Coupa operation
The Coupa operation defines how to interact with your Coupa account and represents a specific action, such as Search and Create to perform against a specific Coupa record type or object (Suppliers, Items, Accounts, Users, and so on).
Options tab
Not all actions are available for every object. Create a separate operation component for each action and object combination required for your integration.
Click Import Operation, then use the Import wizard to select the object with which you want to integrate. The following describes the default field definitions for each action type:
Object - Displays the object type that you selected in the Import Operation wizard.
Tracking Direction - Select the document tracking direction for the operation, either Input Documents or Output Documents. This setting enables you to choose which document appears in Process Reporting. Start steps always track output documents regardless of your selection.
If the tracking direction is read-only, the feature to change the direction is either unavailable or the developer set the configuration to read-only. The default value you see shows you which document appears in Process Reporting.
Request Profile (Create and Update only) - The XML profile definition that represents the XML structure sent or received by the connector.
Return Application Error Responses - This setting controls whether an application error prevents an operation from completing:
- If you clear the setting, the process stops and reports the error on the Process Reporting page.
- If you select the setting, processing continues and passes the error response to the next component processed as the connection output.
Use advanced query (Query only) - Determine whether or not key and value pairs are provided to the operation as custom filters.
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If cleared (default value), the connector only uses the standard filters for Query operation.
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If selected, a custom properties panel is available to enter a combination of key and value pairs. The connector uses these pairs as additional filters for Query operation.
Custom Properties (Query only) - This panel is visible only when you select Use advanced query. Enter the key and value pairs used as additional filters for the Query operation. When you configure the operation with standard query filters, the key and value pairs defined in this panel take precedence.
Position (Execute only after selecting object type Add an Approver for an Invoice - Indicates the position within the approver's chain to add the new approver. The following options are available: Before Current Approver, After Current Approver, End of List and Watcher.
Approver Type (Execute only after selecting object type Add an Approver for an Invoice - Indicates whether the new approver is a single User or a User Group.
User ID (Execute only after selecting object type Add an Approver for an Invoice - Indicates the User ID or the internal ID of the User Group.
Current Approver ID (Execute only after selecting object type Add an Approver for an Invoice - Indicates the User ID of the current approver.
After selecting the connector action and using the Import Wizard, you can add query filters.
When the Query operation requests data from Coupa, it orders the data by Id. This operation prevents returning the same record by the Coupa API on more than one page.
Archiving tab
See the topic Connector operation’s Archiving tab for more information.
Tracking tab
See the topic Connector operation’s Tracking tab for more information.
Caching tab
See the topic Connector operation’s Caching tab for more information.
