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Creating a custom field

Written by Hyperproof Support
Updated over 3 weeks ago

πŸ‘₯ Roles and permissions

  • Only administrators can create a custom field



πŸ’‘ 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.

  • User-picker fields let you create a custom field where the value is a Hyperproof user. However, assigning a user to a custom field does not add that user to the member list of the object that contains the field.



πŸ“ Note

Hyperproof doesn't generate reminders or notifications based on custom fields. Depending on the object, you can generate reminders using freshness settings instead.


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.


    πŸ“ 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.


    πŸ“ Note

    Custom fields only appear on objects where they’ve been explicitly added. 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:

    • Managed by the parent control - Follows the current behavior of custom fields (one value determined by the parent control). The field is read-only to scope assignment members.

      Example: If the custom field value on a parent control is South Africa, and the scope assignment control value is North Africa, Hyperproof disregards North Africa and imports the value as South Africa.

    • Independent - Each scope assignment control has its own editable value independent of the other scope assignment controls. The parent control has its own editable value as well.

      To import different custom field values for scope assignment controls, be sure that 'Independent' is selected from the Scope assignment behavior drop-down menu when creating the custom field.

      See Creating a custom field and Editing or removing a custom field.

    • Aggregated - Available for the Number custom field. If selected, each scope assignment control has its own value. The parent control has a calculated value that is based on the scope assignment control values.

      • Aggregated: Average - The parent control displays the average number or percentage of all scope assignment controls.

      • Aggregated: Maximum - The parent control displays the maximum number or percentage out of all scope assignment controls.

      • Aggregated: Minimum - The parent control displays the minimum number or percentage out of all scope assignment controls.

      • Aggregated: Sum - The parent control displays the total of all scope assignment controls.

  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.


    πŸ“ 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.


    πŸ“ Note

    This field only applies to single-select and multiple-select fields.


  11. Below Format, select decimal or percentage.


    πŸ“ Note

    This field only applies to Number fields.


  12. Click Create.

    The custom field is created.

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