GravityExport Lite for Gravity Forms

GravityExport Lite for Gravity Forms

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GravityExport (Gravity Form Entries in Excel) is the ultimate no-hassle solution for exporting data from Gravity Forms.

Powerful new functionality is available with GravityExport! Save exports to FTP & Dropbox, export as PDF, and format exports for data analysis.

Learn more about GravityExport

Export entries using a secure URL

When you configure a new export, the plugin will generate a secure download URL that you can share with anyone who needs the data (No need to log in!). Reports will automatically update as new entries are added.

GravityExport Lite includes many features:

  • Limit access to downloads—either make a URL public or require users to be logged-in with correct permissions
  • Download reports from multiple forms at once
  • Export entry notes along with entries
  • Transpose data (instead of one entry per-row, it would be one entry per column)
  • Attach entry exports to notifications

Export Gravity Forms entries directly to Excel (.xlsx)

Export your entries directly to .xlsx format. No more wasting time importing your CSV files into Excel and re-configuring columns.

Export Gravity Forms submissions as CSV

If you’d prefer to have your reports generated as CSV, GravityExport Lite makes it easy.

Add search filters to the URL

Once you have your download URL, you can easily filter by date range and field value.

Configure export fields

Save time generating exports in Gravity Forms: Configure the fields that are included in your CSV or Excel export. No need to set up every time!

Documentation & support

If you have any questions regarding GravityExport Lite, check out our documentation.

If you need further assistance, read this first and our support team will gladly give you a helping hand!

Requirements

  • PHP 7.2
  • php-xml and php-zip libraries. The plugin will check for those.
  • Gravity Forms 2.5 or higher

Gain additional powerful functionality

The full version of GravityExport unlocks these game-changing features:

  • 📄 PDF Export
    GravityExport supports exporting entries as PDF! You can choose to have a PDF generated for each entry or one PDF that includes all entries. You can also customize the PDF output by adjusting the size, orientation, and more.
  • 📦 Dropbox integration
    Save your form data directly to Dropbox.
  • 👩🏽‍💻 Send reports to FTP
    Store reports on your own FTP server! GravityExport supports the SFTP, FTP + SSL, and FTP protocols.
  • ⬇️ Multiple download URLs
    Create multiple export URLs that output to different formats and include different fields.
  • 📊 Export data ready for analysis
    Make it easier to process your Gravity Forms data by splitting fields with multiple values into different rows.

We’ve written an article that contains all you need to know about exporting data from Gravity Forms.

Credits

  • The GravityExport Lite plugin was created by Doeke Norg

This section describes how to install the plugin and get it working.

  1. Upload gravityexport-lite to the /wp-content/plugins/ directory
  2. Activate the plugin through the ‘Plugins’ menu in WordPress
  3. Go to Forms > Select a form > Settings > Results in Excel to obtain your URL
  4. Download that Excel file!

سوالات متداول

I don’t want the metadata like ID, date, and IP in my file

No problem. You can use the gfexcel_output_meta_info or gfexcel_output_meta_info_{form_id} hooks to disable
this feature. Or (since version 1.4.0) you can select individual fields you want to exclude on the settings page.

Just add this to your functions.php:

add_filter( 'gfexcel_output_meta_info', '__return_false' );

I want to rename the labels, but only in Excel, how can I do this?

Sure, makes sense. You can override the label hooking into
gfexcel_field_label, gfexcel_field_label_{type}, gfexcel_field_label_{type}_{form_id} or
gfexcel_field_label_{type}{form_id}{field_id}

The field object is provided as parameter, so you can check for type and stuff programmatically.

How can I change the value of a field in Excel?

You can override the value by hooking into gfexcel_field_value, gfexcel_field_value_{type},
gfexcel_field_value_{type}_{form_id} or gfexcel_field_value_{type}_{form_id}_{field_id}

The entry array is provided as a parameter, so you can combine fields if you want.

Can I separate the fields of an address into multiple columns?

Great question! Yes you can! You can set it on the settings page, or make use of the following hooks to get that working:
gfexcel_field_separated_{type}{form_id}{field_id} where every variable is optional.

I have a custom field. Can your plugin handle this?

Yes it can, in multiple ways:

The default way the plugins renders output is by calling get_value_export on the field.
All Gravity Forms fields need that function, so make sure that is implemented.
The result is one column with the output combined to one cell per row.

