Scheduling Entry Exports

Setting up Entry Automation to automatically export your form’s entries can be done in a few simple steps.

Creating a New Entry Automation Task

  1. Navigate to the form you want to automatically delete entries for.
  2. At the top of the form editor, hover over the Settings link and select Entry Automation from the drop down menu.
  3. Click the Add New button to create a new automation action.
  4. Insert a Task Name to uniquely identify this automation action.

Setting Up When The Task Happens

  1. Select Export Entries as the Automation Action.
  2. Select the date and time you first want this Entry Automation Task to run in the Start Running Task field.
  3. Choose how often you want your Entry Automation Task to run in the Run Task Every field.

Selecting the Date Range

The Select Date Range field allows you to set a range of what entries should be selected for export based on the entry creation date.

The From date range field sets the beginning date of the range. When the From field is left empty, all entries since the beginning of time will be selected.

The To date range field sets the end date of the range. When the To field is left empty, all entries up until the time your Entry Automation Task is being run will be selected.

You can set your own date range using plain English phrases (e.g. “yesterday”, “2 hours”, “5 weeks”). When entering a date, Entry Automation will display a preview relative to the current time. If the entered date is invalid, an error will be displayed.

If you want to get all the entries from the past week, set the From date range to 1 week and leave the To date range empty. If you want to get all the entries in the past day, set the From date range to 1 day.

Setting Up Your Export File

  1. Click the Export Settings tab.
  2. Enter in the file name for the export file.

    You can use {form_id}, {form_title} and {timestamp} merge tags in your file name. If the file name has no extension, “.csv” will be added.

  3. Select the fields you want included in the export file.

Emailing Your Export File

  1. Click the Email Settings tab.
  2. Select the Send an email with export file attached checkbox.
  3. Enter in the email address you want the export file sent to in the Send To field.

    You can send the export file to multiple email addresses by separating them with a comma.

  4. (Optional) Select the Delete export file after email has been sent checkbox if you do not want the export file to remain on the server.