Screen Options

This allows you to add options that you wish to display in the underlying screen. You can add pagination in the screen if your form list increases certain number and you wish to show a specific number of form list on the single page. Simply you can enter the digit in the input box.

Apply: At the bottom left of the screen options area, click on the apply button to add the checked options in the scree.

Table of form list

List of forms created till date is listed in the tabular form. The titles of the table include following:

1. []: Checkbox in order to select more than one form to apply bulk actions.
2. Title: It is the name of the form with a link, that when clicked takes you to the editing page.
3. ID: It is the unique identification number which is given to each of the forms. This number is visible as part of the URL in the browser status bar.
4. Entries: Displays the number of entries in the form.
5. Views: Displays the number of views.
6. Conversions: Displays the percentage of conversions.

Search form

Below the screen options appears a search box, where you can write the word or series of words. Once the search form button is clicked you can view the list that matches your searched words.

Filter

You can filter the list of available forms by clicking on the links below the add new button. Forms can be listed on the following basis:

1. All
2. Active
3. Inactive
4. Trash

Bulk Action

You can perform similar actions simultaneously on more than one form using bulk action option. This option is available above the column header and below the column footer.

You can choose your required action from the pull-down box and check the boxes next to the title of all the forms where you want to make changes and then clicking on "Apply" button will make the changes effective.

Available Bulk Actions include:

1. Mark as Active
2. Mark as Inactive
3. Reset Views
4. Permanently Delete Entries
5. Move to trash

When the mouse hovers over any row, it shows links that redirect to the different page. Available links include the following:

1. Edit: Direct you the editing screen.
2. Settings: This enables you to make form settings, confirmations and notifications settings.
3. Entries: Directs you to the entries screen.
4. Preview: Before saving the changes you can have a preview of it.
5. Duplicate: Make a copy of the form.
6. Trash: Unwanted forms can be moved to trash.

Screen Option

This option is to make changes in the underlying screen. It allows to have two types of changes which are listed below:

Default Filter: It will let you display only allowed type of entries. You can tick the radio button next to the available options. It can be of one of the type i.e. All, Unread, Starred, Spam and Trash.

Pagination:

This option enables you to choose the number of forms that you want to list in single page.

Apply: Click on the blue button at the bottom left of the area in order to make your changes effective.

This screen enables you to do settings that are divided into two types: One is General Settings and second is Web API.

Settings include following options:

Support License Key:

Your Gravity Forms support license key is used to verify your support package, enable automatic updates and receive support.

Output CSS:

Select yes or no to enable or disable CSS output. Setting this to no will disable the standard Gravity Forms CSS from being included in your theme.

Output HTML5:

Select yes or no to enable or disable HTML5 output. Setting this to no will disable the standard Gravity Forms HTML5 form field output.

No-Conflict Mode:

Select On or Off to enable or disable no-conflict mode. Setting this to On will prevent extraneous scripts and styles from being printed on Gravity Forms admin pages, reducing conflicts with other plugins and themes.

Akismet Integration:

Protect your form entries from spam using Akismet.>

Currency:

Please select the currency for your location. Currency is used for pricing fields and price calculations.

Background updates:

Set this to ON to allow Gravity Forms to download and install bug fixes and security updates automatically in the background. Requires a valid license key.

Toolbar Menu:

Set this to ON to display the Forms menu in the WordPress top toolbar. The Forms menu will display the latest ten forms recently opened in the form editor.

Logging:

Set this to ON to enable logging within Gravity Forms. Logging allows you to easily debug the inner workings of Gravity Forms.

reCAPTCHA Settings

Gravity Forms integrates with reCAPTCHA, a free CAPTCHA service that helps to digitize books while protecting your forms from spam bots. Please note, these settings are required only if you decide to use the reCAPTCHA field.

Site Key:

Enter your reCAPTCHA Site Key, if you do not have a key you can register for one at the provided link. reCAPTCHA is a free service.

Secret Key:

Enter your reCAPTCHA Secret Key, if you do not have a key you can register for one at the provided link. reCAPTCHA is a free service.

Save Settings: Click this button to execute the settings.

Web API

The Gravity Forms API allows developers to interact with this install via a JSON REST API.

