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Best Practices for Managing Field Sections| 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! Sections allow you to organize your fields in a way that can be optimized for how 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 understand. Don’t name it something that only you will understand.
If you update fields congruently, we recommend putting those fields in the same section. For example, if you have a set of promotions that you often update at the same time, it might make it easier to put those together.
If you have field users logging in (think store managers, financial professionals, doctors, etc), put yourself in their shoes and try to organize fields in a way that makes the most sense for them. Field users are often the least trained users but they have the most accurate, sought-after data so you want to make sure that their data entry experience is as smooth as possible. 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.