Working with the Fields page

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

You can view the list of fields available in your CharthHop 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 –. A dash (-) indicates that the field is a calculation.

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.

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.

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.

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.