TutorialGravity Flow Delete an Entry Step Tutorial

The Gravity Flow Delete Entry step lets you trash or permanently delete Gravity Forms entries, immediately or on a schedule, so your workflow can follow retention rules.

Sometimes a form entry should not live forever.

Maybe it contains sensitive personal data, and your policy says it must be removed once the process is finished. Or maybe you create “temporary” helper entries in another form, and once the workflow is complete, those entries are just noise.That is exactly what the Delete an Entry step is for. It is included in the Gravity Flow Form Connector Extension and can be used to trash an entry or delete it permanently at any point in a workflow. It can delete entries on the current site or on a different site.

If you want the full list of step types first, read our Gravity Flow workflow steps guide.

What the Gravity Flow Delete Entry step does

In practice, the Gravity Flow Delete Entry step can target the current entry (self) or a different entry ID, and it can run immediately or later using Schedule.

The Delete an Entry step gives you three core powers:

  1. Choose where to delete
  • This site, or a different site
  1. Choose how to delete
  • Permanently delete the entry, or move the entry to the trash
  1. Choose which entry gets deleted
  • Delete the current entry (Entry ID (Self)), or
  • Delete a different entry by selecting a field that contains the target Entry ID

And because it’s a Gravity Flow step, you can also schedule it (delay, date, or date field) using the built-in Schedule setting.

When you should use Delete an Entry (real use cases)

step supports conditional execution using the standard step Condition setting.Gravity Flow specifically highlights privacy and retention needs: deleting entries helps when organizations must ensure personal data is stored no longer than necessary.

Here are practical ways teams use it:

1) Data retention after workflow completion

Example: “We keep request entries for 30 days after the process is completed, then delete them.”

2) Delete helper entries created by Form Connector

Example: A workflow creates an entry in a “Task Tracker” form. After the task is done and copied back to the parent request, the task entry can be trashed or deleted.

3) Enforce privacy rules only when a condition is met

Example: If an approval is rejected, delete the entry after 7 days. If it is approved, keep it.

That last one is important: the Delete an Entry

Trash vs Delete in the Delete an Entry step

The step gives you two Delete Actions:

  • Move the entry to the trash
  • Permanently delete the entry

Why this matters:

  • “Trash” is a safer first choice because it acts like a buffer.
  • “Permanently delete” is final.

Also keep in mind a Gravity Forms behavior worth planning around: when an entry is deleted, associated file uploads are also removed (unless you implement custom handling). 

So if your form has file uploads, test your retention plan carefully.

Tutorial build (simple and realistic)

We’ll build a clean example you can test fast:

Scenario:
A “Request Form” runs through an internal workflow. Once the workflow finishes, we delete the entry 5 weeks later, either by trashing or permanently deleting it.

This mirrors Gravity Flow’s own example of deleting the current entry permanently 5 weeks after the step is triggered.

Prerequisites checklist

You need:

Gravity Flow Form Connector Extension installed and activated (this is what adds the Delete an Entry step type)

Step 1: Create a test form (Request Form)

Create a Gravity Form called Request Form with fields like:

  • Name
  • Email
  • Request Type (Dropdown)
  • Notes (Paragraph)

If you want to test file deletion behavior, add a File Upload field too, but only do that on a staging site.

Step 2: Add a workflow to the form

Go to:
Forms → Request Form → Settings → Workflow → Add New

Add a basic workflow that can actually reach “complete.” For example:

  1. User Input (staff updates internal notes)
  2. Approval (manager approves)
  3. Delete an Entry (scheduled)

You can swap these steps around depending on your real process, but for testing, keep it simple.

Workflow steps list showing the final cleanup step added
Add Delete an Entry near the end of the workflow so it runs only after the process is finished.

Step 3: Add the Delete an Entry step

Click Add Step and choose Delete an Entry.

You’ll see common step settings (Name, Description, Highlight, Condition, Schedule) and then the Delete an Entry specific settings.

Step 4: Configure Delete an Entry settings (the exact options that matter)

4.1 Site: this site vs a different site

In the Delete an Entry step settings, choose:

  • This site (for your first test)

The step also supports deleting entries on a different site.

Delete an Entry step settings in Gravity Flow showing This site, Move the entry to the trash, and Entry ID (Self).
Configure where to delete, whether to trash or permanently delete, and which entry ID to target.

4.2 Delete Action: trash vs permanent delete

Choose one:

  • Move the entry to the trash (safer for testing)
  • Permanently delete the entry (final)

For your first run, I strongly recommend “trash.” Once you confirm the workflow timing and behavior, you can switch to permanent deletion if that’s what your policy requires.