Check the box next to the enabled box to enable access to the API.

Update: click on the update button to save your changes.

Export Entries:

Select a form to export entries. Once you have selected a form you may select the fields you would like to export and then define optional filters for field values and the date range. When you click the download button below, Gravity Forms will create a CSV file for you to save to your computer.

Export Form:

Select the forms you would like to export. When you click the download button below, Gravity Forms will create a JSON file for you to save to your computer. Once you've saved the download file, you can use the Import tool to import the forms.

Import Forms:

Select the Gravity Forms export files you would like to import. When you click the import button, Gravity Forms will import the forms.

#Standard Field

#Single Line Text

#Paragraph Text

#Drop Down

#Multi-Select

#Number

#Checkboxes

#Radio Buttons

#Hidden

#HTML

#Section Break

#Page Break

#Common Settings

#Single Line Text

#Paragraph Text

#Advanced Fields

#Name

#Date

#Time

#Phone

#Address

#Website

#Email

#File Upload

#CAPTCHA

#Password

#List

#Post Field

#Post Title

#Post Body

#Post Excerpt

#Post Tags

#Post Category

#Post Image

#Post-Custom Field

#Pricing Field

#Product

#Option

#Quantity

#Shipping

#Total

#Confirmation Settings

#Name

#Type

#Content

#Notification Settings

#Edit

#Duplicate

#Delete

#Active/Inactive

#Name

#Send To

#From Name

#From Email

#Reply-To

#BCC (Blind Carbon Copy)

#Subject

#Message

#Auto-Formating

#Conditional-Logic

Adding a new form can be done in two ways:

Clicking on Form menu item a drop-down list will appear. Select the "New Form" option. A screen appears where you can click on the "Add New" button in the top right to create a new form. A similar screen appears when you click on the "Forms" options to add new form.

The right side of the screen displays 4 types of fields.

Standard Field: It provides basic form functionality.

Advanced Fields: It is for specific uses. They enable advanced formatting of regularly used fields such as Name, Email, Address, etc.

Post Fields: It allows you to add fields to your form that create Post Drafts in WordPress from the submitted data.

Pricing fields: It allows you to add fields to your form that calculate pricing for selling goods and services.

Standard Field: It is the basic form field that can be customized for any use. It can be used to capture and store a variety of data when an advanced field is not available to meet your needs.

Single Line Text: Use it when you wish to have text no more than a one line.

Paragraph Text: Adds a text-area in the form.

Drop Down: Allows the user to select one option from the box.

Multi-Select: Allows the user to select multiple options from the multi-select box.

Number: It allows the user to enter the number. The field performs two types of validations automatically. One is that it ensures that the number is entered and secondly if the minimum and the maximum number is set, then field validates that the entered number is within the range.

Checkboxes: It is to display one or more checkboxes to allow multiple selections.

Radio Buttons: It allows the user to select one option from the list.

Hidden: This field is to store the information that is not shown to the user. Upon clicking the submission button information is processed and stored.

HTML: This field is used to add a block of free form HTML in the form. This is helpful in adding images and content anywhere in the form.

Section Break: It is used to add the content separator in the form to organize the fields.

Page Break: It is used to create a multi-page functionality. Three fields are required to be filled: the Starting Page Field, the Page Break Field, and the End Paging Field. Once the three-piece of information is filled, it will enable the multi-page functionality on the form.

Common Settings: Each field uses common field settings for General, Appearance and Advanced Settings. To know the details, refer this article.

Single Line Text: You use this field when you require text no more than one line.

Paragraph Text: It adds a text area in the form.

Advanced Fields: These fields are used for a more specific usage. It may contain multiple field in a single container.

Name: It allows the user to enter the name in the format specified you via general settings.

Date: It is used to capture the date data.

Time: This field allows you to enter time in hours and minutes. The field automatically validates the format.

Phone: It is to collect the phone number of the user. Based on the selected format in the General Settings number is automatically formatted.

Address: It provides a quick way to get the data of the user. This field provides a pre-formatted area for two street addresses, city, state/province, zip/postal code, and a drop-down for country selection.

Website: It is used to enter the website address. It validates that the entered number is formatted correctly.

Email: This field is used to capture the email address of the user.

