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Fulcrum for iOS

Browse through the guides and learn how to use Fulcrum on your iOS devices

Overview

When you first sign in to Fulcrum, you will be able to view a list of apps that you have access to on your device. You can sync your device at any time by tapping the circular ‘sync’ button located on the menu bar. Just tap on an app to get started. In addition, you can adjust your Fulcrum settings by tapping the button on the upper left.

Mobile settings

Selecting an app brings you to the map view. If there are records on the map, you can edit them from here by tapping the icon to open up a view of the data fields.

Mobile map view

To zoom in to a location on the map, double tap the desired area or move two fingers apart on the screen. You can zoom out by pinching your index finger and thumb on the screen.

Record Creation

Fulcrum is designed is to fulfill your data collection requirements in an efficient and timely manner from the mobile device. Apps are designed using the web based app designer and will appear on the mobile app according to the web created specifications.

Fulcrum automatically captures your location as you create a record, but you can also set or adjust the location manually in iOS.

Creating a record is as simple as filling out the fields in front of you. The field types include:

  • Text
  • Numeric
  • Yes/No
  • Single Choice
  • Multiple Choice
  • Classification Set
  • Signature
  • Address
  • Date
  • Time
  • Photos
  • Videos

Create a record

At the bottom of the record creation screen, there is a row of buttons. From left to right, they are the generate a report, set a location, and delete a record buttons.

Records Saved as a Draft

If you attempt to save a record before all of the required fields are filled out, you will be asked if you would like to save the record as a draft. If you save a record as a draft, it will be stored locally on the device and will not be uploaded to the server until the required fields have been filled out.

The easiest way to locate records that are currently in a draft state is by using the iOS list view and look for records that have “draft” under the record title.

Draft State Records

Record Edit Views

Once records have been created, you can always go back and edit them at any time. To edit an existing record, just locate the record on either the map view or list view pages and select the record.

Map view

If you are on the map view page you can zoom into the record location, then tap on the record to bring up the record title, tap on the record title to go in to the record edit page.

Map view

List view

If you are on the iOS list view page, you can scroll, or use the search box to locate the record. Once the record has been located simply tap on the record to access the record edit page.

List View List View

Setting the location of a record

Whenever a record is initially created Fulcrum will capture the GPS location of the mobile device.

Record Creation Screen Record Creation Screen

If you have a desire to move the record location you can manually do so by tapping the crosshair icon in the middle of the bottom row of icons on the record creation/editor view. This will bring you to the set location page, where you can set the new record location.

Set New Location Center the crosshairs on a new location and tap 'save' when you're done

You can move the record to your current location by selecting the arrow icon in the lower left or pan to any location by dragging the map around. Once you have the location set, tap the save button.

Manual Entry Manually enter in the coordinates

Additionally, you can manually enter in the location information by tapping on the coordinates at the top of the set location screen. Once you have entered in the location information you can tap okay and verify the location is correct on the map.

How to Delete a Record

You only have the ability to delete records from the mobile device. However, any records that were downloaded or previously synced to the server will still remain on the server. Any records that have not been synced to the server will be completely deleted.

To delete a record, open the record edit screen and tap the trashcan icon in the bottom right hand corner.

Record Creation Record Creation Screen

Additionally, records can be deleted directly from the list view by swiping the record to the left and selecting delete. If you wish to remove all of the cached records on the device you can do so through the app settings page.

Record Reports on your iOS Device

A report can be generated for any record created in Fulcrum, right from your mobile device. When you generate a record a PDF file will be created. You can then send this file to others through email, SMS, or through airdrop. You can even print or copy the record. In order to generate a record the device does have to have either a WiFi (with internet access) or cellular data connection. We also offer custom reports. If you are interested in a custom report, simply submit a sample report here.

Generating a Record Report

From the iOS record creation/edit page. Select the report icon on the lower left corner of the record creation/edit page.

