bookmark_borderCreating a Feed for the Slack Add-On
To be able pass form submission information over to Slack from Gravity Forms, you will need to create a feed. A feed simply tells Gravity Forms what to do with the data that it receives, and how it should pass it along. In this article, we will show you how to create a feed for the Slack add-on.
Creating a Feed
Creating a feed for the Slack add-on is similar to creating any other feed. If you’re already familiar with creating a new feed, you can skip this section. If you’ve never created a feed in Gravity Forms, or need a bit of a refresher on the process, we’ll show you how to do so in this section.
- From within your WordPress admin dashboard, click on Forms within the left side navigation menu.
- You should see a listing of all of your forms. Access the form that you want to create a feed on.
- Now that you are on the form editor for the desired form, click on Settings within the form editor menu, then click on Slack.
- A list containing all of your feeds for this add-on should be displayed. To add a new feed, click the Add New button.
Of course, adding an empty feed won’t help much without configuration. In the next section, we’ll show you how to configure your feed.
When setting up add-ons, each feed will need to be configured according to your needs, and may vary based on the individual add-on being used. Here, we will show you the feed settings for the Slack add-on.
- When accessing the feed settings, the first setting you will see is the Feed Name. This name, like in other feeds, is used to identify the feed for easier access later and is only shown in the feed listing. You can enter whatever you want here that will help you identify the feed later.
- After you have named your feed, you will need to select what the feed will do when the form is submitted. The feed can be configured to either invite a user to a Slack team, or send a message inside Slack.
After selecting your feed action, you will be presented with additional options that are specific to the action type. In the following sections, we will outline the settings available for each action:
- The first option you will be presented with upon selecting the Send Message feed action is the Send To option. Based on your selection here, you will be able to send the triggered message to a channel, group, or individual.
- After selecting where the message will be sent, a drop down will be available which allows you to select the specific channel, group, or individual that the message should be sent to. Simply use this drop down to select your desired destination. If you want it to go to multiple selections, you can simply create additional feeds.
- Next is the Message setting which determines the content of the message that will be sent by the feed. Within this box, enter any text you would like to be within the message. This text area also supports the use of merge tags to dynamically generate content. To view or insert available merge tags, click the merge tag button to the right of the field.
Team invites are only available if your Slack user is an administrator on the Slack channel associated with your key. If you are not an administrator, this option will not appear.
If you have selected the Invite To Team action, the only additional option is the field that will be used for the invite destination. Use the Email Address dropdown to select the field that contains the email address the invite will be sent to.
Just like other Gravity Forms add-ons, the Slack add-on also supports conditional logic. Conditional logic will allow you to only trigger the feed when a specific requirement or set of requirements is fulfilled. For more information on conditional logic, take a look at our conditional logic documentation.