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Entry Automation

Setting Up Tasks

Setting Up a Send Notification Task
Targeting Save and Continue Draft Submissions
Creating a Task
Setting Up an Export Entries Task
Setting Up a Delete Entries Task
Chaining Multiple Tasks Together
Understanding the Date Range
Filtering by Entry Status
Exporting to Excel
Including Files with Exports
Task Specific Merge Tags
Customizing the PDF Export Template
Autoload and Override Default PDF Template Files
Creating a New Task via the Gravity Forms Export Entries Screen

Extensions

Uploading Export Files to Amazon S3
Uploading Export Files to Dropbox
Uploading Export Files to (S)FTP Server
Uploading Export Files to Google Drive

Troubleshooting

Running Automation via Cron Job

Extending Entry Automation

fg_entryautomation_after_deletion
fg_entryautomation_after_export
fg_entryautomation_export_email_headers
fg_entryautomation_export_email_message
fg_entryautomation_export_email_subject
fg_entryautomation_export_include_bom
fg_entryautomation_ftp_connection_params
fg_entryautomation_ftp_timeout
fg_entryautomation_maximum_attachment_size
fg_entryautomation_next_run_time
fg_entryautomation_pdf_template_entry
fg_entryautomation_pdf_template_header
fg_entryautomation_pdf_template_footer
fg_entryautomation_search_criteria
fg_entryautomation_disable_task_skipping
fg_entryautomation_dropbox_file_path
fg_entryautomation_export_field_value
fg_entryautomation_export_file_path
fg_entryautomation_export_lines
fg_entryautomation_ftp_file_path
fg_entryautomation_pdf_mpdf_config

Setting Up Tasks

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