Fulcrum

Vince Lauffer

Adrian Zuniga

Mike Meesseman

Best practices and technical information on the App Builder

Building Apps

App Design Best Practices for Performance, Usability and Maintainability

Best Practices for Building Apps

Learn how to access the app designer in Fulcrum to create an app.

What is the app designer (aka builder)?

How to add an app from the app gallery to your plan.

App Gallery Templates

Adding Fields to your App

Is there a limit on how many fields an app can have?

How to preview the app that you are building

Previewing an App

Learn more about modifying existing apps including what changes are supported without damaging data.

Can I modify or change apps that I have created?

Learn how to duplicate sections or fields on Fulcrum apps.

How can I duplicate a field or entire section?

If you just don’t have the bandwidth to build out your app, custom report, or integration you’ve been thinking about, reach out to our team!

Fulcrum Professional Services - How to prepare for a scoping call

Becka Samaritano

Creating & Structuring Apps

Types of Fields that Fulcrum has available.

What field types does Fulcrum support?

Learn about all the different types of Fields used in Fulcrum.

App Field Types

Understanding the various timestamps for creating and editing data in Fulcrum.

Timestamps

Location, created location, and updated location metadata values

Location Data

How the duration metadata is captured and what it means.

Duration

Details on the Assigned field for a record

Assignment

Details on what information is stored in the source field in the metadata section of a record.

Source

Default and system generated fields that exist in every app

Metadata Fields

What sort of data can a text field capture and how does it work.

What is a text field?

How a yes/no field functions within Fulcrum.

What is a Yes/No field?

Details on single choice fields in Fulcrum.

What are single choice fields?

Details on multiple choice fields in Fulcrum.

What are multiple choice fields

Building predefined choice list for single and multiple choice fields

How do choice lists work?

Setting up and using classification sets.

How do classification sets work?

What are label fields used for?

How do sections work?

How to set up 'parent/child' data relationships using repeatable sections in Fulcrum templates.

What are repeatable sections?

What are photo fields?

Capturing video with GPS tracks in Fulcrum.

What is a Video Track and how does it work?

Capturing audio files with GPS tracks in Fulcrum.

What is an audio field and how does it work?

Capturing barcodes and QR codes in Fulcrum.

How do I scan barcodes or QR codes?

Understanding how signature fields work to collect signatures in the field for reporting.

How do signature fields work?

Understand how to use hyperlink fields in Fulcrum to reference webpages and files online, from your mobile device.

How do hyperlink fields work?

Captureing addresses and having them auto-populate on the mobie apps.

How do Address fields work?

Understanding the Record Link field type.

What is record linking?

Limitations on the amount of text that can be entered into a field.

How many characters can be entered into a field?

Information about the types of fields that can be added to an app

User Defined Fields

How to configure custom data names for selections in choice fields.

How do I set the value for inline choice lists in a choice field?

It is a lightweight web application, which utilizes the Fulcrum API for viewing, creating, modifying and downloading Classification Sets.

What is the Classification Set Utility?

Explaining the function of values in Fulcrum for choice field types.

What are values for choice field types?

Choice Fields and Classification Sets

Defining what labels are for the field options modal in the App Designer.

Field Label

Learn more about the field description settings in your Fulcrum app.

Field Description

Describing what default value in the field options modal does.

Default Value

Explaining the function of data names in Fulcrum apps.

Data Names

What the required option in the field modal does when enabled in the App Designer.

Required

Describing the hidden option in the field options modal on the App Designer.

Hidden

Describing the read-only option in the field options modal on the App Designer.

Read-only

Settings up a field to default to the last value that was entered when creating records.

Default To Previous Value

Setting up numeric fields in the App Designer.

Numeric Field Options

Understanding time field types and options in Fulcrum.

Time Field Options

Date Field Options

How choice options can be entered for choice fields.

Choice Field

How the allow other option can be used in Single Choice, Multiple Choice, and Classification Field fields

Allow Other

Nesting fields inside sections or repeatable sections.

Sections: Nesting Fields

Describing the differences between the two view types that sections have.

Sections: Inline vs Drill down

Repeatable sections or record links? Both connect data, but the right choice affects performance and workflows. This guide helps you decide.

Repeatables & Record Links Comparison

How to set up the record title for child records that are made from repeatable sections.

Repeatables: Child Record Titles

Describing the location options for child records that are created within repeatable sections.

Repeatables: Location Options

Pulling data from one record into another record using the record link field.

Record Links: Auto Populate Fields

Filtering the record link choice options.

Record Links: Selection Filters

How conditional logic rules work on your forms in Fulcrum.

Conditional Logic

In depth explanation of the options for fields in your app

Field Options

What is the app name on the app designer?

What the description box is used for in Fulcrum.

What is the description box on the app designer page do?

Explaining the difference between active and inactive apps.

What is an Active vs Inactive app?

Using record assignment to manage task queueing and work management for your field data collection.

What is record assignment?

How do I enable data events?

How to control record location settings for a Fulcrum app.

How do I control record location settings for an app?

How to enable Lines and Polygons on an App

Using status fields to change data symbology and track workflow progress for field activity.

What is a status field?

Understanding how the title field from the App Settings work in Fulcrum.

What is a title field?

Is there a location field in Fulcrum?

App setup, status, data events, location settings, reports, and more

App Settings

fulcrumapp.com

Developer Docs

Feedback

Changelog

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.