Viewing, creating, and editing forms and records
71 articles
Apricot Data Entry Overview
Understanding Form Basics
What is in a form?Forms are created to gather data in your Apricot database.
What is the difference between Tier 1 and Tier 2 forms?
How do I create a new form?Form Designer allows Administrators to create and edit forms, which are used to collect data. Forms can be created or edited at any time.
FAQs: Apricot Form Best PracticesIn this guide, we will be thinking about form creation and structuring through the lens of data tables.
How do I interact with a form?
What are the recommended form structures and relationships?This guide will show you what we consider some "Best Practices" for form structure within our Apricot database.
Understanding Form Building
How do I build a form based on a template?The Template Library offers a selection of pre-designed forms that may be used to begin designing a form for your users to access.
How do I edit a form's properties?This article details the available properties that can be set on a form-by-form basis.
How do I show or require fields based on data entered in a form?With Form Logic, you can conditionally show and/or require fields based on data entered into other fields on the current form
How do I create cascading dropdowns in a form?Form logic can use look up lists to create cascading drop downs.
Understanding Standard Form Fields
How do I edit standard field properties?
What demographic fields are available in a form?A diverse selection of fields is available in Form Designer, some tailored to collect very specific kinds of data.
What text fields are available in a form?
What option fields are available in a form?Fields govern how data is collected and reported on in Apricot. A diverse selection of fields is available in Form Designer.
How do I add multiple options at once to an option field?Bulk Entry button allows you to add multiple options at once when configuring an option field or creating/editing a lookup list
FAQs: Reporting on Option FieldsIt's best practice to avoid Checkboxes when possible. This will guide you to a workaround using linking fields
What numeric fields are available in a form?Here we will go over numeric fields such as decimal and currency.
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?Here we will go over date, drop-down date and time fields, and will also cover the scheduler field.
How do I calculate time durations across multiple days in a form?Calculation Time Difference fields will assume both times are on the same day which causes issues when the timeframe passes midnight
How do I attach a document or image to a form?A diverse selection of fields are available in Form Designer, some tailored to correctly collect very specific kinds of data.
How do I collect an email or website address in a form?Fields govern how data is collected and reported in Apricot. A diverse selection of fields is available in Form Designer.
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?
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
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.
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)?