Folders

What Folders are

The Gravity Flow Folders Extension allows Gravity Flow administrators to organise workflow entries into logical groupings for their business/use cases. They can optionally be displayed on the front-end of your website (via Blocks or Shortcode) and always accessible via the WordPress admin UI.

What Folders are not

Folders are not directories stored on your web servers storage. Meaning you would not see folders created in your WordPress uploads directly. Rather these folders are stored as entry meta.

The New Case Form

The first form that would be submitted by a staff member of the court or law firm which has 2 steps:

• Add Folder – Case Number
  This step uses the merge tag of the ‘Case Number’ field to create a new folder titled by it.
  
• Notification – Notify Manager
  This step notifies the administrator a new folder has been created.

This form also uses two snippets of custom code:

1. gform_replace_merge_tags filter is hooked for merge tags {admin_url} and {site_url}.
   This would not be required in your environment unless you are creating multiple subsites.
2. gravityflow_step_complete action is hooked to fetch the ID of the newly created folder and store it in the ‘folder_id’ field. The merge tag of this field is used to share the direct link of the folder in the form confirmation.

The New Deposition Form

This form is used to capture every deposition for a case and may be submitted multiple times. If your business had many different processes that you wanted to group together using the same case, the concepts of this form would be duplicated. It has steps for:

The dropdown field ‘Folder-Case’ lists all the folders that were created by the New Case Form. The submitter will need to select the desired folder. The folder name is also the case number, this value will be used to fetch details of the correct case later in the workflow.

The workflow has the following steps:

1. Update entry from New Case
   This Update Fields step looks up case details from the ‘New Case’ form and populates details like the court where the case is filed in, details of the attorneys of both the parties.
   
2. Add to folder InProgress
   This step adds the new deposition will add deposition to a folder named casenumberInprogress. All InProgress depositions will be in their respective CasenumberInpProgress folders.
   
3. Record Interrogation
   This User Input step is assigned to an executing who will type the entire interrogation.
   
4. Signed and approved by representatives of both parties and deponent
   This Approval step uses Field Conditional Logic to capture signatures from all three parties, i.e. the two attornies and the dependent.
   
5. Admin Review
   This User Input step is assigned to an Admin to clear/correct any type of discrepancy the three parties may think there is, once those are corrected, the workflow goes back for signature.
   
6. Send details to all parties
   This Workflow Notification step is sent to all parties for them to keep a record.
   
7. Remove from folder -InProgress
   This ‘Remove from Folder’ workflow step uses the hook gravityflowfolders_folder_match_remove_step to remove from the InProgress folder.
   
8. Add to folder Verified
   This Add to Folder workflow step adds the deposition to the Verified folder. The name of the folder is in the format CasenumberVerified. All verified depositions for the case would be in their CasenumberVerified folders.