Gravity2CM User Manual 1.0.2

HOME PAGE

Within the homepage, each form configuration is displayed.

CONFIGURING A NEW FORM

1. On the Home Page, click the Add Form button
   

2. A new blank row will be added. The following settings can be configured:

FORM ID

The Form ID is the Gravity Form unique identifier for the specific form chosen to be captured into Content Manager.

CM FOLDER

The CM Folder field allows for a single container within Content Manager to be set up as the container into which all forms of that ID will be captured.

GRAVITY SEARCH FIELD

The Gravity Search Field in combination with the CM Search Field (below) provides an alternate method for locating a container in CM to store form data into.

As an example, if you had an Employee ID field on the form and an Employee ID field on the container in Content Manager and you wanted the connector to perform a lookup on these two fields and determine the correct container to place the form data into.

The format of the Gravity Search field is as follows: {FORM_ID.FORM_FIELD_ID}

For example, form 5 and field 2 would be {5.2}

CM SEARCH FIELD

This field works in conjunction with the Gravity Search field (above). Input the search clause name of the field from Content Manager that you wish to perform the lookup on.

To identify the search clause name right-click the additional field in Content Manager and select properties. On the first tab is a field for Search Clause Name.

ACTION OR WORKFLOW

An action or workflow can be attached to the Content Manager Record that is created after a form has been submitted.

ATTACH AN ACTION

This allows you to attach an action to the transferred form in Content Manager. Attaching an action has the following format: action:{ACTION URI},{RESPONSIBLE LOCATION URI}

As an example, if you wanted to attach action 17 and assign location 158 as responsible it would be action:17,158

The format for an Action declaration is as follows
action:[Action URI ],[Assigned To URI]

ATTACH A WORKFLOW

This allows you to attach a workflow to the transferred form in Content Manager. Attaching a workflow has the following format: workflow:{WORKFLOW URI},{RESPONSIBLE LOCATION URI}

As an example, if you wanted to attach workflow 1 and assign location 668 as responsible it would be workflow:1,668

EDITING A FORM

1. Select the form you wish to edit, and make your changes to the required row
   

2. Click Save
   

DELETING A FORM

1. On the Form row you wish to delete, click the Delete Button (Rubbish Bin Icon)
   

2. The row will be deleted

3. Click Save to confirm all changes
   

CONFIGURING THE GENERAL SETTINGS

All general settings can be modified

1. Navigate to C:\Program Files\ FYB Pty Ltd\ Gravity2CM\App_Data\ on a machine that has Gravity2CM installed
2. Open the General.json file. The following settings can be configured