Daymi supports Custom Fields for subprocesses and ad-hoc tasks, adding extra classification layers beyond the existing mandatory Categories structure.
Custom Fields are available as an Enterprise feature. Please contact Daymi Support at [email protected] if you would like to discuss enabling this functionality for your organization. |
Example Structure
Layer | Purpose | Example |
Categories | Primary mandatory classification | Reconciliation, NAV, Risk |
Tag 1 | Controls or compliance grouping | ISAE, AML/CFT, GDPR |
Tag 2 | Source of requests or workload tracking | Portfolio Manager A, Portfolio Manager B |
Field Types
Custom Fields can be configured as:
Single Select - users can choose one value
Multi Select - users can choose multiple values
This allows teams to adapt fields to different operational and reporting requirements.
Team-Based Visibility
Custom Field values can be linked to specific teams.
Users will only see the options relevant to their department when creating or updating subprocesses and ad-hoc tasks.
Mandatory or Optional Fields
Teams can decide whether a Custom Field should be:
Mandatory
Optional
This provides flexibility to enforce consistency where needed while keeping workflows efficient.
