Form Creation Checklist

Form Creation

If a form will be used only within the dashboard, then all editing of entries can be done there. If the form draws upon of deeds data to other forms or if the form data must be visible on the front end,, then the creation process is a bit more complicated. Hence, this checklist. Create the form and update its definition.

New Form Name*

Form id*

Assigned by GF when creating the form.

Please enter a number from 1 to 1000.

Complex form?*

If data from this form will be fed to or used by other forms or if the form data must appear inside a page on the front end, then check YES.

NO
YES

Zapier Trigger Event?*

Will data from this form be used to trigger a Zapier ZAP?

NO
YES

Zapier URL*

Create a new ZAP in Zapier and copy the associated URL here, and then in the Settings -> Zapier field.

Form Creation Page

Gravity Forms Shortcode*

Enter the GF Shortcode here, making sure to update the ID value to match the Form ID

Form Creation Page Name*

Create a new WordPress Page and enter the page name herre.

Page URL*

Publish the page even if it is not complete and enter the URL of that page here.

Set Form Submission Completion*

When the form has been completed, the Settings -> Completion panel identifies where to go. It defaults to a simple message. You can edit this default entry and select the PAGE option to select the next page.

Not needed - default message is OK
On completion Page selected

View Creation

To list the form entries on the front end, you will need a View of that form. This requires using the Gravity Views plugin. This section describes the steps needed to complete the view.

Use Standard Back Office Page Layout?

There is an emerging standard layout to my website pages. Check YES if you want to use this layout.

NO
YES

Standard Page Layout Checklist

The options below describe the standard page layout

Top row is full width
All outer margins set to 25px on
Red or light blue background
Second row can be full or partial width
Second row contains H2 title and Shortcode
Use appropriate image in small right panel

List View Needed?*

Click on YES to show the List View creation steps

NO
YES

Gravity Views Plugin Installed?*

If this plugin is not installed, you can go no further.

NO
YES

List View Name*

Create a unique view and enter its name here.

Select form panel from Drop Down List*

DONE

In View Configuration panel, select fields for each panel type*

Make sure to include the Edit

Multiple Entries fields selected
Single Entry fields selected
Edit fields selected

In View Settings panel, make sure all of these are true

Edit Entry - Redirect After Editing (PICK)
Vied Settings - Show only approved (UNCHECK)
Filter & Sort - Column Sorting (CHECK)
Filter & Sort -Advanced Filter (optional)

List View Shortcode

On the right side of the screen, you will find the List View Shortcode. Copy it here.

Create List Page

A second page is needed to handle the various views

List View Page Name*

Provide a unique name for this list view page

List View Page URL*

The Checklist

Form Creation

Form Creation Page

View Creation

Create List Page