Gravity Forms Approvals Add-On

Description

Gravity Forms Approvals is an add-on for the Gravity Forms plugin.

Gravity Forms Approvals adds simple approval processes to forms. This allows forms to be approved by an administrator upon submission. Approvals can be governed by conditional logic/routing to allow for a wide range of different workflow automations, such as:

• Vacation request forms for employees to complete company-wide. Form submissions must be approved or rejected by the employee’s department director. Pending approvals must be displayed in a personalized list for each director. The data from approved forms will be sent to a Google Spreadsheet.
• A system to handle the approval by the appropriate departmental director of all incoming invoices. e.g. Invoices over $9,999 must also have the approval of the Finance Director before the pricing data is sent to the ERP system.
• Allowing user registration on the front-end but ensuring that WordPress account signups can be approved by multiple admins before they are created and before the activation emails are sent to the users.

FEATURES

• Add new Approval functionality to your existing Gravity Forms forms.
• Use a simple approval process for Gravity Forms entries or configure complex conditional logic approvals dependent on individual form fields, drop-downs, checkboxes, radio buttons, and more.
• Send different notifications on approval or rejection events using conditional logic.
• Compatibility with a wide range of Gravity Forms add-ons.

If you use it and like it please consider giving it a rating.

If this add-on doesn’t quite meet your needs, or if you’d like an add-on that will grow with your business workflow processes you may want to check out Gravity Flow. Gravity Flow supports multiple steps, process branching and loops, user input, approval policies, advanced conditional routing, timestamps, audit trail, comments, and it has a complete interface for users for pending tasks, submitting forms, and viewing the status of previously submitted forms.

If you’d like an add-on that will grow with your business workflow processes, check out Gravity Flow. Endlessly scalable, secure, and easy-to-use, Gravity Flow is a powerful – and affordable – alternative to pay-per-user SaaS workflow tools.
Gravity Flow comes with an advanced Business automation feature set, including

• Multiple steps with over 50 different step types
• Process branching and review loops
• Complete frontend experience for workflow participants
• Entry editing in the frontend with User Input steps
• Approval policies
• Advanced conditional routing
• Timeline for each entry with detailed activity log
• Audit trails
• Integration triggers for third-party services
• Detailed reporting

It has a complete interface for users for pending tasks, submitting forms, and viewing the status of previously submitted forms.
Gravity Flow is trusted by customers from the City University of New York to Verizon.

Requirements

1. Purchase and install Gravity Forms (Affiliate link)
2. WordPress 5.2+
3. The latest version of Gravity Forms.

Screenshots

Installation

1. Download the zipped file.
2. Extract and upload the contents of the folder to /wp-contents/plugins/ folder
3. Go to the Plugin management page of WordPress admin section and enable the ‘Gravity Forms Approval Add-On’ plugin

FAQ

Which license of Gravity Forms do I need?

Gravity Forms Approvals will work with any license of Gravity Forms. (Affiliate link)

What capabilities (permissions) do users need to approve?

Approvers need to be able to edit entries so they need the gravityforms_edit_entries capability

How do I edit the capabilities for a user/role?

You can use the Members plugin to edit the capabilities for each Role.

I don’t see the Approvals Form Settings tab

Ensure your role is assigned the gravityformsapprovals_form_settings capability using the Members plugin.

How do I set up notifications based on approval or rejection?

Use the Conditional Logic setting on the notification to check for the approval status.

Is Gravity Forms 2.5 supported?

Yes!

Reviews

Excellent Plugin

ifixwoocommerce April 21, 2023

Such a simple feature but I haven’t been able to find another option other than this that is free. Great work on the plugin. Still working as of April 20, 2023.

Nothing more than an ad for Gravity Flow.

bradcass May 12, 2022

This plugin is nothing more than an ad for Gravity Flow. It’s extremely limited and recognizes this in its own description where it states, “If this add-on doesn’t quite meet your needs, or if you’d like an add-on that will grow with your business workflow processes you may want to check out Gravity Flow.” I’ve used many free apps that are powerful and useful, but this app isn’t one of them. There’s no good will here. Here you’ll only find marketing.

Very good!

clk87 October 29, 2021

Thank you very much, this plugin did exactly what I needed. Much appreciated.

Works great

wstone508 August 7, 2021

Bizarrely lacking in most forms, we’re lucky to have this option.

Elegant in Simplicity.

seanthomaswebdev July 3, 2019

This plugin does everything you need if you are wanting something lighter-weight than a premium solution such as Gravity Flow. Gravity Forms Approvals made it easy to implement a simple approval and denial flow for our client. I love that the plugin is open-source too!

Does great!

rrfarmer June 14, 2019 1 reply

Does a simple approve/reject, great if that’s all you need!

Contributors & Developers

Changelog

1.2.1

• Bumped tested up to and minimum versions.

1.2

• Fixed an issue with the Members plugin integration

1.1

• Bumped minimum version of Gravity Forms required to 2.4.
• Fixed an issue where approvers can’t add notes.

1.0.1

• Added the gform_approvals_entry_rejected action which fires when an entry is rejected.
• Added the gform_approvals_entry_approved action which fires when an entry is approved.

1.0.0

• Bumping version

1.0-beta-5

• Fixed an issue where User Registration is skipped even when there are no approval feeds.
• Fixed an issue where the approval buttons appear even when conditional logic is not met.

1.0-beta-4

• Added the gravityformsapprovals_form_settings and gravityformsapprovals_uninstall capabilities for integration with the Members plugin.
• Updated some strings to be translatable.
• Fixed an issue with form settings tab which might not appear under certain conditions.

1.0-beta-3

Fixed an issue with the entry detail page where the approval buttons won’t appear if the approver is changed in the feed settings.

1.0-beta-2

Adding support for translations

1.0-beta-1

Initial release