Course: WordPress Automation: Forms and Workflows

WordPress Automation: Forms and Workflows

  • Life Time Access
  • Certificate on Completion
  • Access on Android and iOS App
  • Self-Paced
About this Course

WordPress is well known for its content management capabilities, plugins, themes, and has great use in online marketing.

In fact it is the #1 platform in the world for setting up blogs and sites.

However, Is is often overlooked that with the right combination of plugins, WordPress can be used for other tasks as well, including "offline" businesses, and workflow automation.

This course takes you, the student, from having no WordPress site at all to owning a fully automated forms, and workflow approval system. 

By the end of the course you will have a working WordPress site, you'll know how to setup forms and email notifications and, how to automatically process and approve requests.

By the time you complete this course you should have at least 3 workflows automated!

Basic knowledge

Are there any prerequisites?

There is only one - You need to own, or to be able to purchase a single site license for Gravity Forms plugin ($39), in order to complete the course.

  • If you don't already own a WordPress site - Don't worry, This course shows how to setup one in less than 10 minutes
  • If you don't know how to write code - Don't worry you can complete this course without writing a single line of code!

Course materials includes form resource files, to help you complete course objectives and interactive practice sessions so you can implement what you have learned.

What you will learn

What's the course about?

  • The course is about forms and workflows automation with WordPress

What does it mean?

  • It means that by the end of this course you'll learn how to turn any WordPress site into an automation system for forms and approval workflows

What can you use it for?

  • Anything from job application forms and vacation approvals to daily checklists and change management
  • You are only limited by your imagination!

Why did I make this course?

  • Simple - I am using the same techniques myself on a daily basis with my team
  • They are cost-effective, they work, and I love sharing my experience and knowledge with others

Who should enroll?

  • This course is targeted to anyone who is looking to add automation to his daily "office" tasks without spending a lot of money on workflows and approval tools
Number of Lectures: 18
Total Duration: 01:24:11
Welcome to the course
  • Some tips to help you get the best results.  

    Some tips to help you get the best results out of this course.

  • Course Resources  

    All course resources in one place :)

Basic Setup
  • Introduction  

    Welcome to "Forms and Workflows Automation with WordPress"!

    In this welcome video we will

    1. Review the course outline.
    2. Make sure that you have a working WordPress site.
    3. Review where you can get support to complete this course.

    WordPress installation tutorials:

  • What is form and workflow automation, and how plugins can support it  

    Set expectation right and define the basic terms we will use throughout this course. 

  • Plugin installation - Getting Your site ready  

    WordPress workflow automation depends on having the right plugin in place.

    In this lecture I'll so you how to install the necessary plugins.

    This lecture resource files includes all the plugins you need, download them, and install them on your site.

  • Set up email notifications  

    In this lecture we will setup WordPress email notifications.

    Email notifications are critical factor in forms and workflow automation.

    If you already have a WordPress site working with email notifications you can skip this lecture.

    If your hosting provider blocks SMTP traffic,

    please check the following video guide - how to setup pepipost for email notifications -

  • How to use the course form template files  

    In this lesson I'll show you how to use the form templates file that are provided with this course.

    You are free to download the files, and import them to your WordPress site.

    Using the files will greatly assist you in following and completing this course.

Basic form setup - Job application
  • Create job application form  

    In this lesson we will create our first from - a job application form.

    With this form we will

    • Collect personal information
    • Choose job to apply
    • upload a CV file
    • Setup confirmation message
    • Send the application to the HR manager

First Practice
  • 1st Practice instructions and preparations  

    Video overview and step by step instructions on how to complete the first practice in this course.

  • First Practice  

    Let's practice what you have learned in this course so far

Basic Form Customization
  • Customize the job application form  

    In this lesson we will customize several elements of the job application form we created earlier, including the confirmation message, email notifications and recipients.

Setting up a Workflow - Employee vacation request
  • Add Approval process to employee request form and setup notifications  

    In this lesson we will setup our first workflow by setting up the required fields and roles 

  • Conditional approves and security optimizations (limit who can approve forms)  

    In this lesson we will do a bit of house cleaning tasks

    1. limit who can submit a form on out site
    2. Limit who can approve a form and grant him the required permissions

Advanced Form Customization
  • Auto complete fields based on logged in user  

    Sometimes it is easier to auto-complete form data based on the personal information of the logged in user, this lesson shows how to do just that.

Covert forms to PDF files
  • The benefits of converting forms to PDF files  

    The lecture discusses the benefits of converting web forms to PDF files.

  • Auto convert form to PDF  

    This lecture explains how to automatically convert submitted or approved to to a pdf file

  • Customize PDF files.  

    Basic customization of the pdf file output

  • Advanced customization of forms and PDF layouts  

    The lecture covers the following topics

    1. What are CSS, CSS classes and their role
    2. The relationship between from output and PDF file output
    3. Advanced customization of from and pdf layouts

Thank you + Bonus
  • This is only the beginning...  

    Thank you for taking this course!

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