Adding Inventory Record Links

You can use inventory questions in assessment templates to automatically link inventory records together based on the responses to questions in an assessment. 

Using inventory record links, the inventory record selected as the response to one question will automatically be linked to the inventory record selected as the response for another question. The selected inventory records will appear on the Related tab of the Inventory details screen for each inventory record linked through the assessment.

To add an inventory record link (legacy method)

  1. Open the Template details screen for a template that has an Inventory-type question. 
    Note:

    If the template you want to use doesn't have Inventory questions, you can add them. For more information, see Adding, Editing, Reordering, and Deleting Questions.

  2. Use the Arrow icon to expand a section. 
  3. Hover over the inventory question you want to use to initiate the link. The Link icon appears.

  4. Click the Link icon. The Configure relationships modal appears.


  5. Select the inventory question to which you want link.
    Note:

    This information can be used to populate additional information in Data Mapping Automation functions such as the Cross-border transfer map, Data lineage diagrams, and reports.

  6. Click the Save button.

To add inventory record links using relationship questions

Relationship questions, in combination with attribute questions, create and update information about relationships between your inventories such as data transfers or controller/processor relationships. In an assessment, the respondent will select two inventories to relate.

Note:

Relationship questions are currently under preview. If your organization would like to enable access to the preview feature, please contact OneTrust Support to submit the request.

  1. Open the Template details screen.
    Note:

    If the template you want to use doesn't have Inventory questions, you can add them. For more information, see Adding, Editing, Reordering, and Deleting Questions.

  2. Click the Relationship question icon to add a relationship-type question. The Question Builder modal appears.

  3. Configure the fields. For more information, see Relationship Question Modal Reference.
  4. Click the Save button. The relationship question will appear to respondents once the assessment is launched and sent.


    The relationship will be added to the designated inventory record(s) in the Related tab of the Inventory details screen upon submission of the assessment.

Relationship Question Modal Reference



Field

Descriptions

Question Type

Select the question type in this field.

Relationship Type

Select the relationship type.

Note:

This will determine the response options for the assessment respondent.

Primary Record

Enable this setting to have this question automatically populated with a response based on how the assessment is created.

Link Selection to Assessment

Enable this setting to automatically link the assessment to the inventory record selected in response to the question.

Answer Required

Enable this setting to make this question required.

Attachment Required

Enable this setting to make the attachment required.

Question Hint

Enable this setting to show a tooltip with a hint next to the question.

Allow Multi-Selections

Enable this setting to allow Multi-Selections on the Assess Control question.

Add Supporting Attachments

Click the Select File button to upload attachments.