# Fulcrum Help Center > Help Center: Advice and answers from the Fulcrum Team ## Getting Started with Fulcrum - [Learn how to use Fulcrum with Fulcrum Academy](https://help.fulcrumapp.com/en/articles/4360333-learn-how-to-use-fulcrum-with-fulcrum-academy.md): Here are three instructional videos to help you learn Fulcrum. - [Downloading the Fulcrum App](https://help.fulcrumapp.com/en/articles/91093-downloading-the-fulcrum-app.md): Learn how to download and install Fulcrum on your iOS or Android smartphone. \(Basic\) - [Getting started with Fulcrum apps](https://help.fulcrumapp.com/en/articles/91181-getting-started-with-fulcrum-apps.md): Learn 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?](https://help.fulcrumapp.com/en/articles/74746-can-i-duplicate-an-existing-app-template-i-ve-already-built.md): Learn how to easily and quickly duplicate an app template in Fulcrum. - [Understanding field types](https://help.fulcrumapp.com/en/articles/91208-understanding-field-types.md): Watch videos on the various field types available in Fulcrum \(Basic\) - [Setting options for all field types in Fulcrum](https://help.fulcrumapp.com/en/articles/90914-setting-options-for-all-field-types-in-fulcrum.md): A guide that explains the basic options that fields have. \(Basic\) - [Creating a new app](https://help.fulcrumapp.com/en/articles/91512-creating-a-new-app.md): Creating a new data collection app to use forms in the field. \(Basic\) - [Downloading apps to the mobile device](https://help.fulcrumapp.com/en/articles/91592-downloading-apps-to-the-mobile-device.md): Downloading apps to the Fulcrum mobile app and getting ready to go into the field. \(Basic\) - [Using your mobile device](https://help.fulcrumapp.com/en/articles/91916-using-your-mobile-device.md): Step by step guide for using your mobile device with Fulcrum \(Basic\) - [Viewing, editing, and creating records from the web](https://help.fulcrumapp.com/en/articles/92068-viewing-editing-and-creating-records-from-the-web.md): Step-by-step guide for viewing, editing, and creating records in Fulcrum's web app. \(Basic\) - [Exporting your data](https://help.fulcrumapp.com/en/articles/92144-exporting-your-data.md): A step by step guide for getting exporting data with Fulcrum \(Basic\) - [Intro to Lines + Polygons: Unlocking New Opportunities with Advanced Field Workflows](https://help.fulcrumapp.com/en/articles/11632504-intro-to-lines-polygons-unlocking-new-opportunities-with-advanced-field-workflows.md): Why 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 Forms](https://help.fulcrumapp.com/en/articles/11499070-intro-to-record-links-a-guide-to-smarter-forms.md): Record 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 Notifications](https://help.fulcrumapp.com/en/articles/11585514-intro-to-workflows-beginner-s-guide-to-automatic-notifications.md): This 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 Forms](https://help.fulcrumapp.com/en/articles/11624955-intro-to-visibility-logic-beginner-s-guide-to-concise-forms.md): A 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 Structure](https://help.fulcrumapp.com/en/articles/11524990-intro-to-repeatables-beginner-s-guide-to-an-efficient-app-structure.md): Repeatable 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 Records](https://help.fulcrumapp.com/en/articles/11518818-intro-to-projects-a-beginner-s-guide-to-organizing-your-records.md): How to use the projects feature to manage clients, projects, or teams across multiple locations. ## Building Apps - [App Design Best Practices for Performance, Usability and Maintainability](https://help.fulcrumapp.com/en/articles/9320390-app-design-best-practices-for-performance-usability-and-maintainability.md) - [App Designer Overview](https://help.fulcrumapp.com/en/articles/73894-app-designer-overview.md): Learn how to access the app designer in Fulcrum to create an app. - [App Gallery Templates](https://help.fulcrumapp.com/en/articles/73762-app-gallery-templates.md): How to add an app from the app gallery to your plan. - [Adding Fields to your App](https://help.fulcrumapp.com/en/articles/3130761-adding-fields-to-your-app.md): How field can be added to your app - [Is there a limit on how many fields an app can have?](https://help.fulcrumapp.com/en/articles/1710389-is-there-a-limit-on-how-many-fields-an-app-can-have.md): App size limit of 1400 elements - [Previewing an App](https://help.fulcrumapp.com/en/articles/75048-previewing-an-app.md): How to preview the app that you are building - [Can I modify or change apps that I have created?](https://help.fulcrumapp.com/en/articles/74893-can-i-modify-or-change-apps-that-i-have-created.md): Learn more about modifying existing apps including what changes are supported without damaging data. - [How can I duplicate a field or entire section?](https://help.fulcrumapp.com/en/articles/74791-how-can-i-duplicate-a-field-or-entire-section.md): Learn how to duplicate sections or fields on Fulcrum apps. - [Fulcrum Professional Services - How to prepare for a scoping call](https://help.fulcrumapp.com/en/articles/11066529-fulcrum-professional-services-how-to-prepare-for-a-scoping-call.md): 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! - [What field types does Fulcrum support?](https://help.fulcrumapp.com/en/articles/75014-what-field-types-does-fulcrum-support.md): Types of Fields that Fulcrum has available. - [Timestamps](https://help.fulcrumapp.com/en/articles/76597-timestamps.md): Understanding the various timestamps for creating and editing data in Fulcrum. - [Location Data](https://help.fulcrumapp.com/en/articles/2440341-location-data.md): Location, created location, and updated location metadata values - [Duration](https://help.fulcrumapp.com/en/articles/2440342-duration.md): How the duration metadata is captured and what it means. - [Assignment](https://help.fulcrumapp.com/en/articles/2440347-assignment.md): Details on the Assigned field for a record - [Source](https://help.fulcrumapp.com/en/articles/2440343-source.md): Details on what information is stored in the source field in the metadata section of a record. - [Text Field Overview](https://help.fulcrumapp.com/en/articles/3130489-text-field-overview.md): Learn how to utilize the most versatile data input element to capture alphanumeric data and apply custom validation. - [What is a Yes/No field?](https://help.fulcrumapp.com/en/articles/3130503-what-is-a-yes-no-field.md): How a yes/no field functions within Fulcrum. - [Single-Choice Field Overview](https://help.fulcrumapp.com/en/articles/3130526-single-choice-field-overview.md): Standardize your data collection by allowing users to select a single response from a pre-defined list of options. - [Understanding Multiple Choice Fields](https://help.fulcrumapp.com/en/articles/3130628-understanding-multiple-choice-fields.md): Multiple-choice fields allow users to select multiple options from a defined list during data collection. These fields provide a structured way to capture varied data points within a single entry. - [How do choice lists work?](https://help.fulcrumapp.com/en/articles/74378-how-do-choice-lists-work.md): Building predefined choice list for single and multiple choice fields - [How do classification sets work?](https://help.fulcrumapp.com/en/articles/74659-how-do-classification-sets-work.md): Setting up and using classification sets. - [What are label fields used for?](https://help.fulcrumapp.com/en/articles/75054-what-are-label-fields-used-for.md): How Label fields can be used in Fulcrum. - [How do sections work?](https://help.fulcrumapp.com/en/articles/75170-how-do-sections-work.md): Leveraging Sections in your app. - [What are repeatable sections?](https://help.fulcrumapp.com/en/articles/75171-what-are-repeatable-sections.md): How to set up 'parent/child' data relationships using repeatable sections in Fulcrum templates. - [What are photo fields?](https://help.fulcrumapp.com/en/articles/3130731-what-are-photo-fields.md): Describing photo fields in Fulcrum. - [What is a Video Track and how does it work?](https://help.fulcrumapp.com/en/articles/74290-what-is-a-video-track-and-how-does-it-work.md): Capturing video with GPS tracks in Fulcrum. - [What is an audio field and how does it work?](https://help.fulcrumapp.com/en/articles/74364-what-is-an-audio-field-and-how-does-it-work.md): Capturing audio files with GPS tracks in Fulcrum. - [How do I scan barcodes or QR codes?](https://help.fulcrumapp.com/en/articles/74162-how-do-i-scan-barcodes-or-qr-codes.md): Capturing barcodes and QR codes in Fulcrum. - [Understanding Signature Fields](https://help.fulcrumapp.com/en/articles/75188-understanding-signature-fields.md): Signature fields allow users to electronically capture signatures within their data collection forms, which is useful for compliance, sign-offs, and reporting. - [How do hyperlink fields work?](https://help.fulcrumapp.com/en/articles/75006-how-do-hyperlink-fields-work.md): Understand how to use hyperlink fields in Fulcrum to reference webpages and files online, from your mobile device. - [How do Address fields work?](https://help.fulcrumapp.com/en/articles/74313-how-do-address-fields-work.md): Capturing addresses and having them auto-populate on the mobile apps. - [What is record linking?](https://help.fulcrumapp.com/en/articles/75156-what-is-record-linking.md): Learn how to set up the Record Link field type. - [How many characters can be entered into a field?](https://help.fulcrumapp.com/en/articles/74466-how-many-characters-can-be-entered-into-a-field.md): Limitations on the amount of text that can be entered into a field. - [Sketch Field](https://help.fulcrumapp.com/en/articles/12706099-sketch-field.md): Learn how to incorporate sketching into your data collection process. - [How do I set the value for inline choice lists in a choice field?](https://help.fulcrumapp.com/en/articles/74337-how-do-i-set-the-value-for-inline-choice-lists-in-a-choice-field.md): How to configure custom data names for selections in choice fields. - [What is the Classification Set Utility?](https://help.fulcrumapp.com/en/articles/6122777-what-is-the-classification-set-utility.md): It is a lightweight web application, which utilizes the Fulcrum API for viewing, creating, modifying and downloading Classification Sets. - [What are values for choice field types?](https://help.fulcrumapp.com/en/articles/75304-what-are-values-for-choice-field-types.md): Explaining the function of values in Fulcrum for choice field types. - [Field Label](https://help.fulcrumapp.com/en/articles/3130798-field-label.md): Defining what labels are for the field options modal in the App Designer. - [Field