Step 3 of 10

DSAR Form Builder

Create customizable request intake forms to collect information efficiently.

Creating Your Request Form

Build a form that collects the information you need to process requests efficiently.

DSAR Dashboard - Forms list showing active forms with submissions count and actions

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DSAR Dashboard - Forms list showing active forms with submissions count and actions
DSAR Dashboard showing your forms with status, submissions, and quick actions

Step-by-Step Setup

1

Navigate to DSAR Form Settings

Go to DSAR → Form Settings in your dashboard.

2

Create or Edit Form

Click "Create New Form" or edit the default form.

DSAR Form Builder interface with drag-and-drop field types

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DSAR Form Builder interface with drag-and-drop field types
Create DSAR Form - Drag and drop fields to build your request form
3

Configure Form Fields

Add and arrange the fields you need to collect from requestors.

4

Add Branding

Upload your logo and customize colors to match your brand.

5

Set Up Confirmation Messages

Configure the message users see after submitting a request.

6

Save and Deploy

Save your form and get the embed code or hosted URL.

Available Field Types

The form builder supports various field types to collect the information you need:

Text Input

Single line text for names, IDs, etc.

Text Area

Multi-line text for detailed descriptions

Email

Email field with validation

Phone

Phone number with country code

Dropdown

For right type selection, country, etc.

Multi-Select

Select multiple options

Radio Buttons

Single choice from options

Checkboxes

Multiple selections, acknowledgments

Date

Date picker for relevant dates

File Upload

For identity documents

Recommended Form Fields

At minimum, your form should collect:

Full NameRequired
Identify the requestor
Email AddressRequired
Communication and verification
Request TypeRequired
Which right they're exercising
Description
Additional context for the request
Account ID/Username
Locate their data faster
ID Document
Identity verification