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Details: Gravity Forms<-->CCB Integration (First Iteration)

Posted: Mon Oct 24, 2016 4:17 pm
by davemackey
A while back I asked for comments on the issues I saw confronting us as we moved forward with creating a WordPress plugin that integrated Gravity Forms with CCB. Since then we have the plugin in active development and are looking to complete it within the next few days. Here is the original scope for this first version of the product:

[ol][li]The Ability to Map Fields Between Gravity Forms and CCB on a Per Form Basis.[/li]
[li]Ability for End Users to Authenticate Themselves via CCB.[/li]
[li]When an End User is authenticated via CCB:[/li]
[ol]
[li]Auto-population of fields where possible.[/li]
[li]Ability to see a list of family members (pulled from CCB API).[/li]
[li]Ability to add family members as additional registrations, if so desired.[/li]
[li]If individual is a group leader, ability to see a list of group members.[/li]
[li]Ability to add group members as additional registrations, if so desired.[/li][/ol]
[li]If an End User does not authenticate themselves via CCB:[/li]
[ol][li]Create a profile for them in CCB via the API.[/li][/ol]
[li]Sync Data Gathered in Gravity Forms to CCB Where Appropriate:[/li]
[ol][li]Profile Data[/li]
[li]Group Data[/li]
[li]Calendar / Event Data[/li][/ol]
[li]Choose If Individual Profile Should Be Attached to a Process or Group.[/li]
[li]Logging of sync statuses - e.g., did sync succeed or fail?[/li]
[ol][li]Button to retry sync[/li]
[li]Linked list of submissions in failed sync, an admin can then edit these using GF's built-in submission editing to fix whatever is breaking sync.[/li][/ol]
[/ol]