Configuring Connected Lists

Objective

After completing this lesson, you will be able to configure Connected Lists in Concur Request.

Connected List Configuration

In the Concur Request Business Requirements Overview unit, you learned that CVI is using an SAP ERP system and will need to implement their cost objects using the standard four-level hierarchy:

  1. Logical System
  2. Company Code
  3. Cost Object Type
  4. Cost Object ID

In the example below, we will see how to configure the list for the employee Data Type.

Connected List Configuration Process

Working with Connected Lists

Steps

  1. Access Forms and Fields

    Select Forms and Fields from the Request Admin page.

    Select Forms and Fields from the Request Admin tools.

  2. Select a Form Type

    Select Employee from the Form Type dropdown menu.

    Select Employee from the Form Type dropdown.

  3. Access Connected Lists

    Select the Connected Lists tab.

    Select the Connected Lists tab.

  4. Start the Process

    Start the process by selecting the New button, then select the list that will be the foundation of this configuration. Enter a Connected List Definition Name and select the Next button.
    1. Select the New button.
    2. Select the list that will be the foundation of this configuration.
    3. Enter a Connected List Definition Name.
    4. Select the Next button.

  5. Select the Fields

    Select the fields used to capture the values in the correct order, then select the Next button.
    1. Select the fields used to capture the values in the correct order.
    2. Select the Next button.

    Note

    The field naming recommendations in Concur Request are the same as those in Concur Expense.

  6. Define each Field

    Select a Field on the left, define its properties on the right, repeat the steps for each field and then select the Next button after each field.
    1. Select a Field on the left.
    2. Define its properties on the right.
    3. Repeat steps 1 and 2 for each field, then select the Next button.

    Note

    • Depending on the form type you are configuring, be sure to set the proper Default Value Type and copy downs.
    • The Access Rights defined here can be overridden on the Form Fields tab.

  7. Test the Configuration

    Ensure the fields display the data properly, and use the previous screens to resolve any issues before selecting Next.
    1. Use the fields to confirm that the fields are properly displaying the data.
    2. Use the previous screens to fix any issues before selecting the Next button.

  8. Assign to Forms

    Select the forms to which this configuration should be assigned, then select Done.
    1. Select the forms to assign this configuration to.
    2. Select the Done button.

  9. Process Complete

    Screenshot shows the process is complete for the first form type.

    The process is complete for the first form type. Repeat these steps as needed to the remaining form types. Much like in Concur Expense, SAP Concur recommends doing this on the Employee, Request Header, and Request Allocation form types.

Result

The Connected List Definitions for CVI have been added.

The previous example stepped you through how to configure CVI's requirements for their employee data. You would need to complete these steps for the request header and request allocation data to fully meet their requirements.

In this lesson, you learned how to configure CVI's connected lists. In the next lesson you will see how to configure the header forms.

Learning

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