Data Management

Apricot Settings: Overview of Apricot Settings page, including alloted User Licenses, Password Security, enabled A La Carte Features, and General Configuration.

Manage Archived Records: Overview of Archived Records tool, including instruction on how to access, restore, and delete Archived Records.

Manage Shared Files: Overview of Shared Files tool, including Shared Files Categories, uploading new Shared Files, and removing existing Shared Files.

Record History (From Record): Overview of Record History tool from an existing record, including details on different historical versions of the record.

Record Audits (Record History Tool): Overview of Record Audits tool, including details on filtering existing records.

Bulletins

Standard Bulletins: Overivew of how to create a new Standard Bulletin, including Bulletin settings and properties of the Bulletin editor tool.

Report Bulletin: Overview of how to create a new Report Bulletin, including Bulletin settings and report selection.

Manage User Accounts - Intro

Creating Programs: Overview of Programs tool in Apricot, including details on setting up Programs within your database.

User Types: Overview of User Types in Apricot, including details on access levels for various User Types.

Adding New Users: Instruction on adding New Users into Apricot, including details on assigning Administrator Roles and User Permission Sets.

Edit User Details: Instruction on making changes to an existing User in Apricot.

Creating Permission Sets: Details on adding Permission Sets and assigning Permissions to Users in Apricot.

Manage User Accounts - Advanced

User Record Level Access: Overview of User Record Level Access, a restriction that can be applied to a Permission Set in order to limit record visibility to the user who created the record or another user who is specifically assigned to a record.

Assigned Roles: Form Design User Roles: Overview of the Admin Role of Form Designer, a permission that allows a Standard User the ability to access the Form Design tool.

Assigned Roles: Report Design User Roles: Overview of the Admin Role of Manage Reports, a permission that allows a Standard User the ability to access the Report Builder tool.

Secure Web Form: Overview of the Secure Web Form tool, which allows a Tier 1 form to be publicly accessed via a unique URL.

Form Design - Intro

Tier 1 and Tier 2 Forms in Apricot: Overview of form structure in Apricot, including details on Tier 1 and Tier 2 forms.

Standard Forms Library: Overview of the Standard Forms Library in Apricot, including details on accessing and reordering Tier 1 and Tier 2 forms.

Form States: Overview of Form States within Apricot.

Form Actions: Overview of the Form Actions associated with all forms within Apricot.

Form Builder: Overview of the Apricot Form Builder tool, including details on the Field Choices, Requirements, and Form Actions palettes.

Form Builder: Sections: Overview of Form Sections within Forms, including details on adding Form Sections and adjusting Form Section properties.

Form Builder: Fields: Overview of Fields within Forms, including details on adding Fields to a form.

Form Builder: Form and Field Properties: Overview of Form and Field Properties within the Apricot Form Design tool.

Form Properties: Required: Overview of the Field Property 'Required', which makes a field mandatory in order for a record to be saved by a user.

Form Properties: Duplicate Check: Overview of the Field Property 'Duplicate Check', which triggers the system to check against existing records to search for a match; matching data prevents a new record with the same content from being saved.

Field Types: Option Fields: Overview of the Option type fields, with details on associated properties and adding choices to the field.

Form Properties: Publish Requirements: Overview of the Publish Requirements necessary in order for a form to be published and available for data entry on the My Apricot tab.

Form Properties: Publishing Forms: Overview of the 'Publish Form' Form Action.

Creating Tier 2 Forms: Instruction on creating Tier 2 forms within the Standard Forms Library.

Form Design - Advanced

Masked Values: Overview of Masked Value field types, with details on how a masked numeric or text value is created.

Number Calculations: Overview of Numeric Calculation field types, with details on how properties for those fields can be adjusted.

Date Calculations: Overview of Date Calculation field types, with details on how properties for those fields can be adjusted.

Email Triggers: Overview of the Email Trigger field type, with instruction on creating an email trigger within the Form Design tool.

Record Lock: Overview of the Record Lock functionality, with instruction on adding Record Lock to an existing form.

Linking

Intro to Linking: Overview of Form Linking fields, or special fields that give you the ability to connect records of one form to records of another form. Includes details on forms eligible to be linked.

Same Folder Linking: Overview of Same Folder Linking functionality, which allows Tier 2 records associated with the same Tier 1 record to be more easily connected, or linked.

Linking: Simple: Instruction on how to add a simple Linking field to a form, including details on Linking field configuration, available Link properties, and Link Description options.

Linking: Wizard: Instruction on how to add a Wizard Linking field to a form, which allows improved user workflow by displaying the linked form in a pop-over window.

Linking: Autopopulate: Instruction on how to autopopulate data from one form to a linked form, including autopopulation requirements and field properties. 

Report Build - Intro

Intro to Reports: Overview of the Apricot Report Center tools, including details on the Data Archives and Reports tools.

Creating a New Report: Instruction on creating a new report within the Apricot Report Center tool, including details on creating a Report Category.

Building Reports: Instruction on building a new report, including details on adjusting Report Properties, accessing Form Fields, and Report Publish Requirements.

Report Actions: Overview of the Report Actions palette within the Report builder tool, including details on Copying the report, Reverting the report, and Deleting the report.

Adding Data Columns: Instruction on how to add Form Fields to a Report Section, including details on adding multiple fields at once via the Multiple Columns tool.

Column Properties: Overview of Column Properties and available configuration options for report columns, including an introduction to Data Style options, Summary options, Grouping functionality, Formatting tools, and Form Info for the associated column.

Data Types and Styles: Overview of Column Data Style choices, including details on how those Data Styles change based on the column's Field Type.

Column Summaries: Overview of Column Summary choices, including details on how those Summaries change based on the column's Field Type.

Grouping: Overview of Column Grouping, including details on Drill-Down Grouping.

Adding Tier 2 Data: Instruction on adding fields from a Tier 2 form into a report to create Tier 2 data columns.

Exporting Reports: Overview of how to Export a report in Run Mode, included details on Printing reports and available Print Options, and exporting a report into Excel and available Export Configuration options.

Filtering Reports

Report Filters: Instruction on filtering columns in a report, or allowing data to be limited by specific criteria; includes details on adding a Filter, Filter Options, and modifying an existing Filter.

Filter Logic: Instruction on adjusting the Filter Logic associated with a Report Section with multiple Filters, including the use of parentheses and 'and/or' modifiers.

Run Time Filters: Instruction on unlocking Filters in order to allow them to be used as Run Time Filters.

Global Filters: Instruction on utilizing Global Filters to assign a Global Value to be referenced in multiple sections throughout a report.

Creating Graphs

Special Columns: Calculations: Instruction on adding Calculation type Special Columns, including details on the different types of Calculations and how to utilize them within a report.

Special Columns: Section Summaries: Instruction on adding Summary type Special Columns, including details on the different types of Summary Columns and how to utilize them within a report.

Root Forms, Connecting Forms & Form Limits: Overview of the Root Form and Connected Forms within a Report Section, including details unique to the designated Root Form and Connected Forms, like Required and Limit.

Limit Sections: Overview of Limit Sections within a Report Section, including an overview of Limit Section Properties and Filters.

Import Tool

Intro to Import Tool: Overview of the Import Tool, including details on Import History, Import Actions, and available Filters for the list of historical imports.

Preparing to Import Data: Instruction on how to prepare existing data for Import using the Apricot Data Import tool.

Uploading Data: Instruction on Uploading a configured Import File, including details on the Import Actions and steps required to complete the import.

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