Gravity Forms Delete Uploads After Certain Time
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All the dissimilar ways to edit Gravity Forms entries. Edit entries inline, restore prior versions and modify entries on the front end end.
Estimated reading time: 21 minutes
Gravity Forms is the near trusted and robust form plugin for WordPress. Thousands of businesses and millions of websites use Gravity Forms to collect and process important information.
But how do you edit that information after yous've captured information technology?
That'due south what nosotros're going to comprehend in this article.
Y'all can edit form entries inside the WordPress Dashboard using Gravity Forms itself (the slow way) or you can use the Inline Edit plugin to speed up the process. And if you want to track changes made to class entries and restore prior versions, you can do that with the Entry Revisions add-on.
We'll also await at how to edit Gravity Forms entries on the frontend using GravityView and finally, we'll evidence you how to restrict editing to certain user roles.
Are yous ready? Allow's become!
Table of contents
- Advantages of Editing Gravity Forms Entries
- Editing Entries in Gravity Forms
- When to Use Gravity Forms' Born Editing
- When Not to Utilize Gravity Forms' Built-in Editing
- Edit Gravity Forms Entries Faster
- Runway Entry Revisions in Gravity Forms and Restore Prior Versions
- Editing Gravity Forms Entries on the Frontend
- Bulk Editing Entries Using GravityActions
- Bulk Editing Entries Using Import Entries
- Restricting the Ability to Edit Entries
- Restricting Editing to Specific User Roles
- Allowing a User to Edit All Entries
- Using Inline Edit Inside a View
- Editing Events on a Calendar
- Changing the Engagement of an Outcome
- Changing the Time of an Event
- Edit Gravity Forms Entries: Last Thoughts
Advantages of Editing Gravity Forms Entries
Having the ability to edit Gravity Forms entries allows you to fix errors and keep your grade data consistent.
Depending on your business concern, you may demand to edit Gravity Forms entries for different reasons. For case, if y'all utilise Gravity Forms to collect production orders, you may need to mark the gild as consummate once it's been shipped.
And if y'all use Gravity Forms to track issues for your software platform, then y'all may need to update the status on certain bug.
When administrators and users edit entries, Gravity Forms becomes a total application, not but a form plugin. The data becomes dynamic.
Businesses oft spend hours every week updating entries in Gravity Forms. It's a boring (only of import) task.
Without entry editing, user-submitted data is last—the end! When administrators and users edit entries, Gravity Forms becomes a total application, non just a course plugin. The data becomes dynamic.
Editing Entries in Gravity Forms
Gravity Forms gives y'all the ability to edit existing entries from the backend of your website.
First, log into your site, hover over Forms in the left-hand bill of fare, and click on Forms. Now hover over the form you want to edit and click on Entries.
You should now come across a listing of entries for that form. Scroll down to observe the entry you want to edit or search for it using the search bar at the top.
Hover over the entry and click Edit. Once yous're finished updating the entry, relieve your changes by clicking the Update button.
If y'all'd like to transport out notifications of your changes, you can practice and then by checking the box next to Admin Notification and then inputting a list of email addresses that you want to notify.
If you lot want to add notes to the entry, ringlet downward to the Notes meta box at the button, blazon your note and click Add Annotation.
When to Apply Gravity Forms' Congenital-in Editing
If y'all only need to edit a couple of entries every now and and then, Gravity Forms' born editing is good plenty.
When Not to Apply Gravity Forms' Built-in Editing
Gravity Forms' built-in editing is slow, inefficient, and limited to administrators only. On pinnacle of that, when changing a field's value, at that place's no validation then any input volition exist valid.
In the next section, nosotros'll show you a much faster and more efficient way to edit entries in Gravity Forms.
Edit Gravity Forms Entries Faster
The all-time and easiest way to edit existing entries in Gravity Forms is by using the Inline Edit plugin by GravityView.
If yous need to edit entries en masse, this is by far the quickest way to do it. Using Inline Edit, you lot can update entries without having to open the full edit course.
Start past purchasing the plugin and uploading it to your WordPress website. Once it's activated, you'll need to enable Inline Editing on your form in Gravity Forms.
