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Process Automator Triggers

Use triggers to define an event in Coupa that causes the process to begin.

The below table includes Process Automator triggers, descriptions, and subsequent options:

Field Name	Description
Launch Process on	Select the action that triggers the process. Values can be: Document Event: An automated process begins when a document status changes. UI Button Click: An automated process begins when a user clicks a configured process launch button. Option Selected: A guided form process begins when a user selects an option. For more information, see Guided Forms. System Event: An automated process to send CSP invitations begins based on the conditions set on Community.AI data. For more information, see Process Automator Action to Request Suppliers to Invoice via CSP.
For processes launched on a Document Event
Document	Specifies the object on which the trigger will be set. Document could be a Contract, Expense Report, Invoice, Order, Purchase Order, Purchase Order Change, Requisition, or Sourcing Event.
Trigger process on (required)	The object event that starts the process evaluation using the conditions defined after the Object and Action are selected in Step 1 > Perform Action. Different documents have different triggers that can be used to start the process. See the Documents and triggers table below.
For processes launched on a UI button click, the following creates a button that can send a URL encoded request.
Content Groups	Defines the user groups that should have access to see and use the button. Content Groups must be defined separately if you wish to limit who has access to trigger this process.
Button Location	Select one of the following documents - modalities: Edit Invoice page Edit Invoice as Approver page Inline Supplier Request Internal Supplier Update Invoice Show page Search page Supplier Data table Supplier Onboarding Task
Button Name	Text (20 characters max) to be displayed as the button label
Button Alt Text	Alternate text that appears when cursor is hovered over the button
Launch URL	Once you save the process, viewing that process gives you access to the URL used to invoke it so that the process may be run and used in other contexts given proper document params. Use a console in developer tools to see how document params are passed.
For processes launched on Option Selected
Document	Specifies the form that starts the Guided Flow. Supported options are: Requisition Line - Amount Requisition Line - Quantity Requisition Line - Service Amount Requisition Line - Service Quantity Requisition Line - Service Resource
Trigger process on	Option that a user selects that triggers the process. Currently, the supported option is New Supplier. This launches a Guided Form when a user is completing a Requisition Line form and needs to add a new supplier, allowing the end user to complete the Requsition Line form and New Supplier form within the same flow.

Documents and triggers

This table shows each document type and their supported triggers.

Application	Document	Trigger
Contract Management	Contract	Approval Completion Draft Contract First Approval Publish Submit
Platform	Forms	Form Response Submit
Platform	Custom Object	Create or Edit
Invoice	Invoice	Approval Dispute First Approval First Submit Pending Approval Submit
Pay	Charge	Create Edit
Pay	CoupaPay Payment	Approved Canceled Completed Successfully Completed with Errors Payment Initiated Payment in Progress Pending Release Confirmation
Procure	Order Confirmation	On Pending Integration
	Purchase Order	Buyer Hold Canceled Closed Contract Hold Currency Hold Error Expensed Issued Payment Authorization Hold Soft Closed Supplier Hold Supplier Window Hold
	Purchase Order Change	Approver Hold First Submit Fully Approved Payment Authorization Hold Pending Approval Rejected Withdrawn
	Receipt	Created Partially Voided Voided
	Requisition	Abandoned Approved Backgrounded Checked out Ordered Partially Received Pending Approval Pending Buyer Action Received Rejected Submit Withdrawn
Risk Assess	Risk Request	Start New Risk Assessment
Sourcing	Sourcing Event	Award Approved Awarded
Supplier Information Management	SIM Form	Submit Supplier Initiated Submission
Supplier Management	Supplier Insight	Scheduled Job Evaluation
Travel & Expense	Expense Report	Approved For Payment

Purchase Order Change Triggers

This table includes more information about Purchase Order Change triggers.

Status/Action	Description
Approver Hold	When one of the approvers puts the PO change on hold
First Submit	When a change is submitted for the first time (This status is not applicable when requester resubmits a PO change after rejection or withdrawal)
Fully Approved	When the PO change is approved by the last approver
Payment Authorization Hold	When the PO change doesn’t meet the PO Payment Authorization criteria (if enabled)
Pending Approval	When the PO change is sent to first approver in the PO change approval chain
Rejected by an Approver	When the PO change is rejected by any approver
Withdrawn by a Requester	When the PO change is withdrawn by any requester

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