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Watch the walkthrough video: https://www.loom.com/share/f638df7932a0462c88ebec372d084efe

CATEGORY

What the CATEGORY is

it

Instances

INSTANCES that are created using this

category

Category

Beneficiary Categories

Front-end title: Contact Forms

Web

|

documentation

API documentation

A defined set of fields that loads when user wants to create or edit a beneficiary

Beneficiaries

Front-end title: Contacts

API documentation

Web

| API

documentation

Story Categories

Front-end title: Surveys

Web

|

documentation

API documentation

A defined set of fields and metrics (Changes and Indicators) that load whenever a user wants to create or edit a story

Stories

Front-end titles:

Web | API
  • Stories

  • Survey Responses

  • Updates

Web documentation

API documentation

Project Categories

Front-end title: Project Forms (or Project Templates)

Web documentation

A defined set of fields that load whenever a user wants to create or edit a project

Projects

Web

| API

documentation

API documentation

Event Categories

Front-end title: Event Categories

Web documentation

A defined set of fields that load whenever a user wants to create or edit an event

Event

Web

| API

documentation

Document Categories

(beta)

A defined set of fields and pre-filled text boxes that load whenever a user wants to create or edit a document

Document

Custom Form for Contacts

Web documentation

A defined set of fields that load whenever user wants to create or edit a beneficiary (if the charity has

turned on

switched over to Custom Forms for

Cases instead of using Beneficiary Categories

Contacts)

Beneficiaries

Web | API

Front-end title: Contacts

Web documentation

API documentation

Info

Custom Forms for Contacts are therefore an alternative way to create contacts to the original method of using Beneficiary Categories

Custom Form for Cases

Web | API

Front-end title: Case Forms

Web documentation

API documentation

A defined set of fields that load whenever a user wants to create or edit a case

Cases

Web

| API

documentation

API documentation

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