Hi, I think it can be done this way: create Gravity Forms (GF) addon plugin, which will get latest day entries from database directly (wtihout intermediate excel file) using GF API calls. Then, plugin will append and change collected data so new columns can be added and column titles can be renamed and sends email with attachment in excel format. Not sure what you meant with "Field RecordTypeId (J) must be editable - Field AffiliateID_c (I) must be editable" - all fields will be editable in resulting excel file. Some general info about me below. Please check my ratings and feedbacks to see the proof of my experience and expertise in Wordpress. There are more than 150 of excellent reviews rated 5 out of 5 with 99% completion rate, that is rare case when all employers were fully satisfied! That means I always seek for perfection, please compare to other freelancers with their average rating of 4.8/4.9 and ~80% completion rate.
I have successfully completed hundreds of different WP projects starting from minor theme or content updates to huge and complex WP plugin development and dozens of external API integration tasks. I have 11 years experience in Web Development, 6 years with Wordpress. Comparing to other freelancers who are often spamming with their bids I am actually reading your project description and bid with precision only on projects I like.
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