GravityBoard + GravityView Integration

Learn how to connect GravityView with GravityBoard to enable seamless viewing and editing of entries from your GravityBoard boards.

📋 Table of Contents

1. Overview
2. Prerequisites
3. Setting Up Integration
4. Using Integration Features
5. Troubleshooting
6. Advanced Tips
7. Summary

Overview

GravityBoard's GravityView integration allows you to:

• View entries in GravityView - Open card entries in a GravityView View for detailed display
• Edit entries in GravityView - Use GravityView's Edit Entry functionality directly from cards
• Seamless navigation - Move between kanban and table/list views effortlessly
• Maintain permissions - Integration respects both GravityBoard and GravityView permissions

How It Works

When a GravityView View is connected to your GravityBoard, links automatically appear in cards allowing users to: 1. View the full entry in GravityView's Single Entry layout 2. Edit the entry using GravityView's Edit Entry feature (if enabled and the user has permission to edit the entry)

Prerequisites

Before setting up the integration, ensure you have:

Required Components

1. GravityBoard - Version 1.1 or higher
2. GravityView - Active license and latest version installed
3. Gravity Forms - With at least one form configured

Preparation Checklist {#preparation-checklist}

• GravityBoard is installed and activated
• GravityView is installed and activated
• You have a form with entries
• You have created a GravityBoard for your form
• You understand basic GravityView concepts (Views, Single Entry, Edit Entry)

Setting Up Integration

Follow these steps to connect GravityView with your GravityBoard:

Step 1: Create a GravityView View {#step-1-create-a-gravityview-view}

1. In the WordPress admin sidebar, navigate to Views
2. Click Add New to create a new View
3. Select your View type (Table, List, DataTables, etc.)
4. Choose the same form that your GravityBoard uses
5. Configure your View layout as desired

Read more about creating a GravityView View.

Step 2: Enable Single Entry {#step-2-enable-single-entry}

1. In your View editor, navigate to the Single Entry tab
2. Configure the Single Entry layout with desired fields

Step 3: Enable Edit Entry (Optional) {#step-3-enable-edit-entry-optional}

1. Still editing your View, scroll to the View Settings panel
2. Navigate to the Edit Entry tab
3. Check Allow User Edit to enable editing (non-admin users will always be able to edit their own entries)
4. Optionally, configure the fields that are editable by clicking the Edit Entry tab of the View editor and adding the fields you want to make editable

Step 4: Connect to GravityBoard {#step-4-connect-to-gravityboard}

1. Create or edit your GravityBoard feed for the same form that has your GravityView View
2. Navigate to the GravityView section in the feed settings - this will appear automatically if GravityView is active
3. Select your View from the "Select a View" dropdown menu
4. Optional: Enter Embed Page ID - If your GravityView View is embedded on a specific page, enter that page's ID to ensure correct entry links
5. Save the feed settings

The "View in GravityView" and "Edit in GravityView" links will now automatically appear in your GravityBoard cards and card menus.

Step 5: Verify Integration {#step-5-verify-integration}

1. Navigate to your GravityBoard (via shortcode or block)
2. Click on any card to open it
3. Look for the new links in the card:

• "View in GravityView" - Opens the Single Entry view
• "Edit in GravityView" - Opens the Edit Entry view (if enabled)

Using Integration Features

Viewing Entries in GravityView

When you click "View in GravityView" from a card:

1. The entry opens in GravityView's Single Entry layout
2. You see all fields configured in your Single Entry template
3. Navigation options allow returning to the View or GravityBoard
4. All GravityView features are available (printing, sharing, etc.)

Editing Entries in GravityView

When you click "Edit in GravityView" from a card:

1. The entry opens in GravityView's Edit Entry interface
2. Only editable fields (as configured) are shown
3. Form validation runs on submission
4. After saving, you're redirected based on your settings
5. Changes immediately reflect in GravityBoard

Troubleshooting

Links Not Appearing

If the GravityView links don't appear in your cards:

1. Verify View exists: Ensure you have at least one published GravityView View for the form
2. Check Single Entry: Confirm Single Entry is enabled in View settings
3. Same form: Verify both GravityBoard and GravityView use the same form
4. Clear cache: Clear any caching plugins or browser cache
5. Check permissions: Ensure you have permission to view the GravityView

Edit Link Missing

If only "View in GravityView" appears (no edit link):

1. Enable Edit Entry: Check that Edit Entry is enabled in View settings
2. Edit permissions: Verify you have permission to edit entries
3. Editable fields: Ensure at least one field is set as editable
4. User capabilities: Confirm your user role can edit entries

Advanced Tips

Using Multiple Views

Create specialized Views for different purposes:

Form: "Project Requests"
├── GravityBoard: "Project Kanban" (workflow management)
├── GravityView 1: "Project Details" (comprehensive view)
├── GravityView 2: "Project Reports" (summary view)
└── GravityView 3: "Client Portal" (limited fields)

Summary

The GravityView integration enhances GravityBoard by providing:

• Detailed entry views beyond what cards can show
• Advanced editing with full form capabilities
• Flexible workflows combining kanban and traditional views
• Unified experience across different view types

By following this guide, you can create powerful workflows that leverage the strengths of both plugins.