Fields

fields store information about your org, your people, and your jobs using charthop's built in fields and custom fields that you import or create, you can create an accurate data picture of your employee base in charthop, you can customize any property of both custom and fields docid\ xyrlltzxie bv4zkzes g fields have the following properties field label the name of the field; the primary way it's identified in the app field code a unique identifier for the field; used for refrencing the field in charthop’s https //docs charthop com/carrot reference description communicates the purpose of the field helpful as you create more fields applies to aligns a field to your foundational data models person, a job, an open job or a person in a job learn more data type the structure of information stored in a field, such as text, single select, date, or percentage field data types & smart fields docid\ xnd9irlwshfcexmwwksba category a customizable grouping to organize your fields; field categories docid\ tpkhvexrov1c9jv2x6vdv sensitivity the level of data access a charthop user must have to view this field's data learn more source built in, custom or built in (edited) hidden if a field is hidden it will not show up in your acccount outside of the fields page this is useful for hiding unused built in fields information stored on a hidden field will be retained last modified by who edited the field last, if a field was added by a bundle, you will see the name of the bundle here last modified at the date when the field configuration was last editied fields page v iew and manage fields from the fields page from the fields page, you can filter fields by status, type or category search for fields or field codes export a list of fields create custom fields add fields to categories show or hide fields delete a custom field fields page screenshot view fields you can view the list of fields available in your charthop organization from the fields page you can customize the list to show only the fields you are interested in see hide a field below to v iew and manage fields f rom the left sidebar, s elect data model f rom the sub menu, s elect fields find a field by selecting a column header to sort the list in ascending or descending order use the filters at the top of the page to customize which fields are displayed status – select all, active or hidden fields type select the kind of field that you are looking for category – select a category the default view includes all categories searching for the field by it's name or field code if you want to find out more about how to create filters and calculations using fields, see the carrot reference which include a list of supported fields learn more override a built in field charthop supports renaming and overriding built in fields to tailor them to your organization for example, maybe your org calls departments , “ divisions ,” or maybe you’d like personal phone numbers to be visible to the entire organization to override a charthop built in field, simply click on the field and edit the attributes you wish to override to remove an override, simply click the "restore original settings" button at the bottom of the edit field modal export fields you can export a list of fields as a csv file when you need to review and audit your custom fields or select fields for a spreadsheet you’re importing to charthop ( https //docs charthop com/importing spreadsheet data ) field exports contain information including label, code, type, formula, who the fields apply to, their date, and their sensitivity to export a list of fields f rom the left sidebar, s elect data model f rom the sub menu, s elect fields select export select download to download a csv file containing your fields list exporting fields allows you to see any formulas for calculated fields they will look like this smart calculations formula smart buckets label 1 formula 1; label 2 formula 2; built in calculated fields built in calculation (field) these built in formulas are more complex and therefor can not be displayed in the export at this time managing fields edit a field you can edit custom or built in fields if you need to change its settings you can only edit custom fields that you have created, not built in fields that come with charthop to edit a custom or built in field f rom the left sidebar, s elect data model f rom the sub menu, s elect fields find the field and click on the field in the edit field dialog, make any needed changes select save to finish editing the field use caution when editing the field code of a fields that are in use if field codes are using in existing calculations or reports, they will not update this does not apply to built in fields duplicate a field to duplicate a field f rom the left sidebar, s elect data model f rom the sub menu, s elect fields select the checkbox next to the field, then select duplicate from the action bar configure the new field and save add a field to a category to add a field to a category f rom the left sidebar, s elect data model f rom the sub menu, s elect fields select the checkbox next to the field, then select add to category from the action bar select or search for the category, click add alternatively, you can manage fields and categories on the field categories docid\ tpkhvexrov1c9jv2x6vdv page field actions field management best practice built in fields if you are not using the field ➡️ hide the field custom fields if you want to keep data stored to the field ➡️ hide the field if you don’t want to keep data to the field ➡️ delete the field hide a field you can hide fields so that your users won’t see them when a field is hidden, it is hidden from everyone, regardless of any data sensitivity rules you’ve set this includes forms, associated carrot queries, and the data sheet hiding a field doesn’t remove it from charthop, it only removes it from view you cannot delete, modify, recategorize built in fields however, you can hide them on the fields page for example, if you have a time sensitive employee survey that was sent out for a specific event, you can hide the fields after the event has passed and they are no longer needed when you hide a field that was previously added and saved as a column in a data sheet view, the hidden field continues to display in the data sheet view to fully hide the field, you must remove the column from the data sheet view learn more to hide a field f rom the left sidebar, s elect data model f rom the sub menu, s elect fields select the checkbox next to the field, then select hide from the action bar to view hidden fields, select hidden in the status dropdown unhide a field if you want to unhide a field that you have previously hidden or view a list of all fields that are hidden, you can do so from the fields page to unhide a field f rom the left sidebar, s elect data model f rom the sub menu, s elect fields from the status menu, select hidden or all to show all hidden fields select the checkbox next to the field, then select hide from the action bar delete a field you are able to delete custom fields you are only able to fields docid\ xyrlltzxie bv4zkzes g built in fields to delete a field f rom the left sidebar, s elect data model f rom the sub menu, s elect fields select the checkbox next to the field, then select delete from the action bar confirm that you would like to delete the field deleting a field will also delete all underlying data tied to the field https //www charthop com/pricing/ basic | standard | premium https //docs charthop com/user roles and permissions owner | technical owner