Important notice
The Classic Experience will be sunset on
Aug. 1.
If you have questions, contact your Customer Success and Implementation Manager,
Account Manager, or
support@trustarc.com.
Record templates let you define the structure of business process records in Data Mapping & Risk Manager, including custom page layouts, question fields, and associated tags.
Creating a Record Template
1
From the left side of the page, hover the mouse over the
Data Mapping & Risk Manager icon, and then navigate
to Settings (1)
> Record Templates (2).
2
In the top-left corner, click
Add New.
3
Complete the following fields, and then click
Next (6).
›Enter
a unique template name and description (3).
›Set
the Template Type to
Type 1 (4).
›Select
the entities that should have access to the template
(5).
4
Under Setup, enter a unique custom page
name.
📋 Note: The name entered in the Custom Page Name field becomes the title of the custom page on any business process record that uses this template.
5
Drag and drop question field types from the
Choose Field Types column onto the main
screen.
6
For each field, complete the following, and then click
Save.
›Add
a custom label or question (7).
›Enter
a description (8).
›If
required, add answer choices or options (9).
Use the drag-and-drop icon (10) on any question field to reposition it on the page.
7
Enable the business process custom page by clicking the
Enable Custom Questions Page
toggle (11), and then click
Next. If this toggle
is off, the page will not display within any business process
records.
8
Click the Tags tab
and select the tags to associate with the business process
record template.
9
Click Finish.
After Creating the Template
When creating a business process record, you can select the template you just created.
To edit, clone, or delete a template, click the Edit, Clone, or Delete icon in the Action column of the Record Templates page.
When you open a template, click Show all linked business processes or forms to see all business process records and forms associated with it.