Customizing a Web Form

Set the default language for the web form.

Use the Drag and Drop icon to arrange the order of the form fields on the web form template.

Click the Edit icon to revise a form field.

Click the Hide icon  to remove a form field from the web form template, but not delete it. 

Click the Show icon  to add a hidden response option to the web form template.

Click the Add New button to add a new form field.

User Input

Allows the user to enter custom values including free text, email, and phone numbers.

Selection

Allows the user to select from a defined set of options.

Number

Allows the user to enter numerical values into the field. This input type requires a custom validation.

Email

Allows the user to enter an email address.

Date Picker

Allows the user to select a date from a date picker.

Content Block

Allows the user to add rich content to the web form, such as statement text, supporting description text, or embedded videos.

Hide from Web

Enable Hide from Web Form to omit the field from the web form. You will need to assign a default value that will be automatically populated for the form for specific user types.

This setting is only applicable to the following fields:

Label

Edit the label for a form field.

Description

Enter a brief description of the field which will appear as a tooltip when a data subject hovers over the field label on the web form.

Internal

Enable this setting to only show data entered in the field within the admin console. It will not be shown to the data subject in the Data Subject Portal and will not appear in notification emails sent to the data subject.

Required

Enable this setting to require a form field entry before the web form can be submitted.

Mask Entry In Email

If you enable this setting, data entered in this field will appear in the admin console and data subject portal normally. In notification emails, the data will be obscured and not readable.

Mask Entry in Web Form

If you enable this setting, data entered in the field will be masked in the web form, the Data Subject Request Details screen, and the Data Subject Portal to prevent unnecessary access to sensitive data. Access permissions are assigned by user roles.

Data Collected for Identity Verification

Enable this setting to allow the field to collect information that will be used to verify the identity of the individual submitting the request.

Display Type

Select how options will be displayed to the user, either as a list selection or as buttons.

Enable Multi-Select

Enable Enable Multi-Select to allow the data subject to select multiple field responses when the field has been configured with multiple selection options.

Options

Add and delete the available options for the field response. Use the Drag and Drop icon to arrange the order of the options.

Custom Validation

Enter the regular expression (regex) that will be used to validate the input for the field.

Preview Text

Enter the text that will appear in the field as a prompt for the data subject.

Validation Error Message

Enter the message that will be displayed if the data entered in the field cannot be validated.

Email

The seeded email address field can be enabled with the Enable Confirm Email setting to ask data subjects to re-enter their email to validate their input.

Welcome Text

Enter a greeting that informs data subjects on the purpose and how to complete the web form.

Footer Text

Enter contact information for your organization.

Submit Button Text

Customize the text of the submit button.

Thank You Page

Enter the text that will appear on the screen when the data subject submits the form. This should provide next step instructions for data subjects when they submit the web form.

Verification Step Page Text

Enter the text that will appear on the screen if you have email verification enabled for the web form.

This option will only appear if you enabled email verification for data subjects. For more information, see Enabling Web Form Verification Settings

Email Confirmation Page Text

Enter the text that will appear on the screen when the data subject is confirming their email. This page should provide context for the confirmation of their email or if their request has expired due to lack of confirmation.

Phone/Third-Party Verification Text

Enter the text that will appear on the Success and Failure screens presented to data subjects using web forms enabled with a verification method. For more information, see Customizing Text on Verification Screens.

Web Form Favicon

Click the Upload button to select an image or logo for your organization's web form. The favicon will appear in the browser tab.

Header Logo

Click the Upload button to select the logo you want to use in the header of the web form. 

Click the Deleted icon  to delete an uploaded header image.

Header Logo Alt Text

Enter alternate text for the Header Logo for accessibility.

Header Height

Enter the desired height of the header, in pixels.

Header Color

Use the color selector or enter the hexadecimal code (format #XXXXXX) for the color you want the header to be.

Welcome Text Color

Use the color selector or enter the hexadecimal code (format #XXXXXX) for the color you want the welcome text to be. 

Welcome Text Size

Enter the size you want the welcome text to be, in pixels.

Active Button Color

Use the color selector or enter the hexadecimal code (format #XXXXXX) for the color you want responses to be when they are selected.

Active Button Text Color

Use the color selector or enter the hexadecimal code (format #XXXXXX) for the color you want the text to be on responses when they are selected.

Attachment Description Text Color

Use the color selector or enter the hexadecimal code (format #XXXXXX) for the color you want the text describing attachments to be.

Attachment Description Text Size

Enter the size you want the attachment description text to be, in pixels.

Attachment Button Text Color

Use the color selector or enter the hexadecimal code (format #XXXXXX) for the color you want the text to be on the Upload Attachment button.

Attachment Button Text Size

Enter the size you want the attachment button text to be, in pixels.

Footer Text Color

Use the color selector or enter the hexadecimal code (format #XXXXXX) for the color you want the footer text to be.

Footer Text Size

Enter the size you want the footer text to be, in pixels.

Require Attachment?

Enable to require the data subject to upload an attachment before the request can be submitted.

Description

Enter a brief description of what the data subject should attach.

Button Text

Enter the text you want to appear on the Select A File button.

File Size Limit Text

Enter the message you want to appear when a data subject attempts to upload a file that is too large.

Settings

General

Web Form Name

100

Settings

Data Subject Portal

Privacy Team Display Name

30

Web Form

Form Fields

Label

None

Web Form

Form Fields

Description

None

Web Form

Form Fields

Option Label

150

Web Form

Form Fields

Option Description

500

Web Form

Form Fields

Custom Validation

None

Web Form

Form Fields

Preview Text

50

Web Form

Form Fields

Validation Error Message

100

Web Form

Form Fields

Content Block (Field Type) - Display Content

None

Web Form

Form Text

Welcome Text

None

Web Form

Form Text

Footer Text

None

Web Form

Form Text

Submit Button Text

25

Web Form

Form Text

Thank You Page

None

Web Form

Attachment

Description

300

Web Form

Attachment

Button Text

150

Web Form

Attachment

File Size Limit Text

150

Web Form

Visibility Rules

Rule Name

100

Rules

Add Rules

Rule Name

None