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Custom Data - Third Parties

Click on Third-Parties from the left side panel. 

Click on a Third-Party from the table. 

Custom attributes can be customized under Details. All attributes under Industry can be added or deleted.

To create custom data attributes, select Administration > Custom Data from the left navigation panel.

Here you can see the Third-Party Custom Attributes table. By default, the Third-Party Custom Attributes table is empty. 

Adding a Custom Attributes

To create a new Third-Party Custom Attribute(s) click the Add button. 

When creating a new custom attribute, the will be required to input the following:

  • Name - the name of the custom attribute
  • Placeholder - the placeholder that will display in the custom attribute field when empty
  • Type - the type can be any of the following:
    • Dropdown
    • Dynamic Custom Field 
    • Multiselect Dropdown
    • Free Text
    • Date
    • Rich Text
    • Enabled - check the box to display the custom attribute

    Dropdown

    A dropdown custom attribute displays a series of values from which a user can select one. To set up a dropdown, enter in its name, add the placeholder, select type Dropdown and check Enabled. Click Save.

    The new custom attribute will be created.

    To add the dropdown values, double-click on the name of the dropdown custom attribute. the Custom Data modal will appear. here you can add the values of the dropdown. To create a new value, click add.

    A row will appear in the table, where you can add the name of the first option, a value (optional), and a description (options). Click update or hit enter on the keyboard to create.

    Add as many options as required. You can also delete values by selecting them and hitting the Delete button. To edit a value, double-click on it. Once done, hit the close button on the top right of the modal.

    Under Details, the dropdown will be displayed if it is enabled. 

    Click the dropdown arrow to see the available options. 

    Multiselect 

    A multi-select custom attribute displays a series of values from which a user can select one. To set up a dropdown, enter in its name, add the placeholder, select type Multiselect and check Enabled. Click Save.

    To add the multi-select values, double-click on the name of the multi-select custom attribute. the Custom Data modal will appear. here you can add the values of the multi-select. To create a new value, click add.

    A row will appear in the table, where you can add the name of the first option, a value (optional), and a description (options). Click update or hit enter on the keyboard to create.

    Add as many options as required. You can also delete values by selecting them and hitting the Delete button. To edit a value, double-click on it. Once done, hit the close button on the top right of the modal.

    Under Details, the dropdown will be displayed if it is enabled. 

    Click the dropdown arrow to see the available options. 

    Free Text

    A free text custom attribute allows the user to enter plain text into a field. To set up a free text field, enter in its name, add the placeholder, select type Free Text, and check Enabled. Click Save.

     

    Under Details, the Free Text field will be displayed if it is enabled. 

    Rich Text

    A rich text custom attribute allows the user to enter rich text into a text box. To set up a rich text field, enter in its name, add the placeholder, select type Rich Text, and check Enabled. Click Save.

    Under Details, the Rich Text field will be displayed if it is enabled. 

    Date

    A Date custom attribute allows the user to add a date. To set up a date field, enter in its name, add the placeholder, select type Date and check Enabled. Click Save.

    Under Details, the Date field will be displayed if it is enabled. 

    Dynamic Custom Field 

    A dynamic custom field allows the user to display a field value based on two other fields. To create a dynamic custom field you will need to define in excel a matrix of values and upload it for 6clicks to reference. 

    As an example we will create a dynamic custom field called Overall Importance using the two default third-party fields Criticality and Risk as the reference fields.

    In Excel, we have made Criticality the X-axis of the Matrix (1B, 1C and 1D), and Risk the Y-axis (2A, 3A, 4A, 5A and 6A). The remaining cells are Overall Importance values that will be displayed when the Criticality and Risk value are selected. 

    Save the Excel sheet and then in custom data we create a dynamic custom field.

    Double click on the dynamic custom field you have created. We then select the Y-axis as Risk and the X-axis as Criticality (1) and upload the Excel sheet (2). Click Save.

    In a third party, after selecting Criticality and Risk, the Overall Importance field will populate.

    Note: Dynamic custom fields can be done for any custom dropdown fields you create.