Custom fields for third-parties/vendors

Learn how to create, manage, and use custom fields in the Third-Parties module

Third-Parties module overview
Managing Third-Parties products
Creating custom fields
1. Dropdown
2. Multiselect dropdown
3. Free text
4. Rich text
5. Date
6. Number

Third-Parties module overview

In your Third-Parties module, you can filter your Third-Parties by Stage, Criticality, Risk or if they are Archived.

If you have custom fields, they can also be used as filters. To access them, click on More filters.

Click on a Third-Party.

Here you can see details of your Third-Party:

Overview including default fields, Assessments and Documents that are linked to your Third-Party, Respondents that belong to the Third-Party, and the History trail which shows what changes were made by whom and when.
You can change the Risk rating, Criticality, and Stage while in Overview.
While in Overview, you may also see a Third-Party's linked risks and linked issues, filtered by treatment label, risk assessment label, as well as issue stage.

Similar to the custom data fields you may create, Stage is managed in Administration > Custom data. You can change the stage options to suit your organization, however the field itself cannot be disabled or deleted.

Managing Third-Parties products

Go to the Assessments tab, and click Manage products.

You can create new products, and view or modify your current products in the right panel.

To create a new product, enter the title of your product and hit Enter, then enter the details of your new product.

You can still edit the title of the product in the details page by clicking on the title.

Creating custom fields

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

Here you can see the Third-Party Custom attributes table.

By default, this table is empty except for Stage.

To create a new Third-Party custom field, click Add.

The following fields will be shown when you create a new custom field:

Name - the name or title of the custom field
Placeholder - placeholder text that will display in the custom field when empty
Type - this can be any of the following:
- Dropdown
- Multiselect dropdown
- Free text
- Rich text
- Date
- Number

Enabled - check the box to display the field to users, e.g. when it's ready to use

Dropdown

A dropdown displays a series of values, from which a user can select one.

To set up a dropdown, enter its name, add the placeholder, select type Dropdown, and check Enabled. Click Save.

The new custom field will now be in the table.

To add the dropdown values, double-click on the dropdown's name and 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 (optional). Click Update or hit Enter on the keyboard to confirm.

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

In your Third-Party's Overview tab, the dropdown will be displayed if it is enabled.

Multiselect dropdown

This type of custom field displays a series of values from which a user can select one or multiple. To set it up, enter its name, add an optional placeholder, select type Multiselect Dropdown and check Enabled. Click Save.

To add values, double-click on the name of the multi-select custom field you have just created. The Custom Data modal will appear. Here you can add values to this field.

To create a new value, click Add.

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

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