bookmark_borderSetting Up the Dropbox Add-On

Before you can begin using the Dropbox add-on for Gravity Forms, you will first need to perform the initial setup steps. In this article, we will show you how to easily set up the Dropbox add-on.

Standard Setup

Requirements

As of version 2.0 of the Dropbox add-on, setup has been dramatically simplified. The only requirement is that you have a File Upload field within your form.

Authentication

First, you’ll need to authenticate your site with Dropbox.

  1. Access the settings for the Dropbox add-on by hovering over Forms in the WordPress admin, clicking on Settings, then accessing the Dropbox tab.
  2. On the Dropbox add-on settings page, you’ll see a button for authenticating with Dropbox. Just as the button says, click it to authenticate with Dropbox.
  3. Upon clicking the button, you will be sent to the Dropbox site to grant authorization. If you have profiles for work and personal, you’ll need to select the one you want to use.
  4. After granting access, you’ll be sent back to your site, and the add-on settings should reflect as such.

Creating a Feed

Gravity Forms utilizes feeds to determine what to do with form submission data. To have uploaded files sent to Dropbox, you’ll need to create a feed.

  1. First, access the form editor for the form that you want to use.
  2. Next, hover over Settings and click on Dropbox.
  3. Within the Dropbox feed settings page, you’ll see any feeds that you already have configured. To add a new feed, click on Add New.
  4. You should now see the settings for the new feed you’ll be creating. Go ahead and give it a name within the Feed Name field. You can name it anything you want, as it’s only used for reference within the feed listing.
  5. Next, you’ll use the dropdown to select the File Upload field that you want to use with Dropbox. By default, all File Upload fields within the form will be sent to Dropbox.
  6. By default, uploads are sent to a folder inside your Dropbox account labeled Gravity Forms Add-On, but you can select a custom folder for better organization by setting the Destination Folder setting. Note that the folder will need to reside within the Gravity Forms Add-On folder, and you’ll need to create it within your Dropbox account if it doesn’t already exist.
  7. Finally, set up any conditional logic if you need it by enabling the Enable Condition checkbox.

Once you save your settings, your configuration of the Dropbox add-on will be complete, and your file upload fields on the form will utilize Dropbox. If you have any other forms that you want to use with Dropbox, be sure to configure them as well, since feeds are form-specific.

Custom Dropbox App Setup (Advanced)

**Note**: Using a custom Dropbox app with the Dropbox add-on requires SSL. If you do not have an SSL certificate installed on your site, you will need to contact your hosting provider to obtain one.

To use the Dropbox add-on, you will need to create an app within Dropbox. For information on doing so, take a look at our article on creating a custom Dropbox app.

Setting Up The Dropbox Add-On

This section assumes that you have already created a custom Dropbox app. If you have not already done so, see the previous section in this article.

  1. If you have not already done so, log into your WordPress admin dashboard.
  2. dropbox-setup-1Next, hover over Forms on the left side menu and click on Settings.
  3. dropbox-setup-2From the main settings page, click on the Dropbox tab.
  4. dropbox-setup-3On this page, you will notice a few different things to make note of. Under steps 7 and 8 within the instructions on the settings page, you will notice two different URLs in bold. These are your domain, and your OAuth 2 Redirect URI. Make note of these as you will need them in further steps.
  5. dropbox-setup-4Next, jump back over to your newly created Dropbox app within the Dropbox App Console. There are a few settings that need to be changed there.
  6. dropbox-setup-5The first of these settings is the Redirect URI option. Remember the OAuth 2 Redirect URI that you made note of earlier? This was the longer of the two URLs. Enter it here and click the Add button to the right of the field.
  7. dropbox-setup-6Next is the Chooser/Saver Domains option. Enter the other URL that you noted earlier and click the Add button to the right of the field.
  8. dropbox-setup-7Within the Dropbox custom app page, you will see the App Secret and App Key listed. Make note of these as you will need them back on your WordPress dashboard in the next steps.
  9. dropbox-setup-8Back on your Dropbox add-on settings page within your WordPress admin dashboard, enter your App Key and App Secret into the appropriate fields.
  10. Once these have been entered, you will be prompted with an additional button. Click it to authenticate with Dropbox.
  11. Sign in if asked, and authorize the Dropbox add-on. You have now successfully authorized the Dropbox add-on to access your Dropbox account.