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Coupa Success Portal

Program Component Library

The Program Component Library is used to create new or maintain existing program components by category and program type. This page is only available for relationship-based and enterprise programs.

The Program Components are displayed in grid form.

The following columns are displayed in the default grid: Program Type, Program Category, Field Name, Display Name, Coupa Category Family, Coupa Category, Culture and Status.

The following additional columns may be added to the grid: Component Type, Copy Previous, Default Value, Include in Info, Internal Only, Wide, Response Required, Reporting Column Name.

To view a program component record:

  1. Navigate to the Admin tab.
  2. Select Program Component Library. The Program Component Management page will display.  
  3. Scroll down to the component you want to view. Click View.

The process for creating a new program component is:

  1. Navigate to the Admin tab > Program Component Library.
  2. Click Add New Component. The Program Component Management page will display.
  3. Complete the required fields, as well as any optional fields you would like.
  4. Click Save.

Copies of existing components can created using the Save As button. This feature allows the user to save the current settings of a component, which creates a clone or copy, and rename it, so a new record can be created from duplicating the current. The process for creating a new program component using Save As is:

  1. Navigate to the Admin tab > Program Component Library.
  2. Find the Field Name of the component to copy.
  3. Select Save As

RA - Program Component Save As.png

  1. Enter the new field name.

RA - Save As Component.png

  1. Click Save to create the new component. Click Cancel to exit without saving your changes.

The newly created program components are now available to the user on the Program Form page via the program component icon on step 3 of the wizard based on the program and category types chosen for the component. Program components can also be created on the Program Form page and available to the user in the Program Component Library.  

The process for updating a program with a modified program component is: 

  1. Navigate to the Admin tab > Program Component Library.
  2. Select the Field Name of the component to modify.
  3. Click Edit to modify the component. 
  4. Modify the appropriate fields as you choose.
  5. Click the Save button.
  6. Navigate to the appropriate program which contains the component.
  7. Click Edit to modify the program.
  8. Make a change (any change) to the program (typing a “.” in the program description field would be enough).
  9. Click the Save button, and then click Activate.

A program must be changed in order for the modifications to a component to take effect.

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