Configurations allow you to customize dropdown values across the platform to better align with your organization's needs. These include categories for contracts, suppliers, sourcing events, savings, and more.
Only users with the appropriate access can add and manage configurations within oboloo. To find out more about user access rights, please check out this user guide here.
By default, the platform provides pre-set values, but these can be edited, removed, or expanded to match your internal taxonomy.
When to Use This Feature
If you need to modify dropdown values to better reflect your organization’s terminology.
If you want to add new options to fields such as contract types, supplier industries, or payment terms.
If your organization needs a more tailored experience with data entry.
Step-by-Step Guide
1. Adding a New Configuration
Click Settings in the main menu.
Select Configurations from the dropdown list.
Navigate across the configuration menu to find the category you want to modify.
Click the "Add New" button under the selected configuration.
Enter the new value in the popup window.
Click "Save" to add the new configuration value.
💡 Example: If your organization has a specific supplier category that isn’t listed, you can add it here for more accurate record-keeping.
2. Editing an Existing Configuration
Find the configuration type you need to modify under Settings > Configurations.
Locate the existing value in the table and click the Edit option under the Actions column.
Modify the value in the popup window.
Click "Save" to apply the update.
💡 Tip: Editing a configuration updates all existing records where that value has been used.
3. Adding a Child-Level Configuration (For Hierarchical Configurations)
Some configurations have two levels—a parent and child structure. For example:
Categories (Parent Level) → Sub-Categories (Child Level)
Payment Terms (Parent Level) → Payment Conditions (Child Level)
To add a child-level configuration:
Click on the parent category first.
Click "Add New" and enter the child value.
Select which parent value this child option should be linked to.
Click "Save."
💡 Example: If you add a new sub-category "IT Security", you can link it to the parent category "Technology Services".
Key Considerations & Best Practices
✅ Predefined values exist when you first set up your account, but they can all be customized.
✅ Deleting a configuration that has been used in existing records may affect reporting and historical data—consider archiving instead of deleting.
✅ Changes to dropdown values are applied instantly, meaning users will see updated options immediately.
✅ Some configurations are hierarchical—ensure child-level values are assigned correctly to their parent category.
Additional Resources
📌 Related User Guides:
Adding & Editing Locations (for managing organizational structures)
Adding & Editing Departments (for structuring records effectively)
📌 Need Further Help?
If you encounter issues updating configurations, check your user role permissions, or contact your platform administrator for assistance.