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Coupa Success Portal

Relationship Quick Access Panel

The Relationship Quick Access Panel provides internal (customer) users with the ability to manage relationships without loading the entire relationship grid. The Quick Access Panel includes options to add a new relationship, view a specific relationship by name or number, show all relationships, and show draft relationships.

The Quick Access Panel is enabled by indicated the Enable Quick-Access Panels checkbox option in the user profile.

Creating a new relationship

  1. With the “Enable Quick-Access Panels” option activated, navigate to the Relationship tab. The Quick Access Panel displays.
  2. Click Add New Relationship. The Relationship Wizard is displayed.
  3. Complete the required fields, as well as any optional fields.
  4. Click the Save button to save the relationship, then click the Activate button to make the relationship available to be enrolled in programs.

Viewing a relationship

The user can select a relationship from the filterable dropdown using either the relationship name or relationship number.

To view a relationship, follow the steps below.

  1. With the “Enable Quick-Access Panels” option set to Yes, navigate to the Relationship tab. The Quick Access Panel .
  2. Search for the given relationship record by entering a minimum of the first three characters of either the relationship name or number in .
  3. Select to display the desired relationship in Relationship Management.

Viewing the list of relationships

The Show all relationships option allows the user to load the Relationship grid with a list of all relationships. The link contains a count of all relationships that the user has permission to access.

  1. With the Enable Quick-Access Panels option set to Yes, navigate to the Relationship tab. The Quick Access Panel displays.
  2. Click Show all relationships. The Relationship grid is displayed.

Viewing the list of draft relationships

The “Show drafts” option allows the user to load the Relationship grid with a list of all relationships that are in draft form. The link contains a count of all relationships that the user has permission to access.

  1. With the Enable Quick-Access Panels option set to Yes, navigate to the Relationship tab to see the The Quick Access Panel.
  2. Click Show Drafts.

The leading “R” in the relationship number is required when searching for a relationship using the relationship number.

  • The client-level localization setting, “TenantBehaviours/EnableTabQuickAccessPanels” must be configured to enable the Quick Access Panel for a given client. If this configuration option is set to “False,” then the panel is hidden and the relationship grid displays regardless of the user’s individual user profile setting.
  • The quick-access panel is available only to internal users.
  • Users only see relationships that they have permission to access.
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