Getting Started With Multiple Forms
Note: The Multiple Forms extension is still in Beta, which means we're working on adding new features and improving functionality. Before start using it, please make sure to check its known limitations.
In this article, we’ll show you how to get set up with the Multiple Forms extension.
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Installing Multiple Forms
You can install the Multiple Forms extension from inside WordPress. Simply hover over "GravityKit", click "Products & Licenses", scroll down to “Multiple Forms” and click "Install Now".
You can now start combining data from multiple Gravity Forms on your website.
How Does it Work?
Multiple Forms allows you to join data in two different ways:
- Left Join (default) – Display all data from form #1, regardless of whether the fields in form #2 have content.
- Inner Join ("strict entry matching") – Only display entries from form #1 that have values in form #2 (see how to enable this below).
Here's a graphic to help you visualize these two ways of combining and displaying data.
Joining Multiple Forms Together
1) Start by creating a new View and choosing its name.
2) Select a form as the primary data source of your View.
3) Select the View Type (Table View, List View, etc);
4) Now, click the "Add Join Condition" button to add a second form.
5) Select the field you want to join on. This should be a field common to both forms; In the example below, we're using the "Entry ID" field.
6) Select the second form you want to establish the join condition.
7) To finalize the join condition setup, select the field from the second form that contains the same information as the field chosen from the primary form. In this example, we're using the "Parent Entry ID".
After selecting a View layout, you can now add fields from both forms to your View layout.
Enabling Strict Entry Matching
To enable "strict entry matching", scroll down to the View Settings and check the box that says "Strict Entry Match".
When you're done, check out your View on the front end.