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Setting default entry columns when copying a form

  1. I'm setting up a recruiting form, where one form will be a template that is then copied to a new form for each new job that is posted.

    What I would like is that the selection of columns I make in the "template form" in the entries view also was copied to the new form. That way the HR person reviewing the entries don't have to select what columns/fields to show for every new form that is set up. Is this possible?

    Posted 12 years ago on Thursday January 26, 2012 | Permalink
  2. How many new jobs are you expecting? I ask because if it's going to be a very large number then creating unique forms for every single one may not be the most efficient way to handle this.

    Posted 12 years ago on Wednesday February 1, 2012 | Permalink
  3. Some where between 15 - 25 a year.

    Posted 12 years ago on Wednesday February 1, 2012 | Permalink
  4. That isn't terrible, but still seems a tad inefficient.

    It would certainly be possible to do what you describe, but it isn't going to be something that it does out of the box. You'd have to use some custom code and WordPress hooks/filters to accomplish what you want to do.

    You can import and export forms in Gravity Forms. So you could create a form "template" and then export it to XML. You would then need custom code for WordPress that then executes when a new post is created in WordPress that takes that XML and then imports it into Gravity Forms.

    However, the more I think about it the more complex it gets. The XML data is static which means the Form Name and emails associated with the email notifications would be static so you'd have to find a way to work around that by using merge tags and dynamically populating those fields.

    As it is a customization we could provide high level guidance but ultimately you or a developer would have to actually implement the functionality.

    It may be more work than it's worth to be honest vs. using a single form.

    You could certainly configure a single form so that the email notification goes to the appropriate recruiter based on the job posting that is submitted... so that might aid in what you are trying to accomplish. You could then include a link to the entry details in the email notification so they can go straight to it.

    Posted 12 years ago on Wednesday February 1, 2012 | Permalink