Guide to Using Gravity Forms
June 7, 2024 | jcullen
Introduction
This guide provides step-by-step instructions on making basic adjustments to form fields in Gravity Forms. The focus is on keeping modifications simple and straightforward, suitable for customer site final edits.
Editing & Adding Form Fields
Basic Field Modifications
- Access Field Settings: Click on an existing field to modify. A sidebar will appear showing settings for that field.
- Change Field Label: For example, change the ‘Email’ field to ‘Email Address’.
- Field Options: Explore options like enabling confirmations under the ‘General’ tab, which is the default tab that opens.
Adjusting Field Appearance
- Field Size: In the ‘Appearance’ tab, adjust the size of the field (small, medium, large)
Advanced Features
- Note: that features like conditional logic, which activates additional fields based on user input, should be handled by more experienced builders or the build team.
Adding New Fields
- Drag and Drop: Select the ‘Paragraph’ field, drag it into your form, and drop it where needed.
- Set Field Properties: In the ‘General’ tab, label the field (e.g., ‘Message’) and set other necessary properties like making it a required field.
- Adjust Appearance: Particularly for paragraph fields, adjust the field size in the ‘Appearance’ tab to control how it displays on the site.
Saving and Updating the Form
- Save Changes: Once all modifications are done, save the form by clicking ‘Save’ at the top right of the screen. This action updates the form on the live site automatically.
Handling Complex Fields
Fields Requiring Builder Intervention
- HTML Fields and Post Fields: These are typically more complex and should be referred to the build team for modifications.
- Pricing Fields: In WooCommerce, pricing fields are linked to product functions and usually require builder expertise for changes beyond simple label updates.