The Layouts section under "Customizations” in the Admin Dashboard provides the ability to configure and customize the experience of creating a finding.

Multiple layouts allow admins to tailor the finding creation process according to their needs and requirements. Each layout can be designed to capture different findings or accommodate different workflows. For example, a tenant might have different layouts for web application vulnerabilities, network vulnerabilities, or compliance-related issues.

By customizing the layouts, admins can ensure that teams provide consistent and relevant information while creating findings. This can improve report creation by ensuring a standardized approach to documenting security issues.

Layouts only apply to findings created within PlexTrac and don't apply to imported findings.

Creating a Layout

Step 1: Click Layouts in the Admin Dashboard under "Customizations."

Step 2: Click New Findings Layout.

Step 3: Confirm if starting from the default layout or leveraging another. Select the layout from the pulldown menu if starting from a custom layout. Click Create.

Step 4: A new page appears with two tabs: Finding fields and Custom fields.

Enter a unique and descriptive name for the layout in the "Findings layout name" box, as this value will be provided to users when selecting the layout for a report.

Step 5: Arrange the fields to create the desired layout.

Click + in the left column to add any field to the layout. Click X in the right column to remove a field from the layout.

Fields without an X are required and cannot be removed or made optional.

Step 6: Make any optional fields required by toggling the button for that field to the right so the purple checkmark appears.

Step 7: Arrange the fields in the desired order by clicking the row with the cursor and dragging the box to the desired sequence of existing fields.

The title must be first and cannot be moved.

Step 8: If applicable, add custom fields by clicking the Custom fields tab, then clicking Add custom field.

Step 9: Enter desired values in the provided boxes.

  1. Key: A required value used to reference this field. This must be a unique value.

  2. Label: A required value used for the field title and visible elsewhere in the platform.

  3. Value: An optional RTF to capture the field value and provide any additional content to help the user with context and data acquisition.

Step 10: Click Add custom field to repeat the process.

Step 11: Click Save layout when finished.

A message will appear confirming the layout was created. The new layout will appear in the list for future editing and is now available for assignment to a report.

Assigning a Layout

After a layout is created, it must be assigned to a report to be leveraged. When creating a new report, this association is set by selecting the desired layout in the pulldown menu under the "Findings Layout" of the Create New Report modal.

Layouts can also be added to existing reports by going to the Details tab of the report, selecting the layout from the pulldown menu under "Findings Layout," and clicking Save.

Only one layout can be assigned to a report.

Legacy findings are not impacted when a layout is assigned to an existing report. The new layout will only apply to findings created after the layout was associated.

Custom Fields

Any custom fields added to the layout are available to the user at the bottom of the Finding Details tab of the finding.

If a custom field was added to an assigned layout after a finding was added to a report, the additional custom field is available for data input within a finding by clicking Add Fields From Template.

Updates made to a layout will not be applied to any legacy reports associated with that layout.

Editing a Layout

Step 1: Click Layouts in the Admin Dashboard under "Customizations."

Step 2: Click Edit of the layout to revise.

Step 3: Make desired changes and click Save layout.

Deleting a Layout

Step 1: Click Layouts in the Admin Dashboard under "Customizations."

Step 2: Click Delete of the layout to revise.

Step 3: A message will appear confirming the action. Click Delete Layout.

A notification message will appear confirming the deletion of the layout.

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