Using Custom Check Fields

[ Applies to ] StorageGuard 9.2.9 and later   /   All supported target systems   /   Baseline Configuration

Custom Check Fields let administrators and risk owners capture organization-specific metadata on checks and risks, directly in StorageGuard. You can define fields such as “SLA (days)”, “Compliance Tag”, or “Severity Override Reason” and have them appear:

• In Findings on the Risks page
• In reports showcasing checks and findings

Each field has a name, value type, and default value. Defaults can be refined at the check level (affecting all findings generated by that check) and further overridden at the individual risk (finding) level.

Key concepts

Supported value types:

• Text
• Number
• Boolean
• Date
• Enum (predefined list of selectable values)

Manage custom fields

You manage field definitions under Baseline Configuration > Settings > Custom fields.

Add a custom field

1. Go to the Baseline Configuration tab, select Settings, and then select Custom fields from the left panel.
2. Click (+) Add field.
3. In the Add Custom Field dialog, enter:
   • Name: the label that appears on risks and in reports.
   • Type: Text, Number, Boolean, Date, or Enum.
   • Default value: the initial value applied to all checks.
4. Click OK to save the field.

The new custom field is now available on checks, risks, and finding reports.

Edit a custom field

1. Go to the Baseline Configuration tab, select Settings, and then select Custom fields from the left panel.
2. Select the custom field from the list.
3. Click Edit field.
4. Update the field name, type, or default value as needed.
5. Click OK to save your changes.

Delete a custom field

1. Go to the Baseline Configuration tab, select Settings, and then select Custom fields from the left panel.
2. Select the custom field from the list.
3. Click Delete field.
4. Confirm the deletion.

Set field values on checks and risks

Change the default value for one or more checks

Use this when a specific check should have a different default value than the global field default.

1. Go to the Baseline Configuration tab, select Checks, and then select Knowledge Base from the left panel.
2. Select one or more checks.
3. Right-click the selected checks to open the context menu.
4. Select Edit custom fields.
5. In the dialog, do either of the following:
   • Change the default value for one or more custom fields.
   • To revert a value to the global default, click (R) Reset to default.
6. Click OK to apply the changes.

The updated values become the default for all findings generated by the selected checks.

Change a custom field value for a single risk

1. Go to the Baseline Configuration tab and select Risks from the left panel.
2. Double-click the risk to open its details.
3. In the Attributes pane, locate the custom field.
4. Change the field value.

This value applies only to the selected risk.

Change a custom field value for multiple risks

1. Go to the Baseline Configuration tab and select Risks from the left panel.
2. Select one or more risks.
3. Right-click the selected risks to open the context menu.
4. Select Edit custom field.
5. Enter the new value.
6. Click OK.

The value is applied to all selected risks.

Permissions and access

The permission to view or modify custom fields is controlled through user roles. It follows the permission for managing checks under Baseline Configuration.

Example use cases

Best practices

• Naming conventions: Use consistent prefixes or patterns, such as Ops: Owner or GRC: Control ID, to keep long lists organized.
• Enum discipline: Define clear, mutually exclusive values. Avoid overlapping terms, such as “Prod” and “Production”, to prevent reporting fragmentation.

Troubleshooting and FAQs

What takes precedence: the global default, the check default, or the risk value?

The risk value, then the check-level default, then the global default.

How do I reset a check-level value back to the global default?

Go to Baseline Configuration > Checks > Knowledge Base, open Edit custom fields for the check, and click (R) Reset to default. See Change the default value for one or more checks.