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.
There are two types of simple business process record template you can create:
Type 2: Moderate
— Lets you add data elements and processing purposes at the
business process record level. System-level configuration
and data flow setup between entities are not available. Supports
Article 30 and Business Process summary reports.
Type 3: Easy — Lets
you add data elements and processing purposes at the business
process record level, but excludes the system and data flow
setup pages. Supports Article 30 and Business Process summary
reports.
Creating a Simple 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-right corner of the page, click
Add New.
3
Complete the following fields, and then click
Next.
›Enter
a unique template name and description (3).
›Set
the Template Type to
Type 2: Moderate
or Type 3: Easy (4).
›Select
the entities that should have access to the template
(6).
📋 Note: The Activate the template switch (5) is enabled by default. Click it to disable the template if needed.
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) to move any question field to a different position 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 in any business process
record.
📋 Note: Click Show all linked business processes or forms (12) to see the list of linked business process records and forms for this template.
8
On the Tags tab,
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 Actions column on the Business Process Templates page.