Record Creation Record Creation Screen

You will be promoted with a confirmation screen. Once confirmed, the record information will be sent to the server for the report generation. Once the report has been generated it will be set to your mobile device. Once on your mobile device you have the option of sharing the report.

Sharing a Record Report

To share the record report tap on the share icon in the upper right part of the record report page.

Record Report Record Report

You have several options with sharing the record report. Messages and E-mail being the most popular, you can also share the report through Apple’s AirDrop, as well as, print the report.

Record Share Record Share

Records List

Record list view is an alternate view to the standard map view. At the top of the list view you can set whether or not the list view is bound to the map view. If bound to the map view, only records that are visible on the map will be visible on the list view. You can also use the iOS records search and iOS record filter features to locate existing records.

Record List View Record List View

By tapping a record from this list, you can view, modify, or edit existing records. The records list also shows you how many records are displayed on your device and how many records, total, have been collected.

Upload Status

On the right side of the record list view you can see the upload status of the record. There are five states that a record can be in.

Record Status Options
  • Successfully Synced: The record has been synced successfully or there has been no changes made to the record since it was downloaded to the mobile device.
  • Saved as a Draft: The record has been saved as a draft. Records saved as a draft will be stored locally on the device until all required fields have appropriate values.
  • Not Been Synced: The record has not been synced to the server.
  • Failed to Sync: An error occurred during the sync process and failed to upload. You should be presented with an error message as to why the record(s) failed to sync. The most common reason a record fails is due to poor connectivity. If you continue to have problems syncing be sure visit our support forums or email support at support@fulcrumapp.com.
  • Attachments Are Not Synced: If you have changed the attachment sync settings in the app settings any records that currently do not have attachments synced will show this icon. The attachments will sync the next time a sync is performed where the sync settings have been met. Note: This icon may appear if syncing over a poor/intermittent network.

Record Options

By swiping a record to the left will reveal additional options.

Record List View Options Record List View Options

Deleting a record will permanently delete any records that have not been synced. If a record has been synced, only the local record cache of the record will be removed from the device and will be downloaded again during the next sync.

Under more

  • Duplicate.. - Duplicate a record can assist in quicker data capture when most of the new records being created have the same data as a previously captured record.
  • Show on Map - Shows were the record is located on the map view.
  • Generate Report - Create a PDF report of the record.
  • Driving Directions - Get driving directions to a record’s location. Note: uses the device’s default navigation app.
More List Options in Fulcrum More Record List View Options

Often while working on the mobile device, users may need to search for a record to update information or correct the location. On iOS devices, this can easily be done while out in the field.

You can do a record search from either the map view or the list view. From the mobile device, select magnifying glass icon from either the map or list view. A search bar and keyboard will pop up.

Tap magnifying glass Tap on the magnifying glass icon


Simply enter your search terms and select a record from the results.

Type terms into search bar Type terms into the search bar


You may try searching for a specific ID number or even key phrases from a choice list or classification set. The search will return all records that contain the search values. Once you have located a record through the search, tap it to view or modify it.

Record Filter

Once records have been created, you can filter them by project and/or record status. This adjusts the records that show up in the map and list views. You can combine as many requirements as necessary.

To access the record filter options. Tap on the funnel icon from either the map or list view pages.


Tap Funnel Icon To Access Filter Options Tap on the funnel icon to access the filter options


To add filters, just tap on the filters you would like to add. To remove a filter, just tap on the filters that have a check mark next to them.

Record Filter Record Filter

Record Duplication

A record can be duplicated in the field directly from your mobile device. Any record can be duplicated by swiping left on the record from the iOS list view, selecting “more”, and then “duplicate”.

More Record List View Options More Record List View Options

When duplicating a record you have three options: To duplicate the record’s data values and location, to duplicate the data only, and to duplicate the location only.

Record Duplication Options Record Duplication Options

App Settings

The app settings screen is not just for fine tuning Fulcrum for your use. This is also where you will change basemaps and/or download them to your device, sign out of your account, and much more.

