_gravityflow_assignee_status_list_user_input', 10, 3 ); function sh_filter_gravityflow_assignee_status_list_user_input( $display, $form, $step ) { return false; } - Added the gravityflow_below_workflow_info_entry_detail filter to allow content to be added below the workflow info on the entry detail page. Example: add_action( 'gravityflow_below_workflow_info_entry_detail', 'sh_action_gravityflow_below_workflow_info_entry_detail', 10, 3 ); function sh_action_gravityflow_below_workflow_info_entry_detail( $form, $entry, $step ) { echo 'My content'; } - Added the gravityflow_feedback_message_user_input filter to allow the feedback message to be modified on the user input step. Example: add_filter( 'gravityflow_feedback_message_user_input', 'sh_filter_gravityflow_feedback_message_user_input', 10, 5 ); function sh_filter_gravityflow_feedback_message_user_input( $feedback, $new_status, $assignee, $form, $step ) { return 'Success!'; } - Added the gravityflow_step_column_status_page filter to allow the value of the step column to be modified on the status page. Example: add_filter( 'gravityflow_step_column_status_page', 'sh_filter_gravityflow_step_column_status_page', 10, 2 ); function sh_filter_gravityflow_step_column_status_page( $output, $entry ) { if ( empty( $entry['workflow_step'] ) ) { $output = 'Workflow Ended'; } return $output; } - Added the Disable auto-formatting setting for the assignee, rejection, and approval email messages. - Added the generic map step setting type. - Added the workflow_current_status entry meta to track the status of steps that can end in a status other than 'complete'. - Added the gravityflow_below_status_list_user_input action to allow content to be added in the workflow box below the status list. - Added Gravity_Flow_API::get_timeline() - Added the gravityflow_permission_granted_entry_detail filter to allow the permission check to be overridden for the workflow entry detail page. Example: add_filter( 'gravityflow_permission_granted_entry_detail', 'sh_filter_gravityflow_permission_granted_entry_detail', 10, 2 ); function sh_filter_gravityflow_permission_granted_entry_detail( $permission_granted, $entry ) { return true; } - Added the gravityflow_complete_label_user_input filter to allow the 'complete' label to be modified on the User Input step. Example: add_filter( 'gravityflow_complete_label_user_input', 'sh_filter_gravityflow_complete_label_user_input', 10, 2 ); function sh_filter_gravityflow_complete_label_user_input( $complete_label, $step ) { return 'Finished editing'; } - Added the gravityflow_in_progress_label_user_input filter to allow the 'in progress' label to be modified on the User Input step. Example: add_filter( 'gravityflow_in_progress_label_user_input', 'sh_filter_gravityflow_in_progress_label_user_input', 10, 2 ); function sh_filter_gravityflow_in_progress_label_user_input( $complete_label, $step ) { return 'Save for later'; } - Added timelines and page break options to bulk printing on the status page. - Added the gravityflow_inbox_args filter so the inbox criteria can be modified. - Added the 'Required Reverted or Rejected' to the options in the Workflow note setting. - Added the gravityflow_status_args filter to allow the status table to be modified. - Added the gravityflow-instructions and gravityflow-timeline CSS classes. - Added the gravityflow_webhook_args_[Form ID] filter immediately after the gravityflow_webhook_args filter. - Updated $field->get_value_export() for the Workflow fields to return the display name. - Updated the entry meta so that the status columns don't appear automatically in the Gravity Forms entry list. - Updated the styles of the workflow detail page for narrow screens to display the entry first and then the info box below. - Fixed an issue with the final status when approval steps are not the last step. - Fixed an issue with the user input step when the max number of characters setting is set for a field that's not editable. - Fixed an issue with the widths of the columns on the workflow detail page on some themes. - Fixed an issue with the workflow note retaining the value after updating the entry. - Fixed an issue with the styles of the timeline. - Fixed an issue with the user input step where hidden fields are not displayed. - Fixed an issue with status list when displaying names of assignees whose accounts no longer exist. - Fixed an issue on the entry detail page for entries on the approval step and completed entries where product fields are displayed in the list of fields. Product fields are displayed in the order summary but they can also be displayed in the list by selecting the fields in the display fields step setting. - Fixed an issue with Gravity_Flow_API::get_current_step() for entries that have not started the workflow. - Fixed an issue with the support form. - Fixed an issue with the user input step where conditional logic is not disabled correctly in some cases. - Fixed an issue with the user input step where the save and continue button might appear. - Fixed an issue with the update button on the user input step under certain conditions. - Fixed an issue with the field label showing the admin label on approval steps. - Fixed the feedback after sending an entry to a different step. = 1.3 = - Added support for the id, user_email and display_name modifiers for the User field merge tag. - Added the gravityflow_entry_count_step_list so the entry counts on the step list page can be turned off. Example: add_filter( 'gravityflow_entry_count_step_list', '__return_false' ); - Added the highlight editable fields setting to the user input step. - Added the Order Summary step setting for user input and approval steps with pricing fields. - Added support for dynamic conditional logic. - Added the feed extension class. - Added support for the created_by, and workflow_timeline merge tags within Gravity Forms notifications. - Added the gravityflow_post_process_workflow action. Example: add_action( 'gravityflow_post_process_workflow'. 