URL Actions

Using URL Actions for direct record access on web and mobile

Introduction

You can directly 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:

Web Actions

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

Action Description
https://web.fulcrumapp.com/records/new Create a new 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://new-record Create a new record
fulcrumapp://edit-record Edit an existing record

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
form_id yes The form ID to activate and use for the new record
record_id yes The record ID to edit
project_id no The project ID to set on the new 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

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:

This solution should work for both Android and iOS.