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Gravity Support Forums » Plugin Support » Gravity Forms

  1. gcheak
    Member

    I'm working on a web project for a Screen Printing company. The form captures information for custom T-Shirt projects (Size, Color, Quantity, Art Work, etc).

    After the form is submitted there may be communication needed between the designer and the customer.

    I'd like to have a system that allows this communication and is tied to the original form (quote), maybe in the form of comments that can only be accessed by the customer and company.

    Has something like this been done before? How might this be accomplished?

    Posted 11 years ago on Wednesday August 1, 2012 | Permalink

  2. Chris Hajer
    Key Master

    Have you looked at the entries page in the admin? You can add notes to entries, and also send those notes to the email address in the form. Can you take a look at an entry and see if that meets your need?

    The customer will not be able to access your entries though. Just administrators (and roles with permission to view entries and view notes) of your WordPress site.

    Posted 11 years ago on Wednesday August 1, 2012 | Permalink

  3. gcheak
    Member

    Hi Chris,

    Yes I've seen the notes area on the entry page. That's a nice feature.

    What I was thinking about was a two-way communication system between the customer and designer. It would appear as a threaded conversation (similar to comments), but only accessible between those two entities.

    No doubt this is out of scope of GF itself, but I think some of the internals could get me part way there. Perhaps creating a post tied to the form and limiting access to that post by some means.

    Posted 11 years ago on Wednesday August 1, 2012 | Permalink

  4. Chris Hajer
    Key Master

    The only feature close to this is the notes on entries as you have seen. There is no two way communication built in. You may be able to come up with something with some creative thinking.

    You can certainly create a post tied to a form (although I'm not sure that the post needs to be tied to the form, or just the entry and user. Maybe just user.) You could restrict access to that post by having the customer create a WordPress account and logging in. Then I think you could probably use the comment form on the post as a communication conduit. I have not seen it done but it appears to be possible. It's mostly WordPress functionality and not much to do with Gravity Forms, after the entry is collected.

    Posted 11 years ago on Thursday August 2, 2012 | Permalink

  5. gcheak
    Member

    I guess what I'm looking for is a Private Collaboration System (PCS) that is tied to a "project" (a custom quote in this case).

    After doing more research I found it may be possible to come up with something using a plug-in (or two) and some minimal PHP/JS coding (which I can do).

    There are two plugins which interest me:
    Gravity Forms + Custom Content Types
    EditFlow

    I gotta say though, Gravity Forms rocks. It's amazing what you can accomplish with so little effort. Thanks.

    Posted 11 years ago on Thursday August 2, 2012 | Permalink

  6. Chris Hajer
    Key Master

    You're welcome. Please tell us about your solution once it's up and running. Thanks.

    Posted 11 years ago on Saturday August 4, 2012 | Permalink