1. Entry Automation – a Gravity Forms plugin to bulk manage entry tasks

Entry Automation – a Gravity Forms plugin to bulk manage entry tasks

Need a weekly summary of registrations, a daily summary of payments or to delete entries after a month? Entry Automation by ForGravity has you covered.

With Entry Automation you can create scheduled tasks to:

  • email a CSV export of entries
  • save a CSV export to your server
  • delete entries
  • run custom actions – such as saving a CSV export to another server or importing data into another database

Tasks can be queued in advanced and filtered by time and/or conditional logic to include only the entries you need.

Setting up Entry Automation tasks

In the form settings you will find ‘Entry Automation’ – this is where you can create the tasks for each form.

Entry Automation is done through two main actions – export or delete.

Export (save or email CSV)

With export you can configure

  • Start time – immediately or after a time of your choosing
  • Frequency – how often to run the task
  • Date range – from and/or to (this can also be left blank to include all entries)
  • File name – the name of the exported file
  • Fields – the files to include in the exported CSV file
  • Email – if you want to send the export in an email
  • Delete file after export – for example, if you want to delete after the email has been sent
  • Field conditional logic – use conditional logic to select entries based on their data

Delete

With delete you can configure

  • Start time – immediately or after a time of your choosing
  • Frequency – how often to run the task
  • Date range – from and/or to (this can also be left blank to include all entries)
  • Field conditional logic – use conditional logic to select entries based on their data

How do I …

Guides on how to setup Entry Automation:

The official documentation can be found on the developers website: https://forgravity.com/documentation/entry-automation/extending-entry-automation/

 

Note: Gravity Geek is in no way affiliated with For Gravity. If you have questions or require support for this plugin please contact the developer.