Admins can set up rules to auto-close requests upon submission from data subjects. Admins can also set up a customized email to be sent to Data Subjects upon auto-closing of the request. To create an auto-close rule, follow these steps:
- From the IRM navigation panel, select Admin > Rules.
- In the Rules page, select Add new to begin creating a new rule.
- In the Basic Details column, enter the name of the rule. For this example, you can name the rule Auto Close.
- In the Conditions column, select the Request Type, Data Subject Type, Resident Of, and Intake Form in the fields provided.
You can also add a Custom Form Fields once you select a specific Intake Form. Note that the only fields that can be added are Select/Checkbox Type fields.
- In the Action column, select the Auto-Close action from the drop-down menu. The Event column is automatically set to After Submission.
- To send any specific emails to the Data Subjects upon applying the rule, enable the Use specific email templates checkbox. To show any specific landing page to the Data Subjects upon applying the rule, enable the Use specific landing pages checkbox. If these are enabled, the default email template and landing page must be specified. Email Templates and Landing pages can further be specified per language as well.
- Once all data are filled in, click the Add button to create the rule. The created rule is automatically listed on the Rules page.