Enabling Inline Edit
Navigate to the Forms folio, hover over your grade, hover over Settings, and then clicking Form Settings.
Next, scroll down to the bottom where it says "Legacy Settings" and check the box that says "Enable Inline Edit".
When y'all're done, don't forget to click the Relieve Settings push at the bottom.
Now that inline editing is enabled, click on the Entries tab and click on the button that says "Toggle Inline Edit" (it may also say "Enable Inline Edit").
You tin can now starting time editing entry fields inline, without having to click Edit on each entry individually. All you lot demand to do is click on the field value to change its value.
Majority Editing in Column Mode
Inline Edit also allows you to bulk edit entries using Column Mode.
To utilize column way, all you need to do is click on the column header. This will brandish the edit box for every entry.
This tin can relieve yous precious time if you lot need to edit a lot of entries.
Supported Field Types
Inline Edit works with the vast bulk of Gravity Forms field types.
Fields that are not supported include Production fields, File Upload field, Post fields, and Entry metadata.
Track Entry Revisions in Gravity Forms and Restore Prior Versions
And then now you know how to edit Gravity Forms entries, but what about tracking revisions and restoring prior values?
This is possible using the Entry Revisions plugin by GravityView. This plugin keeps track of all the changes made to an entry and allows you to restore prior versions with the click of a button.
Later installing and activating Entry Revisions, navigate to your form in Gravity Forms and click Entries. Next, hover over an entry and click View. Curlicue downward, yous'll now encounter the Entry Revisions meta box displaying a list of all the revisions made to that edit.
To see what changes were made, click on the link. You lot at present come across a list of all the previous values on the left and the updated values on the right.
To restore a prior value, cheque the box side by side to the field value and click Restore This Value.
Email Notifications for Entry Updates
Entry Revisions likewise gives you the ability to ship email notifications containing a list of all the revisions fabricated to an entry. This is helpful if you have multiple users editing entries.
To create a new electronic mail notification, hover over your grade, hover over Settings, and click on Notifications. Side by side, click on Add New in the top right corner to add together a new notification.
Under Result, choose the option that says "Entry is updated, revision is saved". Fill up in the Name, Send To Electronic mail, and Field of study fields accordingly.
In the Message box, y'all can use Entry Revisions merge tags to display a list of all the changes made to the entry. For instance, for a side-by-side comparison of the updated entry values and the previous values, you tin can apply the {entry_revision_diff} merge tag.
Displaying Entry Revisions on the Front end
Did y'all know that you can also brandish entry revisions on the forepart of your website? All yous need is the GravityView plugin for Gravity Forms.
GravityView is a powerful plugin that allows you lot to display Gravity Forms data on your website in a multifariousness of ways.
To display entry revisions on the frontend, create a new View and add a Custom Content field. So, inside the Custom Content box, add together an Entry Revisions merge tag. For example, calculation the {entry_revision_list} merge tag will display a list of updates over time for each entry.
Entry revisions volition now show upwardly inside your View on the frontend.
Editing Gravity Forms Entries on the Frontend
GravityView besides gives yous the ability to edit entries from the front end.
First, you'll demand to purchase the GravityView plugin and install it on your WordPress website. After it's activated, yous'll exist able to create new Views. Views are how yous display Gravity Forms entries on your website
When creating a View, you'll see three tabs at the pinnacle, corresponding to the three pages that brand upwardly a View. These are the Multiple Entries Layout, the Single Entry Layout, and the Edit Entry Layout.
To larn more about displaying Gravity Forms Entries using GravityView, read Displaying Gravity Forms Entries: the Ultimate Guide
Configuring the Edit Entry Page
After configuring the Multiple Entries layout, you can start adding fields to the Edit Entry layout. Adding fields to the Edit Entry layout will make them editable from the front end.
To add fields to the Edit Entry layout, click on the button that says Add Field.
This volition bring upwards a list of all your class fields. Simply click on the ones yous want to add. When yous're done, update your View.
If you would like all form fields to be editable from the front end, simply leave the configuration blank!
You tin also limit the editing capabilities for individual fields by clicking on the gear icon and selecting an option from the Brand Field Editable To dropdown bill of fare.
