Entry Automation

Setting Up Tasks

Creating a Task

Get started with Entry Automation by creating a new Task
Creating a Multiple Forms Task

How to export data from multiple forms at the same time.
Setting Up an Export Entries Task

How to set up entry exports
Setting Up a Delete Entries Task

How to set up entry deletion
Setting Up a Send Notification Task

How to set up more granular processing of Gravity Forms notifications.
Chaining Multiple Tasks Together

Set your form entries to be exported and then deleted, on schedule or on submission.
Understanding the Date Range

How to configure which entries are included with your tasks
Filtering by Entry Status

Fine tune your tasks by targeting just the entries you want via their entry status.
Exporting to Excel

How to export entries to an XLSX (Excel) file.
Including Files with Exports

Include uploaded files along with your exported entry data.
Targeting Save and Continue Draft Submissions

Export or delete draft submissions created by Gravity Forms’ Save and Continue feature.
Task Specific Merge Tags

Customize your task setup with dynamic information pertaining to the task being run.
Creating a New Task via the Gravity Forms Export Entries Screen

Turn a one off export from Gravity Forms’ built in exporting tools into a more advanced Entry Automation task.

Extensions

Exporting From Multiple Forms

How to set up one-off entry exporting from multiple forms.
Uploading Export Files to Amazon S3

How to automatically upload export files to an Amazon S3 bucket.
Uploading Export Files to Dropbox

How to automatically upload export files to Dropbox.
Uploading Export Files to (S)FTP Server

How to automatically upload export files via FTP or SFTP.
Uploading Export Files to Google Drive

How to automatically upload export files to Google Drive.

Troubleshooting

Running Automation via Cron Job

Increase performance by running Entry Automation via cronjob

Extending Entry Automation

Customizing the PDF Export Template

Use custom template files for your PDF exports
Autoload and Override Default PDF Template Files

Automatically override the default PDF template files used when exporting to a PDF file.
fg_entryautomation_after_deletion

Run custom functions after entries have been deleted.
fg_entryautomation_after_export

Run custom functions after entries have been exported.
fg_entryautomation_export_email_headers

Modify the headers of the export email.
fg_entryautomation_export_email_message

Modify the message of the export email.
fg_entryautomation_export_email_subject

Modify the subject of the export email.
fg_entryautomation_export_include_bom

Modify whether to include BOM character in CSV exports
fg_entryautomation_ftp_connection_params

Modify the parameters used to connect to a FTP server
fg_entryautomation_ftp_timeout

Change the duration of the FTP connection timeout
fg_entryautomation_maximum_attachment_size

Set maximum email attachment size allowed (in bytes).
fg_entryautomation_next_run_time

Modify the next scheduled run time for a Task.
fg_entryautomation_pdf_template_entry

Change the path of the template used for the PDF export file entry.
fg_entryautomation_pdf_template_header

Change the path of the template used for the PDF export file header.
fg_entryautomation_pdf_template_footer

Change the path of the template used for the PDF export file footer.
fg_entryautomation_search_criteria

Modify the search criteria for the Entry Automation action.
fg_entryautomation_disable_task_skipping

Disable the default task skipping logic when a task runtime finds no entries to process.
fg_entryautomation_dropbox_file_path

Modify the path where the export file will be written when uploaded to Dropbox.
fg_entryautomation_export_field_value

Modify a field’s value before it is included in the export file.
fg_entryautomation_export_file_path

Modify the path where the export file will be written to on your site’s system.
fg_entryautomation_export_lines

Modify a CSV file’s entry export lines before save.
fg_entryautomation_ftp_file_path

Modify the path where the export file will be uploaded to on the FTP server
fg_entryautomation_pdf_mpdf_config

Modify the configuration used for mPDF before it generates a PDF when a task is using PDF as its file type.