29min

Modifying custom fields (edit, clone, delete)

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Roles: Technical Owner

Before learning to modify a custom field, make sure you know how to create a custom field.

You can edit all existing 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 fields.

In this guide, you'll learn some common operations for editing existing custom fields, such as:

  • Locating a custom field
  • Editing the config of a custom field
  • Cloning a custom field
  • Deleting one or more custom fields

Locating a custom field

If you need to track down a custom field in ChartHop in order to make changes or view its configuration, the best place to do so is from the Custom fields module. If you need to look at the data stored in a custom field, use the Data sheet. The custom fields module gives you three methods for locating a custom field:

  • Search bar
  • Filtering by Form usage
  • Filtering by general usage

The simplest approach is to search for the field in question using the search box in the top right-hand corner of the page.

Figure 1: use the search bar to narrow the results on the page.
Figure 1: use the search bar to narrow the results on the page.

The search bar narrows the results on the page to a more manageable list.

Figure 2: the search box narrows automatically narrows the search results based on the entered keyword
Figure 2: the search box narrows automatically narrows the search results based on the entered keyword

Alternatively, if you want to locate a set of fields used on a particular form, use the Form usage filter in the top left-hand corner of the page.

Figure 3: use the Form usage filter to display only custom fields used on a particular form
Figure 3: use the Form usage filter to display only custom fields used on a particular form

If you're just looking for a list of all custom fields currently in use, or alternatively all custom fields that are not currently in use, you can do so from the usage filter in the top left-hand corner of the page.

Figure 4: use the usage filter to pull a list of custom fields based on whether they are in use or not
Figure 4: use the usage filter to pull a list of custom fields based on whether they are in use or not

Edit the config of a custom field

If you've just created a custom field and you need to correct an error, or if you need to look at the Carrot query used in a particular custom field, you'll need to use the Edit function. To edit or view the contents of a custom field, follow the directions below.

  1. Navigate to the Custom fields module.
  2. Use one of the methods above to locate the field in question.
  3. Open the Edit dialogue by either:
    1. Clicking the name of the field,
    2. Selecting the ellipses menu and clicking Edit, or
    3. Clicking the checkbox on the far left-hand side of the field's row, then clicking the Edit button at the top of the table.
  4. Make the necessary changes to the field, or copy the Carrot query that you need.
  5. Click the X in the top right-hand corner of the pop-up.

Cloning a custom field

If you need to clone an existing custom field, you can do so from the Custom fields module.

  1. Navigate to the Custom fields module.
  2. Use one of the methods above to locate the field in question.
  3. Clone the field by either:
    1. Selecting the ellipses menu and clicking Clone, or
    2. Clicking the checkbox on the far left-hand side of the field's row, then clicking the Clone button at the top of the table.
  4. Make any necessary modifications in the pop-up window.
  5. Click Save.

Deleting one or more custom fields

If you need to delete a custom field, you can do so from the Custom fields module.

  1. Navigate to the Custom fields module.
  2. Use one of the methods above to locate the field in question.
  3. Delete the field by either:
    1. Selecting the ellipses menu and clicking Delete, or
    2. Clicking the checkbox on the far left-hand side of the field's row, then clicking the Delete button at the top of the table.
  4. Your custom field should now be deleted from ChartHop.

See also

  • What are fields?
  • Forms
  • Creating a new custom field