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Conga Support

Editing a Supplier Registration Type

A supplier registration type can be edited in several ways. You can edit its basic information, which includes changing its name and description, and the amount and type of information captured. You can also update the documents required for a Supplier Registration Type, as well as editing the instructions provided to suppliers. The individuals designated as approvers for Supplier Registration Types can also be updated.

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A

Navigation Toolbar

Click on Admin to display a menu, and select Supplier Registration Types to display the Supplier Registration Types browse screen.

Note: If the Supplier Registration Types link is not present, you do not have the permissions to use this feature.

B

Supplier Registration Type records

Locate the supplier registration type you want to edit, and click on its registration record to display a screen that allows you to edit or delete a supplier registration type.

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C

Edit button

Click to display the screen in edit mode.

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D

Name field

If you want to edit the name of the supplier registration type, click in the field and type over the existing text.

E

Description field

If you want to edit the description of the supplier registration type, click in the field and type over the existing text.

Note: If the text you enter exceeds the viewing area of the field, click the Expand link to display a window that will allow you to view the text in its entirety.

F

Supplier Instructions field

If you want to edit the instructions the supplier will see during the registration process, click in the field and type over the existing text. You can also copy and paste text into this field.

G

Approvers multi-select list

If you want to change the approvers for this registration type, click on the list arrow to display the list of available approvers. Click on a Novatus user's name to select him/her as an approver. To remove a selected approver, simply click on their name.

H

Supplier link

If you want to change the supplier link, you can copy and paste the link from another supplier registration type.

  This will not only add any documents attached from the copied registration type, but also remove any documents attached to the registration type you are editing.

I

Supplier Registration Form field

If you want to edit the properties of a field in the form, click inside the field to select it. A selected field displays with a segmented highlight around it, and its properties display in the Field Properties grid.

Note: If desired, change the placement of the field in the profile by dragging-and-dropping it to another location.

J

Field Properties grid

Provide and/or edit the information for the field, as needed:

  • Field Label - type over the existing text to change the name of the field.
  • Required list - change the selection, as needed. The "true" option makes the field required and the "false" option makes it optional.
  • Quick Tip - edit (or enter) instructional or informational text in the field. Users will see this text when they "mouse-over" the field.
  • Decimal Precision - this field is only present for a Currency field, and the number of decimal places can range from 0 to 5.
  • Parent Field - this field is only present for a Linked Combo Field or a Linked Multi-select Field, and allows you to select a different Combo List as the parent field for the linked field.
  • Person Filter - this field is only present for a Person Field, and allows you to change the function of the person named in this field.
  • Default Value - this field is only present for a Hyperlink field, and is used to automatically populate the field. For example, the supplier can provide the URL for their company website.

Note: The Field Type cannot be edited.

K

Possible Values field

If the field is a list, the Possible Values field displays in the grid. You can view and update the list of selections for the field by clicking in the field to display a Possible Values dialogue box. If the Possible Values field is not in the grid, proceed to Step M.

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L

Possible Values field

If you want to update the values that suppliers will see for a selected field, click on a value and then use the image470.png and image471.png icons to move the values between the Available Values list and the Selected Values list. Click the Save button to save your changes.

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M

Information Panel field

Click inside the Information Panel field to select it if you want to edit the heading. A selected field is outlined with a red segmented line and its properties display in the Field Properties grid.

N

Display Text field

Type over the existing text if you want to edit the name of the heading.

O

Style list

Make a different selection (None, Exclamation, Information, or Bold) in the list if you want to change the display of the heading. To delete the heading, right-click on the field to display a button.

Note: None - Text display is the default system text. Exclamation - Display is a pink background and an "!" icon. Information - Display is a blue background and an "i" icon. Bold - Text displays in a bold font style.

P

Save button

Click to save your changes and edit the basic information for the supplier registration type.

Updating the Documents Required for a Supplier Registration Type

In editing the documents attached to a supplier registration type, you can attach a new document or download a document for review or editing. You can also edit a document by changing its name and description, updating the supplier instructions, or changing whether or not the document is required during the registration process. If needed, you can delete a document from the supplier registration type.

image477.png

A

Navigation Toolbar

Click on Admin to display a menu, and select Supplier Registration Types to display the Supplier Registration Types browse screen.

Note: If the Supplier Registration Types link is not present, you do not have permission to use this feature.

B

Supplier Registration Type records

Locate the supplier registration type whose documents you want to edit, and click on its registration record to display a screen that allows you to edit or delete a supplier registration type.

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C

Attach Document button

Click if you want to attach a document (or form) to the supplier registration type.

D

Download Document icon

Click on the icon if you want to download a copy of the document attached to the supplier registration for viewing/editing.

E

Document record

Locate the document record you want to edit (or delete), and click on it to refresh the document portion of the screen.

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F

Delete button

Click if you want to delete the document from the supplier registration type. A Confirm Delete prompt displays.

G

Yes option

Select to delete the document from the supplier registration type.

H

Edit button

Click if you want to edit the document attached to the supplier registration type. The screen refreshes and the fields become editable.

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I

Name field

If you want to change the name of the attached document, type over the existing text.

J

Document Type list

If you want to change the document type assigned to the attached document, make a different selection in the list.

Note: If the document type is not listed, use the Lists feature to add it.

K

Instructions field

If you want to change the supplier instructions that display for this document in the Novatus Portal, type over the existing text. You can also copy and paste text into this field.

L

Require document check box

If this document must be completed (and uploaded) by the supplier during the registration process, select the check box. If not, de-select the check box.

M

Remove Attachment button

Click if you want to remove this document as an attachment to the supplier registration form and replace it with another document. A Confirm Delete prompt displays.

Optional Method: You can quickly remove a document as an attachment to a supplier registration type by de-selecting the Include Template check box, and then re-selecting the check box.

Note: If you do not want to remove the document, or if there is no document attachment (i.e., Remove Attachment button is not present), proceed to Step P.

N

Yes option

Select to delete the document from the supplier registration type. You can now replace the document with another document

O

Include Template option

  • Select the Include Template check box to replace a document removed as an attachment.
  • Click on the Select button to open a File Upload window that allows you to navigate your computer's hard drive to locate the new document template.
  • Enter a description of the document template you are attaching in the Template Description field.

P

Save button

Click to save your edits to the document(s) attached to the supplier registration type.