Modify a custom field
You can modify custom fields in ChartHop by editing the type of information they contain, cloning them with their current options, or deleting them.
You can edit a custom field if you have just added it and need to change its settings. You can only edit custom fields that you have created, not built-in fields that come with ChartHop.
- Do not edit fields that are in use, since you may break existing calculations, forms, or reports. Instead, clone and rename such fields.
- You can see whether a field is in use by adding it to the Data Sheet and checking whether it contains data.
To edit a custom field:
- From the left sidebar, select the Settings (gear) menu and choose Fields.
- From the row menu (⋮) next to the field to edit, select Edit.
- In the Edit custom field dialog, make any needed changes.
- Select Save to finish editing the field.
You can clone any field in ChartHop from the Fields page. When you clone a field, you create a new custom field that starts with settings you want to copy. For example, when working with fields that contain Carrot expressions, you could clone a similar field and then edit the expression to reflect what you want to do.
To clone a custom field:
- From the left sidebar, select the Settings (gear) menu and choose Fields.
- From the row menu (⋮) next to the field to edit, select Clone.
- In the Clone field dialog that appears, rename the field and make any other changes.
- Select Save to finish cloning the field.
Field Management Best Practice
- 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
When necessary, you can hide custom fields—for example, if you are no longer using a field or it was created by previous admins.
To hide a field:
- From the left sidebar, select the Settings (gear) menu and choose Fields.
- From the row menu (⋮) next to the field to delete, select Hide.
- If hiding the field has secondary effects, such as removing if from a form, confirm the changes.
To view hidden fields, select, "Hidden" from the Status dropdown at the top of the fields page.
When necessary, you can delete custom fields—for example, if you have created a field in error.
- Only delete custom fields when necessary, and not when there is data stored in them! Deleting a field deletes its stored data from ChartHop.
- Be mindful of whom you allow to delete fields. Only Owners and Technical owners can delete fields. ChartHop recommends hiding fields instead. Learn more.
To delete a field:
- From the left sidebar, select the Settings (gear) menu and choose Fields.
- From the row menu (⋮) next to the field to delete, select Delete.
- In the Delete field dialog, enter the field name.
- Select Delete to finish deleting the field.
