Editing Forms and Creating Records

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78 articles in this collection
Written by Taylor Roderick, Andrew Currens, Tania and 3 others

Converting Records Into PDF

Converting a record into a PDF can come in handy if you are not ready to submit a record.
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Written by Tania
Updated this week

Bulk Entry

Bulk Entry button allows you to add multiple options at once when configuring an option field or creating/editing a lookup list
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Written by Clint Colisch
Updated this week

Registration Grid - Custom Dates

Registration grid is a feature in Apricot that allows a user to create multiple Tier 2 records for multiple Tier 1 records at the same time.
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Written by Tania
Updated this week

Create Tier 2 Records (New Document Folder)

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Written by Zeph Sawyer
Updated over a week ago

VIDEO | Create Tier 1 Records

Enter unique, demographic information for participants or supporters is through a Tier 1 forms to create new Tier 1 records.
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Written by Taylor Roderick
Updated over a week ago

Print Records From Document Folder (New Doc. Folder UI Update)

If you would like to print a Tier 1 record and all of its associated Tier 2 records, that function can be accessed from the doc folder.
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Written by Taylor Roderick
Updated over a week ago

Creating and Editing Records (New Document Folder UI)

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Written by Zeph Sawyer
Updated over a week ago

New Document Folder UI

Updates to the Document Folder
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Written by Taylor Roderick
Updated over a week ago

Hide Report Name

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Written by Sean Petty
Updated over a week ago

Actions Navigation Options

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Written by Sean Petty
Updated over a week ago

Best Practices: Form Structure

This guide will show you what we consider some "Best Practices" for form structure within our Apricot database.
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Written by Tania
Updated over a week ago

Form Logic & Cascading Drop Downs

Form logic can use look up lists to create cascading drop downs.
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Written by Tania
Updated over a week ago

Tier 1 Forms versus Tier 2 Forms

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Written by Sean Petty
Updated over a week ago

Create T2 forms

Instruction on creating Tier 2 forms within the Standard Forms Library.
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Written by Taylor Roderick
Updated over a week ago

Quick View Fields Don't Appear on Document Folder

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Written by Sean Petty
Updated over a week ago

Duplicate Check on Tier 2 Records

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Written by Sean Petty
Updated over a week ago

Electronic Signatures

The Signature field electronically captures a name, a signature, the date and time of signing, and records the logged-in user as witness.
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Written by Tania
Updated over a week ago

Archiving Records

Archiving removes records from your Apricot database.
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Written by Tania
Updated over a week ago

Troubleshooting: Duplicate Record Warning

An Apricot database is equipped with security measures to stop users from entering the exact same information in two different places.
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Written by Tania
Updated over a week ago

Print Record from Document Folder

If you would like to printing a Tier 1 record and all of its associated Tier 2 records, that function can be accessed from the doc folder.
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Written by Tania
Updated over a week ago

Program Assignment Settings

The way that Apricot assigns programs for records of a form can be adjusted in the form properties.
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Written by Taylor Roderick
Updated over a week ago

Auto Populate

Auto Populate is a Linking field type which enables you to pull data from an originating record onto a different record.
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Written by Tania
Updated this week

Canada: Special Fields for Canadian Apricot Organizations

For Canadian Apricot sites, the fields listed below will appear as part of the Field Choices palette in Form Designer.
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Written by Tania
Updated over a week ago

System Fields

System fields help search for particular records and allows administrators the ability to run reports based on unique identifiers.
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Written by Tania
Updated over a week ago

Design Forms

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Written by Sean Petty
Updated over a week ago

Hyperlink Fields

Fields govern how data is collected and reported on in Apricot. A diverse selection of fields is available in Form Designer.
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Written by Tania
Updated over a week ago

Lock Records

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Written by Zeph Sawyer
Updated over a week ago

Tier 2 Form

Your Apricot database collects information on forms that are created in a two tier structure.
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Written by Tania
Updated over a week ago

Using Apricot Palettes

Palettes (or menus) show the actions that are available on many Apricot pages. The actions are tailored to the specific page.
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Written by Zeph Sawyer
Updated over a week ago

Date and Time Fields

Here we will go over date, drop-down date and time fields, and will also cover the scheduler field.
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Written by Taylor Roderick
Updated over a week ago

Numeric Fields

Here we will go over numeric fields such as decimal, currency, and dynamic number.
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Written by Zeph Sawyer
Updated over a week ago

VIDEO | Tier 1 and Tier 2 Forms in Apricot

Overview of form structure in Apricot, including details on Tier 1 and Tier 2 forms.
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Written by Taylor Roderick
Updated over a week ago

Form Logic

With form logic, you can conditionally show and/or require fields based on data entered into other fields on the current form
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Written by Taylor Roderick
Updated over a week ago

Best Practices: Duplicate Check

This article outlines how the Duplicate Check feature prevents users from entering the same information into a Tier 1 record twice.
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Written by Taylor Roderick
Updated over a week ago

Print and Export Individual Records

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Written by Zeph Sawyer
Updated over a week ago

Template Library

The Template Library offers a selection of pre-designed forms that may be used to begin designing a form for your users to access.
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Written by Taylor Roderick
Updated over a week ago

