Custom action-plan columns #

Access #

Administrators open /administration/action-fields from Settings → Action columns. Definitions belong to the current organization.

Define a column #

A definition specifies label, key, type, order, visibility and required status. Supported types are text, number, date, boolean, list and URL.

Lifecycle #

Create a stable key, choose an appropriate type and make a field required only when existing actions can be completed. Values are stored on actions and exposed through the API.

Security and governance #

The API rejects definitions and values from another tenant. Document each column’s purpose, avoid recreating a native GRC field, and review the impact of changes on exports and integrations.