Introduction

You can directly launch Fulcrum, create new records and update existing records via URL parameters on both the web and mobile apps. This allows you to easily integrate Fulcrum with other applications and services to build custom workflows, such as:

Scheduling work outside of Fulcrum and sending daily worksheets to your field crews.
Adding record links to calendar events for scheduling and notification.
Sending a text message with a record link for immediate inspection.
Passing coordinates from another application or web map to create a new Fulcrum record.

Web Actions

Records can be viewed, created, and edited directly on the web using the following actions:

Action	Description
`https://web.fulcrumapp.com/dash/{form_id}`	Open a form to view or edit records. Optional `mode` parameter to define view mode with the following values: `map`, `split`, `table`
`https://web.fulcrumapp.com/records/new`	Create a new record
`https://web.fulcrumapp.com/records/{record_id}`	Open an existing record
`https://web.fulcrumapp.com/records/{record_id}?mode=edit`	Edit an existing record

Mobile Actions

Both the Android and iOS apps support opening the app using the fulcrumapp:// URL scheme.

Action	Description
`fulcrumapp://open`	Launch the Fulcrum app
`fulcrumapp://new-record`	Create a new record
`fulcrumapp://edit-record`	Edit an existing record

Open Parameters

Parameter	Required	Description
`form_id`	no	The form ID to open when Fulcrum launches

New Record Parameters

Parameter	Required	Description
`form_id`	yes	The form ID to activate and use for the new record
`project_id`	no	The project ID of the new record
`status`	no	The status of the new record
`latitude`	no	The latitude of the new record
`longitude`	no	The latitude of the new record
`...attributes`	no	Any other URL encoded attributes should be `data_name=value` pairs to set on the new record

Edit Record Parameters

Parameter	Required	Description
`record_id`	yes	The record ID to edit
`project_id`	no	The project ID of the record
`status`	no	The status of the record
`latitude`	no	The latitude of the record
`longitude`	no	The longitude of the record
`...attributes`	no	Any other URL encoded attributes should be `data_name=value` pairs to set on the record

Supported Field Types

Field	Description
Text	Uri encoded text value
Yes/No	Uri encoded text value
Barcode	Uri encoded text value
Hyperlink	Uri encoded text value
SingleChoice ('Other' is not supported)	Uri encoded text value
Classification	Uri encoded, comma delimited list of values. ex: `1%2C2%2Chello%2C4`
Date	YYYY-MM-DD
Time	HH:MM

Validation

form_id must exist for new-record action
record_id must exist for edit-record action
If project_id is passed
- the project must exist
- the active account's role must have permission to change projects
If status is passed, the active account's role must have permission to change the status
latitude must be a number and must be: -90 <= latitude <= 90
longitude must be a number and must be: -180 <= longitude <= 180

Examples

fulcrumapp://new-record?form_id=c55adab9-916d-46e9-98aa-7a2388a77b24&number_of_floors=3&sq_footage=2300
fulcrumapp://new-record?form_id=c55adab9-916d-46e9-98aa-7a2388a77b24&status=incomplete&sq_footage=2300&name=My%20Awesome%20Building&number_of_floors=3&latitude=28.038046&longitude=-81.952514
fulcrumapp://edit-record?record_id=11fb2a54-5158-4848-8695-c405c54525e4&status=incomplete&sq_footage=2300&name=SNI&number_of_floors=3&latitude=28.038046&longitude=-81.952514

Notes

Several core Android apps, including Gmail and Messenger do not support custom schemes and will not correctly link to Fulcrum if you try to use the following <a href="fulcrumapp://new-record?form_id=123-xyz">Create new record</a>. We have setup a dedicated http page to help overcome this issue, by providing a web link, which opens the browser and redirects to open the Fulcrum app. If you are dealing with this issue, try the following:

<a href="https://web.fulcrumapp.com/action/#new-record?form_id=123-xyz">Create new record</a> for new records
<a href="https://web.fulcrumapp.com/action/#edit-record?record_id=xyz-123">Edit record</a> for existing edits

This solution should work for both Android and iOS.