Description](https://help.fulcrumapp.com/en/articles/74938-field-description.md): Learn more about the field description settings in your Fulcrum app. - [Default Value](https://help.fulcrumapp.com/en/articles/3130820-default-value.md): Describing what default value in the field options modal does. - [Data Names](https://help.fulcrumapp.com/en/articles/74450-data-names.md): Explaining the function of data names in Fulcrum apps. - [Required](https://help.fulcrumapp.com/en/articles/3130846-required.md): What the required option in the field modal does when enabled in the App Designer. - [Hidden](https://help.fulcrumapp.com/en/articles/3130841-hidden.md): Describing the hidden option in the field options modal on the App Designer. - [Read-only](https://help.fulcrumapp.com/en/articles/3130920-read-only.md): Describing the read-only option in the field options modal on the App Designer. - [Default To Previous Value](https://help.fulcrumapp.com/en/articles/74901-default-to-previous-value.md): Settings up a field to default to the last value that was entered when creating records. - [Numeric Field Options](https://help.fulcrumapp.com/en/articles/75127-numeric-field-options.md): Setting up numeric fields in the App Designer. - [Understanding Time Field Options](https://help.fulcrumapp.com/en/articles/75228-understanding-time-field-options.md): Time fields in Fulcrum are used to record a specific time point, offering various configuration options to streamline data entry and ensure accurate time capture. - [Date Field Options](https://help.fulcrumapp.com/en/articles/74855-date-field-options.md): Options for capturing dates in Fulcrum. - [Choice Field](https://help.fulcrumapp.com/en/articles/3130951-choice-field.md): How choice options can be entered for choice fields. - [Allow Other](https://help.fulcrumapp.com/en/articles/3130940-allow-other.md): How the allow other option can be used in Single Choice, Multiple Choice, and Classification Field fields - [Sections: Nesting Fields](https://help.fulcrumapp.com/en/articles/75103-sections-nesting-fields.md): Nesting fields inside sections or repeatable sections. - [Sections: Inline vs Drill down](https://help.fulcrumapp.com/en/articles/75042-sections-inline-vs-drill-down.md): Describing the differences between the two view types that sections have. - [Repeatables & Record Links Comparison](https://help.fulcrumapp.com/en/articles/74922-repeatables-record-links-comparison.md): Repeatable sections or record links? Both connect data, but the right choice affects performance and workflows. This guide helps you decide. - [Creating Repeatable Child Record Titles](https://help.fulcrumapp.com/en/articles/75142-creating-repeatable-child-record-titles.md): Learn how to configure up to five fields to generate descriptive titles for your repeatable child records. - [Repeatables: Location Options](https://help.fulcrumapp.com/en/articles/3130931-repeatables-location-options.md): Describing the location options for child records that are created within repeatable sections. - [Record Links: Auto Populate Fields](https://help.fulcrumapp.com/en/articles/74436-record-links-auto-populate-fields.md): Pulling data from one record into another record using the record link field. - [Record Links: Selection Filters](https://help.fulcrumapp.com/en/articles/75177-record-links-selection-filters.md): Filtering the record link choice options. - [Conditional Logic](https://help.fulcrumapp.com/en/articles/72222-conditional-logic.md): How conditional logic rules work to control visibility and requirements of a field. - [What is the app name on the app designer?](https://help.fulcrumapp.com/en/articles/3132960-what-is-the-app-name-on-the-app-designer.md): What is the name of an app. - [What is the description box on the app designer page do?](https://help.fulcrumapp.com/en/articles/3132992-what-is-the-description-box-on-the-app-designer-page-do.md): What the description box is used for in Fulcrum. - [What is an Active vs Inactive app?](https://help.fulcrumapp.com/en/articles/5886731-what-is-an-active-vs-inactive-app.md): Explaining the difference between active and inactive apps. - [What is record assignment?](https://help.fulcrumapp.com/en/articles/75074-what-is-record-assignment.md): Using record assignment to manage task queueing and work management for your field data collection. - [Configuring Data Events with JavaScript](https://help.fulcrumapp.com/en/articles/92971-configuring-data-events-with-javascript.md): Learn what data events are, how they work, and how to access and configure them inside the Fulcrum App Designer. - [How to enable Points, Lines or Polygons on an App](https://help.fulcrumapp.com/en/articles/8404186-how-to-enable-points-lines-or-polygons-on-an-app.md): Control the type of location data your app captures - [What is a status field?](https://help.fulcrumapp.com/en/articles/75196-what-is-a-status-field.md): Using status fields to change data symbology and track workflow progress for field activity. - [What is a title field?](https://help.fulcrumapp.com/en/articles/75252-what-is-a-title-field.md): Understanding how the title field from the App Settings work in Fulcrum. - [Is there a location field in Fulcrum?](https://help.fulcrumapp.com/en/articles/75062-is-there-a-location-field-in-fulcrum.md): Capturing a location for a record. ## User Management - [What is a user/member?](https://help.fulcrumapp.com/en/articles/94385-what-is-a-user-member.md): Who is a user or member in Fulcrum. - [What is a user account?](https://help.fulcrumapp.com/en/articles/94358-what-is-a-user-account.md): Describing what people use to access your Fulcrum plan. - [Collaborating with Other Users in Fulcrum](https://help.fulcrumapp.com/en/articles/94164-collaborating-with-other-users-in-fulcrum.md): Efficiently collect, manage, and review data as a team using Fulcrum’s multi-user, collaborative features. - [As an owner/manager can I reset the password of one of my plan members?](https://help.fulcrumapp.com/en/articles/94330-as-an-owner-manager-can-i-reset-the-password-of-one-of-my-plan-members.md): Why you cannot change a password for a member's user account. - [What are audit logs?](https://help.fulcrumapp.com/en/articles/2489150-what-are-audit-logs.md): How to use audit logs to monitor and audit user activities within your organization. - [Exporting a List of Organization Members](https://help.fulcrumapp.com/en/articles/3085146-exporting-a-list-of-organization-members.md): How to download a CSV file of the current members of your plan. - [How do I set up Single Sign-on and User Provisioning?](https://help.fulcrumapp.com/en/articles/4038490-how-do-i-set-up-single-sign-on-and-user-provisioning.md): SAML-based SSO and SCIM-based user provisioning streamline user access and management by automating onboarding, offboarding, and role assignments through an organization's identity provider. - [Entra ID \(formerly Azure\) SCIM Guide](https://help.fulcrumapp.com/en/articles/8065738-entra-id-formerly-azure-scim-guide.md): This article describes how to set up SCIM-based user provisioning through Microsoft Entra ID \(formerly Azure Active Directory\). - [User License Costs When Adding Members](https://help.fulcrumapp.com/en/articles/94181-user-license-costs-when-adding-members.md): Understand whether adding a Member to your Fulcrum organization adds to your bill. - [How do I add or import new users to my plan?](https://help.fulcrumapp.com/en/articles/94153-how-do-i-add-or-import-new-users-to-my-plan.md): Inviting or importing user accounts to be members of your Fulcrum plan. - [How do I remove members from my plan?](https://help.fulcrumapp.com/en/articles/94321-how-do-i-remove-members-from-my-plan.md): Removing users from your plan. - [Okta SCIM Guide](https://help.fulcrumapp.com/en/articles/6699469-okta-scim-guide.md): This article describes how to set up SCIM-based user provisioning through Okta. - [What is the purpose of the System Role Types?](https://help.fulcrumapp.com/en/articles/94343-what-is-the-purpose-of-the-system-role-types.md): Description of System Roles and the access they have in the system. - [How can I create custom roles with specific access rights?](https://help.fulcrumapp.com/en/articles/94272-how-can-i-create-custom-roles-with-specific-access-rights.md): Creating custom roles with unique permissions. - [Role Permission Definitions](https://help.fulcrumapp.com/en/articles/2286638-role-permission-definitions.md): What each permission grants access to - [Where do I manage and edit member permissions?](https://help.fulcrumapp.com/en/articles/94159-where-do-i-manage-and-edit-member-permissions.md): How to change a user role and access to apps, projects and layers. - [Groups](https://help.fulcrumapp.com/en/articles/7436935-groups.md): Learn how to use Groups to manage member access to apps, projects, and map layers. - [How do I grant or revoke access to an app?](https://help.fulcrumapp.com/en/articles/94237-how-do-i-grant-or-revoke-access-to-an-app.md): Setting member permissions to apps or forms from within the app's dashboard page. - [How do I grant/revoke access to a custom layer?](https://help.fulcrumapp.com/en/articles/2452540-how-do-i-grant-revoke-access-to-a-custom-layer.md): The ways you can control what users have access to layers in your plan. - [How do I Grant/revoke access to a project?](https://help.fulcrumapp.com/en/articles/2452539-how-do-i-grant-revoke-access-to-a-project.md): Where you can control what projects a member of your plan has access to. - [Saving Records with Required Fields and Project Selections](https://help.fulcrumapp.com/en/articles/14189839-saving-records-with-required-fields-and-project-selections.md): Learn how to handle required fields and project requirements effectively to ensure your data is saved across both mobile and web platforms. ## Account - [How do I cancel my Fulcrum plan?](https://help.fulcrumapp.com/en/articles/73790-how-do-i-cancel-my-fulcrum-plan.md): Steps to cancel your Fulcrum plan - [Fulcrum Third-Party Subprocessors](https://help.fulcrumapp.com/en/articles/7896802-fulcrum-third-party-subprocessors.md) - [Australian Sign-up & Use Directions](https://help.fulcrumapp.com/en/articles/5472597-australian-sign-up-use-directions.md): This is ONLY for Australian users that are hosting their data in AU. - [European Union Sign-up & Use Directions](https://help.fulcrumapp.com/en/articles/9778719-european-union-sign-up-use-directions.md): This is ONLY for users that are hosting their data in EU. - [Canada Sign-up & Use Directions](https://help.fulcrumapp.com/en/articles/11725938-canada-sign-up-use-directions.md): This is ONLY for users that are hosting