Setting Up Tasks

• Targeting Save and Continue Draft Submissions
  
• Setting Up a Send Notification Task
  
• Creating a Task
  Get started with Entry Automation by creating a new Task
• Setting Up an Export Entries Task
  How to set up entry exports
• Setting Up a Delete Entries Task
  How to set up entry deletion
• 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
  
• 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
  

Troubleshooting

• Running Automation via Cron Job
  Increase performance by running Entry Automation via cronjob

Extending Entry Automation

• fg_entryautomation_export_field_value
  
• 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
  
• fg_entryautomation_disable_task_skipping
  
• fg_entryautomation_export_file_path
  
• fg_entryautomation_dropbox_file_path
  
• 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
  
• fg_entryautomation_pdf_template_entry
  
• fg_entryautomation_pdf_template_header
  
• fg_entryautomation_pdf_template_footer
  
• fg_entryautomation_search_criteria
  Modify the search criteria for the Entry Automation action.