'sh_gravityflow_post_process_workflow', 10, 4); function sh_gravityflow_post_process_workflow( $form, $entry_id, $step_id, $step_id_before_processing ) { // Do something every time the workflow is processed. } - Added the gravityflow_update_button_text_user_input filter to allow the button text to be changed on the user input step. Example: add_filter( 'gravityflow_update_button_text_user_input', 'sh_gravityflow_update_button_text_user_input', 10, 3 ); function sh_gravityflow_update_button_text_user_input( $text, $form_id, $step ) { return 'Submit'; } - Added the form ID and field as parameters to the gravityflow_get_users_args_assignee_field and gravityflow_get_users_args_user_field filters. - Added the step_column, submitter_column and status_column attributes to the shortcode. - Added support for the display_name attribute in the assignees merge tag. e.g. {assignees: display_name=true} - Added the instructions setting to the user input and approval steps. - Added support for an area for instructions at the top of the workflow detail page. - Added the gravityflow_editable_fields_user_input filter to allow the editable fields array to be modified for the user input step. Example: add_filter( 'gravityflow_editable_fields_user_input', 'sh_gravityflow_editable_fields_user_input', 10, 2); function sh_gravityflow_editable_fields_user_input( $editable_fields, $step ){ // Use these variable to program your editable fields logic // $entry = $step->get_entry(); // $entry_id = $step->get_entry_id(); // $form = $step->get_form(); // $form_id = $step->get_form_id(); // Return an array of IDs // e.g. array( 1, 2, 3 ); return $editable_fields; } - Added a setting in the user input step to allow field conditional logic to be displayed to the editable fields. - Added support for sorting on the field columns in the status page. - Added the gravityflow_permission_denied_message_entry_detail filter to allow the error message to be customized. - Added the hidden option to the default status setting of the User Input step. - Added support for the {created_by:[property]} and {assignees} merge tags - Added support for field validation in the User Input step. - Added the last_updated attribute to the inbox shortcode to activate the last updated column to appear in the inbox list. - Added total count indicator below the inbox when entry count > 150. - Added the timeline attribute to the shortcode so the timeline can be hidden. - Added the date field option to the schedule setting to allow steps to be scheduled for a date in the entry. - Added the workflow note setting to the approval and user input steps so the note box can be hidden, required or required depending on the status. - Added the gravityflow_validation_approval and gravityflow_validation_user_input filters to allow custom validation. - Added support for required fields in the User Input step. - Updated Gravity PDF integration so it's fully compatible with Gravity PDF 4.0 RC2. - Updated the user input conditional logic setting to display an option to deactivate dynamic conditional logic when page conditional logic is present on the form. - Updated the entry detail page to hide fields when the page is hidden by conditional logic. - Updated the user input step to display the front end field labels instead of the admin labels. - Updated styles of the front end validation message. - Updated the field labels in the entry detail page to display the full label instead of the admin label. - Updated the workflow detail page to respect the conditional logic rules. - Updated the auto-update and license check component. - Fixed an issue with the user input step where values are not displayed in editable fields after saving a previous step in which those field are not editable. - Fixed an issue with the entry count column in the step list. - Fixed an issue with the approval step expiration where the emails don't get send. - Fixed an issue with the status of all the steps afte restarting the workflow. - Fixed an issue with the order summary setting. - Fixed an issue with the gravityflow_entry_count_step_list filter. - Fixed an issue with the validation of the user input step where required fields that are hidden by conditional logic can fail validation. - Fixed a PHP notice on the entry detail page when accessing the entry when not on a step. - Fixed an issue affecting access to the entry detail page. - Fixed an issue with the notification workflow notification where the workflow note merge tag doesn't get replaced. - Fixed an issue where the gform_field_content was not getting triggered in the workflow detail page. - Fixed an issue where the workflow complete notifications where the entry contains the wrong status. - Fixed validation of the file upload field. - Fixed an issue with the email field with confirmation enabled where the confirmation is not automatically set to the value. - Fixed an issue with the field column values in the status list. - Fixed an issue with the email subject not replacing merge tags. - Fixed an issue with the multi-file upload field where files can't be deleted by email assignees or users authenticating by token. - Fixed an issue with styles for the inbox shortcode where the field value columns don't adapt well to narrow screens. - Fixed an issue with the URL in the entry link merge tag. - Fixed an issue with the timeline notes for email assignees - Fixed an issue in the inbox where the form name doesn't appear. - Fixed an issue with the expiration delay calculation for units other than hours. - Fixed an issue where the confirmation page is not displayed in certain conditions. = 1.2 = - Added the {workflow_timeline} merge tag to display a basic timeline with very simple formatting. - Added the display