their data in Canada. - [Updating Your User Profile](https://help.fulcrumapp.com/en/articles/71554-updating-your-user-profile.md): Manage your user account details, including your name, email address, time zone, and password. - [I forgot my password. What can I do?](https://help.fulcrumapp.com/en/articles/70263-i-forgot-my-password-what-can-i-do.md): Directions on resetting your Fulcrum user account password. - [Changing Your Password](https://help.fulcrumapp.com/en/articles/71062-changing-your-password.md): Describes how to update your password within the Fulcrum web app to maintain account security. - [I am getting an expired token message when setting or resetting my password, what should I do?](https://help.fulcrumapp.com/en/articles/3720192-i-am-getting-an-expired-token-message-when-setting-or-resetting-my-password-what-should-i-do.md): Steps you should take to when getting an expired token message. - [What are the requirements for user account passwords?](https://help.fulcrumapp.com/en/articles/1048418-what-are-the-requirements-for-user-account-passwords.md): Password requirements - [Updating Your Profile Icon](https://help.fulcrumapp.com/en/articles/73061-updating-your-profile-icon.md): Personalize your user account by uploading a profile icon that appears across activity feeds and collaboration tools within Fulcrum. - [Changing Your User Email Address](https://help.fulcrumapp.com/en/articles/70724-changing-your-user-email-address.md): Directions on setting the email address associated with your Fulcrum user account. - [What does the time zone selector on the profile tab of the settings page do?](https://help.fulcrumapp.com/en/articles/3155095-what-does-the-time-zone-selector-on-the-profile-tab-of-the-settings-page-do.md): What setting the timezone on the profile tab does. - [How do I unlock my account?](https://help.fulcrumapp.com/en/articles/8976059-how-do-i-unlock-my-account.md) - [Mobile: Authentication Error](https://help.fulcrumapp.com/en/articles/9797718-mobile-authentication-error.md): This article describes what to do if you receive an Authentication Error message on the iOS or Android apps. - [Understanding Password Reset Expiration](https://help.fulcrumapp.com/en/articles/13687356-understanding-password-reset-expiration.md): This article explains the duration for which Fulcrum password reset links remain valid and the steps to take if you encounter an expired token. - [Signing In to Fulcrum for the First Time](https://help.fulcrumapp.com/en/articles/14863814-signing-in-to-fulcrum-for-the-first-time.md): Get up and running in Fulcrum — whether you created your own account or were added to an organization by a colleague. - [Creating a New Organization](https://help.fulcrumapp.com/en/articles/71312-creating-a-new-organization.md): Learn how to create and manage multiple organizations using a single Fulcrum user account. - [How does Fulcrum work with multiple users?](https://help.fulcrumapp.com/en/articles/71507-how-does-fulcrum-work-with-multiple-users.md): Frequent questions and more information about how Fulcrum works with multiple users. - [Configuring Your Organization's Profile](https://help.fulcrumapp.com/en/articles/72295-configuring-your-organization-s-profile.md): Learn how to set up or update the key details for your organization, including the address, description, and profile image. - [Setting an Organization Icon](https://help.fulcrumapp.com/en/articles/72167-setting-an-organization-icon.md): Customize your organization’s branding by uploading a corporate logo or icon for visual context within the Fulcrum platform. - [Where can I find out which features are in which plan?](https://help.fulcrumapp.com/en/articles/71608-where-can-i-find-out-which-features-are-in-which-plan.md): How to determine the differences between plan types. - [How many apps/forms can there be in my Fulcrum plan?](https://help.fulcrumapp.com/en/articles/72027-how-many-apps-forms-can-there-be-in-my-fulcrum-plan.md): The limits on how many apps that you can have in your Fulcrum plan. - [What is our media storage quota?](https://help.fulcrumapp.com/en/articles/93173-what-is-our-media-storage-quota.md): How much media storage in included in each plan and what counts towards the media storage quota. - [Viewing and Managing Media Storage](https://help.fulcrumapp.com/en/articles/71182-viewing-and-managing-media-storage.md): Explains how to monitor your organization's media usage and how to adjust your storage capacity as your data collection needs grow. - [Increasing Media Storage](https://help.fulcrumapp.com/en/articles/70056-increasing-media-storage.md): Learn how to expand your organization's storage capacity by adding blocks to your current plan. - [How do I upgrade or downgrade my subscription plan?](https://help.fulcrumapp.com/en/articles/72534-how-do-i-upgrade-or-downgrade-my-subscription-plan.md): How to change the subscription type your plan is using. - [How do I change what organization I have active?](https://help.fulcrumapp.com/en/articles/70497-how-do-i-change-what-organization-i-have-active.md): How users that are members of multiple organizations can change which plan they are accessing. - [Developer Pack \(API and Webhook access\)](https://help.fulcrumapp.com/en/articles/2488979-developer-pack-api-and-webhook-access.md): Describes what the Developer Pack includes. - [Deleting a User Account or Organization](https://help.fulcrumapp.com/en/articles/1994885-deleting-a-user-account-or-organization.md): How to cancel your Fulcrum plan, remove a member, or request deletion of an organization for GDPR compliance. ## Billing - [Purchasing a Fulcrum Plan Subscription](https://help.fulcrumapp.com/en/articles/70411-purchasing-a-fulcrum-plan-subscription.md): Learn how to easily purchase a Fulcrum subscription plan for you and your team. - [Accepted Payment Methods for Fulcrum](https://help.fulcrumapp.com/en/articles/73916-accepted-payment-methods-for-fulcrum.md): Learn which payment methods Fulcrum accepts, including cards, prepaid credit, and invoicing. - [Managing Your Billing History](https://help.fulcrumapp.com/en/articles/73733-managing-your-billing-history.md): Learn how to access and download your invoices within the Fulcrum web app. - [Where can I download invoices or receipts?](https://help.fulcrumapp.com/en/articles/73599-where-can-i-download-invoices-or-receipts.md): Where you can find your past receipts. - [Where do I change my payment information?](https://help.fulcrumapp.com/en/articles/73843-where-do-i-change-my-payment-information.md): How you can update the payment method information on file. - [Updating Your Billing Email Address](https://help.fulcrumapp.com/en/articles/73661-updating-your-billing-email-address.md): Learn how to set a specific email address to receive invoices and billing receipts for your Fulcrum Organization. - [Selecting an Annual Billing Cycle](https://help.fulcrumapp.com/en/articles/73999-selecting-an-annual-billing-cycle.md): Learn how to switch your billing frequency from monthly to annual to optimize your subscription management. - [Understanding User License Billing](https://help.fulcrumapp.com/en/articles/9763138-understanding-user-license-billing.md): Learn how User Licenses are billed, how adding or removing Members affects your invoice, and how to adjust your billed license count. - [How to Switch from Credit Card to Bank Payment \(ACH\)](https://help.fulcrumapp.com/en/articles/11403543-how-to-switch-from-credit-card-to-bank-payment-ach.md): This guide walks you through the steps to remove your credit card and add a bank account \(Bank Payment or ACH\) as your new payment method. - [How to Pay Your Invoice Online](https://help.fulcrumapp.com/en/articles/12293756-how-to-pay-your-invoice-online.md): Customers receiving an invoice vial email. - [Updating Your Billing Contact Information](https://help.fulcrumapp.com/en/articles/12332923-updating-your-billing-contact-information.md): Learn how account Owners can update billing contact details to ensure invoices, billing emails, and payment communications are sent correctly. ## Data - [GDPR Readiness Statement](https://help.fulcrumapp.com/en/articles/5593709-gdpr-readiness-statement.md) - [How do I bulk update or delete records?](https://help.fulcrumapp.com/en/articles/6145566-how-do-i-bulk-update-or-delete-records.md): Learn how to bulk delete records in the data viewer or using the API. - [How to delete photos?](https://help.fulcrumapp.com/en/articles/6833815-how-to-delete-photos.md): Learn about the multiple ways to delete photos that are attached to a record from the web. - [Understanding Fulcrum Platform Limits](https://help.fulcrumapp.com/en/articles/5342550-understanding-fulcrum-platform-limits.md): This document outlines some of the limits customers have experienced with Fulcrum and some that we've built into the product. - [How do I share data visualization with non-Fulcrum users?](https://help.fulcrumapp.com/en/articles/4940110-how-do-i-share-data-visualization-with-non-fulcrum-users.md): How to use Shared Views token to create a data visualization URL that can be shared with non-Fulcrum users - [Data Downloader: Custom Media File Names](https://help.fulcrumapp.com/en/articles/4851960-data-downloader-custom-media-file-names.md): Allow users to define custom names for media files when downloading their data. - [What happens to the data that was collected by a member that has been removed?](https://help.fulcrumapp.com/en/articles/2868918-what-happens-to-the-data-that-was-collected-by-a-member-that-has-been-removed.md): Describing what will happen to data collected by a removed member. - [What projection does Fulcrum use?](https://help.fulcrumapp.com/en/articles/1382864-what-projection-does-fulcrum-use.md): The reference coordinate system that Fulcrum uses. - [What is a record?](https://help.fulcrumapp.com/en/articles/73727-what-is-a-record.md): Explaining records in Fulcrum. - [How do I validate what data is entered?](https://help.fulcrumapp.com/en/articles/72311-how-do-i-validate-what-data-is-entered.md): Using min-max and regular expression validations for complex data entry. - [How do I delete records?](https://help.fulcrumapp.com/en/articles/74511-how-do-i-delete-records.md): Learn about the multiple ways to permanently delete records from your Fulcrum account. - [Transferring data between apps](https://help.fulcrumapp.com/en/articles/93505-transferring-data-between-apps.md): Moving data from one form to another. - [Moving Apps and Data Between Organizations](https://help.fulcrumapp.com/en/articles/2865082-moving-apps-and-data-between-organizations.md): How to move data and apps