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Coupa Success Portal

New Relationship Widget

The New Relationship configurable widget allows users to easily request new relationships with existing suppliers. After the user submits the request, the system can be configured to launch a program associated with the relationship request to the requester, or to other stakeholders.

Links to navigate the user directly to each of the required fields are listed in a pink band across the top of the New Relationship form. Any user input validation errors are indicated in the same pink band.

RA - New Relationship Custom Widget 1.png

To create a new relationship using this widget, complete, at very least, the minimum required fields and the preferred optional fields within the widget form.

RA - New Relationship Custom Widget 2.png

Click the Create button to submit your request. Or, click the Clear button to exit the form without saving changes.

By default the user must have permission to create new relationships in order to use this widget. A flag can be set that allows the customer to deny “create access” for the relationship and override the permission setting to allow users to create relationships via the widget. The flag that can be set via localization under the parent tag is <TenantBehaviours> and is called <IgnoreRelationshipCreateWidgetSecurity>false</ IgnoreRelationshipCreateWidgetSecurity>. The default setting of “false” configures the widget to respect the system permissions and only allow users with create rights to see and use the widget. Changing the setting to “true” will allow all users to see and use the widget, regardless of their create rights.

  • Moving the widget causes the widget to reset, and will erase any changes that are made to the widget. Therefore, if a user is completing the New Relationship form and decides to move the widget elsewhere, then the form will be reset and the user’s data entry will be lost.
  • A single New Relationship request widget can be configured per customer.
  • Do not add the relationship number to the New Relationship widget.

The application can be configured to error or warn on a duplicate. When a duplicate Relationship name is detected, the following validation message is displayed: “A Relationship with this name already exists in the system.” Based on the user’s corporate settings, they will be prohibited from submitting the New Relationship form when duplicate relationships are prohibited, or permitted to submit the form after the warning displays. If duplicate checking is not configured, then the user can create duplicate relationship records for the Relationship name entered. Additionally, matching logic is applied to the following fields to determine duplicates: fuzzy match on Relationship name, exact match on Supplier Name, and exact match on contract number when populated.