Forms and Workflows Automation with WordPress
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Forms and Workflows Automation with WordPress

Save time on your daily tasks with powerful, effective workflow automation system, based on WordPress.
5.0 (4 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
41 students enrolled
Created by Yasaf Burshan
Last updated 8/2017
Current price: $12 Original price: $30 Discount: 60% off
4 days left at this price!
30-Day Money-Back Guarantee
  • 1.5 hours on-demand video
  • 5 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion

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What Will I Learn?
  • Turn any standard WordPress site into a forms and workflow automation system
  • Install WordPress on some of the most popular hosting platforms
  • Setup WordPress email notifications (even if your hosting provider blocks SMTP)
  • Customize email notifications and confirmations per workflow
  • Understand what WordPress themes and plugins are and how to use them
  • Use the Gravity Forms WordPress plugin to automate your business processes
  • Create WordPress users and assign specific permissions
  • Assign different approves per workflow
  • Automatically convert forms to PDF files
View Curriculum
  • Students need to own or to be able to purchase basic Gravity Forms plugin license

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.

  • 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.

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

Who is the target audience?
  • Wed developers
  • Entrepreneurs
  • Employees looking to automate manual forms and workflows
Compare to Other Automation Courses
Curriculum For This Course
15 Lectures
Introduction and basic setup
5 Lectures 11:26

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.
Preview 00:59

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

Preview 03:16

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.

Preview 03:35

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.

Set up 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.

How to use the course form template files
Basic form setup - Job application
1 Lecture 07:55

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
Create job application form
First Practice
1 Lecture 01:47

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

1st Practice instructions and preparations

A quick 1 question quiz to evaluate what you have learned so far 

Text in image
1 question
Basic Form Customization
1 Lecture 06:13

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

Customize the job application form
Setting up a Workflow - Employee vacation request
2 Lectures 22:56

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

Add Approval process to employee request form and setup notifications

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
Conditional approves and security optimizations (limit who can approve forms)
Advanced Form Customization
1 Lecture 10:27

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.

Auto complete fields based on logged in user
Covert forms to PDF files
4 Lectures 21:31

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

Preview 03:15

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

Auto convert form to PDF

Basic customization of the pdf file output

Customizing PDF files

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
Advanced customization of forms and PDF layouts
About the Instructor
Yasaf Burshan
5.0 Average rating
4 Reviews
43 Students
2 Courses
PMP and ITIL certified IT Executive. Consultant, speaker and blogger

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!