fields setting to the Approval and User Input steps. - Added the content of html field to the workflow detail page. - Added the gravityflow_assignee_status_workflow_detail filter to allow the assignee status label to be modified on the workflow detail page. Currently only supported by the Approval Step. - Added the gravityflow_webhook_args filter so the webhook request args can be modified. - Added the gravityflow_post_webhook action which fires after the webhook request. - Added the token attribute to the workflow entry link merge tag which forces the token to be added to the link regardless of the assignee type. Useful for sending links that don't require login to WordPress users. - Added restart_step() restart_workflow() send_to_step() add_timeline_note() and log_activity() to Gravity_Flow_API - Added support for starting workflows when an entry is added using the API. - Added the GET forms/[ID]/steps Web API endpoint. Returns all the steps for a form. - Added the GET entries/[ID]/assignees Web API endpoint. Returns all the assignees for the current step of the specified entry. - Added the GET entries/[ID]/steps Web API endpoint. Returns all the steps for the specified entry. - Added the POST entries/[ID]/assignees/[KEY] Web API endpoint. Processes a status update for a specified assignee of the current step of the specified entry. - Added support for step duplication. - Fixed an issue with the recalculation of calculated fields when not editable. - Fixed an issue with the display of hidden product fields. - Fixed an issue with the confirmation page for users with the gravityflow_view_all capability when transitioning steps. - Fixed a deprecation warning on Gravity Forms 2.0 - Fixed an issue preventing upgrade on some Windows systems. - Fixed an issue with the recalculation of calculated fields hidden by conditional logic. - Fixed an issue with editable fields on user input steps hidden by conditional logic on form submission. - Fixed an issue with the timeline note not registering a WordPress user name correctly when using the token in the workflow entry link. - Fixed an issue after completing a step where assignees might see field values on the next step if they were hidden from the previous step. - Fixed an issue where the Revert setting doesn't appear for new Approval Steps even though there's a User Input step in the list. - Fixed an issue on the status page where a warning is displayed if a user account no longer exists. = 1.1.3 = - Added support for the revert button in the Approval Step so entries can be sent to a User Input step as a third alternative to "approve" or "reject". - Added the expiration setting to the approval and user input steps. - Added the username/step type to the timeline notes classes to allow certain note types to be hidden using CSS. - Updated the timeline to display the step icon when a user avatar is not available. - Fixed an issue with the column header texts where the inbox and status pages use different terminology. = 1.1.2 = - Added options to the workflow email settings: From Name, From Email, Reply To, BCC, Subject. - Added support for the User Registration Add-On version 3 - Added support for Gravity PDF 4. - Added the Workflow Fields section in the form editor. - Added the User field. - Added the Role field. - Added schedule date to the workflow entry detail for queued entries. - Updated the default number of users returned for settings and for the assignee field from 300 to 1000. - Fixed an issue with the status shortcode on WordPress 4.4 - Fixed an issue with the schedule date setting for installations in timezones < UTC. - Fixed an issue with the schedule step setting where the values are not retained after changing the step type. - Fixed an issue with the assignee by month report where the axis labels were switched. - Fixed an issue with the status export where the created_by column is missing for forms submitted by anonymous users. - Fixed a compatibility issue with the Gravity Perks Limit Dates Perk. = 1.1.1 = - Added the id_column attribute to the shortcode so the ID column can be hidden. - Added the Restart Workflow bulk action to the status page. - Added entries to the status page which were created before steps were added. - Added support for custom status labels. - Added support for custom navigation labels. - Added support for the Signature Add-on in the shortcode. - Added step icons to the step list. - Updated the submit page to display the forms in alphabetical order. - Fixed an issue with the assignee field where the placeholder doesn't work correctly. - Fixed an issue with Gravity PDF integration in certain situations which prevents the PDF from attaching. - Fixed an issue with the merge tags in the assignee reminder email. - Fixed an issue with the assignee field where the number 1 appears at the top of the lists of users and fields. - Removed the redundant 'workflow: notification step' event in the Gravity Forms notification settings. - API: Added the Gravity_Flow_Extension class. = 1.1 = - Added one-click cancel links so workflows can be cancelled by clicking on a link in an email. - Added export to the admin UI status list. - Added support for SMS message steps via Twilio. Requires the Gravity Forms Twilio Add-On and a Twilio account. - Added support for form import and export. Requires Gravity Forms 1.9.13.29. - Updated the step type radio buttons to display as buttons with icons. - Fixed an issue when updating step settings where where entries may not get reassigned correctly to new roles. - Fixed an issue when duplicating forms where the next step points to another step. - Fixed the merge tag UI for the Workflow Notification setting on the Notification step. - Fixed an issue with the status permissions. - Fixed some untranslatable strings. = 1.0 = - All New!
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