I work for a business that offers multiple services across different client groups. Each service needs its own application process. These applications share some common sections, but depending on the specific service, applicants might need to complete “Section A” for one program or “Section D” for another program.
I want to build individual forms for each section, then set up application workflows that automatically include the right sections based on which service someone is applying for. Can this type of dynamic form routing be accomplished with Gravity Forms?
I should mention that I’m specifically using Gravity Forms because I need their PDF filling feature that populates existing PDF documents with form data. While other form tools can generate new PDFs, Gravity Forms seems to be the only solution that can map input fields to pre-existing PDF templates.
I’ve built similar multi-service setups and you’ve got two good options. First is a master form with conditional logic - pick your service from a dropdown and the right sections appear. It’s centralized but gets messy with complex workflows. I prefer the second approach for what you’re doing: separate forms for each service that share reusable fields. Use redirect hooks to chain them when you need multiple sections. Way easier to organize and debug. Since you need PDF filling, test your field mapping hard with conditional sections. I hit some weird issues where hidden fields still tried to populate PDF areas and screwed up formatting. Fixed it by using Gravity Forms’ conditional shortcodes in the PDF templates instead of just form-level conditions.
yeah, that’s def doable with gravity forms! just set up conditional logic to show the right sections based on the service type. and don’t worry, the pdf fill feature will handle it well. good luck!