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Managing Forms
16 articles
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 deactivate a field in a form?How to remove fields from forms in Apricot
How do I replace a form field with a different field type?
How do I deactivate a form?A form within Apricot can exist in four different states: unpublished, published, modified and inactive.
LinkingLinking allows you to create connections between records in Apricot
Linking FieldsFields govern how data is collected and reported on in Apricot.
Advanced Linking: Same Folder Linking
Advanced Linking: Wizard-Style Linking
Auto PopulateAuto Populate is a Linking field type which enables you to pull data from an originating record onto a different record.
Lookup ListApricot offers a variety of option fields that can be added to any form for data collection - like checkbox, dropdown, radio button, etc.
VIDEO | Smart List PresetThis video reviews how to create Smart List fields and pull them into a Form using the Form Designer.
Secure Web FormThe Apricot Secure Web Form tool allows Administrators to create a direct URL that provides direct access to a data entry form.
Cannot Load Secure Web Form
Registration GridThe registration grid allows an Apricot user to create multiple Tier 2 records for multiple Tier 1 records at the same time
Registration Grid | Custom Dates