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Creating custom fields

You can use custom fields to track additional data about your SaaS apps — beyond the usage, spend, and compliance data that SaaS Management already tracks by default. For example, if your team wants to track the status of security reviews for each app, you can create a custom field called Security Review with options such as "Not started", "In progress", and "Completed". You can then filter this data to identify which applications have incomplete security reviews and create an alert notification to send this data to yourself and others.

When you create a custom field in SaaS Management, it is automatically added to every application's Info page and Vendor table.

Commonly used custom fields

To help you get started with custom fields, we've grouped the most commonly used custom fields in tables below, based on their relevant area or focus.

Information Technology

Field Name Field Type
App Owner Single line or Multi-line text area
App Purpose Single line text area
Criticality Dropdown menu (High, Medium, and Low)
Price Per License Single line text area
SSO Integration Toggle switch

Security and Compliance

Field Name Field Type
2FA Enabled Toggle switch
Compliance Review Frequency Dropdown menu
Last Compliance Review Date picker
Security Certifications Check box (HIPAA and SOC II)

Procurement and Finance

Field Name Field Type
Billing Frequency Dropdown menu
Billing Method Dropdown menu
Budgeted Toggle switch
Payment Terms Dropdown menu
Payment Type Dropdown menu (ACH and Credit Card)

Creating a custom field

  1. Select Settings from the navigation menu.
  2. Under Configuration, select Custom Fields.
  3. Select + Add A New Field.
  4. Select a Field Type. You can select from the following options:

    • Dropdown — Displays a dropdown menu of options to choose from. You can define the options that appear in the dropdown menu.
    • Date Picker — Displays a calendar that can be used to select a specific date.
    • Checklist — Displays a list of items. You can define the items that appear in the checklist.
    • Toggle Switch — Displays a "Yes" / "No" toggle. You can use the default labels or customize them.
    • Text area — Displays a text box. Select whether the user enters a number, single line of text, or multiple lines of text.
  5. Add any information that the specific field type you selected requires. For example, if you choose to use a dropdown menu for your custom field, you can name the field and enter variables that will appear as options in the dropdown menu. In the following image, the user has named their dropdown menu “Criticality” and added the variables “High”, “Med”, and “Low” to appear as options in the dropdown menu.

    Any changes you make will display in the preview window.

  6. After you’ve set up your new custom field, select Save.

    The new custom field displays under the Custom fields section on the Manage Application Fields page.

    You can edit, move, or delete a custom field in the Custom fields section. Moving a field changes the order of how the fields display on each application's Info page.

After you’ve created and added data to custom fields, you can create alert notifications to send data from these fields to yourself and others.