Getting Started with Fulcrum
A good place for new users to learn about Fulcrum.
By Coleman and 4 others5 authors17 articles
- Learn how to use Fulcrum with Fulcrum AcademyHere are three instructional videos to help you learn Fulcrum.
- Downloading the Fulcrum AppLearn how to download and install Fulcrum on your iOS or Android smartphone. (Basic)
- Getting started with Fulcrum appsLearn how to create a Fulcrum account and getting started in the field with apps. (Basic)
- Can I duplicate an existing app template I've already built?Learn how to easily and quickly duplicate an app template in Fulcrum.
- Understanding field typesWatch videos on the various field types available in Fulcrum (Basic)
- Setting options for all field types in FulcrumA guide that explains the basic options that fields have. (Basic)
- Creating a new appCreating a new data collection app to use forms in the field. (Basic)
- Downloading apps to the mobile deviceDownloading apps to the Fulcrum mobile app and getting ready to go into the field. (Basic)
- Using your mobile deviceStep by step guide for using your mobile device with Fulcrum (Basic)
- Viewing, editing, and creating records from the webStep-by-step guide for viewing, editing, and creating records in Fulcrum's web app. (Basic)
- Exporting your dataA step by step guide for getting exporting data with Fulcrum (Basic)
Getting Started with your App Structure
Initial set up guide for new users exploring key features for your app structure
- Intro to Lines + Polygons: Unlocking New Opportunities with Advanced Field WorkflowsWhy go beyond points? See how lines and polygons can help you provider richer context, and enable more in-depth analysis to your team!
- Intro to Record Links: A Guide to Smarter FormsRecord Links are one of Fulcrum’s most powerful features, especially when you're ready to start connecting your data between apps.
- Intro to Workflows: Beginner's Guide to Automatic NotificationsThis guide will help you understand what workflows are, how they work, and how they can supercharge your data collection efforts
- Intro to Visibility Logic: Beginner's Guide to Concise FormsA beginner-friendly guide to using Fulcrum’s visibility rules to simplify forms by showing fields only when relevant.
- Intro to Repeatables: Beginner's Guide to an Efficient App StructureRepeatable Sections are a powerful feature in Fulcrum that help you collect and organize related sets of data within a single record.
- Intro to Projects: A Beginner's Guide to Organizing Your RecordsHow to use the projects feature to manage clients, projects, or teams across multiple locations.