Adding Connections to Requests

You can leverage the Add Connection wizard to create system subtasks in workflows and simultaneously create a new active connection in the Integrations module in order to assist with Targeted Data Discovery for DSAR requests. This feature supports a few methods of connection creation:

To add a suggested connection during workflow setup

  1. On the Privacy Rights Automation menu, click Setup > Workflows.

    The Workflows screen appears.

  2. Click on a workflow.

    The Workflow Details screen appears.

  3. Navigate to your desired workflow stage.
    Note:

    Ensure that you are creating the new connection under the appropriate workflow stage to best align with your request fulfillment processes.

  4. Click the Add Connection button.

    The Add Connection pane appears.

  5. The pane will populate suggested systems for data retrieval based on your company profile and recent activity.
  6. Select a system to populate the DSAR: Wizard Data Discovery process.
    Note:

    The application will populate a max of 10 suggested systems.


    Suggested systems pane displaying available data retrieval connections based on company profile and recent activity.
  7. In the Name your new connection section, provide your new connection with a name and email for error alerts.

    Form fields in the Name your new connection section, including connection name and email address for error alerts.
  8. In the Give us a way to log in section, either select an existing credential or select Create New Credentials to configure credentials within the wizard.
    Note:

    For additional reference on creating credentials, please see Configuring Integration Credentials.


    Credential selection options in the Give us a way to log in section, including existing credentials and Create New Credentials for configuration within the wizard.
  9. Click the Test button to validate the credential authorization.
    Note:

    The connection test also helps populate field options from that given system instance in the mapping screen.

  10. Click the Next button.

    The Mapping screen appears.

  11. Enter a group name in the DSAR Group field. This will be the chosen group in the Result Summary where these fields will appear.
  12. Select from the available fields populated by the system and map them to the entered DSAR field. This will be the chosen data point in the Results Summary where the data will populated.

    Mapping screen showing available system fields being mapped to DSAR fields and grouped under a DSAR Group for display in the Results Summary.
  13. The Integration Summary screen will present an overview of your configuration so far.

    Integration Summary screen displaying an overview of the configured connection, including mapped fields, DSAR group details, and status information.
  14. Click the Add button to create the new connection. This action will produce two results:

    • A new connection will be added to the Integrations > Connections menu.

    • A new subtask will appear in the Subtask section under the given workflow stage.

  15. Hover over the subtask to open the Context Menu and select Edit. Update the name and description and enable required and run manually options, as necessary. You can also delete and check system logs from the menu.

    Context Menu options for a workflow subtask, including Edit, delete, required, run manually, and system log access.
  16. Once the system subtask is triggered by advancing to the respective workflow stage, the Results Summary will populate the discovered data based on your field mapping.

    Results Summary screen displaying discovered data populated from mapped fields in the workflow subtask.

To add an existing connection during workflow setup

You can select any integrations already activated in the Integrations module to add as a connection. Use the search function to locate the integrations by chosen name or system name.

  1. On the Privacy Rights Automation menu, click Setup > Workflows.

    The Workflows screen appears.

  2. Click on a workflow.

    The Workflow Details screen appears.

  3. Navigate to your desired workflow stage.
  4. Click the Add Connection button.

    The Add Connection pane appears.

  5. Select from the existing connections to create a new system subtask. Selecting multiple connections will create a system subtask and active integration for each system choice.

    Example of existing connections used to create a new system subtask
  6. Click the Next button.

    The Configure Subtask screen appears.

  7. You can edit the default name of the new subtask in the Subtask Name field. Newly added subtasks will be automatically created with _subtask appended to the existing connection name.
    Note:

    This configuration ability can be used to edit the subtask name to align with an existing integration that references a unique subtask name for its trigger. If you do not edit the default name to match, downstream connections may be broken or not be able to run as intended.


    Configuration options for editing the subtask name
  8. Provide a description, then mark the connection as required or if it should be ran manually. Both options will be unmarked by default.
  9. Click the Add button. The new connection will be added as a system subtask to the given workflow stage.

To add a configured connection via Gallery

You can easily access the full system gallery from the Add Connection pane by selecting a desired system and be navigated directly to the given system's Gallery Details screen in the Integrations module. This will allow you to create and configure your ideal workflow, activate it, and then select it as an available existing connection back in the Add Connection pane.

  1. On the Privacy Rights Automation menu, click Setup > Workflows.

    The Workflows screen appears.

  2. Click on a workflow.

    The Workflow Details screen appears.

  3. Navigate to your desired workflow stage.
  4. Click the Add Connection button.

    The Add Connection pane appears.

  5. Click the View More Systems button.

    View More Systems pane showing available systems with seeded integrations
  6. The pane will populate every system with seeded integrations supported by OneTrust. When you click a system tile, the application will direct you to the given system's Gallery Details screen to choose from the currently supported integration options. Use the search function to more easily locate a desired system.

    Gallery Details screen listing supported integration options
  7. Click one of the available integration methods in the system's Gallery Details screen to get started with the workflow configuration.

    Gallery Details screen with available integration methods for configuration
  8. Once you've successfully activated the integration, it will become an available existing connection in the Add Connection page for your selection. Follow the instructions in To add an existing connection during workflow setup to add the connection as part of your request fulfillment workflow.

To add existing connections in request details

You can also add existing connections as system subtasks within active requests for impromptu subtask management. This view of the Add Connection pane does not include options for suggested connections or adding via the Gallery.

  1. On the Privacy Rights Automation menu, click Requests.

    The Requests screen appears.

  2. Click on a request.

    The Data Subject Request Details screen appears.

  3. Go to the Subtasks tab.
  4. Click the Add Connection button.

    The Add Connection pane appears.

  5. Select an existing integration connection.

    Selecting an existing integration connection in the Add Connection pane
  6. Click the Next button.

    The Configure Subtask screen appears.

  7. Preview: You can edit the default name of the new subtask in the Subtask Name field. Newly added subtasks will be automatically created with _subtask appended to the existing connection name.
    Note:

    This configuration ability can be used to edit the subtask name to align with an existing integration that references a unique subtask name for its trigger. If you do not edit the default name to match, downstream connections may be broken or not be able to run as intended.


    Preview of subtask name configuration for an integration connection
  8. Provide a description, then mark the connection as required or if it should be ran manually. Both options will be unmarked by default.
  9. Click the Add button. The new connection will be added as a system subtask to the given workflow stage on the request and immediately begin processing.