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Roles and permissions
Only administrators can create, edit, and remove a custom field.
Because Hyperproof adapts to your organization's preferred workflows and procedures, custom fields let you track anything you want for your controls and/or risks.
Note: Hyperproof doesn't generate reminders or notifications based on custom fields. Depending on the object, you can generate reminders using freshness settings instead.
Depending on your organization's needs, custom fields can be made required or optional. You can add custom fields to the following:
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Types of custom fields
Single select - A drop-down list of values; only one value can be selected
Multiple select - A drop-down list of values; multiple values can be selected
Date picker - Select a specific date or date range, or select items that are past due, due the next day, due next week, due next month, or due in the future
Multi-line text field - An open text area
User picker - A drop-down list of users in the organization; only one value can be selected
Number field - Number field that supports either decimal or percentage formatting
Example use case
An organization may use custom fields to measure its level of risk in certain areas. The organization might label the fields as Financially serious and Not financially serious.
In a meeting with stakeholders, a Hyperproof user can filter the dashboard to show only those risks deemed financially serious. They can then click into related controls to show how risks can be mitigated.
Custom fields and columns
Custom fields can be displayed as columns in the grid view for a Hyperproof object and used to filter objects.
To reorder, add, or remove columns in Grid view
Tip: You can include custom fields as custom columns in Grid view for any object that supports custom fields and has custom fields assigned.
While in Grid view, click the Settings icon.
Do one or more of the following:
Drag-and-drop the fields (headers) into the order you want.
Turn off the fields you don't want to see.
Turn on the fields you do want to see.
Click Save.
Risk custom fields video
Watch this video to learn about adding custom fields to risks, updating custom field values, and using the Settings option to turn on custom fields for filtering and displaying on the Risks tab.