Best Practices for Managing Field Sections | Yext Hitchhikers Platform

What You’ll Learn

In this section, you will learn:

  • How to get started with field sections
  • Best practices for organizing your sections

Best Practices for Getting Started

Our best advice is don’t overthink it! When you’re just getting started, don’t worry too much about what section a field is in – you can group them all in one or two sections if that’s easiest. You should focus first on creating the right fields for your end experiences.

Once you have the fields set up, that’s when we recommend doubling down on organizing your fields into the right sections. Remember that you can change these at any time!

Best Practices for Managing Field Sections

Sections are here to make your life, and your end users’ lives, easier! Some entity types have tens or even over a hundred fields, and putting them in sections allow you to optimize the way you and your users interact with the platform.

For example, here are some things we think you should consider when making sections:

  • Name the section something that you and your colleagues will easily understand.

  • If you tend to update certain fields at the same time, we recommend putting those fields in the same section. For example, if you have a set of promotions that you often update all at once, it might make it easier to put those together.

  • If you have field users logging in (think store managers, financial professionals, doctors, etc), try to organize fields in a way that makes the most sense for them. For example, it might make sense to arrange the fields according to how they appear on a Landing Page so they can associate their data entry with how the data will be used. You could also do it alphabetically if that makes sense for your team.

  • You don’t want to use too many sections, but you also don’t want too many fields in a given section. A good rule of thumb is that a section should have two or more fields, but ideally no more than 10. This will help to break up the page.

unit Quiz
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    How should you think about naming your sections?

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    What are some ways you might organize your fields? (Select all that apply)

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