Last Updated: August 25, 2021

Solution Template Guide Contents

I. Setting up the Template
II. Viewing the Solution
III. Customizing the Template

Solution Overview
Organize vendor client information by name, class, address, and types. This Solution Template consists of four predefined record apps that you can modify and help you structure your vendor management process. Since it does not contain any Workflow template, the Vendor Management Solution Template can only record vendor information but you can still add new records and even a workflow for this process to make it more appropriate to your organization's workflow process.

How to Install the Vendor Management Template

I. SETTING UP THE TEMPLATE

Before starting with the following step, make sure that you can access the Builder user view. Only Builders can create Solutions on Steer.

Step 1: On the Steer dashboard, click on Create button at the top of your screen. 

Fig. 1: Selecting the "Create" button on the Steer dashboard

Step 2: Select Use Template on the module creation window. 

Step 3: Select Use Template beside Vendor Management on the list of solution templates. 

Note: If the solution template doesn’t show on the list, remove all filters on the left panel under Solutions  and Industry and check All under Category.

Step 4: In the Information Setup, fill up the Name and Category fields. You can also add a short Description to give the users an idea of what your solution template is all about. 

Step 5: Under Workflows, click Edit beside the selected workflow template to rename it. Think of a unique and appropriate name for your Workflow, then select a Category. You may also add a short Description and put Tags on your Workflow.  Once you are done, click Save, and it will take you back to the Information Setup window. 

Step 6: Once all details are complete, click Proceed to configure your forms in Form Builder and Process Flow. 

II. VIEWING THE SOLUTION

Since the Customer Management Solution Template does not have any Workflow template, Steer will automatically redirect you to its dashboard page. You can manually search for the Vendor Management solution from the dashboard by scrolling down and clicking Next to cycle through the alphabetically sorted Solutions available to you. Or, you can also type the name of the solution on the Search bar.

Fig. 2: Viewing a Solution from the Steer dashboard

You can view the list of available Records in the template by clicking on the Record title. Then, you can start to manually add or import your data from an existing Excel file or you may also edit, delete, or export data into an Excel file on your chosen Record.

If you are the Record Owner, you can directly add data to the records and set who has the rights to access this form. If you encounter a blank record page, you can check out the Members tab to see the Record Owner and ask them to give you access to the record.

III. CUSTOMIZING THE TEMPLATE

Steer’s Solution Templates are designed to cater to various use cases, allowing them to be used immediately and with minimal modifications. They also come with Record Apps that are predesigned for their specific business solution. In this case, the Vendor Management is primarily designed with record-keeping in mind, but you may still add workflow and record apps to it. However, each organization has its own unique business process. For example, businesses that may use the Customer Management Solution template have their own way of recording their information, be it digitized (Excel sheets or any computerized form of documentation) or analog (using pen and paper for manual recording).

Customization points for Solution Templates may vary, but in this case, you might need edit the Record Apps that came with the Customer Management template or add and/or remove some Form Fields either on your Records Designer.

You may still edit your Record once they are published. To do this:

Step 1: Go to Record App that you would like to edit (i.e., Supply Type, Vendor, Vendor Addresses, etc.).

Step 2: If there are any data on the Record app, especially if it already contains your organization’s data Export it first as an Excel file. This way, you will have a backup copy of your data saved on your local drive.

Step 3: Once you have successfully exported and downloaded the Excel version of your Record App, click Delete All Displayed Items to erase all data.

Note: You won’t be allowed to edit the fields on your Record App via Records Designer if you do not delete all data.

Step 4: Once the Record App is empty, you can now click on Edit Record to proceed with the Records Designer.

Step 5: Modify your form fields by adding, removing, or editing them based on the data that you would want to appear on your Record App.

Important: Take note of all modifications you made on your Records Designer, especially the order of the fields (left to right) and their respective Field IDs. You will need these pieces of information once you are about to re-import and re-align your data from your Excel file into the modified Records App.

Step 6: Before publishing your Records App, open the exported Excel file from Step 2, and copy the Field IDs of all fields you have modified as they appear on your Records Designer. Steer reads the Field IDs of the Excel from left to right as shown below:

Fig. 2: Viewing a Solution from the Steer dashboard

Insert the Field IDs between columns as necessary. Make sure that all characters are accurate for each field since Field IDs are case-sensitive.

Step 7: Once you are finished modifying the fields on your Records Designer, publish it.

Step 8: Go to your modified Record App and import the Excel file. Your data should now appear on the Record App. Otherwise, you might have to recheck your Field ID names if they are typed correctly.

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Vendor Management


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