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Creating a New App

Creating a new data collection app to use forms in the field.

What is an App?

In Fulcrum, the Apps refer to dynamic and customizable groups of attributes composed of different data types - text, numbers, dates, picklists, photos, settings, and more. Basically, an App is the form used on the mobile device to fill out record attributes along with all the other rules and settings you configure. They also act as databases to hold your collected data. Apps are always created on the Fulcrum website, as the mobile device is only used for collecting data.

There are two ways to create an app: choosing a template or creating from scratch.

First we will cover how to select an app template and then we will create a simple app that can be used to capture ATM information.

Choosing a Template

Fulcrum has a number of app templates that can be used to collect data if it meets your needs, or just as a way to get some ideas. Every template can be modified. Many of the templates have pre-made choice lists and custom classification sets.

Step 1

Click “+ New App” button in the upper right of the screen, and then “use an app from the gallery.”

Use App From Gallery

Step 2

Click the category and then the the check mark next to the template you would like to use from the list. For this tutorial, let’s add the “Handicapped Accessibility” app from the health category. Click the yellow check mark to add this app to your plan.

Click Check Mark

The app will automatically be imported into your account. After you have added the handicapped template, return to the app gallery. You can do this by clicking “go back” or by clicking on the Fulcrum logo on the top left side of the screen. You will now notice that the new app on the main dashboard page.

New App

Creating an App from Scratch

Creating an app from scratch leads you to the app designer.

Let’s build an app!

Step 1

Click ‘+ New App’ from the menu bar.

Click New App

Step 2

Click the ‘Design a new app’ button.

Design New App

This will bring you to the app designer, or app builder. This feature consists of a list of drag and drop fields on the left, and an app settings menu on the right. The app palette area in the middle is where the app will be created.

The available fields include:

  • Text
  • Numeric
  • Single Choice
  • Multiple Choice
  • Classification
  • Date
  • Photos
  • Section
  • Label
  • Repeatable
  • Address
  • Signature

Read more about each field in the reference pages.

Step 3

Let’s fill out the app settings menu. For this tutorial we will be making a general ATM survey app.

  • Name the app “ATM Survey” and enter a brief description.
  • We will keep the app status as “active” which means it will be visible on the mobile device.
  • Skip the “record title.” This will automatically be filled out as you add fields to the app.

Name the survey

The status field and auto assign records features are not covered in this tutorial. To learn more about these features please visit the status field and record assignment pages of the manual.

Step 4

We will begin by adding three section fields to the app and then title these sections. Sections field types allow you to modify the layout of your app, and can help with the app flow by allowing you to logically group fields together. This can help with adding more advanced features such as using conditional logic.

Step 4.1

Start the app by dragging three section fields to the palette area. Be careful not to nest a section inside one of the other sections.

Drag Section into Palette

Step 4.2

Click where it says ‘enter a label’ to bring up the field settings box. Name the first section “Basic Information”, the second “ATM Functions”, and the third “Conditions”.

Label Fields

You may have noticed the display options for for the section fields. This allows you to change how the section will be presented on the mobile device. Go ahead and select drill down for the conditions section.

Step 5

Now we will add fields to the ‘Basic Information’ section of the app. This section will capture the general information of the app such as the operator of the ATM and information about the fees that this ATM charges.

Step 5.1

Drag a text field into the section. To do this drag the text field more towards the center to the app designer’s pallet area. Then click “enter a label” on the text field to bring up the field settings pop out. Type “Operator” into the label box.

Now add a yes/no field below the “operator” field in the basic section. Give the yes/no field a label of “Fee.”

Now add a numeric field below the “Fee amount” field and label this field “Fee amount.”

Below is an image of how your app should look so far.

Add Operators

Step 5.2

In the rare chance you find an ATM that does not charge any fees. You will want to make it so the “Fee amount” Field only shows when “yes” is selected on the “fee” yes/no field. To do this, we will use conditional logic. Start by click on the “Fee amount” field to bring up the field settings. Then click Visibility Rules at the bottom of the settings screen.

  • We do not have to worry about the match rules since this field is only going to contain one rule. Setting this setting to either ALL or ANY will work.
  • In the -Select a form element- select the “fee” field.
  • Since we only what this field to show when the “fee” field is equal to yes we can leave the equal to in place.
  • On the -Select a value- field select “yes.”

Your visibility logic should look like the photo below, if it does click the save button.

Logic Rules

To learn more about visibility logic, please visit our guide on using conditional logic

Step 6

Now we that we have completed the first section. We can add the fields to next section. In the ATM functions section we will add information about the what features the ATMs offer.

Step 6.1

Now on to the next section. In the “ATM Functions” section, drag in a single choice field. The single choice field will be used to collect data about the currency that the ATM dispenses. So label the field “Currency Dispensed.” Towards the bottom of the field settings you will want to add the choices that are presented when collecting data. Since we will not be listing every currency available you will want to check the “allow other” check box. Below is an example of what your choice list could look like.

Single Choice Field

Step 6.2

Now we will add five additional yes/no fields to the “ATM Functions” sections. Match the labels up to the labels in the image below.

Matching the labels

Step 7

Now we will be adding fields to the “conditions” section. This section captures information about the general condition of the ATM.

Step 7.1

In the last section we want to add information about the condition of the ATM. We will use a yes/no field to see if there is damage or not and then using visibility logic display two additional field a Multiple Choice field and a yes/no field.

The labels for these fields are below:

  • Damage Present? ( Yes/no field )
  • Types of Damage ( Multiple choice field )
  • Damage Affecting ATM? ( Damage affecting ATM? )

Use the information that you previously learned to complete these three fields, with choice values, and visibility logic.

Your end result should look like the image below.

End Result

Step 8

That will complete our basic ATM survey app. Be sure to save the app by clicking the save and exit button on the right side of the page.

Click Save

Still have questions? Browse our support forum and drop us a line.

Go to support