Configuring a Workflow for Targeted Data Discovery

You can configure your data subject requests and consumer rights requests to integrate with other applications through Targeted Data Discovery (TDD). This is accomplished by adding a TDD subtask to your request workflow which utilizes an integration workflow. The subtask will initiate the workflow that will fetch data from the connected system and return it to the request.

To add a system subtask for TDD

  1. On the Privacy Rights Automation menu, select Workflows.

    The Workflows screen appears.

  2. Click on the name of the draft workflow you want to configure.

    The Workflow Details screen appears.

  3. Go to the workflow stage to which you want to add the TDD subtask.
  4. Click the System Subtask button.

    The Add System Subtask modal appears.

  5. Complete the fields. For more information, see Add System Subtask Modal Reference.
  6. Click the Save button.
  7. Click the Activate button to activate the workflow.

Add System Subtask Modal Reference



Field
Description
Task Name

Enter the name of the subtask.

System

Select the system for which you want to set up a TDD subtask.

System Integration Workflow

Select the workflow you want to initiate from the subtask.

Task Description

Enter a brief description of the subtask.

Run Manually

Select this check box to run the subtask manually.

If this check box is not selected, the subtask will run automatically when the request reaches the workflow stage.

Required

Select this check box to make the subtask required in order to move the request to the next workflow stage.