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 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.
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.
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.
Course materials includes form resource files, to help you complete course objectives and interactive practice sessions so you can implement what you have learned.
By the time you complete this course you should have at least 3 workflows automated!
Welcome to "Forms and Workflows Automation with WordPress"!
In this welcome video we will
Set our expectation right and define the basic terms we will use throughout this course.
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.
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 external resource attached to this lecture - how to setup pepipost for email notifications.
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.
In this lesson we will create our first from - a job application form.
With this form we will
Video overview and step by step instructions on how to complete the first practice in this course.
A quick 1 question quiz to evaluate what you have learned so far
In this lesson we will customize several elements of the job application form we created earlier, including the confirmation message, email notifications and recipients.
In this lesson we will setup our first workflow by setting up the required fields and roles
In this lesson we will do a bit of house cleaning tasks
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.
The lecture discusses the benefits of converting web forms to PDF files.
This lecture explains how to automatically convert submitted or approved to to a pdf file
Basic customization of the pdf file output
I am an experienced, ITIL and PMP certified IT executive with over 20 years of IT and projects management. I lead the IT to support the ongoing growth and development of the business. My focus is to align the IT Services with the business needs, and I have a proven track record of on-time and on-budget project delivery.
I take great pride and joy of being able to answer user questions and share my knowledge with them on a daily basis, in real life as well as on Spiceworks community of IT professionals.
I am also a consultant, a speaker and a blogger with over 10 years of running several WordPress based sites of my own.
When it comes to teaching WordPress and project management are my passions and I enjoy sharing my knowledge and experience with my students.
I believe that learning something new everyday is key to personal growth, therefore teaching for me, is fulfillment of my vision to share my knowledge with my students and see them grow both personally and professionally.
I will be honored if you choose to be become one!