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What are Project Forms

Project Categories (also known as Project Forms) enable you to choose which fields are displayed on the Create/Edit Project page.

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Note

A project can only be associated with one project form.

  • This differs to the rule for contacts; a contact can have several Contact Forms applied to their contact record.

  • But is the same as the rule for stories; a story can only be associated with one story category (also known as a survey)

Steps

  1. Go to the Create a Project page

  2. If your organisation has multiple Project Forms, then when an Admin or Project Creator is creating a project, they are able to choose which Project Form they wish to use by clicking the Project Category field at the top of the form.

  3. Once you select a form, the Project Page will update automatically

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