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Fields made using Custom Forms are only compatible with:

...

Fields made using Categories are compatible with each other. Categories relate to:

  • Beneficiary Categories (Classic Contact Forms)

  • Document Categories

  • Event Categories

  • Project Categories (Project Forms)

  • Story Categories (Survey templates)

Fields you can create on Makerble:

  • Attachment fields

  • Date fields

  • Date & Time fields (combined) - only available on Custom Forms

  • Extending Table fields

  • Number fields - note, these are different to Numerical Trackers

  • Section dividers

  • Text fields (Large text box) - only available on Custom Forms

  • Text fields (Small text box)

  • Tick box fields - only available on Custom Forms

  • Time fields

  • Ward lookup fields

Compatibility Table

Where the field was made

Where else the field can be used

Beneficiary Categories (Classic Contact Forms)

Custom Forms for Cases

Custom Forms for Contacts

Document Categories (Master Documents)

Event Categories

Project Categories (Project Forms)

Survey Categories (Survey Templates)

Beneficiary Category (Classic Contact Form)

Yes

No

No

Yes

Yes

Yes

Yes

Custom Form for Cases

No

Yes

Yes

No

No

No

No

Custom Form for Contacts

No

Yes

Yes

No

No

No

No

Document Categories

Yes

No

No

Yes

Yes

Yes

Yes

Event Categories

Yes

No

No

Yes

Yes

Yes

Yes

Story Categories (Survey templates)

Yes

No

No

Yes

Yes

Yes

Yes

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