Where to Access Recurring Submissions #
After installing and activating Recurring Form Submissions for Gravity Forms (RS4GF), you’ll find a dedicated admin area nested under GravityOps → Recurring Submissions. This submenu provides all plugin‑specific pages and tools in one place.
Main Plugin Menu Structure #
Navigate to: GravityOps → Recurring Submissions
You’ll see several tabs:
1. About This Plugin #
This tab opens first when you click into the plugin menu. It introduces the plugin and how to use it. Use it as your launch point to understand the plugin’s key features.
2. Account #
This tab provides a quick overview of your account details and licensing status. If you manage client sites, you can whitelabel sensitive details to hide license or owner data while still maintaining full functionality.
3. Affiliation #
This section gives you the option to join the affiliate program directly from within the plugin, providing access to your referral link and program details.
4. Contact #
Use this tab to quickly reach support or submit questions through an embedded contact form or link to the main BrightLeaf Digital contact page.
5. Settings / Overview Page #
Accessible from either:
GravityOps → Recurring Submissions → Settings, orForms → Settings → Recurring Submissions
This overview page consolidates all active and completed series across your site. It displays:
- Series / Feed Name
- Form & Entry IDs
- Next Run Time (in the site’s configured time zone)
- Status (Active, Completed, Failed, or Cancelled)
- Run Progress – completed vs. scheduled occurrences
From this screen, you can:
- Pause, resume, or cancel any active series.
- Manually trigger the next run for testing or debugging.
- Open logs and linked parent/child entries.
Tip: Name feeds descriptively so you can quickly identify their purpose (e.g., Monthly Billing or Quarterly Reports).
Form-Level Feed Settings #
Each recurring configuration is stored as a feed attached to a form.
Navigate to: Forms → [Select a Form] → Settings → Recurring Submissions
From this screen, you can:
- Add, edit, or delete recurring feeds.
- Configure cadence and recurrence mode (Snapshot or Rebuild).
- Set end conditions (number of runs or end date).
- Apply conditional logic to control activation.
Entry-Level Controls #
Each entry involved in a recurrence includes a Recurring Submissions meta box for real‑time visibility.
Navigate to: Forms → Entries → [Select Entry]
The meta box displays:
- Series status and next scheduled run.
- Actions: Run Now, Cancel Series, or View Series Log.
- Parent/child entry links.
You can also embed the same widget elsewhere using the shortcode:
[rfsfgf_entry_widget form_id="{form_id}" entry_id="{entry_id}"]
Note: Entries generated by RS4GF always reference their parent entry for complete traceability.
Front-End Overview Shortcode #
Display a complete overview table of all active recurring series on any front-end page using:
[rfsfgf_overview]
This outputs the same table as the admin overview: series title, form, next run, and status. Restrict visibility via user roles or membership plugins if needed.
Logging and Notifications Access #
Inspect activity through:
- Entry Notes: View each automated submission’s details directly within its parent or child entry.
- Daily Digest Emails: Receive automatic summaries of failed series with direct entry links.
- Gravity Forms Logging: Enable GF Debug Logging for detailed traces under the Gravity Forms log panel.