Viewing, creating, and editing forms and records
68 articles
Apricot Data Entry Overview
Understanding Form Building
What can form logic do for my Apricot forms?
How do I create cascading dropdowns in a form?
Understanding Standard Form Fields
How do I edit standard field properties?
What demographic fields are available in a form?
What text fields are available in a form?
What option fields are available in a form?
How do I add multiple options at once to an option field?
How do I report on option fields efficiently?
What numeric fields are available in a form?
What calculation fields are available in a form?
How do I update records after adding calculation fields to a form?
What date and time fields are available in a form?
How do I calculate time durations across multiple days in a form?
How do I attach a document or image to a form?
How do I collect an email or website address in a form?
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 restrict users from editing records after creation?
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
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?
What is a Blueprint form?The term "Blueprint Form" refers to a restricted form that is included with the latest versions of Apricot
Understanding Form Linking
How do I create a link between two Apricot forms?
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?
Understanding Record Creation
How do I create a new record?
How do I choose which program to assign a record to upon creation?Using the Programs Badge when creating a record to control which program the record is assigned to
Can multiple users edit a record at the same time?
How do I prevent users from creating a duplicate record?
How do I create identical Tier 2 records for multiple Tier 1 records at once?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.
Understanding Record Management
What is in a Document Folder?This article provides an overview of the Document Folder
How do I search for a record?Apricot provides a variety of ways to search for records
How do I edit an existing record?
How do I view creation or modification details for a record?System Fields help search for particular records and allows Administrators the ability to run reports based on unique identifiers.
How do I save a group of records to view at any time?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
How do I copy a record?
How do I archive a record?Archiving removes records from your Apricot database.
How do I permanently delete a record?
How do I save a record as a PDF file?Converting a record into a PDF can come in handy if you are not ready to submit a record.
How do I print a record?
How do I print all records within a Document Folder?
What is Document Folder Print Mode (Beta)?