Categories and Instances
- Matt Kepple
Watch the walkthrough video: https://www.loom.com/share/f638df7932a0462c88ebec372d084efe
CATEGORY | What the CATEGORY is | INSTANCES that are created using this 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 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 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 |
Web documentation | A defined set of fields that load whenever user wants to create or edit a beneficiary (if the charity has switched over to Custom Forms for Contacts) Â | Beneficiaries Front-end title: Contacts Web documentation API documentation 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 documentation API documentation |