BL Digital Guidelines & Policies

2

• BrightLeaf Digital Refund Policy
• Using the Plugin on a Client Site

Integrate Asana with Gravity Forms

29

• Getting Started
  • Integrate Asana with Gravity Forms — Welcome & Overview
  • Finding the Plugin in Your Dashboard
• Setup
  • Connect Asana (OAuth)
  • Create Your First Feed (5-Minute Quickstart)
• Settings Reference
  • Feed Settings — Name, Conditional Logic & Trigger
  • Asana Task Settings Reference
  • Feed Triggers
  • Mapping Custom Fields
  • Global Settings — Failure Handling
• How-to Guides
  • Use Conditional Logic to Route Tasks
  • Choosing the Right Feed Trigger
  • Attach File Uploads to Tasks
  • Use Asana Custom Fields as Automation Signals
  • Workflow Steps: Create Task
  • Workflow Steps: Update Task
• Explanations & Concepts
  • OAuth and Scopes
  • Permissions & Workspaces
  • How Feeds Run
  • Performance Considerations
• Troubleshooting
  • Known Limitations
  • Basics
  • Reconnecting / Resetting Credentials
  • Task Creation Failed → Backup Task Behavior
  • Items Not Showing in Drop-downs
  • Feed Page Unavailable
  • Task Description Caused Errors
  • Duplicate Tasks
• Changelog/Roadmap
  • Roadmap
  • Changelog

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Mass Email Notifications for Gravity Forms

48

• Getting Started
  • Mass Email Notifications — Welcome & Overview
  • Finding the Plugin in Your Dashboard
  • Before You Begin: Email Limits & SMTP
  • How Batches Are Created & Sent (5-Minute Delay)
  • Recommended Setup Pattern — Master Control Notification Form
• Setup
  • Configure Global Send Limits (Throttling)
  • Create Your First Feed (5‑Minute Quickstart)
  • Using a GF Notification as Your Email Template
  • Schedule Batches for a Future Date
• Settings Reference
  • Workflow Step
  • Global Settings — Limits Reset Rules, Old Batch Cleanup, Cron Toggle & Next Run
  • Unsubscribe Settings (Free Version)
  • Unsubscribe & Preferences Settings (Premium Version)
  • Double Opt-In Settings (Premium Version)
  • Feed Settings — Name, Label, Dedupe, Completion Email
  • Choose Target Form & Email Field
  • Email Settings — From, Reply-To, Subject, Message, Merge Tags
  • Unsubscribe & Preferences Merge Tags Reference
  • Merge Tag Fallbacks & CSV Column Mapping
  • Schedule Based on Date Field
  • Conditional Logic — Feed Form vs. Target Form
  • CSV Ingestion
• How To Guides Mass Email Notifications For Gravity Forms
  • Build a Front-End “Trigger” Form for Non-Admin Staff
  • Create a User Preferences Form (Premium)
  • Import a CSV List and Personalize with Merge Tags
  • Segment Recipients with Target-Form Conditional Logic
  • Send an Update to Everyone Who Used Another Form
  • Set Up a Double Opt-In Workflow (Premium)
  • Use Populate Anything for Dynamic, Person-Specific Emails
  • Using Target-Form Merge Tags
• Explanations & Concepts
  • Understanding Double Opt-In
  • Understanding the Unsubscribe and Preferences System
  • How Batching & Cron Work
  • Throttling Models Explained
  • Deduplication Strategy
  • Batch Statuses & Actions
  • What Gets Logged
  • Limitations & Design Trade‑offs
  • Security & Permissions Considerations
• Troubleshooting
  • Basics
  • Batches Not Sending / Cron Not Running
  • Preview Shows 0 Recipients with Target-Form Filters (Premium)
  • Troubleshooting Unsubscribe & Preferences Issues
  • Hitting Rate Limits
  • Emails Going to Spam
  • Entries/Batches Missing After Deletions
• Changelog / Roadmap
  • Roadmap
  • Changelog

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GravityOps Multi-Path Step

2

• GravityOps Multi-Path Step
• Changelog

GravityOps AI Feed

35

• Getting Started
  • Welcome To GravityOps AI Feed
  • Before You Begin
  • Finding The Plugin And Its Feeds
  • Create Your First Text Feed
  • Create Your First Image Feed
• Setup
  • Get Anthropic And OpenAI API Keys
  • Save And Test Credentials
  • Server-Managed Credentials
  • Global Controls
• Settings Reference
  • Common Feed Settings
  • Text Feed Settings
  • Image Feed Settings
  • Triggers, Execution, And Frontend Access
  • Prompts And Merge Tags
  • Output Fields And JSON Mapping
  • Notifications And Administrator Reruns
  • Frontend Shortcode Reference
  • Gravity Flow Steps
• How To Guides
  • Generate Text After Submission
  • Add A Frontend Text Button
  • Fill Multiple Fields From One Text Request
  • Generate And Preview Images Before Submission
• Explanations Concepts
  • System Prompt Versus User Prompt
  • Credential Sources And Profiles
  • Public Access, Rate Limits, And Proxies
  • Privacy, Costs, And Human Review
• Troubleshooting
  • Troubleshoot Credential Problems
  • Troubleshoot Feeds That Do Not Run
  • Troubleshoot Frontend Buttons And Streaming
  • Troubleshoot Output Fields And JSON Mapping
  • Troubleshoot Image Generation
  • Troubleshoot Advanced System Errors
• Developer Reference
  • Constants And Runtime Reference
• Changelog Roadmap
  • Limitations And Roadmap
  • Changelog

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GravityOps Live Field Validation

