https://legacy.forums.gravityhelp.com/topic/approval-workflow Gravity Support Forums Topic: Approval Workflow en-US Mon, 20 Apr 2026 20:46:28 +0000 http://bbpress.org/?v=1.0.1 q https://legacy.forums.gravityhelp.com/search.php https://legacy.forums.gravityhelp.com/topic/approval-workflow#post-141360 Mon, 04 Feb 2013 08:57:51 +0000 Chris Hajer 141360@https://legacy.forums.gravityhelp.com/ <p>There has not been any movement on this. If you'd like help with the customization, please consider posting on our job board. <a href="http://www.gravityhelp.com/forums/forum/job-board" rel="nofollow">http://www.gravityhelp.com/forums/forum/job-board</a> </p> https://legacy.forums.gravityhelp.com/topic/approval-workflow#post-139617 Sat, 02 Feb 2013 10:46:34 +0000 Post Creative 139617@https://legacy.forums.gravityhelp.com/ <p>Did anyone else come up with anything on this. I'm looking for approval workflow too. </p> <p>It would be good to be able to set an additional status for the entry - currently you have read, unread, starred etc. I would like to be able to add to those and to be able to send out a notification (with custom text I define for that stage in the process) when the status is changed. </p> https://legacy.forums.gravityhelp.com/topic/approval-workflow#post-72823 Mon, 27 Aug 2012 20:54:16 +0000 Naomi 72823@https://legacy.forums.gravityhelp.com/ <p>You probably want to post this on the Job Board here: <a href="http://www.gravityhelp.com/forums/forum/job-board" rel="nofollow">http://www.gravityhelp.com/forums/forum/job-board</a></p> <p>But, my recent Gravity Forms work might be able to help you out. Email me: <a href="http://naomicbush.com/email-me" rel="nofollow">http://naomicbush.com/email-me</a> </p> https://legacy.forums.gravityhelp.com/topic/approval-workflow#post-72815 Mon, 27 Aug 2012 17:50:42 +0000 UniverseNZ 72815@https://legacy.forums.gravityhelp.com/ <p>Any further development on this particular function? I'd be happy to pay for a Approval plugin. At least $150 to give me the ability to add an approval process for submitted forms.</p> <p>Process overview:</p> <p>1. Employee fills form on intranet<br /> 2. Form is submitted, a link is generated and sent to HR<br /> 3. HR reviews form (attached to e-mail) and has two links: Approve or Deny.<br /> 4. Employee recieves notification that form was approved or denied<br /> 5. Some extra conditional fields in the original form are also triggered by the Approval/Rejection process which sends more notifications to other divisions ie. IT. </p> https://legacy.forums.gravityhelp.com/topic/approval-workflow#post-56232 Mon, 23 Apr 2012 15:04:07 +0000 andydarnell 56232@https://legacy.forums.gravityhelp.com/ <p>@twescott - I'm trying to do the exact same thing. Please let me know if you are able to create a solution. </p> https://legacy.forums.gravityhelp.com/topic/approval-workflow#post-55854 Thu, 19 Apr 2012 15:38:30 +0000 twescott 55854@https://legacy.forums.gravityhelp.com/ <p>Interesting. I'll play around with that and see what that looks like.</p> <p>Not to continue complicating this idea, but, many of the approvers in my organization aren't very tech savvy. And while logging in and editing a field isn't a complicated task, I can foresee some complication for our lay users. </p> <p>It would be great if the original notification email could contain a link that would take my approvers directly to a field for editing, or to a button that said something as simple as 'Approve' or 'Deny'.<br /> That way, the approval/denial workflow could be conducted in as few steps as possible, without requiring much from the approvers.</p> <p>If you, or your team, or anyone else reading this, has any other idea along these lines, I'd very much appreciate their thoughts. Otherwise, I really appreciate your time so far. </p> https://legacy.forums.gravityhelp.com/topic/approval-workflow#post-55853 Thu, 19 Apr 2012 15:27:47 +0000 David Peralty 55853@https://legacy.forums.gravityhelp.com/ <p>Team gave me another suggestion. You could have Admin Only fields that are invisible. From there a manager could log in to WordPress, go to the Entry and edit it. Unfortunately, as far as I know, this won't instantly send out an e-mail relating to the changed details though there is a resend notification button that would allow you to e-mail them the details. Might give you more of what you are looking for than just the notes field. </p> https://legacy.forums.gravityhelp.com/topic/approval-workflow#post-55850 Thu, 19 Apr 2012 15:18:34 +0000 David Peralty 55850@https://legacy.forums.gravityhelp.com/ <p>There isn't any way to edit the entries section of the GF admin and so the solution would be complex. </p> <p>It would require creating a new Gravity Form, pulling the needed data into it, adding additional fields relating to who approved it and what status it was given. Such a solution would require a great deal of custom code and as such is beyond the support I can give here. I would have to ask the developers for information/resources to be able to even point you in the right direction. </p> https://legacy.forums.gravityhelp.com/topic/approval-workflow#post-55848 Thu, 19 Apr 2012 15:08:55 +0000 twescott 55848@https://legacy.forums.gravityhelp.com/ <p>Thank you. I had this same thought as I explored my form waiting for an answer here.<br /> As a quick and dirty solution, this may be adequate.</p> <p>Are there any suggestions on how to accomplish this with custom coding?<br /> Ideally, I'd like to show the names of the approvers at the top of my form, and also show their respective approval statuses, so that the user who originally submitted the form can come back in real time and see the status of his request. </p> https://legacy.forums.gravityhelp.com/topic/approval-workflow#post-55847 Thu, 19 Apr 2012 15:05:40 +0000 David Peralty 55847@https://legacy.forums.gravityhelp.com/ <p>You could add a note to each entry and have that note sent to the e-mail address of the person that submitted it. But beyond that, there isn't an out of the box way to set-up an approval system. </p>