Fulcrum

Use the app dashboards for monitoring app activity.

What is an app dashboard?

Understanding record auto-assignment and how it can enable workflow control.

What does record auto-assignment do?

How to delete one of your apps and its data from your Fulcrum account.

How do I delete an app?

Personalizing your Fulcrum apps by adding a custom image or icon.

How do I add an icon image to an app?

Sharing your app templates allows you to distribute your custom data collection forms, reports, and workflows with other Fulcrum users.

Sharing an App Template

Learn what the apps status setting does in Fulcrum and how to change it

Can I disable an app without deleting the form or the data?

How to hide linked apps from the mobile apps' dashboard

Hiding Linked Apps from the Mobile Dashboard

How to save a new app or make changes to an existing app design.

How do I save my app design?

Mike Meesseman

Adrian Zuniga

App Dashboard

fulcrumapp.com

Developer Docs

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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