How do you create a record in Fulcrum?

Creating a record in Fulcrum's web app is pretty straightforward.

When you first log into your user account on the web app. You will be taken to the homepage.

From here, you can click on the 'records' button to the right of the name of the app that you wish to create records in.

This will take you to the web app's record editor for that app. The record editor is the main view to see the data that has been collected in an app. In the upper right corner of the record editor you will see a green + icon.

Clicking this will allow you to start the process of creating a new record within that app. Depending on which view you are using the first step after clicking the '+' icon will vary.

Record Editor Views

There are three main view options for your record data. The map view, the split/hybrid view, and the table view.

Creating Records Using The Map or Split/Hybrid Views

When you are using the map or split/hybrid view you will see a message at the top of the map saying to "click on the map to set the location" of the record before the editor popup will be displayed allowing you to enter in the record data.

After you have selected the location on the map that you would like to create the record at the popup editor will appear allowing you to enter in the record data.

Creating Records Using The Table View

When you are using the table view you are not required to click on the map to set the location. Instead, the record popup editor will display right away allowing you to set the location on the map within the popup and fill out the record data right away.

Saving The Record

Once you have created a new record, set the location and fill out the fields you can click on the green check mark to save the record to the server.

Notes:

If you have record location capture disabled, the map and split/hybrid view will be disabled.
In order to add line and polygon geometry to your records, please enable the Lines and Polygons feature