Record Name

Apricot 7.6 Introduces a new capability in Apricot to configure which field you'd like to use as the identifier for records of any form. 

In the past, the identifier for each record would automatically be set to the first name field found on the form, or if there was no name field present, the first text field found on the form. 

Now, you have the ability to choose what the identifying field will be for every form in Apricot.

  • Record name field is now a requirement in form designer.
  • The Record Name will determine what is displayed in the upper left hand corner of each document folder for each record of the form:
  • The Record Name will also determine what is displayed when linking to records of this form, and what is displayed as the Identifier Field when pulling in the form's record ID column into a report and selecting the data style "With Identifier Field(s)"

Setting the Record Name Field:

  • Finally, the Record Name controls what is displayed in the Print Modal for tier 2 Records:


Fields must be required to be set as the Record Name, and must be one of these field types:

 Text
 Numeric
 Name
 Website
 State
 Zip
 Email
 Postal Code
 Decimal
 Currency
 Employee Identification Number
 Social Security Number
 Date
 Social Insurance Number
 Phone
 Province
 Postcode
 Dropdown
 Radio Button
 Attach Doc
 Time
 County
 System Date
 System User
 Record ID
 National Insurance Number
 Calculation Add
 Calculation Subtract
 Calculation
 Dynamic Dropdown
 Dynamic Checkboxes
 Calculation Date After
 Calculation Date Before
 Calculation Date Difference
 Image
 Signature
 Auto Populate (As long as the Auto Populated field is on this list)
 Calculation Round
 Image
 Masked Dropdown
 Masked Radio Button
 Masked Checkbox
 Masked Multi-Select Dropdown
 Dynamic Number
 Dynamic Text
 Dropdown Date
 Calculation Time Difference

Permission Sets Grid 

  • Permissions sets now display in alphabetic order

Connect

  • Fixed a bug where saving the personal info page threw an error.

Bugfixes 

  • Fixed bug where registration grid option was not available on the kebab in the new UI
  • Fixed bug where 'No Access' would inaccurately display for users in the new UI
  • Fixed bug where dates were not Canadian formatted in the new UI

QuickView Support in the new UI

  • Append Only
  • Dynamic Check Boxes
  • Dynamic Number
  • Record Lock
  • Website
  • Dynamic Text
  • Employee Identification
  • National Insurance Number
  • Province
  • Postal Code
  • 🇨🇦 Social Insurance Number

Middle Clicks

  • Open in new tab from rows in table in the new UI
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