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Custom fields overview

Custom fields allow you to fully customize and report the data you’d like to capture in Drata. Create, edit, or remove custom fields.

Jane Baik avatar
Written by Jane Baik
Updated over a week ago

Custom fields allow you to fully customize and report the data you’d like to capture in Drata.

Pre-requisites

  • Must have an Administrator role to create and manage custom fields.

This feature is available with the Foundation bundle, Advance bundle, Risk Management, or Third Party Risk Management.

Create custom fields

You can create up to a 500 custom fields and 50 of the custom fields can have a placement.

Each custom field created, whether hidden or added in multiple placements, is counted as one and goes toward the total amount of custom fields.

  1. Go to the Settings page and select Custom Fields under Company Settings.

  2. Select Create custom field at the top right corner.

  3. Enter the information for each field under Details.

    • Name: Enter the unique name.

    • Description: Enter a description.

    • Type: Select the type of input.

      • Short answer: The input must be less than 191 characters.

      • Dropdown: Create at least 2 options and have a maximum of 20 options.

      • Number: The input must be less than 1,000,000,000 and can be negative numbers.

      • Currency: Select the desired currency type. The input must be less than 999,999,999,999,999.99, and can be a negative amount.

    • Make this required field: Check the box to make the custom field a requirement. Uncheck the box to make the custom field optional.

      • For previous risks, if the custom field is required, when you edit the risks, you are required to enter the information for the required field.

    • Hide this field: Check the box to hide the custom field or uncheck the box to display the field. Hiding a field does not remove your data. The data from the field is restored when re-displaying the field.

  4. Enter where to display the field under Placements by selecting the Add button next to Placements. You can always add the placement for a field at a later time. If you do not add a placement, the field will not be displayed.

    • Location: Select where you would like the custom field to be displayed in Drata.

    • Section: Enter the section that the custom field is displayed in. The custom field will be displayed at the bottom of that section.

  5. Select Save to create your custom field.

Note: After creating the field, you cannot edit the input type (such as changing short answer to a number input type) or the currency code.

A success toast notifies you that the custom field was successfully made. You can also view the event in the Event Tracking page.

Example: Create custom risk status field

You can create a custom field to capture the risk status.

  1. Go to the Settings page and select Custom Fields under Company Settings.

  2. Select Create custom field at the top right corner.

  3. Enter the information for each field under Details.

    • Name: Risk status

    • Description: [skipped. This is an optional field.]

    • Type: Dropdown

      • Open

      • In progress

      • Closed

    • Make this required field: [Checked]

    • Hide this field: [Not checked]

    • Location: Risks

    • Section: Details

Since the custom field has a placement, you can have 49 other custom fields with placements.

The following image showcases a risk drawer with the risk status custom field at the bottom of the details section.

Example: Create custom currency risk field

You can also create a custom field to capture the currency risks.

  1. Go to the Settings page and select Custom Fields under Company Settings.

  2. Select Create custom field at the top right corner.

  3. Enter the information for each field under Details.

    • Name: Currency risks

    • Description: [skipped. This is an optional field.]

    • Type: Currency

      • Currency Type: USD

    • Make this required field: [Not Checked]

    • Hide this field: [Not checked]

    • Location: Risks

    • Section: Assessment

If you created the custom currency risk and risk status field with placements, you can create 18 other custom fields with placements.

The following image showcases a risk drawer with the Currency risk within the Assessment section, but before the Risk score (which is also a custom field). The Risk score is displayed after the Currency risk because it was created after the Currency risk was created.

Edit or view your custom field

Go to the Settings page and then the Custom Fields page to view the list of custom fields.

Select the custom field you would like to edit. You can update the drop down options, make the field optional or required, hide the field, or update the section to display the field.

Hide or display a dropdown option

Check mark the Hide option to hide the dropdown option. Un-check mark the Hide option to display the dropdown option.

If there are only two options, you cannot hide the options. You can have up to 20 options, regardless of whether the option is hidden or not.

Edit a dropdown field

Rename the desired dropdown option and save. The dropdown option is updated and renamed for all previous risks.

Delete a custom field

Deleting a custom field also deletes the related data. This action cannot be undone.

  1. Select the custom field you would like to delete on the Custom Fields page from the Settings page.

  2. Select the Delete Field to delete your custom field.

  3. Confirm that you would like to delete the custom field on the double confirmation modal.

Download data from a custom field

A custom field must have a placement to download the data. Once a custom field has a placement, the custom field is added to the downloadable CSV file.

Example: Download data from a custom field

For example, the risk status custom field has the placement.

  1. Go to the Risks Assessment or Risk Management page because the location for the custom field is risk.

  2. Select the Download button and one of the options under DOWNLOAD CSV.

The downloaded CSV file contains the data for the custom field.

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