The Gravity Forms Connector is an advanced addon in which professional WordPress developers can utilize to create highly customized forms to permit your site’s visitors to add their own entry to your directory. And, when used in combination with the Gravity Forms User Registration Addon, allows you to create a Gravity Form to permit the current logged in user to edit their directory entry.
Here is an example. You add an entry with a home address and a work address, but your Gravity Form to edit an entry only has the ability to edit the work address. When the Gravity Form is submitted, only the existing work address will be submitted regardless if it was changed or not. The home address will be removed from the entry. This might be an unexpected behavior but it is the correct behavior because there is not a way to know that a field not present in a Gravity Form is to be removed from the entry or if it is to be left unchanged.
To mitigate this potential issue, add the fields to your Gravity Form you do not wish to be user editable. Then use CSS to hide the fields or make the fields conditional fields which are hidden by default and set the condition for the field to be visible to a condition that can not be met.
First, and most importantly, before you can install and use the Gravity Forms Connector you must first install Connections. Follow this link to the installation instructions.
Install the Gravity Forms Connector as you would any other WordPress plugin.
In the WordPress admin under the Plugins menu, select Add New.
Click the Upload link and the top of the page.
Browse to the location where you downloaded the Gravity Forms Connector zip file and select it.
Click Install Now.
Upon successful installation click Activate Plugin.
Support License Activation
After you have activated Custom Entry Order , go to the Connections : Settings admin page and click the Licenses tab.
Enter the support license key that you received in your email receipt and click the Activate button. With your support license key activated, any time there is an update to the Gravity Forms Connector is released, you will be notified in the WordPress admin with an opportunity to update to the latest version with a single click.
The only required field a Gravity Form must contain to be compatible with the Gravity Form Connector is the Name field when creating a form to add Individuals.
Steps to create a Gravity Form to add a Connections entry.
- Create a new form and add your desired fields.
- Navigate to the form’s Connections Feed Settings.
- Map the Connections’ fields to the fields in your form.
Steps to create a Gravity Form to update a Connections entry. The steps are virtually identical as to creating a form to add an entry. The most important required step is to make sure you add a hidden field to the form for the Entry ID.
- Duplicate the form which was created to add a new Connection entry. (Recommended, not required. You can create a new from scratch if desired.)
- Edit the form and add the Entry ID field.
- Navigate to the form’s Connections Feed Settings.
- Map the Connections’ fields to the fields in your form.
This field must be a hidden field. The “Field Label” is not important and can be named anything which will help you identify the field.
To allow the user to choose their own entry visibility add a “Radio Buttons” field to your Gravity Form. Configure the form field, give it a “Field Label” and “Description” of your choosing. Add three choices, the “Label” of these choices are not important. You may set them to anything you wish to help convey to the user what they are selecting. You must check the “show values” checkbox above the choices and set the values to
unlisted respectively as shown in the screenshot. It is recommend that you set this field to be required. If you choose not to make it a required field then you must choose a default choice.
Below are a couple demo forms which you can import into Gravity Forms showing how to setup the form fields to allow a user to choose their entry visibility and set a default visibility. These are very basic forms only, using the absolute minimum fields required to demonstrate how set the entry visibility. Use the Gravity Forms Import tool to import the demo forms. After you import the demo form, you will need to setup the Connections Feed for the imported form.
If you do not wish to allow the user to choose their entry visibility, add a “Hidden” field and set the “Default Value” option under the “Advanced” tab in the field settings to either
To allow the user to choose the entry type add a “Radio Buttons” field to your Gravity Form. Configure the form field, give it a “Field Label” and “Description” of your choosing. Add two choices, the “Label” of these choices are not important. You may set them to anything you wish to help convey to the user what they are selecting. You must check the “show values” checkbox above the choices and set the values to
organization respectively as shown in the screenshot. It is recommend that you set this field to be required. If you choose not to make it a required field then you must choose a default choice.
Below are a few demo forms which you can import into Gravity Forms showing how to setup the form fields to allow a user to choose their entry type, default to Individual entry type and default to Organization entry type. These are very basic forms only, using the absolute minimum fields required to demonstrate how set the entry type. Use the Gravity Forms Import tool to import the demo forms. After you import the demo form, you will need to setup the Connections Feed for the imported form.
organizationto set the entry type to organization.