2

• GravityOps Live Field Validation
• Changelog

GravityOps Multi Media

2

• GravityOps Multi Media
• Changelog

GravityOps Charts

2

• GravityOps Charts
• Changelog

GravityOps Workflow Step Runner

2

• GravityOps Workflow Step Runner
• Changelog

GravityOps Code Snippet Manager

34

• Getting Started
  • Overview and Installation
  • Adding Your First Snippet
  • Adding a GitHub Collection
• Managing Snippets
  • Snippet Types: PHP, JS, CSS, and HTML
  • Snippet Configuration
  • Scope Settings
  • Activating and Deactivating Snippets
  • Tags and Filtering
  • Import and Export
  • Folders
  • Revisions
  • Security Scan
• Github Collections
  • How GitHub Sync Works
  • Adding a Collection
  • Updates and Reconciliation
  • Creating Your Own Snippet Library
• Config Blocks
  • What Is a Config Block?
  • Config Block Syntax — PHP
  • Config Block Syntax — JS and CSS
  • Config Annotations
• Advanced
  • Safe Mode
  • Eval Fallback Mode
  • Error Handling and Recovery
  • Server Configuration: Nginx
  • Settings Reference
  • Abilities API, REST and AI Assistants
  • Actions and filters
  • Load Time Tracking
• Troubleshooting
  • Snippet Not Running
  • Filesystem Write Errors
  • Security Scanner Conflicts
  • GitHub Sync Failures
• Changelog Roadmap
  • Roadmap
  • Changelog

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GravityOps Search

7

• General Notes
• The Display Attribute
• Using Search Operators
• Multi-Input Field Support
• Nesting Shortcodes
• Shortcode Builder
• Changelog

Kanban View for GravityView

7

• Getting  Started
  • Kanban View for GravityView
  • How KV4GV Complements GravityView & Gravity Flow
• Setup Configuration Kanban View For Gravityview
  • Quick Start & Setup
  • Board & Card Configuration
• How To Guides Use Cases Kanban View For Gravityview
  • Build a Pipeline Board from a Status Field
• Changelog & Roadmap
  • Roadmap
  • Changelog

Recurring Form Submissions for Gravity Forms

40

• Getting Started
  • Welcome to Recurring Form Submissions
  • Finding the Plugin in Your Dashboard
  • Key Terms and How a Series Works
  • Before You Begin: Requirements and Cron
• Setup
  • Creating Your First Recurring Feed
  • Choosing Snapshot or Dynamic Inputs
  • Checking the Worker Before You Rely On It
• Settings Reference
  • Global Settings
  • Feed Settings
  • The Queue Screen
  • Entry Page
  • Notifications and Alerts
  • Merge Tags and Entry Meta
  • Shortcodes
• How To Guides Recurring Form Submissions For Gravity Forms
  • Move One Series to a Different Date
  • Change the Schedule for Existing Series
  • Pause, Resume and Stop Schedules
  • Refresh Values with GP Populate Anything
  • Let Each Entry Set Its Own Limit
  • Skip Runs with Conditional Logic
  • Put Recurring Controls on a Front-End Page
  • Restart a Completed or Canceled Series
• Explanations & Concepts
  • How Scheduling Works
  • Missed Runs and Downtime
  • Series Lifecycle States
  • How the Background Worker Runs
  • Deletions, Trashing and Edge Cases
  • What Is Stored, and For How Long
  • Permissions and Security
  • What Changes When You Update
• Troubleshooting Recurring Form Submissions For Gravity Forms
  • Troubleshooting Basics
  • Nothing Is Being Submitted
  • A Series Is Not Running
  • Submissions Run Late
  • A Submission Failed
  • Values Are Wrong or Empty
  • Logging and Copy Diagnostics
• Developer Reference Recurring Form Submissions For Gravity Forms
  • Hooks and Filters
• Changelog/Roadmap
  • Roadmap
  • Changelog

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Global Variables

6

• Creating and Using Variables
• Nesting Variables
• Using Variables in Conditional Logic
• Developer Notes
• Roadmap
• Changelog

Folders4Gravity

7

• Getting Started with Folders4Gravity
• Getting Started with Folders
• Folder Management
• Inside a Folder
• Admin Dashboard Widgets
• Frequently Asked Questions
• Changelog

GravityOps Forum

28

• Getting Started Gravityops Forum
  • Welcome to GravityOps Forum
  • Finding GravityOps Forum in Your Dashboard
  • Quick Setup Checklist
• Setup Gravityops Forum
  • Creating Your First Board and Forum
  • Mapping Gravity Forms to Forum Content
  • Using Shortcodes to Display the Forum
  • Configuring Permalinks and Slugs
• Settings Reference Gravityops Forum
  • Plugin Configuration Reference
  • Boards and Forums Reference
  • Access and Permissions Reference
  • Form Mapping Reference
  • Notification Events and Merge Tags Reference
• How To Guides Gravityops Forum
  • Setting Up Login and Registration
  • Creating a Members-Only Forum
  • Moderating Topics and Replies
  • Following and Subscriptions
  • Using Feeds for Topic and Reply Creation
  • Using Gravity Flow with GravityOps Forum
  • Using Shortcode Parameters
  • Customizing the Forum Design
• Explanations Concepts Gravityops Forum
  • Boards, Forums, and Topics Hierarchy
  • How Gravity Forms Integration Works
  • The Permission Inheritance Model
• Troubleshooting Gravityops Forum
  • Common Issues and Solutions
  • Debugging Permission Denied Errors
  • Fixing 404 Not Found Errors
• Changelog Roadmap Gravityops Forum
  • Roadmap
  • Changelog

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