Apricot Data Entry
Viewing, creating, and editing forms and records
67 articles
Apricot Data Entry Overview
How do I record an Event or Incident? (Beta)
How do I create a new user from a record?
Understanding Form Management
Understanding Form Linking
FAQs: Blueprint Forms
How do I create a custom schedule for a Registration Grid?
How do I replace a form field with a different field type?
How do I link Tier 2 records within the same Tier 1 folder?
How do I pull data from an existing record into a new record?
How do I edit a form's permissions from the Form Designer?
How do I give non-users access to enter new Tier 1 form data?
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 link forms for users to complete consecutively?
How do I edit an existing form?
How do I deactivate a field in a form?
How do I create a link between two Apricot forms?
How do I deactivate a form?
How do I use the same option lists in multiple fields or forms?
Understanding Special Form Fields
Understanding Standard Form Fields
How do I calculate time durations across multiple days in a form?
How do I update records after adding calculation fields to a form?
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
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 add multiple options at once to an option field?
FAQs: Email Trigger Best PracticesLearn a few tips and tricks in troubleshooting email triggers
How do I report on option fields efficiently?
How do I create cascading dropdowns in a form?
What date and time fields are available in a form?
What can form logic do for my Apricot forms?
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.
Special Form Fields for Canadian Organizations
How do I collect an email or website address in a form?
What demographic fields are available in a form?
How do I edit special field properties?This section will outline the properties that are only available for certain types of 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 standard field properties?
What calculation fields are available in a form?
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.
Understanding Form Building
How do I attach a document or image to a form?
What numeric fields are available in a form?
How do I restrict users from editing records after creation?
What text fields are available in a form?
What option fields are available in a form?
Understanding Record Management
What is Document Folder Print Mode (Beta)?
How do I convert an unsaved record into a PDF file?
How do I print all records within a Document Folder?
What is in a Document Folder?
How do I print a record?
How do I archive a record?
How do I save a group of records to view at any time?
How do I search for a record?
How do I permanently delete a record?
How do I copy a record?