I have a holiday booking form on my site. The admin fills in a form of their own to set the date that the holiday calendar resets every year (so employees’ ‘already approved’ dates are removed and they revert to their original balance - in theory anyway)
How can I delete entries based on these two conditions being met, as an automated process (which are also imported as values into the form):
1/ ‘Renewal date’ being reached AND
2/ ‘A unique identifier’ (doesn’t matter what it is, I just need the operator to work with 2 values)
I’m not expecting much on this one, as it pushes too many limits, but I thought I’d give it a go… The answer may not be too far from this:
Hi Mark. The closest I know to this existing anywhere is this plugin from Cosmic Giant:
That can automate the deletion of entries by date, but I don’t see the ability to also include another criteria (your unique identifier.). They may have a filter available for that. I recommend contacting them to ask.
Scheduling the deletion based on a field date in the form (or one that you define in the step settings) along with other conditional logic is prety straight forward to it.
Or you could have a combination of the Update Fields step (to reset their entry selections automatically) and then User Input + Approval step if there is an approval process to confirm chosen holidates.
Entry Automation can absolutely achieve this, as Chris mentioned.
You can target entries based on the date chosen in a Date field (or the date the entry was created/updated). From there, you can use Gravity Forms conditional logic to further narrow down which entries are deleted, likes ones containing your unique identifier.