Introduction
Gravity Forms Documents Plugin is a powerful tool that allows you to easily generate templated Microsoft Word files from your form data using Gravity Forms. With this plugin, you can define the fields you need to include in your document, create your templates with Microsoft Word, and automatically generate documents based on the data submitted through your Gravity Forms.
Review
Overall, I am very impressed with the Gravity Forms Documents Plugin. The plugin is easy to use, highly customizable, and has a wide range of features that make it a great tool for generating documents. The plugin is well-maintained, with regular updates and a strong community of users and developers who provide support and contribute to the plugin’s development.
Features
The plugin has a wide range of features that make it a great tool for generating documents. Some of the key features include:
- Easily generate templated Microsoft Word files from your form data with Gravity Forms Feeds
- Define the Fields you need to include in your Document
- Create your Templates with Microsoft Word
- Support for images and the signature-add-on
- Create a (unformatted) HTML output of your Microsoft Word Document
- Merge-Tags to integrate the Document in Confirmations
- Attach the generated Documents as images to your Notification emails
- Use conditional logic to define if a feed will be executed
- Use of the Gravity-Forms API
- Gravity-Forms FeedAddOn Framework
Requirements
To use the plugin, you will need to meet the following requirements:
- PHP >= 7.4
- XML Parser extension
- Laminas Escaper component
- Zip extension
- GD extension
- XMLWriter extension
- A minimum of 50MB free disk space
- Template must be saved as Office Open XML Document (DOCX)
- Microsoft Word >= 2010 for Windows or Microsoft Word 365 (MAC-OS is not supported, Word 2007 is not supported)
- WordPress >= 5.0
- Gravity Forms >= 2.5.2.2
Documentation
The plugin comes with excellent documentation, including a user guide and a full documentation PDF. The documentation is clear and concise, and it provides a detailed explanation of how to use the plugin and its features.
Supported Fields
The plugin supports a wide range of fields, including:
- Standard Fields: Single Line Text, Paragraph Text, Drop Down, Multi Select, Number, Checkbox, Radio
- Advanced Fields: Name, Date, Time, Phone, Address, Website, Email
- Post Fields: Post-Title, Post-Content, Post-Excerpt, Post-Image, Post-Tags, Post-Category, Post-Custom-Fields
- Pricing Fields: Product, Quantity, Shipping, Total
- Special Fields: Credit Card, Signature
Conclusion
In conclusion, the Gravity Forms Documents Plugin is a powerful and highly customizable tool that is easy to use and well-maintained. It has a wide range of features that make it a great tool for generating documents, and it comes with excellent documentation. I would highly recommend this plugin to anyone who needs to generate documents based on form data using Gravity Forms.
Rating
I would rate this plugin 3.63 out of 5 stars.
User Reviews
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Introduction
Gravity Forms is a powerful plugin for WordPress that allows you to create custom forms for your website. With Gravity Forms, you can easily collect information from visitors, send notifications, and even integrate with other tools and services. One of the features of Gravity Forms is the ability to generate Word documents from form submissions. In this tutorial, we'll walk you through the step-by-step process of creating a Word document from a Gravity Forms submission.
Getting Started
Before we dive into the tutorial, make sure you have the following:
- Gravity Forms plugin installed and activated on your WordPress site
- A form created in Gravity Forms that you want to generate a Word document from
- A Microsoft Word document saved on your computer or access to Microsoft Word online
Step 1: Configure the Word Document Export
To start, log in to your WordPress site and go to the Gravity Forms settings page. Scroll down to the "Forms" tab and click on the form you want to generate a Word document from.
Click on the "Advanced" tab and look for the "Word Document Export" section. Make sure the "Enable Word Document Export" option is enabled. You can customize the export settings by specifying the document template, title, and other options. Click "Save" to save your changes.
Step 2: Set up the Document Template
Next, you need to create a Word document template that will be used to generate the export. Create a new Word document or open an existing one that you want to use as the template.
In the template, create a placeholder for each field that you want to include in the export. For example, if you have a form field for "Name," you can create a placeholder for the name by inserting a " merge field" using the following syntax:
{merge_tag: Form Fields | Name}
Repeat this process for each field you want to include in the export. When you're finished, save the template as a.docx file.
Step 3: Add the Document Template to the Form
Go back to the Gravity Forms settings page and click on the form you're working with. In the "Advanced" tab, click on the "Word Document Export" section again.
Click the "Upload Template" button and select the Word document template you created in the previous step. You can also select a template from the built-in list or create a new one.
Step 4: Map the Form Fields to the Template
Once the template is uploaded, you need to map the form fields to the placeholders in the template. In the "Word Document Export" section, click on the "Map Fields" button.
