Gravity Forms Easy Passthrough

Transfer data between Gravity Forms forms with ease. This time-saving, secure plugin is a must-have for anyone working with multiple forms.

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

  • Time saving.
    Save time coding custom query strings and dynamic parameter names.
  • No ugly URLs.
    Data is transferred seamlessly without the use of ugly URL queries.
  • Tamper resistant.
    Securely designed to greatly reduce the prospect of data tampering.
  • User passthrough.
    Automatically passthrough a user’s last submitted entry, allowing for passthrough across sessions.
  • Passthrough across sessions.
    Data can be transferred across multiple sessions using our secure and simple Easy Passthrough Token.
  • Highly customizable.
    With field-by-field data settings and support for conditional logic, you can decide exactly which data is sent to a specific field.
  • Simple configuration.
    With Easy Passthrough, you can configure field-to-field data passthrough with a few clicks of the mouse.
  • Secure.
    Unique entry IDs stored in the visitor’s browser eliminate the security hole created by query strings.
  • Automatic updates.
    Get updates and the latest features right in your dashboard.
  • Awesome support.
    We’re here to help! And we mean it.

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.

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

Gravity Forms has hundreds of hooks. Check out our Gravity Forms Hook Reference for the most thorough guide to Gravity Forms’ many actions and filters.


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