GravityBoard + GravityView Integration
Learn how to connect GravityView with GravityBoard to enable seamless viewing and editing of entries from your GravityBoard boards.
๐ Table of Contents #
- Overview
- Prerequisites
- Setting Up Integration
- Using Integration Features
- Troubleshooting
- Advanced Tips
- 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
- GravityBoard – Version 1.1 or higher
- GravityView – Active license and latest version installed
- 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}
- In the WordPress admin sidebar, navigate to Views
- Click Add New to create a new View
- Select your View type (Table, List, DataTables, etc.)
- Choose the same form that your GravityBoard uses
- Configure your View layout as desired
Read more about creating a GravityView View.
Step 2: Enable Single Entry
- In your View editor, navigate to the Single Entry tab
- Configure the Single Entry layout with desired fields
Step 3: Enable Edit Entry (Optional)
- Still editing your View, scroll to the View Settings panel
- Navigate to the Edit Entry tab
- Check Allow User Edit to enable editing (non-admin users will always be able to edit their own entries)
- 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
- Create or edit your GravityBoard feed for the same form that has your GravityView View
- Navigate to the GravityView section in the feed settings – this will appear automatically if GravityView is active
- Select your View from the “Select a View” dropdown menu
- 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
- 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}
- Navigate to your GravityBoard (via shortcode or block)
- Click on any card to open it
- 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:
- The entry opens in GravityView’s Single Entry layout
- You see all fields configured in your Single Entry template
- Navigation options allow returning to the View or GravityBoard
- All GravityView features are available (printing, sharing, etc.)
Editing Entries in GravityView
When you click “Edit in GravityView” from a card:
- The entry opens in GravityView’s Edit Entry interface
- Only editable fields (as configured) are shown
- Form validation runs on submission
- After saving, you’re redirected based on your settings
- Changes immediately reflect in GravityBoard
Troubleshooting #
Links Not Appearing
If the GravityView links don’t appear in your cards:
- Verify View exists: Ensure you have at least one published GravityView View for the form
- Check Single Entry: Confirm Single Entry is enabled in View settings
- Same form: Verify both GravityBoard and GravityView use the same form
- Clear cache: Clear any caching plugins or browser cache
- Check permissions: Ensure you have permission to view the GravityView
Edit Link Missing
If only “View in GravityView” appears (no edit link):
- Enable Edit Entry: Check that Edit Entry is enabled in View settings
- Edit permissions: Verify you have permission to edit entries
- Editable fields: Ensure at least one field is set as editable
- User capabilities: Confirm your user role can edit entries
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.