Videos

Training Videos by Topic

Liz Marshall avatar Training Team avatar
111 articles in this collection
Written by Liz Marshall and Training Team
VIDEOS | Form Design

VIDEO | Intro to Forms

This video provides an overview of the Form Library and Form Design tools within Apricot.
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Written by Training Team
Updated over a week ago

VIDEO | Viewing Your Forms

This video reviews how to view your existing Forms and their Published State in Apricot.
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Written by Training Team
Updated over a week ago

VIDEO | Editing Forms

This video provides an overview of editing Forms in Apricot.
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Written by Training Team
Updated over a week ago

VIDEO | Intro to Building Forms

This video provides an overview of the Form Builder tool, including details on the Field Choices, Requirements, and Form Actions palettes.
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Written by Training Team
Updated over a week ago

VIDEO | Standard Forms Library

Overview of the Standard Forms Library in Apricot, including details on accessing and reordering Tier 1 and Tier 2 forms.
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Written by Liz Marshall
Updated over a week ago

VIDEO | Building Forms: Sections

This video reviews Sections within Forms, including details on adding Sections and adjusting Section Properties.
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Written by Training Team
Updated over a week ago

VIDEO | Building Forms: Fields

This video reviews Fields within Forms, including details on adding Fields to a Form.
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Written by Training Team
Updated over a week ago

VIDEO | Building Forms: Form and Field Properties

This video reviews Form and Field Properties within the Apricot Form Designer.
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Written by Training Team
Updated over a week ago

VIDEO | Required Fields

This video reviews Required Fields in Forms.
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Updated over a week ago

VIDEO | Duplicate Check

This video reviews Duplicate Check Fields in Forms.
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Written by Training Team
Updated over a week ago

VIDEO | Option Lists

This video reviews Option-type Fields, such as Drop Down and Radio Buttons, with details adding choices or answer values.
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Written by Training Team
Updated over a week ago

VIDEO | Saving Forms

This video reviews how to Save Forms in Apricot.
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Written by Training Team
Updated over a week ago

VIDEO | Publish Requirements

This video reviews Publish Requirements for Forms in Apricot, including the Record Name field.
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Written by Training Team
Updated over a week ago

VIDEO | Publishing Forms

This video reviews how to Publish Forms in Apricot.
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Written by Training Team
Updated over a week ago

VIDEO | Creating Forms from Templates

This video reviews Creating Forms from Templates in Apricot.
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Written by Training Team
Updated over a week ago

VIDEO | Creating Tier 2 Forms

This video reviews how to create Tier 2 Forms from scratch.
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Written by Training Team
Updated over a week ago

VIDEO | Creating Tier 1 Forms

This video reviews how to create Tier 1 Forms from scratch.
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Written by Training Team
Updated over a week ago
VIDEOS | Building Reports

VIDEO | Intro to Reports and Report Categories

This video provides an overview of Reports and Report Categories in Apricot.
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Written by Training Team
Updated over a week ago

VIDEO | Data Archives

This video reviews how to backup data and use Apricot's Data Archive Tool.
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Written by Training Team
Updated over a week ago

VIDEO | Creating a New Report

This video reviews how to create a brand new Report in Apricot.
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Written by Training Team
Updated over a week ago

VIDEO | Building Reports

This video reviews building out a new Report, including how to adjust Report Properties, add Sections, and add Fields or Columns.
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Written by Training Team
Updated over a week ago

VIDEO | Copying a Report

This video reviews how to copy an existing Report.
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Updated over a week ago

VIDEO | Adding Data Columns

This video reviews how to add fields to a Report, including details on adding multiple fields at once via the Multiple Columns tool.
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Written by Training Team
Updated over a week ago

VIDEO | Column Properties

This video provides an overview of Column Properties and configuration options for Report Columns.
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Written by Training Team
Updated over a week ago

VIDEO | Data Types and Styles

This video provides an overview of Column Data Style choices, including details on how Data Styles change based on the column's Field Type.
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Written by Training Team
Updated over a week ago

VIDEO | Column Summaries

This video provides an overview of Column Summary choices, including details on how Summaries change based on the column's Field Type.
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Written by Training Team
Updated over a week ago

VIDEO | Grouping Data

This video provides an overview of Column Grouping, including details on Drill-Down Grouping, or Grouping by multiple columns.
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Written by Training Team
Updated over a week ago

VIDEO | Adding Tier 2 Data

This video reviews adding fields from a Tier 2 form to a Report.
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Written by Training Team
Updated over a week ago

VIDEO | Exporting Reports

This video reviews how to export a Report in Run Mode and also includes details on printing Reports.
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Written by Training Team
Updated over a week ago

VIDEO | Special Columns - Calculations

This video reviews Special Columns and the Calculation Field Choices in the Report Builder.
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Written by Training Team
Updated over a week ago

VIDEO | Special Columns - Section Summaries

This video reviews Special Columns and the Section Summary Field Choices in the Report Builder.
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Written by Training Team
Updated over a week ago

VIDEO | Root & Connecting Forms

This video reviews how to identify the Root and Connecting Forms in a Report and how to apply requirements and limits.
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Written by Training Team
Updated over a week ago

VIDEO | Limit Sections

This video reviews Limit Sections, as well as how to show and unhide so that these sections are visible in Run Mode.
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Written by Training Team
Updated over a week ago
VIDEOS | User Accounts

VIDEO | Intro to Users

This video provides an overview of User Accounts in Apricot.
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Written by Training Team
Updated over a week ago

VIDEO | Creating New Users

This video reviews how to create New Users in Apricot, including details on assigning Roles and Permission Sets.
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Written by Training Team
Updated over a week ago

VIDEO | User Types

This video reviews User Types in Apricot, including details on access levels for different User Types.
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Written by Training Team
Updated over a week ago

VIDEO | Edit User Details

This video reviews how to make changes to an existing User in Apricot.
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Written by Training Team
Updated over a week ago

VIDEO | Updated User Details Page

This video reviews the Updated User Details Page.
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Written by Training Team
Updated over a week ago

VIDEO | Record Level Access for Users

Record Level Access (RLA) is a restriction that can be applied to a Permission Set to limit record visibility.
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Written by Training Team
Updated over a week ago

VIDEO | Assigned Roles: Form Design

This video reviews the Assigned Role of Form Designer, a permission that allows a Standard User the ability to access the Form Design tool.
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Written by Training Team
Updated over a week ago

VIDEO | Assigned Roles: Report Design

This video reviews the Assigned Role of Report Design, a permission that allows a Standard User to access the Report Builder tool.
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Written by Training Team
Updated over a week ago

VIDEO | Secure Web Form

This video reviews the Secure Web Form tool, which allows a Tier 1 form to be publicly accessed via a unique URL.
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Written by Training Team
Updated over a week ago