Controls & Fields (View, Create, Re-Order, Limit Visibility)

The Details tab, at the top of the right hand navigation bar, displays the basic information about a control, including:

• System Fields: Standard fields such as Name, Description, and Criteria.
  • All controls have these system fields, and these are Migrated by the Complyance Implementation team
• Custom Fields: Any additional fields added by your team to track specific data. Custom fields are bespoke per organization.

At the top left of the drawer, you’ll see the unique Control ID (e.g., "Control / C0201") and its current status (e.g., “At risk”)

Create a Custom Field (Controls Module)

1. Go to Settings → Controls → Fields. Click + New field. 
2. Choose type (Text, Date, Number, URL, Email, Multiple options). 
3. Name the field (e.g., Control criticality). 
4. (Multiple options only) Configure: 
   1. Allow multiple selection (optional). 
   2. Allow user to create new options (optional). 
5. (Optional) Show only on specific programs to limit where the field appears. 
6. Click Create.

Edit or Limit Visibility of a Custom Field

1. Settings → Controls → Fields. 
2. Click the three dots on the field → Edit. 
3. Adjust configuration or use Show only on specific programs to hide it from others. 

4. 

5. Click Update.

Re-Order Fields in the Details Tab

1. Settings → select module (Controls) → Fields. 
2. Hover the far-left of a field row to reveal six dots. 
3. Drag and drop to set your preferred order.

Notes: Custom fields are module-specific (a Controls field won’t appear in Vendors, etc.). 

Field filters and order apply wherever that module’s record is displayed, including reports.

You can report and filter based on any field on your controls. To learn more about reporting please visit: How to Create and Edit Reports

Need Help?

Still have questions? Reach out to our support team via the Support Center — we’re happy to help.