Allowing Users to Edit Their Own Entries
If you want to allow users to edit their own entries, follow the steps beneath.
First, edit your View and whorl downwardly to the Settings meta box. Now click on the Edit Entry tab and check the box that says "Allow User Edit".
To reapprove entries after they've been edited, make sure to check the box that says "Unapprove Entries After Edit".
Notation that site administrators have the ability to edit all Gravity Forms entries, and when they do, the blessing status will not reset.
Allowing Users to Edit Their Own Profiles
Using Gravity View and Gravity Forms, you can create all kinds of powerful applications, including membership websites.
If you're using the Gravity Forms User Registration Add-on to register new users on your website, you tin use GravityView to permit them to edit their profile from the front cease.
At that place are 2 ways to practice this. Either yous can create an "Edit Profile" link using the [gv_entry_link]
shortcode or you tin create a custom View that shows the profile of the currently logged-in user, with a link to edit the entry.
Creating an "Edit Profile" Link
Commencement, hover over Views in the left-hand carte and click on New View. Select the List layout as your View Type.
Next, add together a Custom Content field and inside the editor add the following shortcode:
[gv_entry_link activeness="edit"] Edit Your Contour [/gv_entry_link]
The [gv_entry_link] shortcode generates links to an entry. By calculation activity="edit"
, the link will ship the user off to edit the entry they created in Gravity Forms.
When you lot're washed, save your View.
The next pace is to brand sure that each user can merely run across the entry that they created. For this, we'll need the GravityView Avant-garde Filtering extension.
This plugin allows you to filter and sort Views in a variety of ways. In one case the extension is activated, edit your View and scroll down to the View Settings. Click on the tab that says "Filter and Sort".
Adjacent, under Advanced Filter, click on Add Status to display entries based on provisional logic.
Add the following filter condition to your View.
The terminal step is to embed your View on a page or inside a widget using the shortcode. Y'all can find the embed shortcode above the Update button.
Place the shortcode wherever you desire the "Edit Your Profile" link to announced.
Showing the Profile of the Current Logged-In User
Another manner to allow users to edit their profiles is by creating a new View with an Edit Entry page and filtering it and so that it's only visible to the currently logged-in user. This method as well required the Advanced Filtering extension.
Start by creating a new View, choose "List" as the View Blazon, and add together the entry fields to the Multiple Entries page. Adjacent, include a link in the Multiple Entries page to the Edit Entry page.
Now, add fields to the Edit Entry page. Think, only add the fields that you desire users to exist able to edit.
When yous're done, scroll down to the View Settings and prepare the filtering options the same style every bit above.
You now have a View that only displays the profile of the currently logged-in user, with a link to edit their entry. You can now embed this View on a post or folio.
When the user clicks on the Edit Entry link, they'll exist able to modify their contour details from the forepart terminate.
If you're using Gravity Forms to annals users on your website, you can employ GravityView to display profiles on the forepart and permit users to edit their entries.
Just what if yous want to restrict editing to users with sure roles? Well, keep reading because that's what we're going to embrace in the next section.
Bulk Editing Entries Using GravityActions
If you're looking for a way to bulk edit multiple form entries at the same time, GravityActions is the perfect tool for you! This new add together-on for Gravity Forms allows you to salve fourth dimension, optimize your workflow and increment your efficiency.
Later on installing GravityActions, you'll see a new option in the Gravity Forms "Bulk actions" dropdown carte du jour called "Bulk Edit Entries".
Afterwards selecting the entries you desire to edit, select this selection to open the GravityActions popup window. This will guide y'all through the bulk editing procedure.
- Cull the fields y'all desire to edit
- Update the field values
- Review your changes
When you're done, GravityActions will bulk update your chosen fields. Using GravityActions you can edit hundreds of entries in the blink of an middle!
Bulk Editing Entries Using Import Entries
In Addition to importing entries, the Import Entries plugin past GravityView also allows you to edit existing entries in Gravity Forms.
The Import Entries plugin allows y'all to import a CSV file into Gravity Forms containing entry data. To bulk update existing entries, your CSV should contain an entry ID column that maps to existing entries on your website.
