Custom Fields

Custom fields allow the attachment of more information to blocks, metrics, and risks. Administrators can create as many fields as they like. Once they are created, they will appear on the Details pages of the selected objects. They can be added to a single object type or a combination.

The Custom Fields table lists the field title, longer description and type of field.  Selecting an item from the table allows the field properties to be edited.

  • Title – the field title

  • Description – a longer textual description of the field

  • Input Type – the type of field (drop-down selection list, text, date or numeric). NB: Input Type can not be edited once the custom field has been created.

  • Blocks, Metrics or Risks – object attachment

  • Force Update – will force any edits to that Custom Field where it is in use.

Select Save to retain changes.  Custom Fields can also be deleted from this screen.

Add a Custom Field

  • Input Type – Text

      Maximum Length – set maximum characters
      Default – what will appear in the field by default
      Required – makes the field mandatory for the selected object types
      Object Types – associate Blocks (Y/N), Metrics (Y/N), Risks (Y/N)

  • Input Type – Number

      Minimum – lowest numeric integer value
      Maximum – highest numeric integer values
      Default – what will appear in the field by default
      Object Types – associate Blocks (Y/N), Metrics (Y/N), Risks (Y/N)

  • Input Type – Selection List

      Options – list of the drop-down items (entered on separate lines)
      Default – what will appear in the field by default (must be an item from the options)
      Object Types – associate Blocks (Y/N), Metrics (Y/N), Risks (Y/N)

  • Input Type – Date

      Default – what will appear in the field by default
      Required – makes the field mandatory for the selected object types
      Object Types – associate Blocks (Y/N), Metrics (Y/N), Risks (Y/N)

Select Save to retain changes.