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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

Web | API

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

Web | API

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:

  • 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

|

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 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 Contacts

instead of using Beneficiary Categories

)

Beneficiaries

Front-end title: Contacts

Web

| API

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

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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