Before installing or updating
- Confirm the purpose of the plugin and whether the feature is already supplied by an existing component.
- Check compatibility with the installed WordPress, PHP and Gravity Forms versions.
- Back up the site and database before changing a live site.
- Install from a trusted source and verify the plugin name and vendor.
- Activate the plugin and complete any required settings.
- Test the exact workflow the plugin is intended to support.
Gravity Forms add-ons
Some fields and features, such as the official Signature field, are available only when their add-on is installed and active. Importing a form that uses an add-on does not install that add-on automatically.
Update troubleshooting
If an update breaks a workflow, record the error and version, restore service using your approved rollback/backup process, and test the plugin in staging before retrying. Do not leave an abandoned plugin active simply because the site appears to work.
Official reference: Installing a Gravity Forms Add-On.