Select the form fields that you want to map to the placeholders in the template. You can drag and drop the fields or select them from the dropdown menu.
Step 5: Test the Word Document Export
Now it's time to test the Word document export. Fill out the form with sample data and submit it.
Go to the Gravity Forms settings page and click on the "Word Document Export" section. You should see a list of exports. Click on the "Export" button next to the form submission you want to generate a Word document from.
The Word document should be generated and downloaded to your computer. Open the document and verify that it contains the correct information.
Step 6: Schedule the Word Document Export
If you want to schedule the Word document export to occur automatically, you can do so using Gravity Forms' built-in scheduling feature.
In the "Word Document Export" section, click on the "Schedule" button. Choose the schedule type (e.g., daily, weekly, etc.) and set the schedule options. Click "Save" to save your changes.
That's it! With these steps, you should be able to create a Word document from a Gravity Forms submission. Remember to customize the export settings and template to fit your specific needs.
Conclusion
Gravity Forms is a powerful plugin for creating custom forms and exporting data in various formats. In this tutorial, we covered the step-by-step process of creating a Word document from a Gravity Forms submission. By following these steps, you can create a customized Word document export that meets your specific needs.
Gravity Forms (Word) Documents Settings
Add a New Document Field Type
To add a Gravity Forms (Word) Document field type, navigate to the Form Editor > Add Field > Document and enter the following settings:
- Field Label: [Choose a label for the document field]
- Description: [Optional description for the field]
- Input Fields: Document
- Label Placement: Top
Configure Document Settings
Once the field is added, click on the pencil icon to configure the document settings:
- Document Templates: Select a Word document template to use as the foundation for the generated document. (e.g., ReportTemplate.docx)
- Styles: Choose the styling for the generated document. You can select from various default styles or upload a custom style file.
- Update Document on Form Populate: Enable this option to have the document updated dynamically whenever the form is populated with data.
Advanced Options
For more granular control over the generated document, you can adjust these advanced options:
- Overwrite Document Template with Style: Enable this option to overwrite the document template's styles with the ones set in the Styles tab.
- Preserve Document Original Encoding: Enable this option to preserve the original encoding of the document template when merging data.
Generate Word Document
Once all the settings are configured, populate the form with data to generate the Word document:
- The generated Word document will be saved to a location specified in the Gform_Document setting: 'save_to_dir'
Gform_Document Settings
To further configure the generated document settings:
- Save to directory: Specify the directory where generated documents will be saved (e.g.,
uploads/gform-documents). - File Naming Template: Use a custom template to name the generated file (e.g.,
[unique_id] - FormName.docx).
Ensure that the specified directory and file naming template conform to your desired document naming scheme.
Here is the information extracted from the content:
Features
- Easily generate templated Microsoft Word files from your form data with Gravity Forms Feeds
- Define the Fields you need to include in your Document
- Create your Templates with Microsoft Word
- Support for images and the signature-add-on since version 3.0
- Additional (unformatted) HTML output of your Microsoft Word Document
- New Merge-Tags to integrate the Document in Confirmations
- Attach the generated Documents as images to your Notification emails
- Use conditional logic to define if a feed will be executed
- Use of the Gravity-Forms API
- Gravity-Forms FeedAddOn Framework
Requirements
- PHP >= 7.4
- XML Parser extension
- Laminas Escaper component
- Zip extension
- GD extension
- XMLWriter extension
- Minimum of 50MB free disk space
- Template must be saved as Office Open XML Document (DOCX)
- Microsoft Word >= 2010 for Windows or Microsoft Word 365 (MAC-OS is not supported, Word 2007 is not supported)
- WordPress >= 5.0
- Gravity Forms >= 2.5.2.2
Documentation
- Visit the Gravity-Forms Documents Website
- Read the Full Gravity-Forms Documents PDF Documentation
Supported Fields
- Standard Fields
- Single Line Text
- Paragraph Text
- Drop Down
- Multi Select
- Number
- Checkbox
- Radio
- Advanced Fields
- Name
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date
- Time
- Phone
- Address
- Street Address
- Address Line 2
- City
- Zip
- State
- Country
- Website
- Name
- Post Fields
- Post-Title
- Post-Content
- Post-Excerpt
- Post-Image
- Post-Tags
- Post-Category
- Post-Custom-Fields
- Pricing Fields
- Product
- Quantity
- Shipping
- Total
- Special Fields
- Credit Card
- Signature
Release Changelog
(Each release has its own changelog)
Let me know if you'd like me to reorganize the information or if you have any specific questions!
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