The Name field is required if creating a form to permit users to submit the Individual entry type. Use the Gravity Forms Name field and configure as desired.
The Organization field is required if creating a form to permit uses to submit the Organization entry type. Use the Gravity Form Single Line Text field.
The Department field is optional. Use the Gravity Form Single Line Text field.
The Title field is optional. Use the Gravity Form Single Line Text field.
The Address field is optional. Use the Gravity Forms Address field.
The Phone field is optional. Use the Gravity Forms Phone field.
The Email field is optional. Use the Gravity Forms Email field.
The Link field is optional. Use the Gravity Forms Website field.
The Biography field is option. Use the Gravity Forms Paragraph Text field.
The Notes field is option. Use the Gravity Forms Paragraph Text field.
The Connections Categories field can be found within the Connections Fields group located below the core Gravity Form Pricing Fields group. If you are familiar with the core Gravity Forms Post Categories field you will be familiar with the Connections Categories field as it functions the same with identical features with the primary difference being that it functions with Connections Categories instead of Post Categories.
- Field Label :: Enter the form field label which will be displayed to the user.
- Description :: Enter the form field description which will be displayed to the user.
- Field Type :: Select the field type that the category options will be displayed. The available options are: Dropdown, Checkboxes, Radio Options and Multi Select.
- Category :: Choose to display all categories as options or select individual categories as options for the chosen field type.
- Display placeholder :: This option will only be presented when the Drop Down field type is selected. Enabling this option will display a text input. Filling in the text input will display that text as the first option in the Drop Down. This is often used to display instructional text as the first option in the Drop Down. Leaving this option disabled will default to the Drop Down to the first displayed category when the form is submitted.
- Rules ::
- Required :: Whether or not the field is required.
- No Duplicates :: Prevent duplicate options from being selected.
- Description Placement :: The field description placement in relation to the field input.
- Custom Validation Message :: The error message displayed to a user if there is an error. If left blank the default error message will be displayed to the user.
- Custom CSS Class :: Custom CSS class names to add to the field.
- Field Size :: Set the width of the field. Available options are Small, Medium and Large.
- Admin Field Label :: Enter the field label displayed in the admin.
- Visibility ::
- Everyone :: Field will be displayed for the user submitting the form.
- Hidden :: Field will be hidden from the user. This is useful to set a default category(ies) to the submitted entry.
- Administrative :: Field will only be visible in the Gravity Forms administration tool.
- Allow field to be populated dynamically :: Enable this option to enable data to be passed to the form and pre-populated dynamically. Field data can be passed via HTTP Query Strings, WordPress Shortcode and/or WordPress Hooks.
- Enable Conditional Logic :: Enable rules to dynamically display or hide the field based on values from another field.
To be implemented in a future update.
Configuring the Feed is the most important part of setting up the Gravity Form. Without the feeds properly set up the form will not add or be ale to to used to update Connections entries.
- Name :: Enter a name which will help you identify the feed in the admin.
- Action :: You will select the appropriate action based on if you plan to use this feed to create a new directory entry or update an existing directory entry.
After choosing a feed action, the page will refresh giving you the option to map the fields from within your Gravity Form to fields within Connections. If you are familiar with the User Registration Add-on for Gravity Forms, the process is exactly the same.
There are many fields within Connections so the mapping step may feel a little overwhelming. In order to aid you with mapping, when possible, the form field selection will be limited to the similar field type within Connections. For example, when mapping the form fields to the Connections entry name field, you will only be able to choose the options from a Gravity Forms Name field. The same applies to the Connections address fields, you will only be able to choose from the Gravity Forms Address field.
If you registered custom fields, you can map the custom field ID to the Gravity Form field.
When creating a form feed to update a Connections entry and The Gravity Forms User Registration is installed you will have the option to prioritize the data from the WordPress User Profile data or the Connections Entry data when prepopulating the form. The default is to prioritize the Connections Entry data.
The Connections Gravity Forms Connector has been designed to work seamlessly with all of the Gravity Forms Addons in addition to specific support for:
When setting up the PayPal Addon Feed, there is an option to delay the Connections entry creation until after payment has been received.
User Registration Addon
When setting up the Update Entry Connections Feed there is an Additional Option to give priority to the Connections Entry data over the WordPress User data when populating the Name field.