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Creating a custom field

Roles and permissions

  • Only administrators can create a custom field

Tip

  • Number of custom fields allowed per organization: 1000

  • Maximum recommended number of characters per field name: 50

  • Number of custom fields that can be linked to scopes: 7

  • Multi-line text field limit: 65,535

  • Creating values for select fields

    • Maximum number of characters per single line text field: 50

    • Maximum number of values per field: 500

  • On the object Details or Overview page, custom fields are listed alphabetically.

Under Settings > Custom fields you can add custom fields to the following Hyperproof objects:

  • Controls

  • Evaluations

  • Issues

  • Labels

  • Organization

  • Policies

  • Requests

  • Requirements

  • Risks

  • Scopes

  • Tasks

  • Vendors

After creating custom fields, you can add them as custom columns in the Grid view of an object, by selecting the Settings gear icon and turning on the custom fields.

To create a custom field:

  1. From the left menu, select Settings.

  2. Select the Custom fields tab.

  3. Click New.

  4. Below Select field type, select the type of field you want to add.

  5. Below Field name, enter a name for the custom field.

    Note

    Custom field names that match system field names cause import and export errors. Don't choose a custom field name that matches the name of a system field for the object you are adding the custom field to.

    For example, if you add a custom field named Implementation to controls, control exports have data in the wrong columns and imports will fail because there is already a system field named Implementation.

  6. Below Available on, select the checkbox next to the object that the custom field applies to. You can select more than one object.

    Note

    Custom fields only appear on objects that they’ve been explicitly added to. For example, the Tasks checkbox must be selected for the custom field to be visible when creating a task

  7. Optionally, select the Controls checkbox to configure the custom field for scope assignments. From the Scope assignment behavior drop-down menu, select how scope assignment controls should be managed:

  8. Below Field symbol, select a symbol to denote the custom field.

  9. Below Required field?, select whether the custom field is required or not required.

    Note

    This field only applies to Single select, Multiple select, Date picker, Multi-line text, and Number fields.

  10. Below Values, enter the number of options (values) to choose from.

    Note

    This field only applies to Single select and Multiple select fields.

  11. Below Format, select decimal or percentage.

    Note

    This field only applies to Number fields.

  12. Click Create.

    The custom field is created.

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