Client Company vs Name on Gravity Form and Client Creation

Hello @quikned,

?Thank you for reaching out to support! We have a hook that can do this for you if you see below. If you take the FormID of your gravity form and replace that in the hook below. You can see that FormID from the main Gravity Forms page. Then if you want to set it to a different field below you can but this field would if the client is blank then set it to the first name.

To add a hook you can use a plugin called snippet or you can put this in your active themes functions.php file. By going into your WordPress admin and going to Appearance -> Theme Editor and clicking on theme functions on the right and adding it past the <?php part in that file.

function maybe_modify_gravity_forms_company_name( SI_Client $client,  $submission = array(), $entry = array(), $form = array(), $doc_id = 0 ) {
	// Only a specific form do this process
 	$form_id_to_process = 1; // change
	if ( $entry['form_id'] != $form_id_to_process ) {
		return;
	} 
 
	$client_name = $submission['client_name'];
	$first_name = $submission['user_first_name'];

	if($client_name == ''){
		$client->set_title($first_name);
	}

}
add_action( 'si_gravity_forms_integration_client_created',  'maybe_modify_gravity_forms_company_name', 10, 10 );

Hello @quikned,

I’m going to mark this as resolved. Please don’t hesitate to reach out if you are still running into issues.

Thanks
Elana D.