between different Fulcrum organizations. - [What is Automated Conflict Prevention?](https://help.fulcrumapp.com/en/articles/92758-what-is-automated-conflict-prevention.md): How automated conflict prevention works. - [Record History](https://help.fulcrumapp.com/en/articles/76663-record-history.md): History of a record's versions - [Migrating your content to a different instance: The Complete Step-by-Step Guide](https://help.fulcrumapp.com/en/articles/13225723-migrating-your-content-to-a-different-instance-the-complete-step-by-step-guide.md): This comprehensive guide walks you through the essential process of transitioning your organization's content to a new instance. Learn how to prepare your content for a seamless move. ## Integrations - [Date Manipulation with date-fns](https://help.fulcrumapp.com/en/articles/4037876-date-manipulation-with-date-fns.md): date-fns is a date utility library that provides a comprehensive toolset for manipulating JavaScript dates in a browser & Node.js. - [Import Fulcrum data into Google Earth](https://help.fulcrumapp.com/en/articles/6797723-import-fulcrum-data-into-google-earth.md) - [How does our Saved Filter-ArcGIS integration work?](https://help.fulcrumapp.com/en/articles/4813276-how-does-our-saved-filter-arcgis-integration-work.md): This article describes how to Create a Feature Service Layer in ArcGIS Online using your Fulcrum data. - [Interactive Dashboards with Google Data Studio](https://help.fulcrumapp.com/en/articles/4028858-interactive-dashboards-with-google-data-studio.md): Google Data Studio is a business intelligence platform that enables you to build custom reports and interactive dashboards. - [Data Visualization with Tableau](https://help.fulcrumapp.com/en/articles/4028843-data-visualization-with-tableau.md): Tableau is an interactive data visualization and analytics platform for business intelligence. - [Automated Integrations with Zapier](https://help.fulcrumapp.com/en/articles/4028786-automated-integrations-with-zapier.md): Use Zapier, to help automate communication between Fulcrum and other web services. - [Connecting to Power BI](https://help.fulcrumapp.com/en/articles/3872014-connecting-to-power-bi.md): Learn how to connect your Fulcrum apps with Power BI. - [How to list photo links in a single photo field from an ArcGIS Shared View](https://help.fulcrumapp.com/en/articles/6584989-how-to-list-photo-links-in-a-single-photo-field-from-an-arcgis-shared-view.md) - [How to integrate Fulcrum with Slack](https://help.fulcrumapp.com/en/articles/9533328-how-to-integrate-fulcrum-with-slack.md): This document will outline how to receive Slack messages when a Fulcrum record is modified. - [How to integrate Fulcrum with Microsoft Teams](https://help.fulcrumapp.com/en/articles/9533433-how-to-integrate-fulcrum-with-microsoft-teams.md): This document will outline the steps to configure a Microsoft Teams message to be posted to a chat when a Fulcrum workflow is run. - [How to integrate Fulcrum with Google Sheets](https://help.fulcrumapp.com/en/articles/9612028-how-to-integrate-fulcrum-with-google-sheets.md): This document will outline how to pull your data into Google Sheets. - [Integrating Fulcrum with Microsoft Power Automate](https://help.fulcrumapp.com/en/articles/13979646-integrating-fulcrum-with-microsoft-power-automate.md): Connect your field data to 500+ apps and services using our native Power Automate connector. ## Importing Data - [How do I import my data into a Fulcrum app?](https://help.fulcrumapp.com/en/articles/69897-how-do-i-import-my-data-into-a-fulcrum-app.md): Explaining the process of importing data into your Fulcrum account for use in the field. - [What file formats can I import?](https://help.fulcrumapp.com/en/articles/247052-what-file-formats-can-i-import.md): Find out more about what formats Fulcrum supports for importing data and media. - [Can I import shapefiles?](https://help.fulcrumapp.com/en/articles/93165-can-i-import-shapefiles.md): How to import data in .shp files into a app in Fulcrum. - [Updating Existing Records via the Importer](https://help.fulcrumapp.com/en/articles/93513-updating-existing-records-via-the-importer.md): Updating records in an app with the importer. - [Update data using the importer](https://help.fulcrumapp.com/en/articles/93849-update-data-using-the-importer.md): Learn how to use the importer to update existing data into your Fulcrum apps. \(Basic\) - [Can I import photos?](https://help.fulcrumapp.com/en/articles/93148-can-i-import-photos.md): How photos can be imported into records. - [Import data into repeatable fields](https://help.fulcrumapp.com/en/articles/93986-import-data-into-repeatable-fields.md): Learn how to import child records into existing parent records. \(Intermediate\) - [What format does a date need to be in when importing data?](https://help.fulcrumapp.com/en/articles/74813-what-format-does-a-date-need-to-be-in-when-importing-data.md): The proper format required to import dates into a date field. - [Assigning data points using the importer](https://help.fulcrumapp.com/en/articles/93477-assigning-data-points-using-the-importer.md): Learn how to assign records to individual users by using an imported CSV file. \(Basic\) ## Exporting Data - [How do I transfer \(export/import\) an app template to a new organization?](https://help.fulcrumapp.com/en/articles/5195448-how-do-i-transfer-export-import-an-app-template-to-a-new-organization.md): How to export an app template from one organisation and import it to another organisation - [How to Download or Export Data](https://help.fulcrumapp.com/en/articles/73547-how-to-download-or-export-data.md): Learn about the two primary methods for exporting data from your Fulcrum plan. - [In what file formats can I export my data?](https://help.fulcrumapp.com/en/articles/92883-in-what-file-formats-can-i-export-my-data.md): What file formats that Fulcrum's exporter supports. - [How do I export files with record link data?](https://help.fulcrumapp.com/en/articles/75143-how-do-i-export-files-with-record-link-data.md): Obtaining all data when exporting data out of an app with a record link field. - [Understanding Data Exports formatting with Repeatable Sections](https://help.fulcrumapp.com/en/articles/93346-understanding-data-exports-formatting-with-repeatable-sections.md): Data files from exported data out of an app that has repeatable sections. - [What does the system-level metadata look like?](https://help.fulcrumapp.com/en/articles/75973-what-does-the-system-level-metadata-look-like.md): Explaining the Fulcrum's default metadata attributes. - [Exporting and Downloading Data with Photos](https://help.fulcrumapp.com/en/articles/93230-exporting-and-downloading-data-with-photos.md): How to Export Photos and Signatures from Fulcrum - [Photos in my export file have a size of 0 kb](https://help.fulcrumapp.com/en/articles/93180-photos-in-my-export-file-have-a-size-of-0-kb.md): Understanding what is happening when you see photo files with a file size of 0kb in your exported data. - [What is the data downloader?](https://help.fulcrumapp.com/en/articles/2437004-what-is-the-data-downloader.md): Details on the "Download Data" button in the web app record viewer. - [Selecting and Arranging Columns in the Data Viewer](https://help.fulcrumapp.com/en/articles/2446848-selecting-and-arranging-columns-in-the-data-viewer.md): This article explains how to customize your view in the Fulcrum Data Viewer by selecting which columns to display and how to arrange them for a more efficient workflow. - [Filtering Data Before Downloading: Complete Guide](https://help.fulcrumapp.com/en/articles/2440351-filtering-data-before-downloading-complete-guide.md): Options for filtering your data on the record editor to then export only the data that is returned by the filters. - [Understanding the Exporter](https://help.fulcrumapp.com/en/articles/2436977-understanding-the-exporter.md): Details on the exporter that can be accessed through the homepage or an app's dashboard in the Fulcrum web app. - [What raw GPS data can be exported?](https://help.fulcrumapp.com/en/articles/93094-what-raw-gps-data-can-be-exported.md): The raw GPS data that can be exported out of Fulcrum. - [What options are there when exporting data?](https://help.fulcrumapp.com/en/articles/92997-what-options-are-there-when-exporting-data.md): Options available for use when exporting data out of the exporter. - [What does "Export Changesets" mean?](https://help.fulcrumapp.com/en/articles/92782-what-does-export-changesets-mean.md): Details on what the export will look like when "Export Changesets" is enabled on your export. - [What does it mean to export "Full History"?](https://help.fulcrumapp.com/en/articles/93020-what-does-it-mean-to-export-full-history.md): Details on what the export will look like when "Full History" is enabled on your export. - [Why is my File Geodatabase export failing?](https://help.fulcrumapp.com/en/articles/3095810-why-is-my-file-geodatabase-export-failing.md): The most common reason that FGDB exports will fail. ## Web App - [What web browsers are supported by Fulcrum?](https://help.fulcrumapp.com/en/articles/93627-what-web-browsers-are-supported-by-fulcrum.md): Web browsers that are supported by Fulcrum. - [How can I tell which apps are currently using a given choice field?](https://help.fulcrumapp.com/en/articles/7947376-how-can-i-tell-which-apps-are-currently-using-a-given-choice-field.md) - [Understanding the navigation pane](https://help.fulcrumapp.com/en/articles/3458841-understanding-the-navigation-pane.md): What the navigation pane is and how to display or collapse the pane. - [Insights \(BETA\)](https://help.fulcrumapp.com/en/articles/11586112-insights-beta.md): Unlock the value of your data. Ask questions, get answers, and create visualizations in your own words. - [Fulcrum Homepage Overview](https://help.fulcrumapp.com/en/articles/71888-fulcrum-homepage-overview.md): An introduction to the main dashboard of the Fulcrum web app, including navigation, organization management, and activity tracking. - [How do I set my homepage?](https://help.fulcrumapp.com/en/articles/6961498-how-do-i-set-my-homepage.md): This article describes how a user can set their default homepage \(landing page\) on the web. - [What are projects?](https://help.fulcrumapp.com/en/articles/75061-what-are-projects.md): Learn more about using, creating, managing and deleting projects in Fulcrum. - [How do I import choice lists?](https://help.fulcrumapp.com/en/articles/75013-how-do-i-import-choice-lists.md): Learn how to import your own choice lists into Fulcrum using a CSV file. - [How do I import classification