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Custom Fields Overview (New Experience)

Custom fields allow you to capture and report the structured data your organization needs across the Drata Trust Management Platform.

Updated over a week ago

In the New Drata Experience, custom fields support enterprise-scale compliance programs by enabling consistent data collection across objects such as risks, controls, vendors, and personnel.

Prerequisites

  • To create and manage custom fields, you must have an Administrator role.

  • Custom fields are available with the Advanced and Enterprise plans.

Create a custom field

You can create up to 500 custom fields, and up to 50 of those fields can include placements (where the field appears in the platform).

Each custom field counts toward the total limit, even if it is hidden or used in multiple placements.


Step 1: Open Custom Fields settings

  1. From anywhere in Drata, select Settings from the main navigation.

  2. Under Configuration, select Fields and formulas.

  3. Select Create field near the top-right corner of the table.


Step 2: Enter field details

Configure the custom field

  • Name: Enter a unique field name.

  • Description: Enter an optional description.

  • Placement

    • Location: Where the field appears (for example, Risks or Controls)

    • Section: The section of the detail page where the field will display

  • Type: Select the input type.

    • Short answer (max 191 characters)

    • Dropdown (2–30 options)

    • Number (less than 1,000,000,000; negatives allowed)

    • Currency (max 999,999,999,999,999.99; negatives allowed)

    • Long answer (max 30,000 characters)

    • URL (must be valid format)

  • Make this required field:

    • Check to require this field when creating or editing objects.

    • Note: If you make a field required, users must enter a value when updating existing items.

  • Hide this field:

    • Check to hide the field from view without removing stored data.

    • Hidden fields can be restored at any time.


Step 3: Save your field

Select Save to create your custom field.

Note: After creation, you cannot change the field type (for example, Short answer → Number).

A success message confirms the field was created. You can also track this action in Event Tracking.


Example: Create a custom Risk Status field

You can create a dropdown field to track risk status across your program. Enter the following custom field configurations:

  • Name: Risk status

  • Type: Dropdown

  • Options:

    • Open

    • In progress

    • Closed

  • Required: Checked

  • Hidden: Not checked

  • Location: Risks

  • Section: Details

This field will appear on the Risk detail section, supporting consistent reporting and filtering across risk workflows.


Example: Create a custom Currency Risk field

You can also track currency-based risk impact.

Enter:

  • Name: Currency risks

  • Type: Currency

  • Currency type: USD

  • Required: Not checked

  • Location: Risks

  • Section: Assessment

Custom fields like this become part of the structured dataset available across risk reporting and galleries.


View or edit a custom field

To view or manage existing custom fields:

  1. Go to Settings → Fields and formulas

  2. Select a field from the list

You can:

  • Update dropdown options

  • Make the field optional or required

  • Hide or display the field

  • Update the section where it appears


Delete a custom field

Deleting a custom field permanently removes the field and its associated data.

  1. Go to Settings → Fields and formulas

  2. Select the field

  3. Select Delete Field

  4. Confirm deletion in the double confirmation modal

⚠️ This action cannot be undone.


Download custom field data

To download data for a custom field, the field must have at least one placement. These custom fields are included in downloadable CSV exports.


Example: Download Risk Status data

  1. Go to Risk Management

  2. Select Download

  3. Choose a CSV export option

The exported file will include your custom field values.

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