Custom Attributes

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.
• Number - Allows an integer to be entered. This also has an option for decimal places.
• 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:

1. Click Settings | Custom Attributes.
   
   

Creating a Custom Attribute

To create a custom attribute, access the Custom Attribute module and complete the following steps:

1. In the top, right-hand corner, click Create new | object type.
   
   

   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.

   
   
   
   

2. A dialog box displays with custom attribute fields.

3. Click the dropdown under Attribute type and select the field format.
   
   
   
   

   NOTE

   For descriptions of each attribute type, please see Attribute Types.

4. Add a heading in the Title text box. This is the only required field.

5. Select Mandatory to make the field required.
   
   

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   By selecting Mandatory, the user will not be able to save the form until the information for the custom attribute is added.

   
   
   

6. Complete any fields specific to the attribute type selected and click Save.

7. Alternatively, click Cancel to close the dialog box without saving.
   
   

   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.

How Attribute Types Display

This section provides information and screenshots on how the attribute types display to the end user completing the form.

Text

The Text box is a one-line box for entering text with no additional formatting.

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.

Number

The Number attribute only allows an integer to be entered in the text box. In the set up, you can also specify if the answer can have a decimal point.

Checkbox

A Checkbox field allows the user to select Yes or No.

Dropdown

The Dropdown allows the user to select a choice from customized text you provide.

Multi choice

Selecting the Multi choice check box when setting up the dropdown allows the user to add more than one choice. The first selection displays in the text box and allows you to click the dropdown again to add others. Alternatively, you can remove selections by clicking the x.

Map:person

The map:person field provides a dropdown populated with your ZenGRC users.

Additional Field Types

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:

1. When creating the attribute, add details the user may find helpful in the Help text box.
   
   
   
   
2. 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:

1. When creating the attribute, use the Placeholder field to explain information users need to enter.
   
   
   
   
2. Click Save and the final result displays to the end user as shown below: