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Coupa Success Portal

Engagement Objects

Engagement objects allow the user to capture additional information about the engagement or project for which they are qualifying candidate suppliers. Engagement objects are displayed in the bottom section of the Engagement Management page. A link at the top of the page displays for each of the objects that exist, and shows the number of instances of each specific object.

Engagement objects are associations to the engagement record. There may be zero, one, or more object associations for any engagement.

Breadcrumbs for existing associations appear at the top of the Engagement record.

RA - Engagement Breadcrumbs.png

To add a new association to an engagement record, follow the steps below.

1. Click the Add Detail button on the specific Engagements page.

RA - Engagement Add Detail.png

2. Select the association to create from the Add Detail dropdown list.

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3. Complete the detail form’s required fields and any preferred optional fields.

RA - Engagement Attachment.png

4. Click the Save button to save the association. Or, click the Cancel button to discard changes.

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