Hi everyone,
I’m working on a bill management app using Gravity Forms, Gravity Flow, and Gravity Perks, and I need help implementing a feature. Here’s the workflow I’m aiming to achieve:
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Bill Registration: Users register bills in the system using a form.
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Payment Tracking: Users make payments for multiple bills at once (payments are made offline; the website only tracks whether bills are paid or unpaid).
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Bill Selection: Users select the bills they want to pay from the form entry list via Gravity Flow’s status update feature, and the bill statuses are changed from “unpaid” to “paid.”
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Payment Form Auto-Population: The payment form should automatically populate with the details of the paid bills, such as bill numbers and amounts.
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Automated Submission & Notification: The payment form should auto-submit and send a notification to the relevant vendors. The notification should include a statement of the paid bills, preferably in a CSV or PDF format.
Please share your experience and knowledge.
Thank you!