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Creating a Record in the iOS App

Making records in the iOS app.

Written by Mike Meesseman
Updated over 3 weeks ago

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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