Categories

Use categories to organize your Fields and Automated Actions.

The categories you create are used in several places:

Fields page

Select columns dialog on the Data Sheet

Inside of Automated Actions

Tasks created by Automated Actions with a Category

Files & Document management

User access controls and Defining a custom role

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.

Create a category

To create a field category:

From the left sidebar, select Data Model.

From the sub-menu, select 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:

From the left sidebar, select Data Model.

From the sub-menu, select 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:

From the left sidebar, select Data Model.

From the sub-menu, select Field Categories.

On the left side of the Field Categories page, drag categories into the desired order.

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:

From the left sidebar, select Data Model.

From the sub-menu, select 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:

From the left sidebar, select Data Model.

From the sub-menu, select 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. 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 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:

From the left sidebar, select Data Model.

From the sub-menu, select 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.