Additional custom fields can be added to your submissions for internal use. Once added, the new field will be visible for all submissions across the specific program.
These fields will only be visible to you; researchers will not be able to view these fields.
Your role in the organization determines what you can do with custom fields. Company and Program Administrators have the permission to add, edit and archive fields to a submission.
All other roles will have the permission to update the value of a custom field on a submission if the user is linked to the right program. Only program and group readers do not have the permission to update the value of a custom field.
Adding a field
Once on your program, go to More > Custom fields
Click "Create a custom field"
Select a field type, you can select 3 types:
Text - This option enables you to create an editable text field.
Dropdown - This option enables you to create a drop-down list that you can select from when editing your custom field.
Toggle - This option enables you to create a clickable toggle option so that program members can select if the vulnerability meets the criteria the field is labeled with.
Give the field a name
If you chose dropdown, you can define the different options you'd like to have available
Click Save
Editing a field
You can edit your custom fields to change the name of the field label or edit dropdown options, field types cannot be edited.
Once on your program, go to More > Custom fields
Click on the 3 dots on the right of your fields then "Edit custom field"
Make your changes then click Save
If you have removed options from your dropdown list, the fields with this value assigned will keep it, unless if you decide to edit it. By choosing to edit it, it will not be possible to select again the value that got removed.
Archiving a field
If you do not need it anymore, you can archive a custom field. Once archived, a field does not appear on the submissions and do not appear on data exports either.
Once on your program, go to More > Custom fields
Click on Archive custom field and then Confirm
Updating a field
To fill in a value for a custom field to your report:
Go to the report you want to add custom field details to.
Go to the right hand side and select the custom field you'd like to edit
For Text and Toggle fields, the value is saved automatically, for Text you'll need to click the Save icon.
The information you input will now be tied to your field labels.
When you export your reports as a CSV file, the custom field and the information associated with it will also be included in the export.
Filter submissions by custom field
You can filter your inbox reports by the custom fields you created as each custom field you create will be added to your inbox filter.
To filter your inbox by custom fields:
Go to your inbox.
Click Show filters.
Scroll down to the Custom fields filters.
Select the custom fields you want to filter by.