website logo
ChartHop documentation
Carrot reference
Release notes
Navigate through spaces
ChartHop documentation
Carrot reference
Release notes
⌘K
Welcome
Welcome to ChartHop documentation🚀
Available ChartHop packages
Getting Started
ChartHop Video Library
Navigating ChartHop
ChartHop terminology
Markdown formatting
Filtering data
Home page
Visualizing your organization
Org Chart
Map
Data Sheet
Employee Profiles
Setting up ChartHop
Creating your ChartHop org
Importing spreadsheet data
Configuring your Org settings
User management
Permissions and security
Creating and managing groups
Customizing ChartHop
Forms
Fields
Customizing employee profiles
Document templates
ChartHop apps and bundles
ChartHop apps
ChartHop bundles
Performance management
Performance reviews
Org management
About org management
Working with jobs
Working with people
Working with job history
Announcing org changes
Planning
Scenarios
Headcount planning
Compensation reviews
Legacy compensation reviews
Compensation bands
Viewing your people data
ChartHop reports
Partners
Sequoia getting started
Accessing ChartHop as a Sequoia customer
ChartHop first run guide for Sequoia customers
ChartHop features available to Sequoia customers
Troubleshooting common sync errors
Developers
ChartHop connect
Developer basics
Events
Syncing data to/from ChartHop
Resources
ChartHop Standard Terms and Conditions
ChartHop Basic Agreement
Data Processing Addendum
Privacy policy
Security statement
Subprocessors
FAQ
Docs powered by archbee 

Working with the Fields page

Packages: Basic | Standard | Premium

Roles: Owner | Technical owner | Org editor

You view and manage fields from the Fields page. To open the Fields page, from the left sidebar, select the Settings (gear) menu and choose Fields. 

From the Fields page, you can:

  • Filter fields by status, category, or usage
  • Search for specific fields
  • Export a list of fields
  • Add custom fields
  • Manage field categories
  • Show or hide fields
The Fields page, showing active fields
The Fields page, showing active fields

View fields

You can view the list of fields available in your ChartHop organization from the Fields page. You can see which fields are being used and where they’re in use, their category, the type of fields used, and their data sensitivity levels.

You can’t edit the built-in fields included with ChartHop, but you can track where they are used. You can also customize the list to show only the fields you are interested in.

To view fields:

  1. From the Settings (gear) menu in the left sidebar, select Fields.
  2. Select a column header to sort the list in ascending or descending order.
  3. Use the filters at the top of the page to customize which fields are displayed.
    • Status – Select Active or Hidden fields.
    • Category – Select a category. The default view includes all categories.
    • Used in form – Select a form in which to view the included fields.
    • In Use – Choose Yes, No, or –. Use to find custom fields that are in use. A dash (-) indicates that the field is either a built-in field or a calculation.

Export fields

You can export a list of fields as a CSV file when you need to review and audit your custom fields or select fields for a spreadsheet you’re importing to ChartHop (learn more). Field exports contain information including label, code, type, who the fields apply to, their date, and their sensitivity.  

To export a list of fields:

  1. From the Settings (gear) menu in the left sidebar, select Fields.
  2. Select Export. 
  3. Select Download to download a CSV file containing your fields list.

Hide a field

You can hide fields so that your users won’t see them. When a field is hidden, it is hidden from everyone, regardless of any data sensitivity rules you’ve set. This includes forms, associated Carrot queries, and the Data Sheet. Hiding a field doesn’t remove it from ChartHop, it only removes it from view.

For example, if you have a time-sensitive employee survey that was sent out for a specific event, you can hide the fields after the event has passed and they are no longer needed.

When you hide a field that was previously added and saved as a column in a Data Sheet view, the hidden field continues to display in the Data Sheet view. To fully hide the field, you must remove the column from the Data Sheet view. Learn more.

To hide a field:

  1. From the Settings (gear) menu in the left sidebar, select Fields.
  2. From the row menu (⋮) next to the field to hide, select Hide.

Hiding a field also hides it on the Fields page. To view hidden fields, select Hidden in the Status dropdown.

Unhide a field

If you want to unhide a field that you have previously hidden or view a list of all fields that are hidden, you can do so from the Fields page. 

To unhide a field:

  1. From the Settings (gear) menu in the left sidebar, select Fields.
  2. From the Status menu, select Hidden to show all hidden fields. 
  3. From the row menu (⋮) next to the field to show, select Unhide.
Updated 25 Jan 2023
Did this page help you?
Yes
No
UP NEXT
Working with custom fields
Docs powered by archbee 
TABLE OF CONTENTS
View fields
Export fields
Hide a field
Unhide a field