Configure the flow to create approval records for all supplier contact invite requests

Typically, an approval record is created only when a supplier contact self-registers to get access to the Supplier Collaboration Portal. However, a supplier admin can configure the Supplier Contact Onboarding flow to create approval records even when a supplier manager adds or invites a new supplier contact.

Before you begin

Role required: sn_slm.admin

About this task

After you perform this task, an approval record is created for the Enroll a new supplier user case type, regardless of whether a supplier contact self-registers or a supplier manager invites a new supplier contact.

Important:

Supplier Case Management creates an approval record if the "Ask For Approval" action is a part of any SLO flow. This approval record can be approved by the user who belongs to the Supplier Administrators group (sys_user_group table). For more information, see Add a user to a group.

Procedure

1. Navigate to All > Process Automation > Flow Designer.
2. Select the Subflows tab, search for and select the Supplier Contact Onboarding flow.
3. Search for the If the onboarding request is created by Relationship Manager or Contact is invited condition label and select it, which expands the condition label.
4. Delete the Condition 2 by selecting the remove condition icon () next to the condition.
   
5. Select Save.

Related tasks

• Map the self-registration configuration to Supplier Collaboration Portal
• Configure system property to send registration emails to external users
• Configure the Vendor Contact table to send invitation emails during self-registration