To access the Fulcrum settings page you can click the settings icon in the upper left part of the screen.


App Settings


Map View

Under the Map View section, you have the option to change basemaps and/or download any custom basemaps that have been added to your account through the web app. You can learn more about these options on the maps and layers page for iOS.


Map View Settings


List View

The list view settings allow you to adjust the sorting, and filtering options. You can adjust your list view sort options by title, status, date/time created, or date/time updated.


List View Settings


Synchronizer

Allows you to set the sync functions. You can choose to auto sync after launch and choose whether to auto sync records after record edits. By default, auto-sync is off.


Synchronizer


Sync Settings

Allows you to set the sync settings for media files. This includes: Photos, Videos, and Signatures. You have three sync settings to choose from: Cellular or WiFi, WiFi only, or Never.


Sync Options


Photos

Adjust the capture quality and whether or not to save the photos taken during data collection to the camera roll.

Note: Adjusting the picture quality can have a big impact on sync times, cellular data consumption, and the amount of media storage your photos consume.


Photo Settings


Videos

Adjust the video quality and whether or not to save the videos taken during data collection to the camera roll.

Note: Adjusting the video quality can have a big impact on sync times, cellular data consumption, and the amount of media storage your videos consume.


Video Settings


Data Management

Resetting the stored records cache will remove all cached records on the device. Any records that have not been synced will not be removed. Backup Database will create a backup of the data currently on your device. This backup file is not readable by Fulcrum and should only be created if instructed to do so by a Fulcrum support staff member.


Data Settings


Account

View the account and organization context you are currently using. In addition, this is where you can sign out of Fulcrum to switch to a different context.


Account Settings


About Fulcrum

View the current version and read the terms of service. Additionally, a link to contact support is under this section.


About Fulcrum


Maps and Layers

When working on WiFi or 3G network you can choose from the list of Online Maps provided by Google (Streets, High definition Arial/Satellite & Hybrid, and Terrain) or you can choose to download your offline map(s) that will be cached to the app. Be sure to download your offline maps over WiFi before heading out to collect data in offline environments since downloading these large files on your cellular plan uses your network data.

The iOS app settings page is where you will find the options to select a basemap and/or select a offline layer to use.


Map View Settings


Add layers or custom basemaps for offline use through the web or directly to your iOS device. The layers settings allows you to download, arrange, enable, disable, or remove your layers. Multiple layers can be arranged on top of one another. To arrange the order of the layers tap the ‘edit’ button and then drag the layers in to position.


Layer Settings


To remove a map, either swipe to the left and click the delete button, or select ‘edit’ and tap the red circle to pull up the delete button.

Online Basemaps

Choose between a number of online basemaps, provided by Google, for your Fulcrum use. Simply tap the name of the map you would like to use, and it will be enabled on your device.


Online Basemaps


Using Repeatable Fields to Create Child Records on iOS

Adding child records to a parent record on a mobile device is no more difficult then creating any other record. The repeatable field will be shown in the parent record as if it were a normal section with the drilldown option selected section.

Once in the repeatable section of a record, you can add child records in the same way as you would with a conventional record. There is a list view and map view options, a search box, and a create record icon. When you are finished adding child records to the parent record tap on the back arrow and then tap the save button to save the child records added.

Repeatable Fields iOS repeatable section views (list and Map)

Linking records from other apps on the mobile device is similar to selecting a choice value. When you come to the record link field you may have two options, to either select an existing records or to create a new record.

Selecting an existing record will open a pick list, that can be searched. Once selected the record will be linked to the record you are creating/editing. If you have the option to link multiple records enabled you will be able to link another record.

Selecting to create a new record will take you to the record editor in the linked app and allow you to enter in the data you wish to capture to that new record. Once you have finished you can save the record and it will automatically be linked to the record with the record link field.

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

Go to support