Type of form | What it creates (or edits) | When to use it | How to add this form to a project |
|---|
Contact Form | A contact | When you want to create a new contact, e.g. Or when you want to edit an existing contact’s record and add additional information
Note: use Contact Forms to store demographic information, communication preferences and other static information about a contact. Use surveys to collect progress or evidence of impact. Data from surveys can be reported as change over time whereas data from Contact Forms is presented as static pie charts.
| How to add a contact form to a project |
Survey | A story or a survey response | Considerations Survey responses can be tagged to an individual contact but they can also be used to collect aggregate data, e.g. where you aren’t tagging the progress to an individual contact who exists as a record in your Contacts App
| How to add a survey to a project |
Case Form | A case | When you want to categorise the work you do with a single contact into different distinct workstreams. It means that each story and survey response relating to that contact can be tagged with the specific case it relates to
| How to add a Case Form to a project |
Event creation form | An event | | How to add an event booking form to a project |
Event booking form | Edits the row for that guest in the Event Guests table on an event’s page | | How to add an event booking form to a project |
Project form | A project | | |
Attachment field (for a contact’s bio) | A file that is uploaded to a contact’s bio | | How to add an attachment field to a Contact Form |
Attachment fields (in other places) | A file that is uploaded to a story a survey response an event an event booking form a project
| If there are files that you want to attach to records on Makerble, you can use an Attachment field to allow that information to be uploaded. | |