Fulcrum

App Design Best Practices for Performance, Usability and Maintainability

Vince Lauffer

Adrian Zuniga

Katie Briggs

Best practices and technical information on the App Builder

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

Learn how to use Audio FastFill to fill out your forms via voice dictation.

Audio FastFill

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?

Mike Meesseman

General

Types of Fields that Fulcrum has available.

What field types does Fulcrum support?

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

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 SpatialVideo 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.