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Manage your Contact Bio Forms

Manage your Contact Bio Forms

You can see all the Contact Forms that are used across your organisation by going to the Manage Contact Forms page.

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What this article covers

How to get there

  1. Select My Apps in the top menu

  2. Scroll across until you see the Contact Forms app

  3. Select that button

  4. You arrive in the Contact Forms app. This page lets you manage your Contact Forms.

Ways to manage your Contact Forms

See the Contact Type of each Contact Form

On Makerble each of your Contacts will be one of four types:

  • People

  • Organisations

  • Animals

  • Objects

The default type of Contact is a Person.

Each Contact Form is associated with one or more types of Contact. This is shown on the Manage Contact Forms page with a tick symbol under each of the different types to show you which Type of Contact is associated with that Contact Form.

Deactivate and Reactivate a Contact Form

When you deactivate a Contact Form it means that

  • it will not be available to be added to a project

  • it will only be displayed on your Manage Bio Forms page when you change the toggle from Activate to Deactivated

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When you reactivate a Contact Bio Form, it means that

  • you can once again start adding it to projects

  • it is displayed among your list of Active Bio Forms

Deactivating a Contact Bio Form is not the same as removing a Contact Form from a project.

  • Deactivating simply means that you cannot add the Contact Form to any projects from this point onwards.

Additional information available

  • See which Contact Role each Contact Form is associated with

  • See who created and most recently edited the Contact Form; and when that happened

Contact Bio Forms can only be created and edited by colleagues who are Organisation Admins

Other ways to manage a Contact Bio Form

On a Contact Form’s profile page

Every Contact Form has its own Contact Form profile page.

You can get there from the Manage Contact Forms page by clicking the name of that Contact Form. Once there you can:

  • See the Fields in the bio form

  • Control which Projects use the bio form

  • Add the Contact Form to Signup Pages

  • See how many contacts have been created using the bio form

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  • On clicking on the number of projects/sign-up pages, a pop-up will be launched, listing the projects/sign-up pages using the contact bio form.

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  • On clicking the number of contacts, a list of the contacts created using the contact form will be listed in a drop-down menu.

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From the Project Designer

From the Forms for Contacts

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