4.3 Entry ID Field: delete “self” or delete a different entry

This setting controls what entry will be deleted.

  • If you want to delete the current entry, choose Entry ID (Self) (this is shown as an available option).
  • If you want to delete a different entry, select a field that contains the ID of the entry you want to delete. Gravity Flow calls this out directly in the docs.

For this tutorial, choose:
Entry ID (Self)

Step 5: Schedule the deletion (delay, date, or date field)

This is the part most people care about: “delete it later, not right now.”

5.1 Turn on Schedule

Enable Schedule this step.

Gravity Flow supports scheduling steps:

  • after a delay (minutes, hours, days, weeks),
  • on a specific date,
  • or on, before, or after the date in a date field.

5.2 Choose a delay (example: 5 weeks)

If your retention policy is “delete after 5 weeks,” set:

  • Schedule: Delay
  • Start this step: 5
  • Unit: Week(s)

This matches the example shown in the Gravity Flow Delete an Entry documentation screenshot.

Schedule enabled with a delay setting for later processing
Use a short delay for testing, then switch to weeks or days to match your retention policy.

Important timing note (so your testing makes sense)

Gravity Flow notes two timing realities you should expect:

  • Delay scheduling is not exact. Up to 15 minutes could pass before the step triggers.
  • Gravity Flow uses WP-Cron and processes queued steps on a 15-minute cycle, and low site traffic can delay scheduled tasks.

So when you test, don’t expect deletion to occur at the exact minute.Important timing note (so your testing makes sense)

Gravity Flow notes two timing realities you should expect:

  • Delay scheduling is not exact. Up to 15 minutes could pass before the step triggers.
  • Gravity Flow uses WP-Cron and processes queued steps on a 15-minute cycle, and low site traffic can delay scheduled tasks.

So when you test, don’t expect deletion to occur at the exact minute.

Step 6: Understand when deletion actually happens (this surprises people)

Gravity Flow’s Delete an Entry doc includes a key rule:

The entry will be deleted only when the workflow is complete. Allow at least 15 minutes for the entry to be deleted. 

What that means in practice:

  • Your workflow needs to reach completion.
  • Then the Delete an Entry step can run (based on schedule).
  • Then you may still need to wait a bit for the scheduled process to execute.

If your workflow is stuck in a User Input step waiting on someone, deletion will not happen because the workflow is not complete yet.

Step 7: Test it (and capture proof screenshots)

7.1 Submit a test entry

Submit your Request Form once.

7.2 Push the workflow to completion

Complete the actions needed to finish the workflow (approve, submit user input, etc.).

7.3 Confirm deletion behavior

Depending on your Delete Action:

  • If you chose Trash, the entry should be moved to trash after the scheduled time.

If you chose Permanent delete, the entry should be removed.

Entries list showing a test record before processing
Before deletion: the entry still appears in the main Entries list.
Trash view showing the record after processing
After deletion: the entry appears in Trash (or disappears completely if you choose permanent delete).

For timing tests, you can temporarily set the delay to something short (like minutes) so you don’t wait weeks while validating the setup. The scheduling system supports minutes/hours/days/weeks.

Deleting a different entry (common Form Connector pattern)

Once you’re comfortable deleting “self,” the next step is deleting another entry.

This is common when you have a parent-child workflow:

  • Parent form: Request Form
  • Child form: Task Tracker

After you update the parent entry with the final status, you might want to delete the child entry to reduce stored data.

How this works:

  1. Add a field in the current form that stores the target entry ID (often a hidden field).
  2. In Delete an Entry step, set Entry ID Field to that field.
  3. The step will delete the entry whose ID is stored there.

Using Delete an Entry responsibly (best-practice notes)

Prefer “Trash” until you are confident

Because permanent deletion is final, trash is safer while you test and while you confirm your retention policy.

Be careful with file uploads

If your entries include uploads, remember Gravity Forms’ behavior: deleting an entry removes associated file uploads too.

If you need to retain files while deleting entries, Gravity Forms documents a filter-based approach, but that’s outside this step’s UI.

Consider Gravity Forms built-in retention if you only need time-based deletion

If your only goal is “delete entries after X days,” Gravity Forms includes Personal Data retention policies that can automatically move entries to trash or delete them permanently.

Where Gravity Flow still wins:

  • You can tie deletion to workflow logic (only after approvals, only after completion).
  • You can schedule based on workflow timing and step placement.
  • You can delete other entries, not just the current one.

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