Article template
- Purpose: what the user will achieve.
- Prerequisites: required plugin, add-on, role or form.
- Steps: exact menu path and actions.
- Expected result: what should appear or happen.
- Test: how to confirm it works.
- Troubleshooting: likely causes and safe checks.
- Official references: link to relevant Gravity Forms or WordPress documentation.
- Version checked: record the site/plugin version and date.
Keep instructions trustworthy
When a menu label changes, update the steps. If a custom component has no verified settings documentation, say so and link to the verified component owner/source rather than inventing options. Review the article after major plugin or WordPress updates.