Prerequisites
You must be a Member of a Fulcrum Organization.
You must have a System Role that allows record creation, such as Owner, Manager, Standard User, or Record Creator.
Steps to Create a Record
Access the App: Log into the Fulcrum web app. From the homepage, locate the app you wish to use and select the view Records button to the right of the app name.|
Open the Record Editor: This opens the record editor, which is the primary view for data collected in an app.
Initialize a New Record: Select the green + icon in the upper right corner to start a new record. The behavior of the next step depends on your current Record Editor View.
Record Editor Views
There are three main view options for your record data: Map view, Split/Hybrid view, and Table view.
Creating Records Using Map or Split/Hybrid Views
When using the Map or Split/Hybrid views, a message appears at the top of the map instructing you to "click on the map to set the location" of the record. You must set the location before the record editor popup displays.
After you select the location on the map, the popup editor appears, allowing you to enter the record data.
Creating Records Using Table View
When using the Table view, you are not required to click the map first. Instead, the record popup editor displays immediately. You can set the location on the map within the popup and fill out the record data simultaneously.
Saving the Record
Once you have set the location and completed the Fields, select the green check mark to save the record and Synchronize it with the server.
The new record will be saved to the Fulcrum server and will appear immediately in your chosen Record Editor view.
Notes
If record location capture is disabled, the Map and Split/Hybrid views will be disabled.
To add line and polygon Geometry to your records, enable the Lines and Polygons feature in the app settings.