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Editing Forms and Creating Records

Editing Forms and Creating Records

92 articles
Taylor Roderick avatarAmanda Henninger avatarTaryn Petty avatar+3
Written by Taylor Roderick, Amanda Henninger, Taryn Petty and 3 others

How to Locate a Record ID in Apricot

This article covers how to find any Record's ID when working in Apricot
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Multiple Users Editing the Same Record

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Form Properties

This article details the available properties that can be set on a form-by-form basis.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Workflow Permissions

This article goes over the Permissions needed for Apricot Users to have access to Workflows.
Amanda Henninger avatar
Written by Amanda Henninger. Updated over a week ago

Updating Records After Adding Calculation Fields To An Existing Form

Amanda Henninger avatar
Written by Amanda Henninger. Updated over a week ago

Adding Images to a Form

This article will go over the steps to add an image to a form.
Taryn Petty avatar
Written by Taryn Petty. Updated over a week ago

Program Enrollments

Enrollments will enhance the participant enrollment and exit experience through standardized data collection
Bethany Steward avatar
Written by Bethany Steward. Updated over a week ago

Translating Apricot Pages Using Google Translate

This article covers the configuration of Google Translate settings for users whose native language differs from that used in your Apricot
Cole Lapwing avatar
Written by Cole Lapwing. Updated over a week ago

Form Creation & Structuring Through the Lens of Data Tables

In this guide, we will be thinking about form creation and structuring through the lens of data tables.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

User Lists

This article details what a User List field is, how to use it, and other best practices
Bethany Steward avatar
Written by Bethany Steward. Updated over a week ago

Apricot Connect: Supported Fields

This article notes Connect and Intake limitations. This is a list of supported and unsupported fields in Connect with other limitations
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Best Practices: Record Creation and Program Assignments

There are multiple options for how programs get assigned to records, but a common option is "Assign Records to User's Active Programs."
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Best Practices: Multiselect (Checkbox/Multiselect Dropdown) Alternative Setup

A guide to working with multiple choice linking fields instead of check boxes.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Best Practices: Checkbox and Multiselect Alternative Setup

It's best practice to avoid Checkboxes when possible. This will guide you to a workaround using linking fields
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Converting Records Into PDF

Converting a record into a PDF can come in handy if you are not ready to submit a record.
Tania avatar
Written by Tania. Updated over a week ago

Bulk Entry

Bulk Entry button allows you to add multiple options at once when configuring an option field or creating/editing a lookup list
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Registration Grid - Custom Dates

Registration grid is a feature in Apricot that allows a user to create multiple Tier 2 records for multiple Tier 1 records at the same time.
Tania avatar
Written by Tania. Updated over a week ago

Create Tier 2 Records

This article explains how to create a new Tier 2 record.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

VIDEO | Create Tier 1 Records

Enter unique, demographic information for participants or supporters is through a Tier 1 forms to create new Tier 1 records.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Print Records From Document Folder (New Doc. Folder UI Update)

If you would like to print a Tier 1 record and all of its associated Tier 2 records, that function can be accessed from the Document Folder.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

How To Replace a Field with a Different Field Type

This article will cover the process of replacing one field with a field of a different type.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Creating and Editing Records (New Document Folder UI)

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Document Folder

This article provides an overview of the Document Folder
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Hide Report Name

Names of reports can be suppressed or hidden from display when they are printed.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Email Trigger Troubleshooting

Learn a few tips and tricks in troubleshooting email triggers
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Best Practices: Form Structure

This guide will show you what we consider some "Best Practices" for form structure within our Apricot database.
Tania avatar
Written by Tania. Updated over a week ago

Form Logic & Cascading Drop Downs

Form logic can use look up lists to create cascading drop downs.
Tania avatar
Written by Tania. Updated over a week ago

Tier 1 Forms versus Tier 2 Forms

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Create T2 forms

Instruction on creating Tier 2 forms within the Standard Forms Library.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Duplicate Check on Tier 2 Records

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Written by Taylor Roderick. Updated over a week ago

Electronic Signatures

The Signature field electronically captures a name, a signature, the date and time of signing, and records the logged-in user as witness.
Tania avatar
Written by Tania. Updated over a week ago

Archiving Records

Archiving removes records from your Apricot database.
Tania avatar
Written by Tania. Updated over a week ago

Troubleshooting: Duplicate Record Warning

An Apricot database is equipped with security measures to stop users from entering the exact same information in two different places.
Tania avatar
Written by Tania. Updated over a week ago

Navigation Options - Tab Order

Users can navigate Apricot for data entry using tab and other keyboard functions
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Print Record from Document Folder

If you would like to printing a Tier 1 record and all of its associated Tier 2 records, that function can be accessed from the doc folder.
Tania avatar
Written by Tania. Updated over a week ago

Program Assignment Settings

The way that Apricot assigns programs for records of a form can be adjusted in the form properties.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Auto Populate

Auto Populate is a Linking field type which enables you to pull data from an originating record onto a different record.
Tania avatar
Written by Tania. Updated over a week ago

