Product Update: Custom Fields Directory

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product update by Nimonik

 

Nimonik is excited to announce the introduction of the custom fields directory! The custom fields directory will centralize all of the custom fields in your account, allowing them to be included in management reports and multi-CO exports. It will also give account admins the power to create and manage all custom fields, reducing duplication and ensuring that audits actions and obligations remain uniform.

As part of this change, we will be migrating existing audit and compliance obligation custom fields to the directory. Here is what you need to know to ensure a smooth migration for your account. 

All existing custom fields will be migrated as follows:

  • Title – Same as the migrated CO or audit custom field, but with “(CO)” or “(Audit)” added at the end to facilitate cleanup.
  • Description (COs only) – Same as the migrated custom field if applicable
  • Type: Same as the migrated custom field
  • Connected Status (COs only) – This will continue to be set in your compliance obligations

Please note that one directory custom field will be created for each migrated CO or audit template custom field. This may result in multiple custom fields with the same name in your directory. In this case, you can merge the duplicate by following the instructions here

For more information about managing your custom fields directory, click here. If you have any questions, or would like someone to help merge your migrated custom fields, please do not hesitate to reach out to support@nimonik.com, or call us at +1 888-608-7511