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Form reference

Vendor accounts

20 declared fields for Vendor account. Required fields include Name, Vendor code.

Demo baseline · November 13, 2026
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About this form

Use this reference to identify built-in form labels, data types, and validation. Specialized workspaces can render a subset of these fields or provide workflow-specific controls. Your role, record state and tenant configuration can change what you see.

Registry key
vendor_accounts
Record label
Vendor account

Field definitions

FieldType or referenceBuilt-in rulesChoices and constraints
Name
name
textRequired
Default list field
—
Vendor code
code
textRequired
Default list field
—
Company
companyId
reference
companies
Default list field—
Primary contact
primaryContactId
reference
users
Default list field—
Qualification
status
selectDefault list fieldonboarding, approved, suspended, expired
Qualified service categories
serviceCategories
tag_listOptional by defaultUse the standard datacenter categories: hardware, network, storage, power, cooling, environment, security, cabling, remote_hands, capacity, compliance
Support email
supportEmail
emailOptional by default—
Dispatch phone
phone
textOptional by default—
Escalation contact
escalationContact
textOptional by default—
Insurance expiry
insuranceExpires
dateOptional by default—
Certification expiry
certificationExpires
dateOptional by default—
Currency
currency
textOptional by default—
Description
description
textareaOptional by default—
Active
active
booleanDefault list field—
Demo dataset
demoDataset
textRead-only
Default list field
—
Created
createdAt
textRead-only—
Updated
updatedAt
textRead-only—
Lifecycle
lifecycleState
textRead-only
Default list field
—
Business owner
businessOwnerId
text
users
Read-only—
Risk review needed
legacyReviewRequired
textRead-only
Default list field
—

Lifecycle values

These are stored values from the form definition. Workflow actions can apply additional prerequisites, approvals, and side effects. The workflow determines which transitions are allowed.

FieldValues
Qualificationonboarding, approved, suspended, expired

Find the procedure and verify the outcome

Verification evidence

The disposable audit exercised 8 applicable validation assertions on this definition. The authenticated collection read returned HTTP 200. See the verification matrix for scope.

Collection read results by built-in role

These statuses were observed over HTTP with one role per disposable MFA account. A successful list response can be empty and does not establish individual record, field, or write access.

RoleHTTP status
Asset Manager403
Change Manager403
CMDB Manager403
Contract manager403
Customer service agent403
Customer service customer403
Customer service manager403
Datacenter Customer403
Datacenter Fulfiller403
Datacenter Manager403
Datacenter Vendor403
EH&S auditor403
EH&S manager403
Executive Reader403
Field service dispatcher403
Field service technician403
HR case agent403
HR knowledge manager403
HR lifecycle manager403
HR profile manager403
Employee Relations investigator403
HR service catalog administrator403
Inventory Counter403
ITIL Fulfiller403
Knowledge Manager403
Business Manager403
Platform Administrator200
Service Desk Agent403
Vendor manager403
Third-party risk manager403
Employee with no workspace role403

Edit and verify

  1. Open the list from the appropriate workspace and select an existing record or a permitted create action. Confirm the intended tenant and record number.
  2. Use the visible controls for the current record type and state. For reference fields, select a returned record from the lookup. Fill visible required fields and use the dedicated workflow action when the record has approval or completion gates.
  3. After saving, reopen the record and compare its persisted values, state and activity to the intended change. Check the downstream linked record when the action creates one.

Troubleshoot

  • Missing field or control: compare the role, module, record state, form conditions and tenant overrides.
  • Lookup returns no result: check that the referenced record is active, in scope and compatible with the current field.
  • Save is rejected: keep the exact validation message and compare the field key, choice, constraints and required related records.
  • See Edit and troubleshoot records and Configuration Studio.