Forms

  • Updated

The Forms page contains a list of all forms that have been created for receiving subject rights requests:

Forms List.png

Access to the Page

The following roles will be able to view this page and see the forms described under each role:

  • Admins -
    • Will be able to view all forms.
  • Subject Rights Managers -
    • Will be able to view all forms that either have no organizations assigned to it or is assigned to an organization that has also been assigned to the user.

Info on the Page

Fields

The following details will be shown for each form:

  • Name
    • This field wil display the name of the form.
  • Description
    • This field will display an internal description for the form.

Search

Users can click the Search icon at the top right of the forms list to open a search for forms:

Forms Search.png

Search checks for matching forms against Form Name.

How to User the Page

A Subject Rights Manager should create a form for receiving subject rights requests.

Forms can be created by clicking the Add Form button at the bottom right of the forms table. Clicking this button will open a New DSAR Form modal:

New DSAR Form.png

After entering a name for the form and (optionally) an internal description for the form and after (optionally) assigning organizations to be responsible for managing requests received from the form, users can click the Save button to create a new form.

After creating a new form, users will immediately be taken to the Forms Configuration page.

Additional Functionality

Copy DSAR Form Embed URL

The DSAR Form Embed URL can be directly copied to your clipboard by clicking the Copy DSAR Form Embed URL icon at the far right of a form listed on the Forms page:

Copy DSAR Form Embed URL.png

Copy DSAR Form Settings and Style

A DSAR form can be copied by clicking the Copy DSAR Form Settings and Style icon at the far right of a form listed on the Forms page:

Copy DSAR Form Settings and Style.png

Clicking this icon will bring up the Copy Form modal:

Copy Form.png

After entering a Name for the new form and an Internal Description, users can click the Save button to create a copy of the original form.

Delete Form

A DSAR form can be deleted by clicking the Delete Form icon at the far right of a form listed on the Forms page:

Delete Form.png

Clicking this icon will open a Confirm Delete modal prompting the user to confirm the deletion of the form:

Confirm Delete Modal.png

Selecting Yes will delete the form.