But you can also make your own field renderer, like this:

  1. Make a class that extends GFExcelFieldBaseField (recommended) or extends GFExcelFieldAbstractField or implements GFExcelFieldFieldInterface
  2. Return your needed columns and cells by implementing getColumns and getCells. (See AddressField for some inspiration)
  3. Add your class via the gfexcel_transformer_fields hook as: type => Fully Qualified Classname (e.g., $fields['awesome-type'] => 'MyThemeFieldMyAwesomeField')
How can I change the downloaded file name?

By now you really should know you can change almost every aspect of this plugin. Don’t like the name?
Change it using the settings page, or by using the gfexcel_renderer_filename or gfexcel_renderer_filename_{form_id} hooks.

Also you can update title, subject and description metadata of the document by using
gfexcel_renderer_title({form_id}), gfexcel_renderer_subject(_{form_id}) and
gfexcel_renderer_description(
{form_id}).

Can I change the sort order of the rows?

Sure, why not. By default, we sort on date of entry in ascending order. You can change this, per form,
on the Form settings page (GravityExport Lite) under “General settings”.

I want to download directly from the forms table without the URL!

You’re in luck: for those situations we’ve added a bulk option on the forms table.
As a bonus, you can select multiple forms, and it will download all results in one file,
on multiple worksheets (!!!)

How can I disable the hyperlinks on URL-only cells?

You can disable the hyperlinks by using the gfexcel_renderer_disable_hyperlinks-hook.

//add this to your functions.php
add_filter('gfexcel_renderer_disable_hyperlinks','__return_true');

My numbers are formatted as a string, how can I change the cell type?

A number field is formatted as a number, but most fields default to a string.
As of this moment, there are 3 field types. Boolean,String and Numeric. You can set these per field.

//add this to your functions.php
use GFExcelValuesBaseValue;

add_filter('gfexcel_value_type',function($type, $field) {
    if($field->formId == 1 && $field->id == 2) {
        //Possible values are 'bool', 'string' or 'numeric',
        //or, use the constant, preferred:
        return BaseValue::TYPE_NUMERIC; //TYPE_STRING, TYPE_BOOL
    }
}, 10, 2);

I’d like to add a hyperlink to a specific field

Since most values are Value Objects, we can interact with them, and trigger a setUrl function on a value.

//add this to your functions.php
add_filter('gfexcel_value_object',function($value, $field) {
    if($field->formId == 1 && $field->id == 2) {
        $value->setUrl('https://wordpress.org');
    }
}, 10, 2);

I’ve added some notes, where are they?

By default the notes are disabled for performance. If you’d like to add these to the row you can activate this like so:

//add this to your functions.php
add_filter('gfexcel_field_notes_enabled','__return_true');
//or
add_filter('gfexcel_field_notes_enabled_{formid}','__return_true'); // e.g., gfexcel_field_notes_enabled_2

How do I add colors? It’s all too boring in Excel.

Definitely! You get to change: text color, background color, bold and italic. If that is not enough, maybe you should add clip art!

//add this to your functions.php
add_filter('gfexcel_value_object', function (BaseValue $value, $field, $is_label) {
    // Need to know if this field is a label?
    if (!$is_label) {
        return $value;
    }

    $value->setColor('#ffffff'); //font color, needs a six character color hexcode. #fff won't cut it here.
    $value->setBold(true); // Bold text
    $value->setItalic(true); // Italic text (to be combined with bold)
    $value->setBackgroundColor('#0085BA'); // background color

    // $field is the GF_Field object, so you can use that too for some checks.
    return $value;
}, 10, 3);

I don’t have enough memory!

Yes, this can happen. Unfortunately, this isn’t something that can be fixed without modifying your server configuration.
As a default, WordPress allocates 40 MB of memory. Because the plugin starts the rendering pretty early, it has most of it available.
But every cell to be rendered (even if it’s empty) takes up about 1KB of memory. This means that you have (roughly)
40 MB * 1024 KB = 40,960 Cells. I say roughly, because we also use some memory for calculations and retrieving the data.
If you’re around this cell-count, and the renderer fails; try to upgrade the WP_MEMORY_LIMIT. Checkout WooCommerce’s Docs for some tips.

Can I hide a row, but not remove it?

You can hide a row by adding a hook. Checkout this example:

add_filter('gfexcel_renderer_hide_row', function ($hide, $row) {
     foreach ($row as $column) {
         if ($column->getFieldId() === 1 && empty($column->getValue())) {
             return true; // hide rows with an empty field 1
         }
     }
     return $hide; // don't forget me!
 }, 10, 2);

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