Workspace Suppliers

The application will grant access to shared data for suppliers. This requires additional fields to be added to your Suppliers workspace: Group Name and Primary Contact. You can these fields to any existing section of workspace Suppliers or add a new one if you prefer.

Primary Contact

Users must define the supplier contact person before a Supplier Package can be submitted to the supplier. This is because the package will be assigned to the given user as additional owner to grant access. For ease of use, you can add the field Primary Contact to your Suppliers workspace, enabling to set the default contact person to be used for all future packages. If this Primary Contact is set and new packages are created without selecting a specific supplier contact person, this defined primary contact will be used automatically as default.

Optional: Group Name

You can add a field to workspace Suppliers to define the user group which will be used to grant required access to shared data (by setting the group as additional owner for each record). If this field does not exist or if it not set, the application will try to share the data with a group anyway. In this case, the system will look for a group whose name consists of the prefix ‘Supplier ‘, followed by the supplier’s name. Example: If you share data with a supplier named ‘Autodesk’ and do not have a group defined in this new field, the application will try to use the Supplier Autodesk group instead.

If you prefer a consistent setup and if you want to use groups with another naming structure, add the field Group Name to the Suppliers workspace so that the given group name can be managed per supplier.

Note that you cannot use a picklist for this field that automatically provides all users or groups of your site. A text field is the only option and you must make sure that the group name matches an existing user group in your site.