Adding Routing Rules to Third-Party Due Diligence Workflows

Configure Routing Rules for third-party Workflows so that when third-parties are created they are automatically assigned a workflow based on the conditions configured on the routing rule. This feature works with the following third-party creation methods:

  • Assessments

  • Bulk Imports

  • Manual creation via the OneTrust application's user interface

  • Creation via API/Integration

To add routing rules to a workflow

  1. On the Third-Party Due Diligence menu, select Workflows.
    The Workflows screen appears.
  2. Click the View button on the workflow tile you would like to configure.
    The Workflows screen appears.
  3. Click the Routing Rules tab.
  4. Click the Add Rule button.
  5. Configure the rule.
    For more information, see the Configuring Routing Rules screen reference.
  6. Click the Save button.

Configuring Routing Rules



Note:

Any Workflow Routing Rule that contains invalid data will be highlighted on screen. Invalid includes a deleted organization, deactivated attribute option, or an archived workflow. Rules containing invalid data will not be evaluated during rule execution.

Field
Description
Rule Name

Enter a name for the rule.

Conditions

Select Any or All.

Note:

This field only appears if multiple conditions are added.

If you select any, the rule will be triggered if any of the criteria are met.

If you select all, the rule will only be triggered if all of the criteria are met.

Condition Block

Trigger: Select the Organization or attribute Type that triggers the rule.

Note:

The Type attribute captures the product or service that the vendor provides. This is different from the Third-Party Type and Entity Type TPDD attributes.

The Type attribute is set to Unknown if not configured when creating a new third-party record. If you would like to change the Type attribute, you can edit the field on the Third-Parties Details screen.

Operator: Select the relationship that must be met between the field and value.

Value: Select which field value triggers the rule.

Note:

You can click the green Plus button to add an Or condition or click the Add Condition Block button to add an additional condition block.

Actions

Select the Workflow that will be assigned when the conditions are met.