Forms

This section contains all forms available for use externally by your website, along with options to create new or modify existing forms.

Default Forms

The forms included are:

  • Start RTA: to capture Right to Access requests
  • Start RTBF: to capture Right to be Forgotten requests
  • Start RTP: to capture Right to Portability requests
  • Start RTU: to capture Right to Update requests
  • CRM Record Form: to capture consent from a Digital Citizen. The default processing purpose for this form is CRM Record with consent or CRM Record without consent depending on the consent code value. It also sets the Consent Type as Processing Data and the Business Unit as Marketing.
  • Start Change Consent Request: to change the consent status of any citizen.   The form list displays the form Type and Title. It also shows a link to open the form. The Submit Action column indicates if the action will be POST /rightrequests or POST /citizens/consent. The gear button allows you to customize the form by changing the field name, adding a new or removing a field. The embed button copies the Html code for an iframe to embed the form on your website.

Change Consent Settings

This is a special form. The purpose of it is to allow any citizen to change their consent status. For example, Jane Doe gave us consent to email her, but now she doesn’t want to receive any more email from us; she can navigate to the form and submit it. The system sends an email to Jane and she can confirm that she requested the change. After this confirmation is completed, a new email with a link to the consent changing form, will be sent to her. The last step is to click on the link and update the consent.

Change Consent Form

Adding new form

The first step when adding a new form is to decide its purpose. Forms either capture consent or accept a rights processing request. Once you specify the type, you can add a title to display in the form list and Sub Header and description of form. Next, enter the Submit action, either POST /rightrequests or POST /citizens/consent. Finally, enter a Form Type, which is an identifier for you to use.

Add New Form

After entering the appropriate values in the fields, you can start adding (1) fields to the form. You can also modify (2) the existing fields or remove (3) them from the form.

Form Fields

When you add a new field, a new dialog will open and allow you to select and enter the appropriate values:

Adding a new form field

The form fields type you can add are:

  • Text Input: normal text field
  • Dropdown list: a list of values that presented as a picklist or dropdown in the form
  • Radio button: a select field where you can only choose one option
  • Long text: a big text area in the form
  • Geo Select: a list of country and if applicable, state that presented as a picklist or dropdown in the form
  • Value (hidden): a static hidden value in the form that won’t change
  • Hidden Dependency Select: this is a decision made during the form submission. You can create a field that will take one value or another based on a different field’s value. It is useful to set the processing purpose based on the consent code value a Digital Citizen selected.

After saving your form, it’s displayed in the form list and is available for use.

Point your subdomain to the 4Comply forms

4Comply includes a library of ready-to-go forms that make it easier for you to capture consent and rights requests. 4Comply hosts the forms under the subdomain forms.4comply.io. Optionally, you can point your subdomain to the forms by including a CNAME record into your DNS records.  The process is as follows:

  • Step 1: Sign in to your domain host. Open a browser tab or window and sign in to your host’s website.
  • Step 2: Add the CNAME record to your domain’s DNS records
                                                                                           
Record TypeHostValueTTL
CNAME{subdomain}.{your domain}forms.4comply.io1 hour

While most updates complete within a couple of hours, some DNS record changes may take 24-48 hours to take effect.