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Benefits
ZenGRC custom attributes allow additional functionality and flexibility within the application. These are fields that users create themselves to supplement "out-of-the-box" selections for gathering information that is pertinent to an organization.
Overview
You can create the following types of custom attributes:
- Dropdown - Provides multiple-choice selections.
- Date - Adds a date picker.
- Checkbox - Displays a dropdown with yes/no selections only.
- Text - Provides a one-line text box.
- Rich Text - Adds a multi-line text box with formatting and hyperlink options.
- Map:person - Pulls names from your directory to display for selection.
Accessing Custom Attributes
To access the custom attribute module, complete the following steps:
- Click Settings | Custom Attributes.
Creating a Custom Attribute
To create a custom attribute, complete the following steps:
In the top, right-hand corner, click Create new | object type.
Tip title TIP In place of object type, select the ZenGRC form where the new custom field will display. For example, if the field is to be added to an assessment, select Assessment in the dropdown. Once created, the new field will display on all current and new assessments.
A dialog box displays with custom attribute fields.
Click the dropdown under Attribute type and select the field format.
Info title NOTE For information about each attribute type, please see Attribute Types.
- Add a title in the Title text box. This is the only required field.
Select Mandatory to make the field required.
Tip title TIP Selecting Mandatory does not allow the end user to save the form until the action is complete.
Complete any fields specific to the attribute type selected and click Save.
Alternatively, click Cancel to close the dialog box without saving.
Info title NOTE The fields displayed for a custom attribute vary depending on the type selected. For more information, please see How Attribute Types Display and Additional Field Types.
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This section provides information and screenshots on how the attribute types display to the user completing the form.
Text
The Text box is a one-line box for entering text with no additional formatting.
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The above screenshot shows a text box as well as help text and a placeholder. Please see Additional Field Types. |
Rich Text
A Rich Text box provides several lines for a user to add more than one line of text. It also allows for formatting text and adding hyperlinks.
Date
The Date box opens a date selector.
Checkbox
A Checkbox field allows the user to select Yes or No.
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The above screenshot shows a checkbox as well as help text. To add help text, please see Additional Field Types. |
Dropdown
The Dropdown allows the user to select a choice from customized text you provide.
Map:person
The map:person field provides a dropdown populated with your ZenGRC users.
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These field types display when you select certain attribute types. This section describes how to create them and how they display to the end user.
Help Text
Completing the Help text box creates a question mark icon next to the custom attribute. When a user hovers over the icon, information you enter in the Help text box displays.
Complete the following:
- Add details the user may find helpful.
- Click Save and the final result displays to the end user as shown below:
Placeholder
The Placeholder provides further instruction within the text box or text field you're creating.
Complete the following:
- Explain the information the user needs to enter into the field.
- Click Save and the final result displays to the end user as shown below:
