Filtering hierarchical scopes

From the left menu, select Settings.
Select Scopes.
Click the Filter icon.

The Filter window opens.

Enter one or more of the following criteria:

Hierarchy - Enter a complete or partial name for the parent or top-level scope.
Owner - Use the drop-down menu to select a team member to view the scopes they own.
Description - Enter a complete or partial description for the scope or scopes.
Members - Use the drop-down menu to select a team member to view the scopes they're a member of.
Custom fields - Use the drop-down menu for each custom field to filter by a specific custom field value.

Tip: Combining filter selections

Multiple selections within the same filter limit results to objects that meet either selection. For example, selecting both Person A and Person B in the By assignee filter shows only objects assigned to either Person A or Person B.

Selections across filters limit the results to objects that meet both filters. For example, selecting Person A from the By assignee filter and Issue from the By type filter shows only issues assigned to Person A.

Additional example: In the By assignee filter, both Person A and Person B are selected. In the By type filter, both Issue and Task are selected. Hyperproof creates a list of objects that are assigned to either Person A or Person B, and a separate list of objects that are either issues or tasks. It shows the objects that are in both lists.

Filtering controls based on hierarchical scopes

From the left menu, select Controls.
Click the Filter icon.

The Filter window opens.
From the Scope drop-down menu, select the scope or scopes you want to filter by. You can also select child scopes.
The list automatically updates to show only controls with the selected scope or scopes. Clicking a control opens the main control.
To show the scope assignments, select the Expand scopes checkbox. Clicking a control takes you directly to the control scope.

Tip: Combining filter selections

Multiple selections within the same filter limits result in objects that meet either selection. For example, selecting both Person A and Person B in the By assignee filter shows only objects assigned to either Person A or Person B.

Grouping hierarchical scopes by custom fields

You can group hierarchical scopes by custom fields when viewing a parent control. This is helpful if your organization has many scopes.

Note: Grouping scopes is only supported for scopes that include custom fields.

Things to keep in mind when grouping hierarchical scopes by custom fields:

Each group can be expanded or closed.
Group health is determined by the scopes within the group.
Scopes without a custom field are grouped into an Undefined group.

Tip: Use type-to-search to reduce a large number of scopes down to a manageable number.

From the left menu, select Controls.
Select the parent control.
From the Group by drop-down menu, select the custom field to group by.
A list of control scopes with all matching custom fields is displayed.

Renaming a hierarchical scope

Note:

Commas are not supported in scope names.
Duplicate scope names are not supported.

From the left menu, select Settings.
Select Scopes.
Select the checkbox next to the scope name you want to edit, then click the Edit icon. To edit the name of a child scope, expand the parent scope, then click the Edit icon next to the child scope name.
Enter the new name, then press Enter.
The scope is renamed.

Changing a hierarchical scope owner

Note: Changing a hierarchical scope owner does not affect other Hyperproof objects. The scope owner doesn't change any information on controls with scopes.

From the left menu, select Settings.
Select Scopes.
Select the checkbox for the scope, then click the Edit icon.

The Edit scope owner window opens.
Click Confirm.
The owner is changed.

Bulk editing hierarchical scopes on the Scopes window

Follow the steps below to edit multiple scopes at once.

From the left menu, select Settings.
Select Scopes.
Select the checkboxes next to the scopes you want to edit.
Do any or all of the following:
1. Click Owner to change the owner of the selected scopes. Note that you can assign only one owner to the selected scopes.
  
  Tip: A contact can be an owner of a scope.
2. Click Members to add or remove team members to or from the selected scopes.
3. Click a custom field to link it to the selected scopes.
Click Review.
Review the message in the Review and confirm window and click Confirm.

Editing hierarchical scopes