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Creating a Record in the iOS App

Making records in the iOS app.

Written by Mike Meesseman
Updated today

Fulcrum is designed to help you fulfill your data collection requirements efficiently, directly from your mobile device. Apps are built using the web-based app designer and appear on the mobile application according to the specifications you configure for your organization.


Step 1: Confirm the App

Before starting, verify the name displayed at the top of the screen to confirm you are in the correct App (also referred to as a Form).

  • To switch apps: Tap the name at the top and select the correct one from the provided list.

Step 2: Create the Record

Once you have selected the correct app, tap the plus (+) icon located in the lower-right corner of the screen to begin a new record.

If you tap Cancel during record creation, you must confirm the action. This will permanently discard all unsaved changes.

create new records in iOS app

Step 3: Capture Location and Save

Fulcrum automatically captures your current Location using your device's GPS.

  • Manual Adjustment: You can set or adjust the location manually using the location button in the bottom row of the screen.

  • Complete Fields: Fill in all required fields presented within the record.

  • Save: When finished, tap the Save button in the upper-right corner.

Fulcrum record screen with Save, Cancel, and bottom buttons for report and location

At the bottom of the record creation screen, there is a row of buttons. From left to right, they are the generate a report and Locate buttons.

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