Linking Requests

You can link associated requests to easily navigate and review request details and comments. This feature allows users to easily link a request and provide contextual comments about the relationship from the Context Menu of the Data Subject Request Details screen.

To link a request

  1. On the Privacy Rights Automation menu, select Requests. The Requests screen appears.

  2. Click a request. The Data Subject Request Details screen appears.
    Note:

    This will be considered the original request. All others linked to it will be considered target requests.

  3. Click the Context Menu icon , then select Link Requests. The Link Request modal appears.

  4. Enter one or more Request IDs, names, or emails related to a target request. The selection field will present the available request(s) along with the data subject name and their chosen request types.
    Tip:

    Search will populate results after 3 characters are entered.

  5. Leave a clarifying comment in the Comment field. This comment will be recorded in the Internal section of the Activity tab of each linked request.


  6. Click the Link button. The action and comment will appear in the Activity tab of both requests.


  7. The History tab will capture the newly added request ID values.


  8. The request ID(s) will be listed in the Linked Requests details on the Data Subject Request Details screen for each request. You can click on an ID to easily navigate to the given request's details screen.


To unlink a request

  1. On the Privacy Rights Automation menu, select Requests. The Requests screen appears.

  2. Click a request. The Data Subject Request Details screen appears.

  3. Click the Context Menu icon, then select Link Requests. The Link Request modal appears.

  4. The currently linked requests will appear below the Requests field. Click the 'X' icon to remove a linked request and provide a comment that describes the removal intention.
    Important:

    A comment is required when unlinking requests.



  5. Click the Link button. The Data Subject Request Details screen will remove the request IDs from the Linked Requests details.
  6. The Activity tab will log the removed link and the accompanying comment in the Internal comments.
    Note:

    The unlink icon will only be on the target request.



  7. The History tab will capture the change in request ID values.


To link potential duplicate requests

  1. On the Privacy Rights Automation menu, select Requests. The Requests screen appears.

  2. Click the name of a request that may have a duplicate. The Privacy Rights Automation Details screen appears.

  3. Click the View Duplicates button. The Review Duplicate Requests modal appears.


  4. Select the request that you want to link.
  5. Click the Link Requests button.