22min

Creating a custom field

﻿﻿﻿﻿﻿﻿Packages﻿﻿: Basic | Standard﻿ | ﻿﻿﻿﻿Premium﻿﻿﻿﻿﻿﻿﻿﻿﻿﻿
﻿﻿Roles:  Technical Owner
Before learning to create a new custom field, consider familiarizing yourself with the concept of fields in ChartHop. 
See What are fields? for more information.
You can create custom fields from the Fields module. Custom fields are typically used in Forms , Carrot queries, Data sheet views, and even as references within other custom field calculations.
Creating most custom fields in ChartHop is quick and easy. For complex custom field implementations, you may need to reference the Carrot reference guide to learn how to query data in ChartHop. 
In this guide, you'll learn to:
Create a custom field
Name your field and give it a description
Select a data type and configure it
1. Create a custom field
Navigate to the Custom fields module.
Figure 1: use the Fields page to view, modify, and create custom fields.
Click New custom field to bring up the field configuration modal.
Figure 2: add new custom fields using the indicated button.
At a minimum, you must give this field a label and field code before it can be saved to the fields table. Move onto the next section to learn to do so.
2. Name your field, categorize it, and give it a description
As described on the What are fields? page, the field label and field code are both important and must be unique to each field. It is recommended to use a label and code that will be instantly recognizable to other users, so as to reduce confusion when the field is used across the Org.
If your new field will be used in a form, it is best to name the field something similar to the question with which it is associated. For example, if the question were to be "How many times would you travel to the office after Covid-19?", the field label could be Post Covid Office Attendance, and the field code could be postCovidOfficeAttendance.
Add a field label and field code to your new custom field before moving on.
Some field labels and field codes are reserved by ChartHop. 
You can't use numbers at the beginning of a field label or field code (e.g. 1example).
Figure 3: add a field label and field code.
Now that you've labeled and named your custom field, categorize it by searching for the desired category in the indicated field. If no existing category applies to your new custom field, you can create a new one by clicking Create new category, as shown below. See Using field categories in Data Sheet to learn more about field categories. 
Figure 4: add a category, or create one.
Next, provide an adequate description in the Description field, as indicated below. Remember, Org members may be relying on your description to understand the purpose of the custom field, so try to be thorough.
Figure 5: add a description of the field.
3. Select a data type
Next, let's add a data type to the new field. Use the Data type drop down to select an applicable data type.
Figure 5: add a data type to further define the custom field.
﻿
Data type
Description
Links
Short text
Used to store short strings, such as an Org member's preferred name.
See String﻿
Long text
Used to store longer strings, such as a paragraph-long response to a form question.
﻿
See String﻿
Integer number
Used to store whole numbers.
See Number.
Decimal number
Used to store non-whole and whole numbers.
See Number.
Percentage
Used to store percent values.
See Percent.
Yes/No
Used to store boolean (true/false) values
See Boolean.
Date
Used to store date values. 
See Date.
Money
Used to store currency values, such as 10 USD. 
See Money﻿
Person
Used to store Org members.
See Person.
Persons
Used to store lists of Org members.
See PersonList.
File
Used to store uploaded files.
See File.
Single select
Used to record a selected response from a list of available options.
See Enum.
Multiple select
Used to record a series of multiple selected responses from a list of available options.
See Enum.
Numeric scale
Used to record a response from a list of numerically ordered available options
See Enum.
Smart calculation
Used to calculate a value based on other existing fields, using Carrot. 
See Getting started with Carrot to learn how to use Carrot.
﻿
Smart bucket
This is a single select version of a Smart Calculation. Each available option is linked to a smart calculation. 
See Getting started with Carrot to learn how to use Carrot.
4. Set field parameters
Now that you've set up how the field behaves, it's time to set up the last few configurations. 
Figure 4: final setup
Expire after - allows you to set an expiration on data that is entered in this field. For example, a value of 1 will tell ChartHop to clear the data in this field one day after it was added.
Applies to - what you enter here will determine where this field is applicable:
Person in Job - the field relates to the person's performance within their specific job (for example Performance Rating or Satisfaction level)
Person - the field relates to the person, but is unrelated to their job and would be the same if that person were in a different job (for example a T-shirt size or Myers-Briggs Rating)
Job -  the field relates to the job itself and is not connected to the person who is in that job.
Open job - the field relates only to open jobs (for example recruiting-related metrics)
Sensitivity - this determines who gets to view the data in this field. See Access levels for more information on the available options for this field.
Enable edit dialogue - this determines whether the field values can be readily edited, for example from the data sheet.
Finally, click Save, and ChartHop will save your new custom field. You can now use this field throughout ChartHop.
See also
﻿Forms 
﻿Data sheet 
﻿Getting started with Carrot 
﻿

Updated 22 Jun 2022

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Modifying custom fields (edit, clone, delete)

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Modifying custom fields (edit, clone, delete)

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TABLE OF CONTENTS

1. Create a custom field

2. Name your field, categorize it, and give it a description

3. Select a data type

4. Set field parameters

Data type	Description	Links
Short text	Used to store short strings, such as an Org member's preferred name.	See String
Long text	Used to store longer strings, such as a paragraph-long response to a form question.	See String
Integer number	Used to store whole numbers.	See Number.
Decimal number	Used to store non-whole and whole numbers.	See Number.
Percentage	Used to store percent values.	See Percent.
Yes/No	Used to store boolean (true/false) values	See Boolean.
Date	Used to store date values.	See Date.
Money	Used to store currency values, such as 10 USD.	See Money
Person	Used to store Org members.	See Person.
Persons	Used to store lists of Org members.	See PersonList.
File	Used to store uploaded files.	See File.
Single select	Used to record a selected response from a list of available options.	See Enum.
Multiple select	Used to record a series of multiple selected responses from a list of available options.	See Enum.
Numeric scale	Used to record a response from a list of numerically ordered available options	See Enum.
Smart calculation	Used to calculate a value based on other existing fields, using Carrot.	See Getting started with Carrot to learn how to use Carrot.
Smart bucket	This is a single select version of a Smart Calculation. Each available option is linked to a smart calculation.	See Getting started with Carrot to learn how to use Carrot.