Setting Up Tasks

• Filtering by Entry Status
  
• Exporting to Excel
  
• Autoload and Override Default PDF Template Files
  
• Scheduling Entry Exports
  Setup your entries to be exported to CSV, JSON or PDF
• Scheduling Entry Deletion
  Create a task to automatically delete old entries
• Understanding the Date Range
  How to configure which entries are included with your tasks
• Chaining Multiple Tasks Together
  Set your form entries to be exported and then deleted, on schedule or on submission.
• Customizing the PDF Export Template
  

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_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.