Apricot Data Entry
Viewing, creating, and editing forms and records
76 articles
Apricot Data Entry Overview
How do I record an Event or Incident? (Beta)
How do I create cascading dropdowns in a form?
What can form logic do for my Apricot forms?
How do I edit standard field properties?
What demographic fields are available in a form?
How do I add multiple options at once to an option field?
What text fields are available in a form?
What option fields are available in a form?
What calculation fields are available in a form?
What date and time fields are available in a form?
How do I report on option fields efficiently?
What numeric fields are available in a form?
How do I calculate time durations across multiple days in a form?
How do I update records after adding calculation fields to a form?
FAQs: Email Trigger Best PracticesLearn a few tips and tricks in troubleshooting email triggers
Special FieldsHere we will go over special fields such as address lookup, email trigger, labels, record lock, signature and user creation.
How do I attach a document or image to a form?
How do I collect an email or website address 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.
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.
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 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 restrict users from editing records after creation?
Special Form Fields for Canadian Organizations
Understanding Form Building
Understanding Special Form Fields
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
Understanding Standard Form Fields
How do I edit an existing form?
How do I edit a form's permissions from the Form Designer?
How do I replace a form field with a different field type?
How do I use the same option lists in multiple fields or forms?
How do I give non-users access to enter new Tier 1 form data?
How do I deactivate a field in a form?
How do I deactivate a 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 Apricot forms?
How do I pull data from an existing record into a new record?
How do I create a new user from a record?
How do I link Tier 2 records within the same Tier 1 folder?
How do I link forms for users to complete consecutively?
FAQs: Blueprint Forms
Understanding Form Management
Understanding Record Management
What is in a Document Folder?
How do I search for a record?
How do I save a group of records to view at any time?
How do I copy a record?
How do I convert an unsaved record into a PDF file?
How do I print a record?
How do I print all records within a Document Folder?
What is Document Folder Print Mode (Beta)?
How do I archive a record?
How do I permanently delete a record?
Attendance Tracker
Attendance Tracker
Understanding Attendance Tracker
How do I configure the Attendance Tracker?
How do I create and manage Classes?
How do I create and manage Terms?
How do I configure Sessions?
How do I configure Attendance Note settings?
How do I enroll and unenroll participants in the Attendance Tracker?
How do I record attendance data?
How do I access and report on attendance data?