Record Name
Apricot 7.6 Introduces a new capability in Apricot to configure which field you'd like to use as the identifier for records of any form.
In the past, the identifier for each record would automatically be set to the first name field found on the form, or if there was no name field present, the first text field found on the form.
Now, you have the ability to choose what the identifying field will be for every form in Apricot.
Record name field is now a requirement in form designer.
The Record Name will determine what is displayed in the upper left hand corner of each document folder for each record of the form:
The Record Name will also determine what is displayed when linking to records of this form, and what is displayed as the Identifier Field when pulling in the form's record ID column into a report and selecting the data style "With Identifier Field(s)"
Finally, the Record Name controls what is displayed in the Print Modal for tier 2 Records:
Fields must be required to be set as the Record Name, and must be one of these field types:
Text
Numeric
Name
Website
State
Zip
Email
Postal Code
Decimal
Currency
Employee Identification Number
Social Security Number
Date
Social Insurance Number
Phone
Province
Postcode
Dropdown
Radio Button
Attach Doc
Time
County
System Date
System User
Record ID
National Insurance Number
Calculation Add
Calculation Subtract
Calculation
Dynamic Dropdown
Dynamic Checkboxes
Calculation Date After
Calculation Date Before
Calculation Date Difference
Image
Signature
Auto Populate (As long as the Auto Populated field is on this list)
Calculation Round
Image
Masked Dropdown
Masked Radio Button
Masked Checkbox
Masked Multi-Select Dropdown
Dynamic Number
Dynamic Text
Dropdown Date
Calculation Time Difference
Permission Sets Grid
Permissions sets now display in alphabetic order
Connect
Fixed a bug where saving the personal info page threw an error.
Bug Fixes
Fixed bug where registration grid option was not available on the kebab in the new UI
Fixed bug where 'No Access' would inaccurately display for users in the new UI
Fixed bug where dates were not Canadian formatted in the new UI
QuickView Support
Append Only
Dynamic Check Boxes
Dynamic Number
Record Lock
Website
Dynamic Text
Employee Identification
National Insurance Number
Province
Postal Code
🇨🇦 Social Insurance Number
Middle Clicks
Open in new tab from rows in table in the new UI