Setting Up Tasks

• Setting Up a Send Notification Task
• Targeting Save and Continue Draft Submissions
• Creating a TaskGet started with Entry Automation by creating a new Task
• Setting Up an Export Entries TaskHow to set up entry exports
• Setting Up a Delete Entries TaskHow to set up entry deletion
• Chaining Multiple Tasks TogetherSet your form entries to be exported and then deleted, on schedule or on submission.
• Understanding the Date RangeHow 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