sets?](https://help.fulcrumapp.com/en/articles/75028-how-do-i-import-classification-sets.md): Learn how to import your own classification sets directly into Fulcrum. - [Searching, Filtering, and Sorting Apps](https://help.fulcrumapp.com/en/articles/3130153-searching-filtering-and-sorting-apps.md): How to search, filter, and sort apps on the Fulcrum homepage. - [What are the icons to the right of the name of an app on the Apps list?](https://help.fulcrumapp.com/en/articles/3130179-what-are-the-icons-to-the-right-of-the-name-of-an-app-on-the-apps-list.md): Details on the app options found on the homepage. - [How do I view my collection activity?](https://help.fulcrumapp.com/en/articles/64148-how-do-i-view-my-collection-activity.md): Using activity feeds in Fulcrum to monitor field collection and editing activity. - [Navigating to the Fulcrum Homepage](https://help.fulcrumapp.com/en/articles/3130057-navigating-to-the-fulcrum-homepage.md): Learn how to quickly return to your main dashboard from anywhere within the Fulcrum web application. - [What is an app dashboard?](https://help.fulcrumapp.com/en/articles/72173-what-is-an-app-dashboard.md): Use the app dashboards for monitoring app activity. - [What does record auto-assignment do?](https://help.fulcrumapp.com/en/articles/75111-what-does-record-auto-assignment-do.md): Understanding record auto-assignment and how it can enable workflow control. - [How do I delete an app?](https://help.fulcrumapp.com/en/articles/74470-how-do-i-delete-an-app.md): How to delete one of your apps and its data from your Fulcrum account. - [How do I add an icon image to an app?](https://help.fulcrumapp.com/en/articles/73854-how-do-i-add-an-icon-image-to-an-app.md): Personalizing your Fulcrum apps by adding a custom image or icon. - [Sharing an App Template](https://help.fulcrumapp.com/en/articles/75180-sharing-an-app-template.md): Sharing your app templates allows you to distribute your custom data collection forms, reports, and workflows with other Fulcrum users. - [Can I disable an app without deleting the form or the data?](https://help.fulcrumapp.com/en/articles/74687-can-i-disable-an-app-without-deleting-the-form-or-the-data.md): Learn what the apps status setting does in Fulcrum and how to change it - [Hiding Linked Apps from the Mobile Dashboard](https://help.fulcrumapp.com/en/articles/73930-hiding-linked-apps-from-the-mobile-dashboard.md): How to hide linked apps from the mobile apps' dashboard - [How do I save my app design?](https://help.fulcrumapp.com/en/articles/3154992-how-do-i-save-my-app-design.md): How to save a new app or make changes to an existing app design. - [App Selector](https://help.fulcrumapp.com/en/articles/3140133-app-selector.md): What the app selector is and how it can be used. - [Record Options](https://help.fulcrumapp.com/en/articles/2456023-record-options.md): Describing the record options found in the table view of the data viewer. - [Searching, filtering, and sorting records](https://help.fulcrumapp.com/en/articles/75834-searching-filtering-and-sorting-records.md): Searching, filtering, and sorting your data on the web app data viewer - [Summary Row](https://help.fulcrumapp.com/en/articles/1068419-summary-row.md): Describing the summary row for the record editor on the web app - [View and Hide Columns in the Data Viewer](https://help.fulcrumapp.com/en/articles/974783-view-and-hide-columns-in-the-data-viewer.md): How to display or hide columns on the data table of the Fulcrum web app. - [Repeatable-only Views](https://help.fulcrumapp.com/en/articles/2437544-repeatable-only-views.md): How to view child records in the record editor on the web app. - [Understanding Map and Split-Screen Views](https://help.fulcrumapp.com/en/articles/75836-understanding-map-and-split-screen-views.md): View options for displaying Fulcrum records - [Interacting with the Map View](https://help.fulcrumapp.com/en/articles/2462174-interacting-with-the-map-view.md): Descriptions for the various buttons on the map view of the record editor on the Fulcrum web app. - [Lasso Tool: Select and Bulk Edit Records on the Map](https://help.fulcrumapp.com/en/articles/15061606-lasso-tool-select-and-bulk-edit-records-on-the-map.md): Select a set of records from the map view. - [Creating a New Record in the Web App](https://help.fulcrumapp.com/en/articles/92824-creating-a-new-record-in-the-web-app.md): Creating records within the web app allows you to manage and enter data directly from your browser. - [How do you select multiple values in a multiple choice field in the web app?](https://help.fulcrumapp.com/en/articles/94098-how-do-you-select-multiple-values-in-a-multiple-choice-field-in-the-web-app.md): Using shift-click to select multiple choices in a multiple choice field on the web app. - [Obtaining a Record URL](https://help.fulcrumapp.com/en/articles/93411-obtaining-a-record-url.md): Learn how to capture and share a unique URL for a specific record with other members of your organization. - [How to Create Lines and Polygons in the Web app](https://help.fulcrumapp.com/en/articles/8451568-how-to-create-lines-and-polygons-in-the-web-app.md) ## Mobile - [Why can't I see certain records on my mobile device? Or why do I still see records that I should not see?](https://help.fulcrumapp.com/en/articles/7208364-why-can-t-i-see-certain-records-on-my-mobile-device-or-why-do-i-still-see-records-that-i-should-not-see.md) - ["Almost there..." message on the mobile app and cannot sign in](https://help.fulcrumapp.com/en/articles/7234966-almost-there-message-on-the-mobile-app-and-cannot-sign-in.md): Learn how to resolve the "Almost there..." message by verifying your email to access the Fulcrum mobile app - [Where can I download the Fulcrum mobile app?](https://help.fulcrumapp.com/en/articles/77243-where-can-i-download-the-fulcrum-mobile-app.md): Learn where to download the latest version of the Fulcrum mobile app. - [GPS Data Accuracy](https://help.fulcrumapp.com/en/articles/77327-gps-data-accuracy.md): Learn about the expected GPS accuracy when using Fulcrum with an internal or external GPS. - [Is there a way to get directions to a record location?](https://help.fulcrumapp.com/en/articles/77252-is-there-a-way-to-get-directions-to-a-record-location.md): How to get directions to the location of a record. - [Record Titles Not Updating After Changing Title Structure](https://help.fulcrumapp.com/en/articles/78067-record-titles-not-updating-after-changing-title-structure.md): Fix record title display issues on mobile devices and ensure new titles are applied correctly. - [Understanding and Adjusting Record Location Capture](https://help.fulcrumapp.com/en/articles/77218-understanding-and-adjusting-record-location-capture.md): Learn how and when the Fulcrum mobile app automatically sets the initial location for a new record and how you can manually adjust this location. - [Can I still collect data without a connection to the Internet?](https://help.fulcrumapp.com/en/articles/76979-can-i-still-collect-data-without-a-connection-to-the-internet.md): Fulcrum supports full collection of data offline. - [How do you change the location of a record on the mobile app?](https://help.fulcrumapp.com/en/articles/77104-how-do-you-change-the-location-of-a-record-on-the-mobile-app.md): How to change the location of a record on the mobile apps - [Mobile App Support Policy & Hardware Recommendations](https://help.fulcrumapp.com/en/articles/77027-mobile-app-support-policy-hardware-recommendations.md): Information about the minimum supported software and hardware for Android and iOS - [How does syncing on the mobile app work?](https://help.fulcrumapp.com/en/articles/8104466-how-does-syncing-on-the-mobile-app-work.md): This article describes how syncing data to and from the server works on the Fulcrum mobile app. - [Setting the Language for the Fulcrum Mobile App](https://help.fulcrumapp.com/en/articles/10646201-setting-the-language-for-the-fulcrum-mobile-app.md): This article covers how to set which language you would like to use with the Fulcrum mobile app. - [Managing Updates for Your Fulcrum Mobile App](https://help.fulcrumapp.com/en/articles/91956-managing-updates-for-your-fulcrum-mobile-app.md): How to manage updates for your Fulcrum mobile app, including settings for automatic app updates, manual updating, and utilizing an MDM for enterprise control. - [Deploying and Using the Fulcrum for Intune Mobile App](https://help.fulcrumapp.com/en/articles/12526792-deploying-and-using-the-fulcrum-for-intune-mobile-app.md): A guide for Enterprise Administrators and End-Users on leveraging Fulcrum with Microsoft Intune for enhanced security and management. - [Nuances between the Fulcrum Android and iOS Apps](https://help.fulcrumapp.com/en/articles/2495443-nuances-between-the-fulcrum-android-and-ios-apps.md): Details on the differences between the Fulcrum for Android and Fulcrum for iOS mobile apps - [What settings can I control for audio fields?](https://help.fulcrumapp.com/en/articles/77064-what-settings-can-i-control-for-audio-fields.md): Information about controlling the settings for audio fields. - [What settings can I control for Video Tracks?](https://help.fulcrumapp.com/en/articles/78026-what-settings-can-i-control-for-video-tracks.md): Information about controlling the frame rate, video resolution, and audio settings in Video Tracks. - [Clearing Records cache Stored on the Mobile Device](https://help.fulcrumapp.com/en/articles/77167-clearing-records-cache-stored-on-the-mobile-device.md): Manage local storage on your mobile device by resetting the record cache to ensure optimal app performance. - [Mobile widgets](https://help.fulcrumapp.com/en/articles/663684-mobile-widgets.md): Quickly access your most frequently used Fulcrum apps with widgets! - [Add a Fulcrum App to your Home Screen](https://help.fulcrumapp.com/en/articles/492909-add-a-fulcrum-app-to-your-home-screen.md): Learn how to add a Fulcrum app to your phone's Home Screen. - [Fulcrum for Android - First-Time Setup](https://help.fulcrumapp.com/en/articles/15447215-fulcrum-for-android-first-time-setup.md): A complete walkthrough of everything you will see when opening the Fulcrum app on Android for the first time, including all permission prompts and recommended settings. - [How do you favorite apps on the Android app?](https://help.fulcrumapp.com/en/articles/3293644-how-do-you-favorite-apps-on-the-android-app.md): How to favorite and unfavorite Apps in Fulcrum on Android. - [How to extract photos and other files from your Fulcrum Android app](https://help.fulcrumapp.com/en/articles/7885611-how-to-extract-photos-and-other-files-from-your-fulcrum-android-app.md) - [Creating