Fields made using Custom Forms are only compatible with:
other Custom Forms for Contacts
Custom Forms for Cases
Fields made using Categories are compatible with each other.
Fields are defined as:
Attachment fields
Date fields
Date & Time fields (combined) - only available on Custom Forms
Extending Table fields
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
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 |