Models are the building blocks of Planhat's data structure. Using their pre-defined relationships, managing customer data becomes both more powerful (e.g., you can query across models, like asking "show me all Companies where we have more than 2 End Users tagged as Decision Makers) and efficient (no-code interface).
🔥 To keep that efficiency while ensuring Planhat speaks your language, models can be renamed in the UI (e.g., "Company" could become "School" if you work in education technology).
At the moment, you still need to use the native/standard names when referencing models in calculated metrics, formula fields, automations, API, etc:
Renaming models shouldn't be done lightly or too often, since you're adjusting the fundamentals of the data structure.
How to rename data models
Only Planhat Super Admins (i.e. Planhat staff members) can make this change, so if you would like to rename one or more data models, please speak with your CSM or TAM, or our Support team.
To rename a model, the Planhat staff member will:
Go to the "Settings" Global Tool
Navigate to "Admin Settings" (within the "Security" section) > "Rename Models"
There are two editable columns, called "Alias" and "Plural Alias"
Alias is your new model name in singular, e.g. "School"
Plural Alias is your new model name in plural, e.g. "Schools"
Fill out the new name - voila!
Wherever the model appears in app, it will now carry your new name
Click the image to view it enlarged
Important to note
The change only affects the "front end": the "back end" name of the model/object is not changed, so for formula fields, API calls, automations - basically any reference to the model/object - you need to use the Planhat standard name (which you also find in the "Re-name models" section)
Don't use < or > in the names
👑 The ability to rename models is not available by default on all plans, and if you want to add it or hear more - please reach out to your CSM!