Integrating efficient file management solutions into your WordPress site is crucial for maintaining organization and ensuring seamless data handling. The GDrive File Uploader for Gravity Forms Pro Version offers an advanced solution to automatically sync form submissions with Google Drive, providing a robust integration for businesses that rely on Gravity Forms for their data collection needs. This plugin not only sends form attachments directly to Google Drive but also uses standard Gravity Forms upload fields, supports customizable folder structures, and enables dynamic folder naming. For a detailed walkthrough, you can watch the instructional video below.
Getting Started with the Pro Version
This step-by-step guide will help you set up and use the Pro version of the GDrive File Uploader for Gravity Forms, specifically focusing on setting a custom parent/ child folder. You can purchase the plugin here. After purchasing it then you can proceed with the following steps below:
Install and Activate the Plugin
Step 1: Download and Install
- Download the GDrive File Uploader for Gravity Forms Pro Version from Ristretto Apps.
- Navigate to your WordPress dashboard, go to Plugins > Add New, and upload the plugin file.
- Click Install Now, then activate the plugin.
Step 2: License Key Activation
- Go to Gravity Forms > Settings > GDrive File Uploader.
- Enter your license key in the provided field and save the settings to activate the plugin.
Connect Google Drive Account
Step 1: Access Google Drive Settings
- In your WordPress dashboard, go to Forms > Settings > Google Drive.
- Click on Sign in with Google and select the Google account you want to connect.
- Grant the necessary permissions and confirm the connection.
Step 2: Verify Connection
- Ensure that your Google Drive account is connected by checking the status in the Google Drive settings of Gravity Forms.
Configure Google Drive Feed
Step 1: Create a New Feed
- Go to Forms and select the form you want to integrate with Google Drive.
- Click on Settings > Google Drive, then click Add New to create a new feed.
Step 2: Feed Settings
- Name (Required): Enter a name for your feed (e.g., “Google Drive Feed”).
- File Upload Field (Required): Select the file upload field from your form.
Step 3: Destination Folder Choices
- Set a Custom Parent Folder: Check this option to specify a custom parent folder.
- Set Custom Parent Folder Name: Enter the name of the parent folder where you want the files to be uploaded.
- Use a Form Text Field to Create Destination Folder (Optional): Check this option to create child destination folders dynamically based on form submissions.
- Select a text field from your form: Choose a text field from your form to use for naming the child folder where the file will be uploaded during submission.
Step 4: Destination Folder (Required)
- Select the folder in your Google Drive account: Click the destination folder in your Google Drive where the files will be uploaded.
Step 5: Upload Condition (Optional)
- Enable Condition: Set conditions under which the file should be uploaded to Google Drive, if needed.
Step 6: Additional Settings
- Do not store file in WordPress storage: Check this option if you do not want to keep a copy of the file in the WordPress uploads folder.
- Use file merge tag for file’s Google Drive location: Enable this to use the file merge tag in notifications or confirmations.
Step 7: Save Feed Settings
- Click Save Settings to finalize the configuration.
By following these steps, you ensure that your Gravity Forms submissions are seamlessly integrated with your specified Google Drive folders, taking full advantage of the plugin’s advanced features.
Test the Integration
Step 1: Submit a Test Form
- Open your form on the front end of your website.
- Fill out the form and upload a test file to the file upload field.
- Submit the form.
Step 2: Verify File Upload
- Go to your Google Drive and check if the file has been uploaded to the specified parent folder.
- Ensure that the file is correctly named and placed in the appropriate subfolder if dynamic/ child folder naming was used.
Conclusion
By following these steps, you can leverage the powerful features of the GDrive File Uploader for Gravity Forms Pro Version to enhance your file management workflow, ensuring a smooth and efficient process for both you and your users. The ability to automatically send attachments to Google Drive, use standard upload fields, customize folder structures, and dynamically name folders makes this plugin an invaluable tool for businesses and developers.
The GDrive File Uploader for Gravity Forms Pro Version is a must-have plugin for efficient and organized file management, offering seamless integration with Google Drive and advanced customization options to meet your specific needs.