Before learning to create a new field category, consider learning to create new fields and how to modify them.
In this guide, you'll learn to:
Preview the column chooser
To create a new field category, you'll need to open the Categories page.
Click New category in the top right-hand corner of the page to bring up an empty category.
You should now have an empty category, ready for configuration.
Name your field category by filling out the Company label field.
Add the fields that should be grouped in this category by filling out the Fields contained field. Suggested fields will populate as you type. Click, or press the enter key, to add a highlighted field to the category.
Once you've added all the necessary fields, click Save to add the category to ChartHop.
To circumvent these challenges, remember that fields can be cloned. Cloned fields are always saved as new custom fields. Cloning a default field will not create a new default field.
Note: fields can only belong to one category at a time. Fields already belonging to a category will be removed from that category once they are added to a new category.
To confirm that your category is set up correctly, select Preview the column chooser from the split menu in the top right-hand corner of the page.
You can now view a limited preview of the Data sheet column chooser.
Find your new category in the list or search for it. Confirm that everything looks okay before closing the preview. You can repeat sections one to three as many times as needed to customize the column chooser to your liking.