Adding Workflow Rules to Third-Party Due Diligence Workflows

Workflow rules allow you to automatically advance the stages in your Third-Party Due Diligence workflows based on event triggers and conditions. OneTrust supports the creation and management of these workflow rules to provide more control and flexibility to the workflows that you have created in the tool.

To add an event trigger

  1. On the Third-Party Due Diligence menu, select Setup > 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 on the name of the workflow in which you would like to add workflow rules.
    The Workflow Details screen appears.
  4. Go to the Workflow Rules tab.
  5. Click the Add button under Event Triggers.
    The Add Trigger modal appears.

  6. Enter a Trigger Name.
  7. Enter the Trigger Type.
  8. Click the Save button.

To add a rule to an event trigger

  1. On the Workflow Rules tab, click the Add Rule button.
    The rule customizer appears.
  2. Complete the fields. See Workflow Rule Screen Reference.
  3. Click the Save button.

Workflow Rule Screen Reference



Field
Description
Rule Name

Enter a name for the rule.

Condition Block

Trigger: Select which vendor field triggers the rule.

Attribute: Select the attribute type that will trigger the rule's action.

Note:

The attribute field is only available when the Attribute trigger type is selected.

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

Value: Select which field value triggers the rule.

Actions

The Advance to Stage option is automatically selected.

Stage

Select the stage in which you would like the workflow to advance.

Run stage rule upon advance

Check this box if you would like to run the stage rules upon advancing to the next stage.

To copy an event trigger

  1. On the Workflow Rules tab, click the Context Menu icon next to the event trigger you would like to copy.
  2. On the Context menu, select Copy.
    The Copy Trigger modal appears.

  3. Configure the fields as needed.
  4. Click the Save button.

To edit an event trigger

  1. On the Workflow Rules tab, click the Context Menu icon next to the event trigger you would like to edit.
  2. On the Context menu, select Edit.
    The Edit Trigger modal appears.
  3. Configure the fields as needed.
  4. Click the Save button.

To delete an event trigger

  1. On the Workflow Rules tab, click the Context Menu icon next to the event trigger you would like to delete.
  2. On the Context menu, select Delete.
    The Delete modal appears.

  3. Click the Confirm button.