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Workday User Guide
Last Updated: 2024-10-18
Set Up Supplier Forms on Behalf of Suppliers

Set Up Supplier Forms on Behalf of Suppliers

Company admin creates a form template.
If you have all the information you need from a supplier, you can set up supplier forms without sending them to the supplier.
  1. Access
    Pipeline
    , and create a new project for your forms.
  2. Select the
    Forms
     tab.
  3. Select
    Add Forms
    , and select the forms you want in the project in the
    Select Forms
     side panel. Click
    Add Forms
    .
  4. Select the suppliers you want to add to the forms from the
    Supplier Directory
     side panel.
    You can also click
    Manage Suppliers
     on the form to add suppliers.
  5. Determine which supplier you want to submit for, and click
    Submit on Supplier's Behalf
    .
    Selecting this option prevents suppliers from receiving forms when they’re published.
  6. Select a supplier review due date and click
    Publish
    .
You can fill in a supplier form on behalf of a supplier.

This content is not part of the Workday Administrator Guide.