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Speaking of configuring forms ...
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.
Basic path
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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Available options are: Logged-in user enrollmentSpecific Value Request number Logged in user
Empty E-mail CPF (Individual Taxpayer Registration Number) CNPJ (Corporate Taxpayer Registration Number) IP |
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.
Is it possible to anonymize this data? Enable this option to hide the data.
Classification: Classification allows selecting which reason generated the need to configure data privacy. 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.
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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. |
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