File Upload: This field enables the user to upload the file. Using the properties tab, the type of file can be limited.

CAPTCHA: This field allows you to add a captcha field to your form powered by reCAPTCHA. reCAPTCHA is a free service that protects your website from spam and abuse. It helps determine if the form is being submitted by a human or a scripted bot. This field is available under the Advanced Fields section within the form editor.

Using the reCAPTCHA field requires signing up for a free reCAPTCHA API account and entering the Private and Public API v2 keys of Checkbox type in the Gravity Forms Settings Page.

Password: This field displays two single line input boxes. One to set the password and second to confirm the password. The content will be masked by either blobs or asterisks.

List: This field allows the end user to add/remove additional rows (up to a pre-set limit) of information per field. This allows for the capture of multiple field values, or a variable “list” of data as defined by the end user. This is a simple version of a repeater field. For more complex repeater functionality, check out this blog post about Collecting Repeatable Data in WordPress Forms. 

Post Field: This enables to capture data that is then used to create a WordPress Post. These fields make it quick and easy for you to create forms that allow users to submit content to your site. The result posts will be set as a Draft and will need to be published before they are visible.

Post Title: This field allows users to submit data that is then used to populate the title for a post. 

Post Body: This field allows users to submit data that is then used as the body content for a post. 

Post Excerpt: This field allows users to submit data that is then used to populate the excerpt of a post. 

Post Tags: This field allows users to submit data that is then used to populate the tags for a post.

Post Category: This field allows the user to select a category for the post they are creating.

Post Image: This field allows users to upload an image that is added to the Media Library and Gallery for the post that is created. It is available under the Post Fields section within the form editor.

Post-Custom Field:This Field allows users to submit data that is then used to populate a custom field value for a post. 

Pricing Field:These fields allow you to create products.

Product: It is used to create products in the field. The several types of product field include Product Field: Single Product, Drop Down, Radio Buttons, and User Defined Price.

Option: This field allows the creation of options for products created by a Product. Option fields have special functionality which displays how much selecting the option will add (or subtract) from the total.

Quantity: The Quantity field allows a quantity to be specified for Product.

Shipping: The Shipping field allows a shipping fee to be added to the form total.

Total: This field specifies where the order total should be displayed in the form. As the user selects products and options, the total will automatically update. 

Confirmation Settings

This screen list the confirmation messages in the tabular form. The titles of the table include following:

Name: Displays the name of the form.

Type: Displays the type of form. The text type displays the text message that has been entered. The redirect will redirect to the URL that has been provided.

Content: Displays the content that has been specified.

When the mouse hovers over any of the row quick toolbar appears below the name of the form.

1. Edit: It enables you to make modifications.
2. Duplicate: It enables you to create a copy of the form.

Clicking on the add new button displays a new screen, where you can enter the confirmation name, select the confirmation type (accordingly appears different settings) and it allows you to use conditional logic option to configure the message.

Notification Settings

Clicking on the notification tab a screen appears that displays all the notifications created till date. This is displayed in the tabular form. The title of the table includes Name (displays the title of the notification) and Subject (displays the subject of the form).

When mouse hovers over any row, quick toolbar appears that includes

Edit: This link opens a new screen where you can make changes to the existing form.

Duplicate: It allows you to create a copy of the notification.

Delete: It permanently deletes the form and cannot be undone.

Active/Inactive: You can switch the button to activate or disable the notification.

To add a new notification, click on the button "Add New". A new screen appears where you need to enter the details.

Name: Enter the title for notification.

Send To: Enter the email address you would like the notification email sent to.

From Name: Enter the name you would like the notification email sent from, or select the name from available name fields.

From Email: Enter the email address you would like the notification email sent from, or select the email from available email form fields.

Reply-To: Enter the email address you would like to be used as the reply to address for the notification email.

BCC (Blind Carbon Copy): Enter a comma-separated list of email addresses you would like to receive a BCC of the notification email.

Subject: Enter a short description of the email.

Message: Enter the message that you wish to send as a notification.

Auto-Formating: When enabled, auto-formatting will insert paragraph breaks automatically. Disable auto-formatting when using HTML to create email notification content.

Conditional-Logic: When enabled, you can set the condition.