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Managing Web Form Settings

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Managing Web Form Settings
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You can modify your web form's general settings, language preferences, submission requirements, and data subject portal assignment to meet your organization's needs.

To create your web form settings

  1. On the Privacy Rights Automation menu, select Setup > Web Forms. The Web Form Templates screen appears.

  2. Click View to open a web form. The Web Form Customization screen appears.

  3. Click the Settings tab and enable your desired settings. For more information, see Web Form Settings Screen References.

Web Form Settings Screen References

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Field

Description

Web Form Name

Enter the name of the web form.

Date Format

Select your desired date format for the web form from the list.

Default Workflow

Select the workflow you want to use to process requests submitted through this web form.

Default Organization

Select the default managing organization for requests submitted through this web form.

Default Approver

Select the default approver for requests submitted through this web form.

Default Days To Respond

Enter the default number of days in which requests must be completed.

Default Reminder

Enter the default number of days before the deadline that the approver should be reminded of outstanding requests.

Note

Request deadlines are calculated by noon in the local time of the data subject.

Use Custom Date for Deadline Calculation

Enable this setting to select a custom date field configured on the web form to calculate an accurate and more compliant request deadline.

Date field format: YYYY-MM-DDT00:HH:MM.SSSZ

T00 is the time zone. Ex: T04 is UTC-4 (EST)

Note

This can also be edited from the Request Details screen.

Select Custom Date Field

Select the custom date field configured on the web form which will be used to calculate the deadline.

Enable Language Preference

Enable this setting to turn on language settings for web form customization.

Click Edit Languages. TheĀ Web Form Languages modal appears.

web_form_languages.png

Select the check boxes for the languages you want to enable for the web form. You can also set a default local language.

For more information on language customization in DSAR, see the following:

Auto detect Browser Language

Enable this setting to automatically load the web form in the detected browser language.

Note

The Enable Language Preference setting must be enabled to use this feature.

Post an Event on Click of Submit Button

Enable this setting to post an event on click of the submit button on the initial web form screen. For more information, see Using the Request Submission Event for Consumer Rights Requests.

Require CAPTCHA Validation

Enable this setting to require the Data Subject to complete a reCAPTCHA to validate the request submission.

Note

OneTrust currently uses 2.0 of Google reCAPTCHA.

CAPTCHA Service

Select the service you want to use to prevent the submission of automated (bot) requests.

Enable Attachment Upload

Turn on this toggle to allow the Data Subject to include an attachment as part of the initial web form request.

Note

The Require CAPTCHA Validation setting must be enabled to use this feature.

Require Attachment?

Enable this toggle to require data subjects to submit an attachment with the web form.

Attachment Collected for Identify Verification

Enable if the uploaded file will be used to verify the identity of the request submitter.

Allow Multiple Attachments to be Uploaded

Enable to allow up to 10 attachments to be added on web form submission.

Privacy Team Display Name

Enter the name of your privacy team to be displayed in the data subject portal.

Allow Attachment Upload

Enable this setting to allow data subjects to upload attachments through the data subject portal.

Enable Geolocation

Enable this setting to automatically populate the Country field based on the data subject's IP address.

 
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