Introducing this onboarding step

• The Fields per Form tab of your Blueprints is where you design every form that you use to capture data on Makerble.

• Extra information on the different types of form on Makerble

• Extra information on the different types of field on Makerble

Open

Important Notes

• Relationships

  • You can create Relationships between Contacts and between a Contact & User.

  • Some of our clients find that they can replace duplicate sets of fields by simply using Relationships to connect Contacts together

• Tasks

  • You can create Tasks and state which Contact they relate to

  • Some of our clients find that Tasks are a more helpful way of capturing certain pieces of data that would otherwise have sat within a Contact Form

  • Tasks can be assigned to specific users and can be given Deadlines

How To Video

https://www.loom.com/share/9797d772d20744cab9238251d548a4fc  

Step-by-step instructions:

1. Go to Tab 5 of your Blueprints: Fields per Form

2. In column A: enter every field that appears in the forms you plan to use on Makerble, e.g. Registration forms, evaluation surveys, etc. Fields also include questions that appear in surveys.

3. In column B: use the dropdown to select the type of field that it is, e.g. Text, Date, Number, etc

4. In column C: if it’s a List field, provide the options that should be within the List

5. In row 5 from column E onwards: enter the name of the form or survey that the field (or survey question) relates to

6. In row 3 from column E onwards: select the type of form that you’re referring to.