Installation
- Upload the add-on through Plugins > Add New
- Activate the plugin through the ‘Plugins’ menu in WordPress
- Make sure you have Project Panorama Professional and Gravity Forms installed and activated
- See additional support documentation here
Create Your Form
Create your form just like you would any other form.
Keep in mind you’ll have the ability to map the following information into a project you clone when you set up a feed:
- Project title
- Client name
- Project description
- Project start date
- Project end date
- User to assign (either a user ID or via the user’s e-mail address)
To ensure the project start and end date map correctly we recommend using a Gravity Forms date field.
To properly setup user access, you can either supply an e-mail field where the user enters their e-mail or use a hidden field that is automatically populated with the current logged in users ID or email address.
Once complete, save the form and move on to set up a feed.
Setting up a Feed
By going into your form settings you’ll see a new option to create a “Project Panorama Feed.” This is how Gravity Forms will know that you want this form to interact with Panorama.
Once you edit the feed you’ll see a list of projects you can choose to have cloned when this form is submitted. Note that it will only let you select a project that is saved as a draft.
You can also choose if you’d like a new account to be created if the current user doesn’t have one (requires that you supply an e-mail address in the assign user field below.)
Once you’ve selected those two options you can choose which fields should populate the project title, client, project description, start date, end date, etc…
Notifications and Confirmation
You’ll likely want to setup a confirmation message or a custom notification message to help users access the project they’ve just created.
Confirmations
Confirmations are the message a user gets once the form has been filled out. Since the project will have already been generated by the time they receive the confirmation, you could provide a link to the Panorama dashboard page, e.g. https://www.yourdomain.com/panorama/ (unless you changed the slug) would allow them to quickly access the project.
Notifications
You can also setup a custom notification from Gravity Forms to send the user a link where they can log in and access the project. This can be done by navigating to the “notifications” settings within your Gravity Form. You’ll create a second confirmation e-mail that sends the user who filled out the form a link to the Panorama dashboard, e.g. https://www.yourdomain.com/panorama/
Alternatively, you could create a Panorama notification for being assigned to a project by going to Projects > Settings > Notifications.
Conditionals
Within the Project Panorama feed, you can create a conditional, meaning the feed will only run under specific circumstances. This is useful when you want to clone different projects based on the answers that are provided.
For example, if you’re selling a project for either buying or selling homes — you could have a dropdown where the user indicates which project they’d like. Using the conditional you would choose to only fire the feed cloning the “selling” project when the appropriate field is selected. You would then create a second feed with the opposing conditional, indicating it would only run when “buying” is selected.