User Guide

Getting Started

Welcome to GF Utility! This guide covers all 9 utilities included in the plugin, with detailed instructions, screenshots, and video tutorials to help you get the most out of each feature.

If you haven't installed GF Utility yet, please view the Installation Guide first. Once the plugin is activated, all utilities become available in your Gravity Forms admin area automatically.

Each utility below includes step-by-step usage instructions. Use the table of contents below to jump to a specific utility.

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Utility Index

  1. Show Page on Form List — See where each form is embedded
  2. Toggle All Fields Required — One-click required/optional toggle
  3. Redact Sensitive Data — Protect sensitive entry data
  4. Send Notification on Entry Update — Get notified on entry changes
  5. Manually Process Feeds — Trigger feeds for existing entries
  6. Hide Form from User Once Submitted — Prevent duplicate submissions
  7. Prevent Entry Creation — Stop entries from being saved
  8. Show Feeds Connected to a Form — View connected feeds in forms list
  9. Process Feed When Entry Updated — Trigger feeds on entry updates

1. Show Page (on Form List)

See which pages contain each form directly in the forms list. Click to edit or view the page instantly. No more guessing where forms are embedded!

The Show Page on Form List utility adds a new column to the Gravity Forms form list that displays the pages where each form is embedded. Instead of clicking through each form or using shortcode search, you can see at a glance which posts, pages, or custom post types contain a form. Click the page name to edit it, or open it on the frontend to see the form in action.

Where to find it: In the Forms → Forms list page, each form row shows a new column with linked page names. Pages are also listed in the Utility menu when editing a form (see screenshot below).

How to use:

  1. Go to Forms → Forms in your WordPress admin menu.
  2. Look at the "Page" column next to each form to see where it's embedded.
  3. Click a page name to edit it or view it on the frontend.

Alternatively:

  1. Edit a form.
  2. Hover over "Utility" in the form menu.
  3. Click the page name to view it on the frontend.

Configuration options: None required. Works automatically.

Screenshot: Show Page on Form List
Screenshot: Show Page from Utility menu while editing form

2. Toggle All Fields Required

With one click, make all fields required or optional. Perfect for testing and rapid form prototyping. Massive time-saver for complex forms.

Setting individual field required status in Gravity Forms normally requires clicking each field and toggling its "Required" checkbox. With dozens or hundreds of fields, this is tedious and error-prone. Toggle All Fields Required adds a toolbar button that lets you make all fields required or optional with a single click — ideal for testing form validation, creating quick prototypes, or bulk-updating form field properties.

Where to find it: In the Gravity Forms form editor, a "Toggle Required" option appears under "Utility" in the editor toolbar.

How to use:

  1. Open any form in the Gravity Forms form editor.
  2. Hover over "Utility" in the editor toolbar.
  3. Click the "Toggle Required" button.
  4. A modal appears stating the change (required vs optional) made.
  5. Close the modal and save the form to apply the changes.

Configuration options: None required.

3. Redact Sensitive Data

Remove sensitive information (like passwords, credit cards) from entries while keeping it available for notifications and processing. GDPR-friendly utility.

When collecting sensitive data - passwords, credit card numbers, personal identification information - you often need the data for processing (notifications, third-party integrations) but don't want it stored visibly in the WordPress admin. The Redact utility lets you mask, delete, or replace sensitive field values in entry views while keeping the original data available for email notifications and feed processing. This strikes the perfect balance between functionality and privacy compliance.

Where to find it: While editing a form: Field Settings → Advanced → Redact.

How to use:

  1. Edit a form.
  2. Select any field in the form.
  3. Open the "Advanced" section from "Field Settings" sidebar tab.
  4. Tick the "Redact" checkbox and save the form.
  5. Redacted data is hidden from entry views but still sent in notifications.
Screenshot: Redact Sensitive Data

4. Send Notification on Entry Update

Adds an "Entry is updated" notification event. Get notified when users update their entries. Stay on top. Keep track of changes.

Gravity Forms supports notifications on form submission, but what if you allow users to edit their entries? Without this utility, you won't know when an entry is modified. Send Notification on Entry Update adds a new notification event type — "Entry is updated" — that lets you configure email notifications to fire whenever an existing entry is modified. This ensures you're always aware of changes to important submissions.

Where to find it: In the form's Settings → Notifications area, a new event type "Entry is updated" appears.

How to use:

  1. Open a form, go to Settings → Notifications.
  2. Create a new notification or edit an existing one.
  3. Set the event to "Entry is updated".
  4. Configure email recipients, subject, and message as usual.

Configuration options: Standard Gravity Forms notification settings (recipients, subject, message, formatting).

Screenshot: Send Notification on Entry Update

5. Manually Process Feeds

Trigger Gravity Forms add-on feeds (like Mailchimp, PayPal) manually for existing entries. Fix missed connections easily. Life-saver when automations fail.