Google Calendars - Integration

This article outlines how to add and use a gmail calendar within Apricot forms/record creation.
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Written by Taylor Roderick
Updated over a week ago

Registration Grid

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Written by Zeph Sawyer
Updated over a week ago

Special Field Properties

This section will outline the properties that are only available for certain types of fields.
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Written by Taylor Roderick
Updated over a week ago

Import Update Tier 2 Records

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Written by Taylor Roderick
Updated over a week ago

Advanced Linking: Same Folder Linking

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Written by Zeph Sawyer
Updated over a week ago

Demographic Fields

A diverse selection of fields is available in Form Designer, some tailored to collect very specific kinds of data.
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Written by Taylor Roderick
Updated over a week ago

Data Archives

The Data Archives allow an Administrator to export data out of Apricot (one form at a time) without building a report.
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Written by Taylor Roderick
Updated over a week ago

Referrals

Referrals map a client’s journey through Apricot and allows users to collaborate across service areas.
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Written by Taylor Roderick
Updated over a week ago

Filling Out a Record

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Written by Taylor Roderick
Updated over a week ago

Batch Records Tool

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.
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Written by Taylor Roderick
Updated over a week ago

Calendars and the Scheduler Field

The scheduler field, which can be added to a form for data entry, can be used with an integrated calendar to verify a user's availability.
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Written by Taylor Roderick
Updated over a week ago

Import Update Tier 1 Records

The import tool can be used to transfer data from Excel files or from a historic database into Apricot.
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Written by Taylor Roderick
Updated over a week ago

Favorites Lists

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
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Written by Taylor Roderick
Updated over a week ago

Import Links

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Written by Taylor Roderick
Updated over a week ago

Special Fields

Here we will go over special fields such as address lookup, email trigger, labels, record lock, signature and user creation.
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Written by Taylor Roderick
Updated over a week ago

Secure Web Form

The Apricot Secure Web Form tool allows Administrators to create a direct URL that provides direct access to a data entry form.
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Written by Taylor Roderick
Updated over a week ago

Import: Create Tier 2 Records

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Written by Andrew Currens
Updated over a week ago

VIDEO: Publishing Forms

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Written by Taylor Roderick
Updated over a week ago

Option Fields

Fields govern how data is collected and reported on in Apricot. A diverse selection of fields is available in Form Designer.
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Written by Taylor Roderick
Updated over a week ago

Standard Properties for Fields

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Written by Andrew Currens
Updated over a week ago

Form Permissions

The Form Permissions feature allows Apricot Administrators to see which Programs/Permission Sets can manipulate records of that form
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Written by Taylor Roderick
Updated over a week ago

Calculation Fields

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Written by Andrew Currens
Updated over a week ago

Import: Create Tier 1 Records

The Apricot Import tool allows information pertaining to multiple records to be entered and saved at one data entry point.
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Written by Taylor Roderick
Updated over a week ago

What is in a Form?

Forms are created to gather data in your Apricot database.
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Written by Andrew Currens
Updated over a week ago

Creating and Editing Records

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Written by Andrew Currens
Updated over a week ago

Email Trigger

Email triggers automatically notify users and others via email when records are created or updated in Apricot.
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Written by Taylor Roderick
Updated over a week ago

Creating Forms

Form Designer allows Administrators to create and edit forms, which are used to collect data. Forms can be created or edited at anytime.
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Written by Andrew Currens
Updated over a week ago

How to Design Forms: Table of Contents

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Written by Taylor Roderick
Updated over a week ago

Advanced Linking: Wizard-Style Linking

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Written by Andrew Currens
Updated over a week ago

Linking Fields

Fields govern how data is collected and reported on in Apricot.
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Written by Andrew Currens
Updated over a week ago

Linking

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Written by Andrew Currens
Updated over a week ago

Adding and Removing Fields in a Form

How to add and remove fields from forms in Apricot
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Written by Taylor Roderick
Updated over a week ago

Linking Records

Linking allows you to create connections between records in Apricot
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Written by Taylor Roderick
Updated over a week ago

Editing Forms

Apricot forms can be edited at any time.
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Written by Andrew Currens
Updated over a week ago

Upload Fields

A diverse selection of fields are available in Form Designer, some tailored to correctly collect very specific kinds of data.
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Written by Andrew Currens
Updated over a week ago

Record Search

Apricot provides a variety of ways to search for records
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Written by Taylor Roderick
Updated over a week ago

Lookup List

Apricot offers a variety of option fields that can be added to any form for data collection - like checkbox, dropdown, radio button, etc.
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Written by Andrew Currens
Updated over a week ago

Form States

A form within Apricot can exist in four different states: unpublished, published, modified and inactive.
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Written by Andrew Currens
Updated over a week ago

Document Folder

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Written by Taylor Roderick
Updated over a week ago

Deleting Records

Note - Must be logged into Apricot in order to follow any links in this article
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Written by Taylor Roderick
Updated over a week ago

Copying Records

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Written by Taylor Roderick
Updated over a week ago

Text Fields

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Written by Taylor Roderick
Updated over a week ago