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Setting options for all field types in Fulcrum
Setting options for all field types in Fulcrum

A guide that explains the basic options that fields have. (Basic)

Coleman McCormick avatar
Written by Coleman McCormick
Updated over a week ago

When first dragging and placing a field into the Layout area, or clicking on a field already in the Layout area, you will notice a popup that is displayed. This popup is the field settings menu and it allows you to do basic things like naming the field and setting restraints.

Some fields have more complex options that can be a little confusing to understand, but don't worry. This guide will explain the various options that can be set for all field types and provide links to additional resources that give more in-depth information on the option in Fulcrum.

Field Options

Here is a comprehensive list of all the field options available in Fulcrum. Keep in mind that not all options are available for all field types. To learn more about some of the field options on this list, click on them to get to their specific article.

Enable N/A Choice?

  • Available on: Yes/No fields

  • Allows for a third choice option on the yes/no fields. When enabled you will see a third row appear in the yes/no field's setting menu.

Default to Today's Date/Time

  • Available on: Date and Time fields

  • When enabled the time or date fields will default to the current time or date on the device being used.

  • Note: The date and time will not be accurate if the date or time is not correct on the platform the Fulcrum app is being used on.

Location Enabled?

  • Available on: Repeatable Sections

  • When enabled the child records created within the repeatable section can be associated with a location and have coordinates captured.

Location Required?

  •  Available on: Repeatable Sections

  • When enabled the child records will be required to have a location before the parent record can be fully saved.

  • Note: requires the location enabled checkbox to be checked.

Agreement Text

  • Available on: Signature Field

  • Displays under the signature box on the mobile apps when capturing a signature.

Audio Enabled?

  • Available on: Video field

  • When enabled the audio will be captured as the video is captured.

GPS Track Enabled?

  • Available on: Video and Audio fields

  • When enabled a GPS track will be captured as the media is being recorded. This GPS track can then be viewed along side the media within the web app and downloaded from the media player.

Auto Populate?

  • Available on: Address field 

  • When enabled the address field will automatically populate and update when the location of the record is set.

  • This feature leverages reverse geocoding functionality that is available on Android and iOS devices. As a result, the ability only works on the Fulcrum mobile apps.

  • This feature also requires the mobile devices to have a network connection either through WiFi or Cellular.

Default URL?

  • Available on: Hyperlink field

  • The URL that you want the hyperlink field to link to.

Expression

  • Available on: Calculation field

  • This will open up a code builder where you can enter the code you wish the calculation field to run.

Display Format

  • Available on: Calculation field

  • Display the result of the code as a Number, Text, Date, or Currency.

  • Text is the most forgiving format should accommodate most use cases.

Linked App

  • Available on: Record Link field

  • Select the app that you would like to link the record link field to.

Allow Selection of Existing Records

  • Available on: Record Link field

  • Allows the person entering the data to select records that already exist in the linked app. 

Allow Creation of New Records

  • Available on: Record Link field

  • Allows the person entering the data to create new records in the linked app. 

Allow Updating of Existing Records

  • Available on: Record Link field

  • Allows the person entering the data to edit existing records through the record link field. 

Allow Multiple Records

  • Available on: Record Link field

  • Allows the person entering the data to link multiple records from the linked app.

  • Note: enabling this will disable the auto population functionality. 

 

 

 

 

 

 

 

 

 

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