Gravity Forms Easy Passthrough

What does it do?

Easy Passthrough simplifies transferring entry data from one Gravity Forms form to another. Instead of spending time setting up dynamic parameter names and customizing confirmation query strings, you can passthrough data by setting up an Easy Passthrough configuration.

Features

Documentation

1. How do I enable this functionality?
2. Feature Details
   1. Easy Passthrough Token
      1. Adding an Easy Passthrough Token
      2. Adding Easy Passthrough Tokens for Existing Entries
   2. Passing Through Last User Submitted Entry
   3. Selectively Pass Through Entries
3. Known Limitations
4. Translations
5. FAQs
   1. Why aren’t my entries passing through?
   2. How can I pass through entries only when there is an ep_token present?
6. Hooks
7. Related Resources

How do I enable this functionality?

After installing and activating Gravity Forms Easy Passthrough, you can create Easy Passthrough feeds in any form. Let’s dig into how to set one up.

	On the form data needs to be passed to, go to the Form Settings page and click on the Easy Passthrough tab.
	Click the Add New button to create a new Configuration.
	Select the form you want the entry data to transfer from.
	In the Map Fields section, select what field on the current form should be populated from the field value of the source form. Fields on both forms that share the same name will be automatically selected.
	Click the Save Settings button.

Feature Details

Easy Passthrough Token

Easy Passthrough allows for entry data to be transferred across multiple sessions using the special Easy Passthrough token. This token is a secret key, unique to each entry, preventing random users from guessing at the token and passing through entries they should not have access to.

Easy Passthrough token links can be added to both form confirmations and notification.

Adding an Easy Passthrough Token

Go to the Confirmation or Notification you want to add the token to. Add the ep_token={Easy Passthrough Token} query parameter to your link.

For example, if your original link is https://example.com/getting-started/, your link with the query parameter should be:

https://example.com/getting-started/?ep_token={Easy Passthrough Token}

The {Easy Passthrough Token} merge tag will automatically be replaced with the token unique to that entry.

When the user visits that link, the entry will be added to their current session and usable by any forms that use that entry’s source form.

Adding Easy Passthrough Tokens for Existing Entries

We have a helper plugin that makes adding Easy Passthrough tokens for existing entries easy. Follow the steps below:

• Navigate to the Easy Passthrough Token Backfiller helper plugin page and click on Code › Download Zip.
• Unzip the plugin files and open gwiz-batcher.php
• Look for the $form_ids_to_backfill section and add the form IDs that you want to backfill with Easy Passthrough tokens.
• Save and re-zip the plugin folder. Upload the new zip file using the WordPress plugin installer.
• Activate the plugin.
• From the WordPress Dashboard, navigate to: Forms › GWiz Batcher: EP Backfill.
• Click Start Batch.
• Deactivate the plugin once the batch process has completed.

Passing Through Last User Submitted Entry

By default, Easy Passthrough passes through entries found during the current browsing session. To allow for long term passthrough, you can enable the User Passthrough option. When enabled, the last entry the currently logged in user submitted to the source form will be used instead of the most recent entry found in the browsing session.

Enabling User Passthrough is simple. When setting up Easy Passthrough, select the Use logged in user’s last submitted entry checkbox.

Selectively Pass Through Entries

Easy Passthrough will automatically pass through all entries, but with Conditional Logic enabled it will only pass through entries that match certain criteria.

Check the Enable checkbox in the Conditional Logic section and set it like any other Gravity Forms field.

Known Limitations

• Easy Passthrough does not support File Upload fields.
• Easy Passthrough cannot pass data through to a form that is being populated from a Gravity Forms Save & Continue token.
• Easy Passthrough cannot pass data from a Stripe credit card field due to the way this field type is encrypted.

Translations

You can use the free Loco Translate plugin to create translations for any of our Perks. If you’ve never used Loco translate before, here’s a tutorial written for beginners.

FAQs

Why aren’t my entries passing through?

Are you hosting with WPEngine? Due to WPEngine’s caching configuration, Easy Passthrough does not work right out of the box.

To use Easy Passthrough with WPEngine, contact their support them and ask them to whitelist the gp_easy_passthrough_session cookie for your site. This will allow Easy Passthrough to store the entries created during a browsing session and pass them through to other forms.

How can I pass through entries only when there is an ep_token present?

Use the gpep_bypass_session_init hook to disable passing through entries if there isn’t an ep_token present.

Hooks

• gpep_active_feeds
  
• gpep_bypass_session_init
  
• gpep_delete_cookie_on_logout
  
• gpep_disable_same_form_passthrough
  
• gpep_field_values
  
• gpep_form
  
• gpep_populate_same_form
  
• gpep_prefer_dynamic_population
  
• gpep_target_field_value
  

Related Resources

• Behind The Scenes: Gravity Perks for eSports
  In this customer spotlight, we look at how United States eSports Academy is connecting gamers with pro coaches using Gravity Perks.
• Edit Gravity Forms Entries on the Front End
  The easiest way for users to edit a Gravity Forms entry on the front end.
• How to Populate Entry Data from One Form into Another Using Gravity Forms
  Populate entry data into any form with Gravity Forms Easy Passthrough.
• How to Send a Follow-Up and Pre-Fill Information
  Stay in touch with your users and make it easier for them to complete follow-up forms by pre-filling the information you've already collected from them.