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Managing Custom Attributes for Consent

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Managing Custom Attributes for Consent
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You can add, edit, and deactivate attributes as needed to capture additional details within consent records using the new Attribute Manager screen. OneTrust pre-populates consent attributes with system default attributes that are commonly associated with consent records.

Note

For more information on adding values for collection point attributes, see Creating External Web Form Collection Points. For more information on adding values for purpose attributes, see Setting Up Purposes of Processing.

To add a custom attribute

  1. On the Universal Consent & Preference Management menu, select Setup > Attribute manager. The Attribute manager screen appears.

    Attribute_Manager_screen.png

  2. Click the View button for the attribute type that you want to configure.

  3. Click the Add attribute button. The Add attribute modal appears.

  4. Complete the fields. For more information, see Add Attribute Modal Reference.

 

Add Attribute Modal Reference

Add_Attribute_modal.png

Field

Description

Name

Enter a name for the attribute.

Description

Enter a brief description of the attribute.

Collection point type

(Available for collection point attributes only)

Select the types of collection points to which the attribute can apply.

Note

This field only appears when adding custom attributes for collection points.

Response type

Select the format in which responses will be provided.

The following response types are available:

  • Text - This type allows users to enter text as the attribute value.

  • Single select - This type allows users to select one option as the attribute value.

  • Multi select - This type allows users to select multiple options as the attribute values.

  • Date - This type allows users to select a date as the attribute value.

  • Date and time - This type allows users to select a date and time as the attribute value.

Required

Select this check box to require a response for the attribute. Leave the check box blank if a response is not required.

Add to receipts

Select this check box to include the attribute within consent receipts. Leave the check box blank to exclude the attribute from consent receipts.

Note

Custom collection point attributes will be written to receipts, while custom purpose attributes will be written to receipts, transactions, and data subject profiles.

Add new option

(Available for Single select and Multi select attributes only)

Enter the options that can be selected as an attribute value.

Click the Add button to add an option.

Click the Remove icon to remove an option.

Note

If you do not click the Add button, the attribute option will not be added to the attribute.

 

To edit a custom attribute

  1. On the Universal Consent & Preference Management menu, select Setup > Attribute manager. The Attribute manager screen appears.

  2. Click the View button corresponding to type of custom attribute that you want to edit.

  3. Hover over the row of the custom attribute you want to edit, and click the Context Menu icon context_menu_icon_v2.png that appears.

  4. On the Context menu, select Edit. The Edit attribute modal appears.

    Note

    You can also edit the attribute by clicking the Edit icon on the Details tab on the Attribute details screen. In addition, the Collection point type field only appears for custom collection point attributes.

    Consent_EditAttributeModal.jpg

  5. Modify the fields, as needed.

  6. Click the Save button.

 

To add options to a custom attribute

  1. On the Universal Consent & Preference Management menu, select Setup > Attribute manager. The Attribute manager screen appears.

  2. Click the View button corresponding to type of custom attribute that you want to edit.

  3. Hover over the row of the custom attribute you want to add options for, and click the Context Menu icon context_menu_icon_v2.png that appears.

  4. On the Context menu, select Add Options. The Add options modal appears.

    Consetn_AddOptionsModal.jpg

  5. Enter additional options that can be selected as an attribute value.

    • Click the Add button to add an option.

    • Click the Remove icon to remove an option.

  6. Click the Save button.

 

To reorder attribute options

Note

Reordering is supported for system and custom attribute options with the following response types:

  • Single select

  • Multi select

  1. On the Universal Consent & Preference Management menu, select Setup > Attribute manager. The Attribute manager screen appears.

  2. Click the View button corresponding to type of custom attribute that you want to edit.

  3. Click the link in the Key column for the attribute you want to edit. The Attribute details screen appears.

  4. Navigate to the Options tab.

  5. Click the Reorder options button. The Reorder options screen appears.

    Reorder_options_modal.jpg

  6. Enable the Customize option order setting.

  7. Reorder the attribute options as needed by clicking and dragging the option to the desired order.

  8. Click the Save button.

 

To activate and deactivate attribute options

  1. On the Universal Consent & Preference Management menu, select Setup > Attribute manager. The Attribute manager screen appears.

  2. Click the View button corresponding to type of custom attribute that you want to edit.

  3. Click the link in the Key column for the attribute you want to edit. The Attribute details screen appears.

  4. Navigate to the Options tab.

  5. Hover over the row of the attribute option you want to activate or deactivate, and click the Context Menu icon context_menu_icon_v2.png that appears.

  6. On the Context menu, select Activate or Deactivate.

 

To translate attribute options

  1. On the Universal Consent & Preference Management menu, select Setup > Attribute manager. The Attribute manager screen appears.

  2. Click the View button corresponding to type of custom attribute that you want to edit.

  3. Click the link in the Key column for the attribute you want to edit. The Attribute details screen appears.

  4. Navigate to the Options tab.

  5. Hover over the row of the attribute option you want to translate, and click the Context Menu icon context_menu_icon_v2.png that appears.

  6. On the Context menu, select Translate option. The Update term modal appears.

    Update_term_modal.jpg

  7. Enter the translation for the attribute in your users' local languages.

  8. Click the Save button.

 

To deactivate a custom attribute

  1. On the Universal Consent & Preference Management menu, select Setup > Attribute manager. The Attribute manager screen appears.

  2. Click the View button corresponding to type of custom attribute that you want to deactivate.

  3. Hover over the row of the custom attribute you want to deactivate, and click the Context Menu icon context_menu_icon_v2.png that appears.

  4. On the Context menu, select Deactivate. The Deactivate attribute modal appears.

    Consent_DeactivateAttributeModal.jpg

  5. Click the Deactivate button.

 

To reactivate a custom attribute

  1. On the Universal Consent & Preference Management menu, select Setup > Attribute manager. The Attribute manager screen appears.

  2. Click the View button corresponding to type of custom attribute that you want to reactivate.

  3. Hover over the row of the deactivated custom attribute that you want to reactivate, and click the Context Menu icon that appears.

  4. On the Context menu, select Activate. The Reactivate attribute modal appears.

    Consent_ReactivateAttribute.jpg

  5. Click the Reactivate button.

 
 
 
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