DSAR Forms - Processing

The Processing section of the form allows you to add the integrations and manual tasks that will generate the action items for any request to the form.

Adding Manual Tasks

To create a manual task on the Processing section of your form:

1. Click + Add Manual Task

2. Give the task a name.

3. Select assignees

   1. Or you can bulk assign once all your tasks are created.

Optional Task Settings

• Associate a Data Store

  • Automatically creates a manual data store visible on the Data Stores section of Data Mapping

• Vendor email

  • Emails a third party associated with the task to notify them to carry out the action requested by the requester, i.e., if a delete action item is generated and includes this task, an email will be sent alerting the vendor to delete the requester's data as well.

Adding Automation to a Form

To add an integration to a Form:

1. Click + Add Integration.

2. Select the Integration that will power this automation

3. Select if either automated summarization or automated delete are desired

4. Select assignees

   1. Or you can bulk assign once all your tasks are created.

Setting a Priority

You can control the sequence in which your integrations and manual tasks run by setting a priority.

• Choose one integration or manual task as the priority system.

  • The priority system generates the first action item and is searched first when a request is processed.

• If results are found in the primary system, your configured automation (e.g., delete, summarize) runs there first. In the case of manual tasks, the assignee is notified before other action items are generated and their subsequent generation depends on whether the assignee records that results were found or not.

  • After the action in the primary system is completed, all other integrations run simultaneously.

  • The activity log shows details about search results and how the request was routed.

• If no results are found in the primary system, no action items are generated, and the request moves directly to review.