Later dropping your CSV file into the importer and mapping your fields, yous'll come across a notice informing you that you are nearly to update existing form entries.
It's of import to note that clicking Continue will replace your electric current entries with the new, updated versions and this cannot be undone!
To learn more nearly importing entries into Gravity Forms read Importing Entries to Gravity Forms: The Ultimate Guide
Restricting the Ability to Edit Entries
Do y'all desire to restrict the ability to edit entries based on user function? Here's how to do information technology.
Restricting Editing to Specific User Roles
If y'all want to restrict the edit entry capability for certain user roles, you tin practice this using the costless Members plugin past Memberpress.
First, hover over Plugins and click on Add together New. Search for "Members" and ringlet downwards until you lot observe the "Members – Membership & User Role Editor Plugin". Install and activate the plugin.
Afterwards activating Members, yous'll run into a new menu particular chosen Members. Hover over it and click on Roles.
Now hover over a role, click Edit, so click on the tab that says Gravity Forms. Next, scroll down until you come across the "Edit Entries" adequacy and cheque the box that says "Deny".
Allowing a User to Edit All Entries
If you desire to create a "Super User" role that has the ability to edit and delete all Gravity Forms entries, you lot can do this by modifying user permissions using the Members plugin.
First, hover over Members, click Add together New Role and give the new role a proper name.
Under General, ensure that you grant the Read capability. Side by side, click on the Gravity Forms tab and grant the following capabilities:
- View Entries
- Edit Entries
- Delete Entries
Anyone with this new user role will exist able to view, edit and delete any Gravity Forms entry. To update an existing user's role, go to the Users page, edit the user you want to modify, and select the new role from the User Roles checkbox menu.
Using Inline Edit Inside a View
The Inline Edit plugin for Gravity Forms integrates with GravityView to let you lot to edit entries inline on the front end of your site.
First, you need to enable the inline edit characteristic on your View. You tin can do this by editing your View, scrolling downward to the Settings meta box, and checking the box that says "Enable Inline Edit".
Now, update your View and open it on the front end cease. You should see a button in the top left that says "Enable Inline Edit". Click this to start editing fields in your View.
Now you know how to edit Gravity Forms entries inside a View on the frontend, let's have a look at how to edit Gravity Forms entries that announced on a agenda.
Editing Events on a Calendar
Using the Gravity Forms Calendar plugin past GravityView, yous tin display Gravity Forms entries on a calendar. In this department, we're going to show you lot how to edit your agenda events from the front end.
Afterwards installing and configuring the Gravity Forms Calendar plugin, create a new calendar feed.
Next, curlicue downwardly to Calendar Settings and check the box that says "Enable Event Editing".
Your agenda events will at present be editable from the forepart end. Here's how you lot can update the date and time of events on your calendar.
Changing the Date of an Consequence
To alter the date of an upshot on the front end of your calendar, brand sure you select either the Calendar month or Week layout. After opening your agenda, you'll be able to drag and driblet events to change their start and cease dates.
Editing events on the forepart is fast and responsive.
Irresolute the Fourth dimension of an Event
If y'all want the power to edit outcome times on the front end of your calendar, you need to select the Agenda layout. Yous tin can at present drag and drib events into different time slots.
Edit Gravity Forms Entries: Last Thoughts
In this guide, nosotros covered all of the ways to edit your entries in Gravity Forms.
The Inline Edit plugin by GravityView allows you to edit Gravity Forms entries 340% faster. It also includes a powerful "Column Mode" for bulk editing entries.
Using GravityView yous tin can display Gravity Forms entries on the frontend and permit users to edit their own entries/profiles. GravityView also integrates with Inline Edit to brand frontend editing fast and efficient.
You lot tin also employ Import Entries to majority update entries by including an Entry ID column in your CSV file that maps to existing entries in Gravity Forms.
Demand to proceed rail of all changes fabricated to an entry and restore prior versions? Use the Entry Revisions plugin by GravityView. And for more than ability and control over who can edit your form data, employ the Members plugin to adjust role capabilities.
Finally, nosotros showed you how to edit the date and time of events on the front end using Gravity Forms Agenda.
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Source: https://gravityview.co/editing-entries-in-gravity-forms/