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Finding the Plugin in Your Dashboard

Table of Contents

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. Overview #

This tab opens first when you click into the plugin menu. It provides a quick summary of the plugin’s status and links to the Queue and Feeds for management.

2. Queue #

Accessible from:

  • GravityOps → Recurring Submissions → Queue

This Queue page (also referred to as the Overview Table) consolidates all currently active series across your site. Once a series reaches its limit or is canceled, it is removed from this table.

Note: This table is only available to users on Professional or higher plans.

It displays:

  • Entry – Linked parent entry ID (opens entry in a new tab).
  • Form – Linked form title (opens form editor in a new tab).
  • Feed Name – Linked feed configuration (opens feed settings in a new tab).
  • Feed Label – The label for the specific series.
  • Next Submission – Next scheduled resubmission date.
  • Progress – Successful resubmissions vs. total expected.
  • Status – Active or [X] failed.

From this screen, you can click through to individual entries to manage them, but direct actions (like canceling) must be performed from the Entry Meta Box.

3. Feeds #

Accessible from GravityOps → Recurring Submissions → Feeds.

This tab provides a consolidated list of all Recurring Submissions feeds across all forms on your site. You can toggle feeds on or off, or jump directly to the feed settings for any form.

4. Help #

Accessible from GravityOps → Recurring Submissions → Help.

Provides quick access to documentation, support, and other helpful links.

5. 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.

6. 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.

7. 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.

Permissions and Roles #

To manage resubmissions, cancel series, or manually process feeds, a user must have the recurring_form_submissions_manage_resubmissions capability. By default, this is granted to the Administrator role.

Certain features, such as the Queue Overview Table and the Cancel button, are gated based on your plugin plan.

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: Process Feed Now, Start Resubmissions, Cancel Resubmissions, Process Next Submission, etc.
  • 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.
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