Summary: Create a new form in Gravity Forms that asks the questions relevant to the content you want inserted in the template Word document.
Building a form: If you’re not familiar with building forms in Gravity Forms, instructions on how to create your first form can be found at https://docs.gravityforms.com/create-a-new-form/
Supported fields: GravityMerge supports the following fields: single line text, paragraph text, dropdown, number, checkboxes, radio buttons, date, phone, website, email, list, and consent.
Most useful fields: Usually the most useful fields to use in your form, for document automation purposes, are:
- Single Line Text field: used for short text entries;
- Paragraph Text field: used for multiple line/paragraph text entries;
- Radio Buttons field: used where you want a user to indicate one of two or more alternatives (e.g., do you wish to include a confidentiality clause: Yes / No)
- Checkboxes field: used where you want a user to be able to select one or more items from a list of options (note there are limitations on use of the Checkboxes field, discussed further below);
- List field: used where you want a user to be able to add as many rows of data as needed; you can set a List field to have multiple columns.
These are really the only fields you need for most document automation purposes.
Use unique field names: When you create a field in a Gravity Forms form, you give the field a name. Gravity Forms calls this a ‘Field Label’. For the purposes of GravityMerge, each field name (field label) must be unique. If you create two fields with exactly the same name (field label), GravityMerge won’t know how to process them and your document automation may fail.
Avoid these special characters in field names: The use of any of the following characters in a form field name may cause the merge to fail:
; # ‘ .
Do not use these special characters in field names.