New Records in the Fulcrum for Android App](https://help.fulcrumapp.com/en/articles/462365-creating-new-records-in-the-fulcrum-for-android-app.md): Creating new records in the Fulcrum for Android app. - [Navigating and Editing Records in the Android App](https://help.fulcrumapp.com/en/articles/462368-navigating-and-editing-records-in-the-android-app.md): Details on the map and list views in the Fulcrum for Android app. - [Maps and Layers in the Android App](https://help.fulcrumapp.com/en/articles/462382-maps-and-layers-in-the-android-app.md): Details on accessing the included basemaps and custom map layers in the Fulcrum for Android app. - [Record List View in the Android App](https://help.fulcrumapp.com/en/articles/462378-record-list-view-in-the-android-app.md): Information on the list view, the record options, and upload status. - [Records Saved as a Draft in the Android App](https://help.fulcrumapp.com/en/articles/462367-records-saved-as-a-draft-in-the-android-app.md): Details on what it means when a record is saved in a draft state. - [Searching and Filtering Records in the Android App](https://help.fulcrumapp.com/en/articles/462379-searching-and-filtering-records-in-the-android-app.md): Leveraging the search and filter options in the Fulcrum for Android app. - [Fulcrum for Android Settings](https://help.fulcrumapp.com/en/articles/462381-fulcrum-for-android-settings.md): An overview of the settings options found in the Fulcrum for Android app. - [Android OS 'Permissions Required' Error.](https://help.fulcrumapp.com/en/articles/6464291-android-os-permissions-required-error.md): Walk through of how to resolve the 'Permissions Required' error when trying to create records on an Android device. - [Using External GPS Devices with Fulcrum for Android](https://help.fulcrumapp.com/en/articles/77283-using-external-gps-devices-with-fulcrum-for-android.md): Learn how to configure Fulcrum for Android to receive highly accurate location data from an external Bluetooth GPS receiver by enabling mock location settings. - [Location Debugger Tool in the Android App](https://help.fulcrumapp.com/en/articles/462388-location-debugger-tool-in-the-android-app.md): How to access and leverage the location debugger tool in the Fulcrum for Android app. - [Manually Adjusting a Record's Location \(Android\)](https://help.fulcrumapp.com/en/articles/462370-manually-adjusting-a-record-s-location-android.md): How to manually set/change the location of a record in the Fulcrum for Android app. - [Generating a PDF Report in the Android App](https://help.fulcrumapp.com/en/articles/462376-generating-a-pdf-report-in-the-android-app.md): How to generate and share PDF reports in the Fulcrum for Android app. - [Removing a record locally on Android](https://help.fulcrumapp.com/en/articles/462371-removing-a-record-locally-on-android.md): How to remove a record that is stored locally on your Android device. - [Duplicating a Record in the Android App](https://help.fulcrumapp.com/en/articles/462380-duplicating-a-record-in-the-android-app.md): How to duplicate a record on the Fulcrum for Android app. - [Edit, share, and delete record photos on Android App](https://help.fulcrumapp.com/en/articles/9801962-edit-share-and-delete-record-photos-on-android-app.md) - [Using Repeatable Sections in the Android App](https://help.fulcrumapp.com/en/articles/462383-using-repeatable-sections-in-the-android-app.md): How to create and view child records in the Fulcrum for Android app. - [Record Link field on Android](https://help.fulcrumapp.com/en/articles/462386-record-link-field-on-android.md): How to use the record link field in the Fulcrum for Android app. - [Photo Markups on Android](https://help.fulcrumapp.com/en/articles/2545852-photo-markups-on-android.md): Step-by-step guide for adding markups to photos in Fulcrum on Android - [Fulcrum for ios - First-Time Setup](https://help.fulcrumapp.com/en/articles/15481465-fulcrum-for-ios-first-time-setup.md): Get your iPhone or iPad configured for field data collection — from installation through your first sync. - [Creating a Record in the iOS App](https://help.fulcrumapp.com/en/articles/462335-creating-a-record-in-the-ios-app.md): Making records in the iOS app. - [Understanding Record Editor Views](https://help.fulcrumapp.com/en/articles/462340-understanding-record-editor-views.md): Details on the map and list views in the Fulcrum for iOS app. - [Record List View in the iOS App](https://help.fulcrumapp.com/en/articles/462350-record-list-view-in-the-ios-app.md): Information on the list view, the record options, and upload status. - [Maps and Layers in the iOS App](https://help.fulcrumapp.com/en/articles/462357-maps-and-layers-in-the-ios-app.md): Details on accessing the included basemaps and custom map layers in the Fulcrum iOS app. - [Understanding Records Saved as a Draft in the iOS App](https://help.fulcrumapp.com/en/articles/462337-understanding-records-saved-as-a-draft-in-the-ios-app.md): Explanation of what it means when a record is saved as a draft. - [Managing Favorite Apps on iOS](https://help.fulcrumapp.com/en/articles/3293543-managing-favorite-apps-on-ios.md): How to make an app a favorite and how to unfavorite an app on the Fulcrum for iOS app. - [Searching and Filtering Records in the iOS App](https://help.fulcrumapp.com/en/articles/462354-searching-and-filtering-records-in-the-ios-app.md): Leverage the search and filter options in the Fulcrum for iOS app to manage your data in the field. - [Resolving iPad Photo Rotation Issues](https://help.fulcrumapp.com/en/articles/14057768-resolving-ipad-photo-rotation-issues.md): Adjusting iPadOS multitasking settings to allow the Fulcrum camera to rotate between portrait and landscape modes. - [Fulcrum for iOS App Settings](https://help.fulcrumapp.com/en/articles/462356-fulcrum-for-ios-app-settings.md): An overview of the settings options found in the Fulcrum for iOS app. - [What is the security section found in the settings page of the Fulcrum iOS app?](https://help.fulcrumapp.com/en/articles/2536649-what-is-the-security-section-found-in-the-settings-page-of-the-fulcrum-ios-app.md): The security settings options on the iOS app. - [Changing a Record's Location in the iOS App](https://help.fulcrumapp.com/en/articles/462342-changing-a-record-s-location-in-the-ios-app.md): step-by-step instructions on how to manually set or change the location of a record within the Fulcrum for iOS app - [PDF Reports in Fulcrum for iOS](https://help.fulcrumapp.com/en/articles/462347-pdf-reports-in-fulcrum-for-ios.md): How to generate and share PDF reports in the Fulcrum for iOS app. - [Removing a Record Locally in the iOS App](https://help.fulcrumapp.com/en/articles/462345-removing-a-record-locally-in-the-ios-app.md): How to delete records locally stored in the Fulcrum for iOS app - [Duplicating a Record in the iOS App](https://help.fulcrumapp.com/en/articles/462355-duplicating-a-record-in-the-ios-app.md): Save time in the field by duplicating existing record data or location settings directly from your mobile device. - [Edit, share, and delete record photos on iOS App](https://help.fulcrumapp.com/en/articles/9801652-edit-share-and-delete-record-photos-on-ios-app.md) - [Using Repeatable Sections in the iOS App](https://help.fulcrumapp.com/en/articles/462358-using-repeatable-sections-in-the-ios-app.md): How to create and view child records in the Fulcrum for iOS app. - [Using Record Links in the iOS App](https://help.fulcrumapp.com/en/articles/462359-using-record-links-in-the-ios-app.md): How to use the record link field in the Fulcrum for iOS app. - [Photo Markups on iOS](https://help.fulcrumapp.com/en/articles/2545896-photo-markups-on-ios.md): Step-by-step guide for adding markups to photos in Fulcrum on iOS ## Media - [How do I use File Attachments?](https://help.fulcrumapp.com/en/articles/5305341-how-do-i-use-file-attachments.md): File attachments allow you to attached documents to a record. - [How do I use Reference Files?](https://help.fulcrumapp.com/en/articles/5152558-how-do-i-use-reference-files.md): A walk though of how and when to use Reference Files. - [Photos or Videos Captured on Mobile Aren't Appearing on the Web.](https://help.fulcrumapp.com/en/articles/15547062-photos-or-videos-captured-on-mobile-aren-t-appearing-on-the-web.md): Resolve missing media by checking sync status, app status, connection quality, and storage limits. - [What is the video file format?](https://help.fulcrumapp.com/en/articles/75692-what-is-the-video-file-format.md): Information about Fulcrum's video file format. - [What are photo markups?](https://help.fulcrumapp.com/en/articles/2542627-what-are-photo-markups.md): General information regarding photo markups. - [What is Fulcrum's default image file format?](https://help.fulcrumapp.com/en/articles/75658-what-is-fulcrum-s-default-image-file-format.md): Learn more about Fulcrum's default image file format for exporting. - [Mobile face distortion for photos](https://help.fulcrumapp.com/en/articles/4806048-mobile-face-distortion-for-photos.md): Facial recognition with auto face blur - [Supported EXIF Metadata for Photos](https://help.fulcrumapp.com/en/articles/75645-supported-exif-metadata-for-photos.md): Fulcrum automatically captures and stores standard EXIF metadata, including geotags, as part of the photo collection process, enabling detailed location and context tracking for every image. - [Timestamps on Photos](https://help.fulcrumapp.com/en/articles/9008033-timestamps-on-photos.md): Learn how to enable and capture timestamps on photos. - [360 Photo Viewer](https://help.fulcrumapp.com/en/articles/10328403-360-photo-viewer.md): View your 360 Photos in Fulcrum's web app. - [Reviewing Collected Audio](https://help.fulcrumapp.com/en/articles/74131-reviewing-collected-audio.md): Explains how to play back audio files and view GPS tracks directly within the Fulcrum web app to help you verify data in the field. ## Maps & Layers - [Mobile Location Editor](https://help.fulcrumapp.com/en/articles/10290011-mobile-location-editor.md): The complete guide for the Location Editor on iOS and Android. - [Adding Latitude and Longitude Data to Shapefiles](https://help.fulcrumapp.com/en/articles/94424-adding-latitude-and-longitude-data-to-shapefiles.md): How to calculate latitude and longitude columns from shapefile geometry. \(Intermediate\) - [Are KML/KMZ layers available for offline use in the Fulcrum mobile app?](https://help.fulcrumapp.com/en/articles/14251428-are-kml-kmz-layers-available-for-offline-use-in-the-fulcrum-mobile-app.md) - [Troubleshooting Map Layer Visibility](https://help.fulcrumapp.com/en/articles/14461870-troubleshooting-map-layer-visibility.md): Diagnose