Sometimes automated feed processing fails — maybe an API was down, a configuration was wrong, or the entry was created before the feed was set up. Normally, you'd need to delete the entry and resubmit, which is impractical for real data. The Manually Process Feeds utility lets you trigger any add-on feed for existing entries on demand. Select the entry, choose which feeds to process, and the utility runs them as if the entry was just submitted.

Where to find it: In the Entries detail page, a "Process Feeds" option appears in the "Bulk actions" dropdown.

How to use:

  1. Select an entry that wasn't processed by a feed.
  2. Select the "Process Feeds" option from the "Bulk actions" dropdown menu.
  3. A popup modal appears: select which feed(s) to process.
  4. Confirm to manually trigger the feed(s).

Configuration options: Select specific feeds to process.

Screenshot: Manually Process Feeds

6. Hide Form from User Once Submitted

Hide forms from users who have already submitted them, or show a custom HTML placeholder instead. Perfect for "one-time" surveys, applications, or thank-you messages. Prevent duplicate submissions or show custom content.

For surveys, applications, contest entries, or any one-time submission scenario, you need to prevent users from submitting the same form twice. The Hide Form from User Once Submitted utility checks if the current user (logged-in or identified by cookie) has already submitted the form. If they have, the form is hidden and replaced with a custom message or HTML content — like a thank-you note, a link to their submission, or instructions for next steps.

Where to find it: In the form's Settings → GF Utility section, check "Hide form if logged-in user already submitted this form".

How to use:

  1. Open a form, go to Settings → GF Utility (located at the bottom of the settings page).
  2. Check "Hide form if logged-in user already submitted this form".
  3. Optionally enter placeholder text or HTML content to show instead of the form.
  4. Users who have already submitted will see the placeholder instead of the form.

Configuration options: Custom HTML placeholder content message for when a form was submitted (and not displayed).

Screenshot: Hide Form After Submit

7. Prevent Entry Creation

Stop entries from being saved to the database for selected forms. Useful for test forms, preview modes, or forms that only send notifications without storing data. GDPR-friendly, reduces database clutter.

Sometimes you need a form to process data — send notifications, trigger feeds — without storing anything in the WordPress database. Test forms, preview modes, and certain GDPR-conscious workflows benefit from this approach. The Prevent Entry Creation utility adds a simple toggle to each form's settings. When enabled, the form still functions normally (sends emails, processes feeds) but no entry data is persisted, keeping your database lean and your compliance posture strong.

Where to find it: In the form's Settings → GF Utility section, toggle "Prevent Entry Creation".

How to use:

  1. Open a form, go to Settings → GF Utility.
  2. Check "Prevent entry creation for this form".
  3. Notifications and feeds still work normally. No data is stored in the database.

Configuration options: Choose whether to prevent entry creation for specific forms or all forms.

Screenshot: Prevent Entry Creation

8. Show Feeds Connected to a Form

See all connected add-on feeds (MailChimp, PayPal, etc.) directly in the forms list. Quickly identify which forms have active integrations and troubleshoot feed issues. Never wonder which feeds are connected.

When managing multiple forms with various add-on integrations, it's easy to lose track of which forms have active feeds — MailChimp lists, PayPal payment gateways, Slack notifications, etc. The Show Feeds Connected to a Form utility adds a dedicated "Feeds" column to the Forms list page, showing all connected feeds for each form at a glance. Click any feed name to edit its configuration directly.

Where to find it: In the Forms → Forms list page, a new "Feeds" column shows connected feeds per form.

How to use:

  1. Go to Forms → Forms in your WordPress admin menu.
  2. Look at the "Feeds" column to see which add-ons are connected.
  3. Click a feed name to edit its configuration.

Configuration options: None required. Works automatically.

Screenshot: Show Feeds Connected to a Form

9. Process Feed When Entry Updated

Trigger Gravity Forms add-on feeds when entries are updated, not just on initial submission. Keep your integrations in sync with entry changes and corrections.

By default, Gravity Forms only triggers add-on feeds when an entry is first submitted. If an entry is later edited — for example, a user corrects their email address or updates a shipping address — the connected services (MailChimp, PayPal, CRM systems) remain out of sync. The Process Feed When Entry Updated utility adds an option to reprocess specific feeds whenever an entry is modified, ensuring your integrations always reflect the latest data.

Where to find it: In the form's feeds, in the column "Process on Entry Update".

How to use:

  1. Open a form, go to Settings.
  2. Select the feed provider of your choice (i.e. Mailchimp, Stripe, etc) from the left-hand settings menu.
  3. In the "Process on Entry Update" column, tick the appropriate feed(s).
  4. Feeds will now fire both on submission AND on entry updates.

Configuration options: Select specific feeds to reprocess on update.

Screenshot: Process Feed When Entry Updated

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