Custom Properties allow you to add the Supplier context that matters to you and your team. This will help you to stay organised and give you the structured data you need when reviewing your entire supplier base. Using Custom Properties you are able to define your own Custom Properties with the types below and easily filter, sort and export your full supplier list.
Here are some of the properties that you can start using today:
Text - basic text for short notes such as the name of an internal business owner.
Select - dropdown menu of options, to categorise suppliers as you need.
Number - decimal numbers, such as an internal identifier or contract value.
Date - select past or future dates, to set deadlines or record contract renewal dates.
Boolean - used to indicate whether something is false or true.
URL - a special text field for including website links.
Email - a specific text field for including an email address, such as business contact.
What permission levels have permission to use custom properties?
Role | Permission |
Admin | Users will be able to create, edit and delete custom properties as well as the value of the custom property on the supplier page. |
Edit | Users will only be able to edit the value of a custom property on a supplier page. |
View | Users will be able to see the values on the supplier page but have no edit rights. |
How can I create a custom property?
To create a custom property as an Admin user on Risk Ledger, head into Settings and select Custom Properties. From here select + Create Property.
After selecting + Create Property, you will then be asked to enter some details, such as: Name and Type. And, once you're happy with your selections, you can simply select + Create Property.
You can edit or remove your custom properties at any time by selecting either the pencil icon to edit or the trash icon to delete.
How can I apply a custom property to a supplier?
You can apply the custom property to any supplier by navigating to their profile via Supplier > All Suppliers and selecting the relevant supplier.
Once you've selected the relevant supplier, navigate to the right-hand side and you will see the created custom property. Simply update the value and select Save.
💡 If there is anything we haven't covered, please feel free to contact us at support@riskledger.com or alternatively, select the Chat icon in the bottom right corner.