Viewing Custom Object Submissions from Partners and Suppliers

You can view all submissions of a Custom Object (custom information type) in Unifyr One Admin, whether made in your partner portal or by you in Unifyr One Admin.

1. Navigate to Partner Management > Custom Objects.
2. Select the Custom Object whose submissions you want to see. In the example below, the Custom Object is called Case Studies.

3. The list of submissions of that Custom Object (custom information type) displays. Note the Status field - the Custom Object Case Studies is set to require supplier approval for partner submissions. The partner submission has not yet been approved, so is displaying Pending in the Status field.

   

   For information on approving portal submissions, see Approve/Reject a Submission below.

4. To view the detail of a submission, click on the submission in the list to open it.

   As well as the data entered by the submitter, you can see this information in the right sidebar:

   • Custom Object - The Custom Object against which the submission was made.

   • Partner - The partner for which the submission applies.

     Partner information is automatically added if a partner creates a submission in the partner portal. It's added manually when creating a submission in Unifyr One Admin.

   • Related To (for submissions of Custom Objects of type Deal) - The deal against which the submission was made.

     This is included if a partner added a piece of the custom information to a deal in the partner portal.

   • Created - The date the submission was originally created.
   • Updated - The date of the last update to the submission.

5. If you want to make a change to a submission, make the changes you want here. Click Save.