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Managing Forms
16 articles
Understanding Form Management
How do I edit an existing form?Apricot forms can be edited at any time.
How do I edit a form's permissions from the Form Designer?The Form Permissions feature allows Apricot Administrators to see which Programs/Permission Sets can manipulate records of that form
How do I use the same option lists in multiple fields or forms?Apricot offers a variety of option fields that can be added to any form for data collection - like checkbox, dropdown, radio button, etc.
How do I replace a form field with a different field type?
How do I deactivate a field in a form?How to remove fields from forms in Apricot
How do I deactivate a form?A form within Apricot can exist in four different states: unpublished, published, modified and inactive.
How do I give non-users access to enter new Tier 1 form data?The Apricot Secure Web Form tool allows Administrators to create a direct URL that provides direct access to a data entry form.
How do I create multiple Tier 2 records with different values at once?The registration grid allows an Apricot user to create multiple Tier 2 records for multiple Tier 1 records at the same time
How do I create a custom schedule for a Registration Grid?
Understanding Form Linking
How do I create a link between two unrelated forms?Linking allows you to create connections between records in Apricot
How do I pull data from an existing record into a new record?Auto Populate is a Linking field type which enables you to pull data from an originating record onto a different record.
How do I link Tier 2 records within the same Tier 1 folder?
How do I link forms for users to complete consecutively?
What is a Blueprint form?The term "Blueprint Form" refers to a restricted form that is included with the latest versions of Apricot