and resolve common display issues for WMS,KML Layers to ensure your field maps remain accessible on all devices. - [Creating Map Layers](https://help.fulcrumapp.com/en/articles/94241-creating-map-layers.md): How to add online map layers to Fulcrum from a variety of popular web mapping services. \(Intermediate\) - [Viewing Map Layers](https://help.fulcrumapp.com/en/articles/75812-viewing-map-layers.md): Learn how to select and use map layers in your Fulcrum app with the layer selector. - [Using Offline Basemaps in the Mobile App](https://help.fulcrumapp.com/en/articles/8418949-using-offline-basemaps-in-the-mobile-app.md): Learn how to download the basemaps provided with the mobile app for offline use. - [How do I switch between Esri Maps and Google Maps on web?](https://help.fulcrumapp.com/en/articles/8225705-how-do-i-switch-between-esri-maps-and-google-maps-on-web.md): Control which map engine is used in the Fulcrum Web App. - [Comparing Bluetooth GPS Devices](https://help.fulcrumapp.com/en/articles/5445927-comparing-bluetooth-gps-devices.md): An article that compares bluetooth GPS devices available on the market. - [Collecting GPS Tracks on Mobile](https://help.fulcrumapp.com/en/articles/13534210-collecting-gps-tracks-on-mobile.md): Record paths and movement as a line geometry using your device's GPS - [Recovering deleted records](https://help.fulcrumapp.com/en/articles/14894507-recovering-deleted-records.md): Recovering deleted records in Fulcrum is possible under certain conditions and involves specific methods. The recovery process depends on the relationship between parent and child records, as well ... - [How do I connect to ArcGIS to see my private layers?](https://help.fulcrumapp.com/en/articles/7910803-how-do-i-connect-to-arcgis-to-see-my-private-layers.md): Easily connect to ArcGIS to see feature service layers in Fulcrum. - [ArcGIS Enterprise Portal Connection](https://help.fulcrumapp.com/en/articles/9436556-arcgis-enterprise-portal-connection.md): Connecting to your Esri Enterprise portal through Fulcrum requires a few easy setup steps - [How do I add a public Feature Service Layer?](https://help.fulcrumapp.com/en/articles/7910802-how-do-i-add-a-public-feature-service-layer.md): Learn how to add public ArcGIS Feature Service Layers into Fulcrum. - [How do I edit my ArcGIS Feature Service Layers on Web?](https://help.fulcrumapp.com/en/articles/10327669-how-do-i-edit-my-arcgis-feature-service-layers-on-web.md): Edit features \(attributes and/or geometries\) in your ArcGIS Feature Service Layer - [Offline MBTiles Layers](https://help.fulcrumapp.com/en/articles/4351972-offline-mbtiles-layers.md): The best way is to learn how to create MB Tiles. - [Add MBTiles Layer Files Directly to Android Devices](https://help.fulcrumapp.com/en/articles/94161-add-mbtiles-layer-files-directly-to-android-devices.md): Add MBTiles layers directly to your device that will be available for offline use. These can be used as custom basemaps. \(Intermediate\) - [Add MBTiles Layer Files Directly to iPhone or iPad](https://help.fulcrumapp.com/en/articles/94225-add-mbtiles-layer-files-directly-to-iphone-or-ipad.md): Add MBTiles layers directly to your device that will be available for offline use. These can be used as custom basemaps. \(Intermediate\) - [Create Your Own Offline MBTiles Map](https://help.fulcrumapp.com/en/articles/75631-create-your-own-offline-mbtiles-map.md): Learn how to create custom, offline-ready basemaps for Fulcrum by converting your existing GIS data into the MBTiles format. - [Creating mbtiles files from QGIS](https://help.fulcrumapp.com/en/articles/6355019-creating-mbtiles-files-from-qgis.md): How to convert a SHP, GeoJSON, or KML to a MBTile file using QGIS. - [Interactive Offline MBTiles Layers for Fulcrum with TileMill](https://help.fulcrumapp.com/en/articles/94449-interactive-offline-mbtiles-layers-for-fulcrum-with-tilemill.md): Interactive layers that can be used as an offline map in Fulcrum. \(Advanced\) - [What are some options with online tile XYZ layers?](https://help.fulcrumapp.com/en/articles/4351993-what-are-some-options-with-online-tile-xyz-layers.md): Some good options you can use. - [Add a Mapbox Layer to Fulcrum](https://help.fulcrumapp.com/en/articles/75497-add-a-mapbox-layer-to-fulcrum.md): Learn how to create and add map layers in Fulcrum from MapBox - [Add a CARTO layer to Fulcrum](https://help.fulcrumapp.com/en/articles/75359-add-a-carto-layer-to-fulcrum.md): Learn how to create and add map layers in Fulcrum from CARTO ## Publishing Data with Data Shares - [What are Saved Filters?](https://help.fulcrumapp.com/en/articles/4227703-what-are-saved-filters.md): Learn how to share a snapshot of your data. - [How to fix the Google Sheets IMPORTDATA "maximum size" error when using data shares](https://help.fulcrumapp.com/en/articles/6645203-how-to-fix-the-google-sheets-importdata-maximum-size-error-when-using-data-shares.md) - [Data Shares in QGIS on Windows OS](https://help.fulcrumapp.com/en/articles/3011346-data-shares-in-qgis-on-windows-os.md): Having trouble connecting to data shares in QGIS on Windows? Try this setting. - [What are data shares?](https://help.fulcrumapp.com/en/articles/103313-what-are-data-shares.md): Learn how to enable, use, and publish Fulcrum Data Shares for public viewing. - [How to check data shares limits and usage](https://help.fulcrumapp.com/en/articles/92495-how-to-check-data-shares-limits-and-usage.md): This article helps admins understand limits for data shares usage and how to check how many data shares they are using. - [Creating Data Shares In Fulcrum](https://help.fulcrumapp.com/en/articles/92480-creating-data-shares-in-fulcrum.md): Create shareable URLs of your Fulcrum data for publishing and sharing. \(Intermediate\) - [Using Data Shares With Fulcrum](https://help.fulcrumapp.com/en/articles/92626-using-data-shares-with-fulcrum.md): Overview of Data Shares and Data Sharing Permissions in Fulcrum. \(Intermediate\) - [What formats are supported for data share URLs?](https://help.fulcrumapp.com/en/articles/103298-what-formats-are-supported-for-data-share-urls.md): Learn about the supported formats for exporting a data share from Fulcrum - [Enabling Data Shares](https://help.fulcrumapp.com/en/articles/92528-enabling-data-shares.md): Learn how to configure permissions and enable a data share for a Fulcrum App. \(Intermediate\) - [Understanding Data Share Access and Expiration](https://help.fulcrumapp.com/en/articles/92537-understanding-data-share-access-and-expiration.md): Learn how to gain access to the data available through Fulcrum data sharing URLs. \(Intermediate\) - [Examples of Fulcrum Data Share Integrations](https://help.fulcrumapp.com/en/articles/92543-examples-of-fulcrum-data-share-integrations.md): See some examples of how you might use a Fulcrum data share in your day-to-day workflows. \(Intermediate\) - [Pushing Fulcrum Data to CARTO via Data Shares](https://help.fulcrumapp.com/en/articles/92549-pushing-fulcrum-data-to-carto-via-data-shares.md): A step-by-step guide on how to sync your Fulcrum apps with CARTO tables. \(Intermediate\) - [Why can I not see the data share tab on the app's dashboard page?](https://help.fulcrumapp.com/en/articles/71463-why-can-i-not-see-the-data-share-tab-on-the-app-s-dashboard-page.md): Why some users can not see the data share tab. ## Working With Data Events or Calculation fields - [Overview of the Javascript Editor](https://help.fulcrumapp.com/en/articles/3004902-overview-of-the-javascript-editor.md): Overview of the code editor for Data Events and Calculation fields. - [Debugging Data Events and Calculation Fields](https://help.fulcrumapp.com/en/articles/7212041-debugging-data-events-and-calculation-fields.md): We've all been there. Here are some best practices on debugging your code - [Is there any way to save my expression in a calculation field or data event when it is not valid?](https://help.fulcrumapp.com/en/articles/94059-is-there-any-way-to-save-my-expression-in-a-calculation-field-or-data-event-when-it-is-not-valid.md): How to save your invalid code. - [Calculation Field Functionality](https://help.fulcrumapp.com/en/articles/74221-calculation-field-functionality.md): Creating powerful expressions in the calculation field. - [How do I control the format of a calculation field for numbers and currency?](https://help.fulcrumapp.com/en/articles/74263-how-do-i-control-the-format-of-a-calculation-field-for-numbers-and-currency.md): Using display format settings on calculation field output for text, number, and currency formatting. - [Calculation Field Resources](https://help.fulcrumapp.com/en/articles/2462182-calculation-field-resources.md): Access advanced technical documentation, expression syntax, and developer resources for Fulcrum calculation fields. - [Calculation Functions Reference](https://help.fulcrumapp.com/en/articles/2462186-calculation-functions-reference.md): Explore the complete library of custom functions available for building logic within Fulcrum calculation fields. - [Calculation Field Code Examples](https://help.fulcrumapp.com/en/articles/2462189-calculation-field-code-examples.md): Browse a collection of sample code snippets and common logic patterns for Fulcrum calculation fields. - [What are data events?](https://help.fulcrumapp.com/en/articles/92849-what-are-data-events.md): How data events can be used to run code that is triggered by specific actions. - [Making a request to the Query API from your data events scripts](https://help.fulcrumapp.com/en/articles/8037778-making-a-request-to-the-query-api-from-your-data-events-scripts.md) - [Introduction to Fulcrum Data Events](https://help.fulcrumapp.com/en/articles/92676-introduction-to-fulcrum-data-events.md): A general introduction to Data Events, how they work, and what you can build with them. \(Advanced\) - [Getting Started With Data Events](https://help.fulcrumapp.com/en/articles/92698-getting-started-with-data-events.md): Setting up and getting started with data events in Fulcrum. - [Using External Data or APIs](https://help.fulcrumapp.com/en/articles/92711-using-external-data-or-apis.md): How to set up and begin using outside data & APIs with Data Events in Fulcrum. \(Advanced\) - [Data Event Resources](https://help.fulcrumapp.com/en/articles/2462184-data-event-resources.md): Learn where to find technical specifications, custom functions, and practical examples for implementing data events within Fulcrum. - [Data Event Functions Reference](https://help.fulcrumapp.com/en/articles/2462190-data-event-functions-reference.md): A comprehensive guide to