Invitations
Reference for the Invites tab and the Add Invite drawer: the list controls, every form field with its requirement, and what the invitee receives.
Invitations are how a Trade Partner is invited to connect with you in Wholechain. They are listed on the Invites tab of the Trade Partners page, and the same form is available on the Invites tab inside a Trade Partner's drawer. For the steps, see Invite Trade Partners to connect.
Invites tab
| Item | Description |
|---|---|
| Search box | Search email or trade partner name |
| Filter | Filter (Trade Partner) |
| Table columns | Email, Trade Partner |
| Empty state | No invites found |
| Add Invite | Opens the Add Invite drawer |
Add Invite form
Before a Trade Partner is chosen the drawer shows Select a trade partner to continue.
| Field | Req. | Values |
|---|---|---|
| Trade Partner | Yes | Any Trade Partner except your own company. Placeholder: Select a trade partner. |
| Email/s | Yes | One or more valid email addresses; press Enter after each address to add it. An invitation cannot be sent with this field empty or with an invalid email address. |
| Carbon Copy Email/s | No | One or more email addresses |
| Select your locations you would like to share | No | Locations that belong to your own company |
| Shared Products | No | One or more products (Select product(s) to add) |
| Share Locations from Location Group | No | A Location Group |
| Share Trade Items from Trade Item Group | No | A Trade Item Group |
| Invite Message | No | Formatted text. Placeholder: Leave a note attached to your invite. Filled with the Default Invite Message when one is saved. |
The + Invite button sends the invitation. Closing the drawer without selecting + Invite sends nothing.
What the invitee receives
After an invitation is sent, each address in Email/s receives an email with a link to the Wholechain Inviter's Portal. There the invitee is offered the options Use Wholechain and Link EPCIS/GDST System to connect.
Default Invite Message
The Default Invite Message is configured in Settings, not on this page. Click the gear icon at the top of the Trade Partners page (or open Settings with the gear icon at the bottom of the left-hand navigation bar), which opens Master Data Settings > Trade Partner. See Master Data Settings.
For the messages Wholechain shows, see Messages.