28 articles
Understanding Form Building
How do I create a new form?Form Designer allows Administrators to create and edit forms, which are used to collect data. Forms can be created or edited at any time.
How do I build a form based on a template?The Template Library offers a selection of pre-designed forms that may be used to begin designing a form for your users to access.
How do I edit a form's properties?This article details the available properties that can be set on a form-by-form basis.
How do I show or require fields based on data entered in a form?With Form Logic, you can conditionally show and/or require fields based on data entered into other fields on the current form
How do I create cascading dropdowns in a form?Form logic can use look up lists to create cascading drop downs.
Understanding Standard Form Fields
How do I edit standard field properties?
What demographic fields are available in a form?A diverse selection of fields is available in Form Designer, some tailored to collect very specific kinds of data.
What text fields are available in a form?
What option fields are available in a form?Fields govern how data is collected and reported on in Apricot. A diverse selection of fields is available in Form Designer.
How do I add multiple options at once to an option field?Bulk Entry button allows you to add multiple options at once when configuring an option field or creating/editing a lookup list
FAQs: Reporting on Option FieldsIt's best practice to avoid Checkboxes when possible. This will guide you to a workaround using linking fields
What numeric fields are available in a form?Here we will go over numeric fields such as decimal and currency.
What calculation fields are available in a form?
What date and time fields are available in a form?Here we will go over date, drop-down date and time fields, and will also cover the scheduler field.
How do I calculate time durations across multiple days in a form?Calculation Time Difference fields will assume both times are on the same day which causes issues when the timeframe passes midnight
How do I attach a document or image to a form?A diverse selection of fields are available in Form Designer, some tailored to correctly collect very specific kinds of data.
How do I collect an email or website address in a form?Fields govern how data is collected and reported in Apricot. A diverse selection of fields is available in Form Designer.
Understanding Special Form Fields
Special FieldsHere we will go over special fields such as address lookup, email trigger, labels, record lock, signature and user creation.
How do I edit special field properties?This section will outline the properties that are only available for certain types of fields.
How do I email users when records are created or updated?Email triggers automatically notify users and others via email when records are created or updated in Apricot.
FAQs: Email Trigger Best PracticesLearn a few tips and tricks in troubleshooting email triggers
How do I add an image to a form?This article will go over the steps to add an image to a form.
How do I collect electronic signatures in a form?The Signature field electronically captures a name, a signature, the date and time of signing, and records the logged-in user as witness.
How do I generate a list of users to select in a form?This article details what a User List field is, how to use it, and other best practices
Special Form Fields for Canadian Organizations