the custom JavaScript functions available for use within Fulcrum Data Events. - [Data Event Code Examples](https://help.fulcrumapp.com/en/articles/2462191-data-event-code-examples.md): Access a library of sample data event code to customize and automate your Fulcrum app workflows. - [How does the SETHIDDEN\(\) function work across platforms and in the Data Viewer?](https://help.fulcrumapp.com/en/articles/14301818-how-does-the-sethidden-function-work-across-platforms-and-in-the-data-viewer.md) ## Workflows & Webhooks - [How do Workflows work?](https://help.fulcrumapp.com/en/articles/5141320-how-do-workflows-work.md): A description of how to use workflows. - [What are Workflows?](https://help.fulcrumapp.com/en/articles/5137763-what-are-workflows.md): An explanation of workflows and what they offer. - [Getting Started With Webhooks](https://help.fulcrumapp.com/en/articles/92814-getting-started-with-webhooks.md): How to set up and begin using webhooks in Fulcrum. \(Intermediate\) - [How to check access to webhooks](https://help.fulcrumapp.com/en/articles/92870-how-to-check-access-to-webhooks.md): Learn how to find out if your plan and user account have access to webhooks. - [Webhooks: Roles and Permissions](https://help.fulcrumapp.com/en/articles/92952-webhooks-roles-and-permissions.md): How to configure roles and permissions for use with webhooks. \(Intermediate\) - [Webhooks for Push Notifications](https://help.fulcrumapp.com/en/articles/92939-webhooks-for-push-notifications.md): How to use push notifications to extend your data collection activities. \(Advanced\) - [How to Set Up Webhooks with Fulcrum using Node.js](https://help.fulcrumapp.com/en/articles/92961-how-to-set-up-webhooks-with-fulcrum-using-node-js.md): Details on how to create a webhook endpoint using Node.js to process webhook events. \(Advanced\) - [Pushing Fulcrum Data to CARTO With Webhooks](https://help.fulcrumapp.com/en/articles/93170-pushing-fulcrum-data-to-carto-with-webhooks.md): Visualizing and publishing your data from Fulcrum to CARTO using webhooks. \(Advanced\) - [Adding Weather Data to Records with Webhooks](https://help.fulcrumapp.com/en/articles/93278-adding-weather-data-to-records-with-webhooks.md): The full guide on using the Forecast.io API to add relevant weather data to your Fulcrum records. \(Advanced\) ## Reports - [What are PDF reports?](https://help.fulcrumapp.com/en/articles/438642-what-are-pdf-reports.md): How PDF reports work in Fulcrum - [How do I generate reports from the web?](https://help.fulcrumapp.com/en/articles/75823-how-do-i-generate-reports-from-the-web.md): How to generate a report from the web app. - [Generating and Sending PDF Reports from Your Device](https://help.fulcrumapp.com/en/articles/77977-generating-and-sending-pdf-reports-from-your-device.md): Learn how to use Fulcrum's PDF reporting function to generate and send reports to clients, customers, and managers directly from your mobile device. - [Default Reports](https://help.fulcrumapp.com/en/articles/10059785-default-reports.md) - [Customizing PDF Reports](https://help.fulcrumapp.com/en/articles/4208268-customizing-pdf-reports.md): Learn how to customize reports with the report builder. - [How do I get lines and polygons into my reports?](https://help.fulcrumapp.com/en/articles/9135074-how-do-i-get-lines-and-polygons-into-my-reports.md): Learn how to set the map engine in report templates. - [How do I customize report PDF filenames?](https://help.fulcrumapp.com/en/articles/8150006-how-do-i-customize-report-pdf-filenames.md) - [Using URL Query Parameters to Adjust Dynamic Content of Shared View Reports](https://help.fulcrumapp.com/en/articles/9977211-using-url-query-parameters-to-adjust-dynamic-content-of-shared-view-reports.md) ## Intelligent Team Automation \(Tasks and Issues\) - [Issues and Tasks Permissions](https://help.fulcrumapp.com/en/articles/6640546-issues-and-tasks-permissions.md): Learn how to set up Issues & Tasks permissions for your roles. - [Recurring Tasks](https://help.fulcrumapp.com/en/articles/6559255-recurring-tasks.md): This article describes how to set up and manage recurring tasks. - [Dashboard](https://help.fulcrumapp.com/en/articles/6061126-dashboard.md): This article describes how to utilize the dashboard. - [Task Notifications](https://help.fulcrumapp.com/en/articles/6305510-task-notifications.md): Task notifications help the task assignee know when a task is assigned so that they can plan their work and complete tasks efficiently. - [Managing the Task Backlog](https://help.fulcrumapp.com/en/articles/6061128-managing-the-task-backlog.md): This article describes how to manage your organization's backlog of tasks on the web. - [Schedule and Assign Tasks](https://help.fulcrumapp.com/en/articles/6045266-schedule-and-assign-tasks.md): This article describes how to schedule and assign tasks on the web using our Intelligent Team Automation workflow. - [How do I customize my task types and set up default checklists?](https://help.fulcrumapp.com/en/articles/6110611-how-do-i-customize-my-task-types-and-set-up-default-checklists.md): This article describes how to set up task types and checklists for your organization. - [Link an App to a Task](https://help.fulcrumapp.com/en/articles/6318031-link-an-app-to-a-task.md): Use Task tracking in Fulcrum to have a user add or update a record in a custom Fulcrum app. - [Managing the Issues List](https://help.fulcrumapp.com/en/articles/6061114-managing-the-issues-list.md): This article describes how to manage your organization's list of Issues on the web. - [How do I resolve an issue?](https://help.fulcrumapp.com/en/articles/6105892-how-do-i-resolve-an-issue.md): This article describes how to resolve an issue reported using the Issues module. - [How do I customize my Issue Types?](https://help.fulcrumapp.com/en/articles/6110550-how-do-i-customize-my-issue-types.md): This article describes how to set up issue types for your organization. - [Public Issue Submission](https://help.fulcrumapp.com/en/articles/6066306-public-issue-submission.md): This article describes how to set up your organization to allow issues to be submitted via public URL or QR code. - [Tasks in the Android App](https://help.fulcrumapp.com/en/articles/6110723-tasks-in-the-android-app.md): This articles describes how to view and complete tasks in the Android app. - [Tasks in the iOS App](https://help.fulcrumapp.com/en/articles/6064008-tasks-in-the-ios-app.md): This articles describes how to view and complete tasks in the iOS app. - [Generate & View Task or Issue PDF Reports](https://help.fulcrumapp.com/en/articles/6064142-generate-view-task-or-issue-pdf-reports.md): This article describes how to generate a PDF report of your organization's tasks or issues. - [Report Issues via the iOS App](https://help.fulcrumapp.com/en/articles/6064114-report-issues-via-the-ios-app.md): This article describes how to report an issue using the iOS app. - [Report Issues via the Android App](https://help.fulcrumapp.com/en/articles/6110658-report-issues-via-the-android-app.md): This article describes how to report an issue using the iOS app. - [How do I use the API with Issues and Tasks?](https://help.fulcrumapp.com/en/articles/6552315-how-do-i-use-the-api-with-issues-and-tasks.md): This article describes how to utilize Fulcrum's API with issues and tasks. - [Can I import Tasks and Issues?](https://help.fulcrumapp.com/en/articles/9308318-can-i-import-tasks-and-issues.md): This article describes how to use the importer to bulk import tasks and issues. - [Can I export Tasks and Issues?](https://help.fulcrumapp.com/en/articles/9308950-can-i-export-tasks-and-issues.md): This article describes how to use the exporter to bulk export tasks and issues. ## Misc - [Fulcrum Help Resources](https://help.fulcrumapp.com/en/articles/11272808-fulcrum-help-resources.md): Find the right help - [Understanding Support Access of your account](https://help.fulcrumapp.com/en/articles/13687301-understanding-support-access-of-your-account.md): At Fulcrum, protecting your data and earning your trust are top priorities. This article explains how and when our Technical Support team may access your Organization while troubleshooting issues a... - [Managing and Uploading Photos to Work Orders](https://help.fulcrumapp.com/en/articles/14696720-managing-and-uploading-photos-to-work-orders.md): This guide explains how to manage and upload reference photos to Fulcrum work orders, ensuring field technicians have the necessary visual context to complete their tasks efficiently. - [Are there any features that are limited in the trial version of Fulcrum?](https://help.fulcrumapp.com/en/articles/94120-are-there-any-features-that-are-limited-in-the-trial-version-of-fulcrum.md): Trial restrictions. - [How do I train my users on my app?](https://help.fulcrumapp.com/en/articles/1967787-how-do-i-train-my-users-on-my-app.md): This article outlines a helpful way to train your field users on the app they will be using. - [Using URL Actions to Open and Interact with the Mobile App](https://help.fulcrumapp.com/en/articles/94082-using-url-actions-to-open-and-interact-with-the-mobile-app.md): Using URL Actions. - [Audio FastFill](https://help.fulcrumapp.com/en/articles/10074106-audio-fastfill.md): Learn how to use Audio FastFill to fill out your forms via voice dictation. - [Wildnote to Fulcrum FAQs](https://help.fulcrumapp.com/en/articles/15214700-wildnote-to-fulcrum-faqs.md) - [Computer Vision for Object Detection \(Offline, Mobile\)](https://help.fulcrumapp.com/en/articles/11179684-computer-vision-for-object-detection-offline-mobile.md): Learn how to use computer vision to automatically fill in sections of your forms. - [Embedding Photos in Workflow Emails](https://help.fulcrumapp.com/en/articles/93964-embedding-photos-in-workflow-emails.md): Learn how to use Fulcrum Workflows and calculation fields to automatically include captured photos directly in the body of your email notifications. - [Building A Custom Email Notification System](https://help.fulcrumapp.com/en/articles/93096-building-a-custom-email-notification-system.md): Building a simple email notification system with Google Apps Script. \(Advanced\) - [Cleaning Up Data With Open Refine](https://help.fulcrumapp.com/en/articles/93674-cleaning-up-data-with-open-refine.md): How to use Open Refine to merge, combine, and correct your data from Fulcrum. \(Basic\) - [Renaming photos with Sheets and batch scripting](https://help.fulcrumapp.com/en/articles/365649-renaming-photos-with-sheets-and-batch-scripting.md): Use Google Sheets to create a Windows .bat or Mac/Linux .sh script to rename your exported Fulcrum photos.