14min

Creating a field category

Packages: Basic | Standard | Premium

Roles: Technical Owner

Before learning to create a new field category, consider learning to create new fields and how to modify them.

You can create field categories from the Categories page. Categories are used to simplify the process of grouping sets of related fields when setting up Data sheet views.

In this guide, you'll learn to:

  1. Create a field category
  2. Configure your field category
  3. Preview the column chooser

1. Create a field category

To create a new field category, you'll need to open the Categories page.

Figure 1: you can add new field categories from the Categories page.
Figure 1: you can add new field categories from the Categories page.

Click New category in the top right-hand corner of the page to bring up an empty category.

Figure 2: click New category to bring up an empty category.
Figure 2: click New category to bring up an empty category.

You should now have an empty category, ready for configuration.

Figure 3: an empty category, ready for configuration.
Figure 3: an empty category, ready for configuration.

2. Configure your field category

Name your field category by filling out the Company label field.

Figure 4: name your category via the Category label field.
Figure 4: name your category via the Category 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.

Figure 5: suggested fields will populate as you type.
Figure 5: suggested fields will populate as you type.

Once you've added all the necessary fields, click Save to add the category to ChartHop.

Please note:

  • You will not be able to create, rename, or Delete Default Categories.
  • Default fields cannot be moved out of their Default categories.
  • You can hide fields shown in default categories via the Fields list.
    • Hidden fields are not deleted - they are simply hidden from the platform. Any data contained within them is preserved until the field is unhidden.
  • You can add custom fields to default categories.

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.

3. Preview the column chooser

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.

Figure 6: use the split menu to preview our categories in the column chooser.
Figure 6: use the split menu to preview our categories in the column chooser.

You can now view a limited preview of the Data sheet column chooser.

Figure 7: find your new category in the list and ensure that it looks right.
Figure 7: find your new category in the list and ensure that it looks right.

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.

See also

  • Using field categories in Data Sheet
  • Modifying field categories (rearrange, edit, delete, hide)
  • Creating a new field category