Working with the WS Notes Generator Tool

The Notes Generator tool consists of JavaScript and CSS customizations for Gravity Forms that provides the required functionality. If you are working on an existing Notes Generator form you can essentially treat it like any other Gravity Form, but there are some caveats and tips you should be aware of.

For an example of the Notes Generator tool in action check out the WS1 Notes Generator

Acceptable Field Types

This tool was designed to work with standard text fields, textareas, dropdowns, and the Phone field only. Please only use the following field types in Gravity Forms:

• Single Line Text
• Paragraph Text
• Dropdown
  • Tip: If you don’t want a default selection leave the first choice field as blank/null
• Phone

Informational/Conditional Fields

• You can use Gravity Forms Conditional Logic to show or hide fields. Hidden fields will not be displayed in the generated notes.
• If you are adding a visible field that shouldn’t be copied to the notes you can add the class “no-copy” to the field. Ex: The “WDS Chat Consulted” checkbox

Creating a New Notes Generator Form

If you need to create a new Notes Generator form, you can do so by downloading the zip file linked below. Upon extracting the files you will find a file named setup-instructions.docx which will contain the instructions for creating a new form, as well as all of the files and code snippets necessary to do so.

Please note: You will need to have an existing WordPress site and the Gravity Forms plugin to be able to create a new Notes Generator form