Concept: Custom Intake Links
Custom intake links are tailored URLs that route stakeholders to specific intake
forms in Strategic Sourcing, skipping all interaction with the pipeline dashboard. With
custom intake links, your team can break out project or contract type requests and send
users directly to the intended form from any location, such as an internal database or
intranet at your company.
To set up custom intake links, access your
Settings
and select
the Customize Projects
or Customize Contracts
tab. You can select an option from the menu next to the link to customize the project or
contract type that your default intake link will lead to. If your company has selected
Include on intake
for the custom fields, the default intake link
displays on the customize projects and customize contracts pages. Project and contract type links streamline which project or contract type
stakeholders will begin drafting their request for when they select the custom intake
link. You can configure a custom link for each project or contract type included on
intake so that your stakeholders go directly to the correct request page.
You can share these links on any internally used company website or
document.