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There are several properties to be set for a form that is being created specifically for a process. Find the detailed procedures required to define these settings below.


Configuring forms

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01. After clicking Create form from the process settings, click Form settings in the displayed window.

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Painel

Available options are:

Logged-in user enrollmentSpecific Value
When it is selected,
the authenticated user’s enrollment a predefined value is assigned to the field in question.
Current date
When it is selected, the current date is The empty blank field, shown to the side, is a specific value assigned to the field in questionat hand. This field is only displayed when the selected value assignment option is Custom value.

Request number
When it is selected, the request number is assigned to the field in question.
Custom value

Logged in user
When it is selected,
a predefined value the authenticated user’s enrollment is assigned to the field in question.Value


Specific value to be Current date
When it is selected, the current date is assigned to the field in question.
This field is only displayed when the selected value assignment option is Custom value

Empty
Determines whether the field will remain the same or other than empty.

E-mail
Allows checking if the entered email is a valid email address.

CPF (Individual Taxpayer Registration Number)
Allows checking if the entered CPF is a valid CPF number.

CNPJ (Corporate Taxpayer Registration Number)
Allows checking if the entered CNPJ is a valid CNPJ number.

IP
Allows checking if the IP mask is valid.

14. Click Save in the Rules settings window.

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18. After defining how to order the fields, click Save.

19. The Privacy item can be configured in all fields, except for the Evaluation field, indicating whether the field contains personal or sensitive data, in order to ensure the confidentiality of information and prevent unauthorized access to the data, either accidentally or unlawfully. To do so, click Add personal data.

20. On the Add personal data screen, fill out the fields and configure as needed.

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Type: allows selecting a data type classified as sensitive or hidden. Available types: Name, Email, CPF, RG, Driver’s license, Employment record card, Voter ID, Passport or others, depending on the type of component to which privacy is being configured.

Is this data sensitive? Enable this option to classify the data as sensitive.

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Indicates that the data is classified as sensitive and will be informed in the user data report (Data Export).
Sensitive data is data on racial or ethical origin, religious beliefs, political opinions, affiliation to a union or organization of a religious, philosophical or political nature, data regarding health or sex life, and genetic or biometric data, when linked to an individual.

Is it possible to anonymize this data? Enable this option to hide the data.

Painel

Enabling this option indicates that the data may be concealed from the database, if the data owner requests anonymization, but the fields continue appearing normally in the form.


Classification and justification

Classification: Classification allows selecting which reason generated the need to configure data privacy.
Available classifications: Contract execution, Legal obligation, Consent, Execution of public policies, Study by research entity, Regular exercise of law, Life preservation, Health guardianship, Rightful interest, and Credit protection.

Excuse: Allows writing a justification for data request and the intended use purpose.

21. Click Save to include field privacy.

22. Once you have configured the form settings are configured, click click View form if you want to view it before posting it.

2023. After closing viewing of the form, click click Save to save all the information defined for it.




Informações
titlePlease note

This documentation is valid as of the Lake (1.57.11 0) update. Previous updates may contain different information than what you see on your platform.