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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configuring Personal Data Rights request type

Create a request type in the Personal Data Rights application to categorize and manage the personal data rights requests. After you create a request type, the personal data rights agents and the task owners can select the required request type on the request form while working on a personal data rights request.

Before you begin

Role required: sn_grc_pdr.pdr_admin

Procedure

  1. Navigate to All > Personal Data Rights > Request Configuration > Request type.

    The default personal data rights request record type opens.

  2. On the form, fill in the fields.

    For a description of the field values on the request type form, see Personal Data Rights request type form.

  3. Open the form context menu and select Save.

    The Subtypes related list appears.

  4. On the Subtypes related list, select New to define a request subtype.

  5. On the form, fill in the fields.

    FieldDescription
    LabelLabel to be displayed for the subtype. For example, Right to delete.
    NameName of the subtype. For example, right_to_delete.
    ParentParent request type. This field is automatically set to the Personal data rights request.
    ActiveOption to select the subtype as active or inactive.
    CategoryCategory of the subtype. This field is automatically set to Personal data rights request [sn_grc_pdr_request].
    DescriptionDescription of the purpose of the subtype. This description is for the administrator to understand the request subtype.
  6. Select Submit.

  7. To add Jurisdictions that are affected by the record type, select New and fill in the form as required.

  8. Personal Data Rights request type form
    Use the Request Type form in the Personal Data Rights application to categorize the personal data rights requests by their type.

Parent Topic:Configuring Personal Data Rights