---
title: Fields
slug: XYrL-fields
docTags: 
createdAt: 2022-08-29T15:08:19.000Z
---

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 [built-in 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 [Carrot Query Language (CQL)](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.](https://docs.charthop.com/working-with-applies-to) 
- **Data type **- The structure of information stored in a field, such as text, single select, date, or percentage. [See full list.](docId\:XNd9irlWsHFCeXmwwkSbA)
- **Category** - A customizable grouping to organize your fields; [Learn more.](docId\:TPKhVeXrOv1C9Jv2x6vDv)
- **Sensitivity **- The level of data access a ChartHop user must have to view this field's data. [Learn more.](https://docs.charthop.com/user-roles-and-permissions) 
- **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

View 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](https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/cHttKCxNSDQrSFH3cIkxX_fields-page.png)

### 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 view and manage fields:

1. From the left sidebar, select **Data Model.**
2. From the sub-menu, select **Fields**
3. Find a Field by:
   1. Selecting a column header to sort the list in ascending or descending order.
   2. 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.
   3. Searching for the field by it's **Name** or** Field code**. 

:::hint{type="info"}
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.](https://docs.charthop.com/carrot-reference)
:::

### 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 ([learn more](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:

1. From the left sidebar, select **Data Model.**
2. From the sub-menu, select **Fields.**
3. Select **Export**. 
4. Select **Download** to download a CSV file containing your fields list.

:::hint{type="info"}
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:

1. From the left sidebar, select **Data Model.**
2. From the sub-menu, select **Fields.**
3. Find the field and click on the field
4. In the **Edit field** dialog, make any needed changes.
5. Select **Save** to finish editing the field. 

:::hint{type="warning"}
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:

1. From the left sidebar, select **Data Model.**
2. From the sub-menu, select **Fields.**
3. Select the checkbox next to the field, then select **Duplicate **from the action bar. 
4. Configure the new field and **Save**. 

### Add a field to a category

To add a field to a category:

1. From the left sidebar, select **Data Model.**
2. From the sub-menu, select **Fields.**
3. Select the checkbox next to the field, then select **Add to Category **from the action bar. 
4. Select or search for the category, click **Add**. 

Alternatively, you can manage fields and categories on the [Categories](docId\:TPKhVeXrOv1C9Jv2x6vDv) page. 

![Field actions](https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/QYvG0XHSX7J4Dw3_qI8U5_fields-page-actions.png)

:::hint{type="info"}
### 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. 

:::hint{type="warning"}
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.](https://docs.charthop.com/creating-data-sheet-views)
:::

To hide a field:

1. From the left sidebar, select **Data Model.**
2. From the sub-menu, select **Fields.**
3. 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:

1. From the left sidebar, select **Data Model.**
2. From the sub-menu, select **Fields.**
3. From the **Status** menu, select** Hidden **or All to show all hidden fields**. **
4. 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 [hide](docId\:XYrLLTZxiE-BV4ZKzEs_g) built-in fields. 

To delete a field:

1. From the left sidebar, select **Data Model.**
2. From the sub-menu, select **Fields.**
3. Select the checkbox next to the field, then select **Delete **from the action bar. 
4. Confirm that you would like to delete the field. 

:::hint{type="danger"}
Deleting a field will also delete all underlying data tied to the field. 
:::



:::hint{type="info"}
[Packages](https://www.charthop.com/pricing/): Basic | **Standard** | **Premium**

****[Roles:](https://docs.charthop.com/user-roles-and-permissions) Owner | Technical owner
:::