Create a custom field
You can create custom fields to use within ChartHop. You can include them in forms to gather information or use them to capture data from an integrated system. You can also leverage custom fields in reports, queries, Data Sheet columns, and more.
To add a custom field, complete the following steps:
- From the left sidebar, select the Settings (gear) menu and select Fields.
- On the Fields page, select New field.
- In the New field dialog, configure your field. See the field configuration table below for descriptions.
- Select Save to finish adding your custom field.
This table describes custom field configuration settings:
The field's unique name.
Enter a short, descriptive label that reflects the field's intended use. This label displays throughout ChartHop to your users.
Field labels cannot begin with numbers. Once you have defined this label, you can easily change it later.
The field's internal code. This code is used for calculations and formulas within ChartHop.
The field code is automatically generated. Field codes use only letters and numbers (no spaces or punctuation) and cannot begin with numbers.
ChartHop recommends not changing the field code after it has been defined to avoid any potential calculation and report errors.
How the field is grouped within ChartHop. This setting enables you to organize your fields by category. Categories are also used to control access to custom fields. For example, if you assign a custom field to the Personal category, only those with access to the Personal fields can view the data. Learn more.
You can search for an existing category or enter a new one. When this is left blank, the field is added to the Uncategorized category.
(Optional) A short description of the field that describes its intended purpose. This description displays to all users who have access to the field.
If you are adding a smart field, be sure to add a description of how it works and what it does. Learn more.
This field stores links to the candidate's portfolio.
This field stores the number rating given during a performance audit.
The type of information that the field stores. The data type determines how ChartHop captures and stores information. Learn more.
You can select from the following options:
Where in ChartHop the field is used. Learn more.
People in jobs
How ChartHop displays the field’s values.
This setting only affects display formatting throughout ChartHop - it does not change the exact value that is entered and stored.
You can select from the following:
This setting displays only for the Percentage, Money, and Smart calculation data types.
(Optional) The expiration for data added to this field (for example, when developing a form for a dated event).
The field's sensitivity level. This setting determines who can see and access the field throughout ChartHop. Learn more.
Enable edit dialog
Whether users have the ability to edit this field directly from a person or job's profile page.
Make the field unique
Whether the field values for this field must be unique.
When enabled, ChartHop enforces that the value for this field must be unique (see section below).
This setting displays only for fields with Short text or Integer number data types that apply to people in jobs.
In some cases, you may want to use a field to uniquely identify the respondent or employee associated with the data. One example of this is creating a custom field that is used to store a secondary employee ID.
When you mark a custom field as unique, you cannot update that field directly in ChartHop and the field displays as read-only. Unique fields can only be updated through a sync with another system or by doing a spreadsheet upload. This restriction helps enforce the unique value and prevent errors.
Only fields with Short text or Integer number data types that apply to people in jobs can be set as unique.