Canada: Special Fields for Canadian Apricot Organizations

For Canadian Apricot sites, the fields listed below will appear as part of the Field Choices palette in Form Designer.
Tania avatar
Written by Tania. Updated over a week ago

System Fields

System Fields help search for particular records and allows Administrators the ability to run reports based on unique identifiers.
Tania avatar
Written by Tania. Updated over a week ago

Design Forms

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Hyperlink Fields

Fields govern how data is collected and reported on in Apricot. A diverse selection of fields is available in Form Designer.
Tania avatar
Written by Tania. Updated over a week ago

Lock Records

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Tier 2 Form

Your Apricot database collects information on forms that are created in a two tier structure.
Tania avatar
Written by Tania. Updated over a week ago

Using Apricot Palettes

Palettes (or menus) show the actions that are available on many Apricot pages. The actions are tailored to the specific page.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Date and Time Fields

Here we will go over date, drop-down date and time fields, and will also cover the scheduler field.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Numeric Fields

Here we will go over numeric fields such as decimal and currency.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

VIDEO | Tier 1 and Tier 2 Forms in Apricot

Overview of form structure in Apricot, including details on Tier 1 and Tier 2 forms.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Form Logic

With Form Logic, you can conditionally show and/or require fields based on data entered into other fields on the current form
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Best Practices: Duplicate Check

This article outlines how the Duplicate Check feature prevents users from entering the same information into a Tier 1 record twice.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Print and Export Individual Records

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Template Library

The Template Library offers a selection of pre-designed forms that may be used to begin designing a form for your users to access.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Google Calendars - Integration

This article outlines how to add and use a gmail calendar within Apricot forms/record creation.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Special Field Properties

This section will outline the properties that are only available for certain types of fields.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Import Update Tier 2 Records

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Demographic Fields

A diverse selection of fields is available in Form Designer, some tailored to collect very specific kinds of data.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Advanced Linking: Same Folder Linking

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Data Archives

The Data Archives allow an Administrator to export data out of Apricot (one form at a time) without building a report.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Internal Referrals

Internal Referrals map a client’s journey through Apricot and allows users to collaborate across service areas.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Filling Out a Record

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Batch Records Tool

The Batch Record Tool in Apricot is designed to allow users to create Tier 2 records for more than one Tier 1 record at one time.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Calendars and the Scheduler Field

The scheduler field, which can be added to a form for data entry, can be used with an integrated calendar to verify a user's availability.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Import Update Tier 1 Records

The import tool can be used to transfer data from Excel files or from a historic database into Apricot.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Favorites Lists

The Favorites List Tool is a time-saving feature that allows groups of records to be stored in a list for later use and reference
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Import Links

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Written by Taylor Roderick. Updated over a week ago

Special Fields

Here we will go over special fields such as address lookup, email trigger, labels, record lock, signature and user creation.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Secure Web Form

The Apricot Secure Web Form tool allows Administrators to create a direct URL that provides direct access to a data entry form.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Import: Create Tier 2 Records

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

VIDEO: Publishing Forms

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Option Fields

Fields govern how data is collected and reported on in Apricot. A diverse selection of fields is available in Form Designer.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Standard Properties for Fields

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Form Permissions

The Form Permissions feature allows Apricot Administrators to see which Programs/Permission Sets can manipulate records of that form
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Calculation Fields

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Import: Create Tier 1 Records

The Apricot Import tool allows information pertaining to multiple records to be entered and saved at one data entry point.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

What is in a Form?

Forms are created to gather data in your Apricot database.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Creating and Editing Records

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Email Trigger

Email triggers automatically notify users and others via email when records are created or updated in Apricot.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Registration Grid

The registration grid allows an Apricot user to create multiple Tier 2 records for multiple Tier 1 records at the same time
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Creating Forms

Form Designer allows Administrators to create and edit forms, which are used to collect data. Forms can be created or edited at any time.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

How to Design Forms: Table of Contents

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Written by Taylor Roderick. Updated over a week ago

Advanced Linking: Wizard-Style Linking

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Written by Taylor Roderick. Updated over a week ago

Linking Fields

Fields govern how data is collected and reported on in Apricot.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Linking

Linking allows you to create connections between records in Apricot
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Adding and Removing Fields in a Form

How to add and remove fields from forms in Apricot
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Editing Forms

Apricot forms can be edited at any time.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Upload Fields

A diverse selection of fields are available in Form Designer, some tailored to correctly collect very specific kinds of data.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Record Search

Apricot provides a variety of ways to search for records
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Lookup List

Apricot offers a variety of option fields that can be added to any form for data collection - like checkbox, dropdown, radio button, etc.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Form States

A form within Apricot can exist in four different states: unpublished, published, modified and inactive.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Document Folder

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Written by Taylor Roderick. Updated over a week ago

Deleting Records

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Written by Taylor Roderick. Updated over a week ago

Copying Records

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Text Fields

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Written by Taylor Roderick. Updated over a week ago