Working with data categories

Use field categories to organize your custom fields. The categories you create appear in the Select columns dialog on the Data Sheet and contain the fields you assign to them. You can also hide field categories, which lets you hide entire groups of custom fields from ChartHop with a single action.

You create and manage field categories on the Categories page.

Keeping your fields organized can make things easier when using filters, creating Data Sheet views (adding columns), and using the Field list.

Data 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.

Create a field category

Create a field category when you want to categorize your custom fields. For example, you can create a new category to hold fields used in a custom form and then view the fields from that form on the Data Sheet in your new category.  

Adding a new category



To create a field category: 

1. From the left sidebar, select the Settings (gear) menu and choose Fields.
2. In the top right corner, select Manage field categories. 
3. On the Categories page, select New category.
4. In the New category dialog, add the following:
   • Label – Enter a category name for the Select columns dialog on the Data Sheet. 
   • Fields – Select the custom fields to add to the category. 
5. Select Create category.

Edit a field category

You can edit a field category that you’ve created when you need to rename it or add or remove fields from it. Although you can't edit the name of a built-in category, you can use it to categorize custom fields.

To edit a field category:

1. From the left sidebar, select the Settings (gear) menu and choose Fields.
2. In the top right corner, select Manage field categories. 
3. On the left side of the Categories page, select the category to edit. Make changes as follows: 
   • Label – Rename the category.
   • Custom fields contained – Search for fields to add to the category or click the X to remove them. 
4. Select Apply to finish editing the category.

Reorder a field category

On the Categories page, categories appear in the same order as in the Select columns dialog on the Data Sheet. You can use the Categories page to reorder categories as they appear there. These changes are made for all ChartHop users.

To reorder field categories: 

1. From the left sidebar, select the Settings (gear) menu and choose Fields.
2. In the top right corner, select Manage field categories.  
3. On the left side of the Categories page, drag categories into the desired order.

Reordering categories



Delete a field category

You can delete a custom category from the Categories page. Deleting a custom category doesn’t delete the fields within it. Rather, those fields become Uncategorized.

 To delete a field category: 

1. From the left sidebar, select the Settings (gear) menu and choose Fields.
2. In the top right corner, select Manage field categories.  
3. On the left side of the Categories page, select the category to delete.
4. Select the Action menu (⋮) on the right side and choose Delete. 
5. In the Delete category dialog, enter the category name.
6. Select Delete. 

Preview the column chooser

After creating and managing categories, you can preview them to see what they’ll look like in the Select columns dialog on the Data Sheet. 

To preview categories: 

1. From the left sidebar, select the Settings (gear) menu and choose Fields.
2. In the top right corner, select Manage field categories.  
3. Select the down arrow next to New Category and choose Preview column chooser.

Hide fields in a custom category

You can hide all fields in a custom category with a single action when you want to hide them from ChartHop. You can also hide individual fields. Learn more.

Hiding all fields in a category is a powerful action. Hidden fields are no longer visible in:

• Forms
• Data Sheet
• Scenarios
• History page

To hide fields in a custom category: 

1. From the left sidebar, select the Settings (gear) menu and choose Fields.
2. In the top right corner, select Manage field categories.  
3. On the left side of the Categories page, select a category.
4. Select the Action menu (⋮) on the right side and choose Hide contained fields. 
5. In the Hide field dialog that appears if your fields are in use, select Hide.