The second step to building a Consent Form is to construct the form elements in the Form Builder tab. In this tab, form fields can be created to collect the required consent data. You can drag and drop the form fields to the middle of the page and edit the contents of each field.
Select additional fields from any of the following columns and drag and drop them to the field area. Each field can also be rearranged as desired. Hovering your mouse to a selected field displays the Clone and Delete icons. The Clone icon allows you to create a copy of the selected form field and its attributes such as the Details, Styling, Validation, and Settings. The Delete icon enables you to delete a selected field respectively.
Single Line – This is a simple text input field.
Paragraph – This is a text box to enter multiple lines of text.
Phone – This is a text box to gather phone numbers.
Email – This is a text box to enter an email address.
Date – This is a text box to enter an email address.
File Upload – Will be available in future releases.
File Upload – This form field allows users to upload files.
Only .txt, .csv, .doc, .docx, .pdf, .png, .jpg, .jpeg, .msg are supported file formats and must not exceed 20 MB. The system displays an error message if the file type or size of the attachment is incorrect.
Dropdown – This is a drop-down menu that can be customized with menu items.
Checkbox – This is a small interactive box that can be toggled by the Data Subject to either select or deselect.
Country – This field indicates the country or the state Data Subject is a resident of.
Image – Will be available in future releases.
Radio Buttons – Will be available in future releases.
Group Buttons – Will be available in future releases.
Group Checkboxes – This field allows checkboxes to be grouped together under the main checkbox. The behavior of the main checkbox governs the behavior of checkboxes under it and vice versa. The parent group checkbox is ignored when the children are also set to ignored. There are two behaviors currently supported: Select/unselect all and Unsubscribe all. The Select/unselect all option allows children checkboxes to follow the same status as the parent. The Unsubscribe all option allows children checkboxes to have the opposite status as the parent.
Toggle Switch – This form field allows the users to select On/Off in the consent form. When submitted, the application will record in the consent details if "On is Opt-in" or "On is Opt-out" and this is based on the form field display settings.
Group Toggle Switch - This form field allows the users to add multiple toggle switches under a parent toggle switch to gather consents for multiple purposes related to data processing. The behavior of the main toggle switch governs the behavior of the toggle switches under it and vice versa. The parent group toggle switch is ignored when the children are also set to ignored. There are two behaviors currently supported: Active & Inactive All and Unsubscribe All. The Active & Inactive All option allows children toggle switches to follow the same status as the parent. The Unsubscribe all option allows children toggle switches to have the opposite status as the parent.
Static Text – This is a static text and cannot take any input. It can be used to display static text in the form.
Page Break – This form field can be used to separate long forms into multiple pages. Users can add one or more page breaks as necessary, and then navigate between pages using Next and Back buttons. Note that the Next button is disabled if the user does not fill the required fields on the current page. The Reset button is only visible on the first page and resets all values in the form, including those on other pages. In addition, the Submit button is only visible on the last page.
Table – Will be available in future releases.
When creating a form, you can set the Jurisdiction form field either as a required or non-required field. This field indicates where the consent was submitted. Consent Validity may depend on the Jurisdiction field. If the Jurisdiction field is not required in a certain use case, then customers can add a default value to this field and this default value will be used whenever jurisdiction is not specified.
When you select the Auto-fill based on Geolocation checkbox, CPM detects the user's IP address and automatically fills the Jurisdiction field in the consent form. The user's geolocation should be listed in the Options tab. Otherwise, the system will not be able to auto-fill the Jurisdiction field. If the jurisdiction has a default value in the URL parameter, even though the user selected their geolocation in the Options tab, CPM uses the value in the URL parameter.
Users can also record their IP address in the consent by selecting the Record IP Address checkbox.
Display Rules - These enable you to customize your form's behaviors based on the conditions you set in the form fields. You can display form fields based on previous fields' values (dynamic display), and display a set of values in a dropdown based on previous fields' values (dynamic options).
A Display Rule icon is available on the following form fields:
You can set the display rule conditions on these form fields, regardless if it is an identifier or not. Note that this feature does not include Group Toggle Switch and Group Checkboxes.
When you click on the Display Rule icon, a dialog box opens, where you can set up to eight criteria or conditions.
You can submit the form with display rules as long as no required fields are left blank. In addition, you can still add the form field associated in the display rule on the URL parameter. However, the option to show it or not will still be based on the display rule. Its value can be set, then saved.
When users add a Group Toggle Switch or Group Checkboxes in Display Rules, they can add child elements under the parent toggle switch or parent checkbox. Users can drag and drop child elements to the added Group Toggle Switch or Group Checkboxes.
Option Rules - These customize the Data Subject experience when using the consent form. You can either display or not display form fields based on previous fields' values (Dynamic Display), and displaying a set of values in a dropdown based on previous fields' values (Dynamic Option Rule) where required. The Option Rules feature is available on the Dropdown and Country/Jurisdiction form fields.
Next is to establish the language to set on the Consent Form. Proceed to the Control Tab to configure this.