Instruction Sheet

This sheet will help you configure the redirection to Coupa’s Contingent Workforce module from
the Guided Buying Request form. That way, when the Hiring Manager/Engaging Manager/Project
Manager adds responses on the guided buying form and clicks the action suggested by the
system, they are redirected to the appropriate contingent labor request form.

1. Click the ‘Edit’ icon against the form name downloaded from the Community Exchange.

2. ‘Build a Form’ page opens

3. Go to the ‘Questionnaire’ section

4. Click the Collapse icon to the far right of the 'Launch Statement of Work(SOW) Request"
button.

5. Remove the placeholder URL from the ‘Submit URL’ field.

6. Open the Coupa Home Page in a new browser tab and copy the URL in your browser’s
address bar, excluding everything after the '.com/' part.

a. For example, if the URL in the address bar

is https://bizplatformqe2.coupa.com/easy_forms/148/edit
i. Copy the green part of the URL i.e. https://bizplatformqe2.coupa.com/

7. Go to the previous browser tab where you are editing the downloaded form.

1
 8. Paste the copied URL in the ‘Submit URL’ field of the ‘Launch Statement of Work (SOW)
Request’ action button and add the following text to the end of the URL
contingent_workforce/embedded?req_type=iscreatesow

9. The URL in the above example will read as below:

https://bizplatform-qe2.coupa.com/contingent_workforce/embedded?req_type=iscreatesow
- Note –
o The URL in green will be specific to your Coupa production instance.
o The yellow text mentioned above is to bring the Statement of Work page of CCW
o This green and yellow text combined, forms a URL to configure seamless redirection
to the SOW page from the guided buying form.

10. Similarly, repeat steps 5 – 8 for ‘Launch New Staff Augmentation Request’ and ‘Launch
Identified Candidate Request’ action buttons, however, add the following text to the URL for
each.
a. New Staff Augmentation Request
i. contingent_workforce/embedded?req_type=requirementadd
ii. URL will look like
1. https://bizplatform-
qe2.coupa.com/contingent_workforce/embedded?req_type=requir
ementadd

b. Identified Candidate Request

i. contingent_workforce/embedded?req_type=solesourceadd
ii. URL will look like
1. https://bizplatform-
qe2.coupa.com/contingent_workforce/embedded?req_type=soleso
urceadd

11. These steps will successfully configure redirection to the

a. Statement of Work (SOW) Request form in CCW module
b. New Staff Augmentation Request form in CCW module
c. Identified Candidate Request form in CCW module

12. If you have completed customization of the form, you can publish it.

Note: Before publishing the form, you can add tags to it, so it is easier for users to find the form in
searches.