Categories

use categories to organize your fields docid\ xyrlltzxie bv4zkzes g and automated actions docid 6k2uhp22mlgnhaovzq0yx the categories you create are used in several places fields docid\ xyrlltzxie bv4zkzes g page select columns dialog on the https //docs charthop com/data sheet inside of automated actions docid 6k2uhp22mlgnhaovzq0yx managing tasks docid\ augk05iqto acrgcmff60 created by automated actions docid 6k2uhp22mlgnhaovzq0yx with a categories docid\ tpkhvexrov1c9jv2x6vdv files & document management docid\ xlw77dvhxgtkgh6wyiicf user access controls docid\ puo bb nsw2cwlvm3 scy and defining a custom role docid wqkyl bv1qg2j9obe7uf built in categories charthop comes with a set of built in categories that can be hidden but not deleted those categories are basic compensation bands compensation base compensation cash compensation total compensation variable compensation equity personal recruiting structure time off onboarding offboarding best practice for using categories it is a best practice to add all fields to a category create categories for logical grouping such as "performance" for your performance related fields use built in groups when possible built in groups like onboarding and offboarding are used elsewhere in the app as default behavior keeping your fields organized can make things easier when using filters, creating data sheet views (adding columns), and using the field list 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 to create a field category f rom the left sidebar, s elect data model f rom the sub menu, s elect fields on the field categories page, select create category in the create 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 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 you can’t recategorize built in fields to edit a field category f rom the left sidebar, s elect data model f rom the sub menu, s elect field categories on the left side of the field 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 select apply to finish editing the category reorder a field category on the field categories page, categories appear in the same order as in the select columns dialog on the data sheet you can use the field categories page to reorder categories as they appear there these changes are made for all charthop users to reorder field categories f rom the left sidebar, s elect data model f rom the sub menu, s elect field categories on the left side of the field categories page, drag categories into the desired order reordering categories delete a field category you can delete a custom category from the field categories page deleting a custom category doesn’t delete the fields within it rather, those fields become uncategorized to delete a field category f rom the left sidebar, s elect data model f rom the sub menu, s elect field categories on the left side of the field categories page, select the category to delete select the action menu (⋮) on the right side and choose delete in the delete category dialog, enter the category name 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 f rom the left sidebar, s elect data model f rom the sub menu, s elect field categories 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 https //docs charthop com/working with the fields page#9yqem hiding all fields in a category is a powerful action hidden fields are no longer visible in forms data sheet scenarios history page to restore all hidden fields in a category, from the menu (⋮) on the right side, select restore contained fields to hide fields in a custom category f rom the left sidebar, s elect data model f rom the sub menu, s elect field categories on the left side of the categories page, select a category select the action menu (⋮) on the right side and choose hide contained fields in the hide field dialog that appears if your fields are in use, select hide