Basic Deal Settings | CDESK Documentation

Deal settings are configured at Global Settings → Deals.

General

Enable the Deals module – setting the toggle to the “On” position will make the Deals menu item and other module settings available. If the Deals module still does not appear in the menu, check the permissions in Users and Groups → Users → specific user → Permissions tab → Deals.
Automatic code generation – Toggling the switch to the On position will enable the field for entering a custom deal code format. In the code used, the last numerical sequence will change incrementally as deals are added.
Show linked objects – setting the switch to the off position will prevent requests, fulfilments, tasks, and the relevant data derived from them from being displayed in the deal list. This setting is intended for scenarios where there would be a large amount of data in the aforementioned tabs without a need to display it, which could slow down the system. It is enabled by default, meaning that all objects, along with their relevant data, are displayed by default in the deal list.

Deal Status

Table with predefined deal statuses. You can disable individual statuses as needed by setting the toggle switch in the Status column to the Off position , or add custom ones by clicking the +Add button. You can reorder the statuses by dragging the row by the icon.

Stages of the deal

Entering Deal Stages – Toggling the switch to the “On” position displays a table with predefined deal stages. These provide a quick overview of the deal’s development phase. You can also add custom stages by clicking the + Add button. You can disable unused stages only for your own records by toggling the switch in the Status column to the off position . You can reorder the stages by dragging the row by the icon .

Objects from the CMDB

Selecting objects – by setting the switch to the “On” position , you enable the assignment of objects from the CMDB to a work deal. This feature is useful for service deals, where the object’s history will record that work was performed on it.
Allowed objects, selecting from groups – used to select groups of objects. These must first be defined in CMDB. Only object groups from the following categories are available for selection: Devices, Service Catalog and General Category.

Purchase order register

Selecting a Responsible Person – Off / Optional / Required – when selecting the options Optional / Required a field for selecting a responsible person will appear on the purchase order form. When selecting the option Required it will not be possible to save the purchase order without selecting a responsible person. You can find more information about creating purchase orders HERE.

User-defined fields

In this section, you can add custom fields to your deals—fields that aren’t included in the form but are useful for your business.

Custom fields were developed for the CMDB module, and the deals simply inherit them. Therefore, the addition and further configuration of custom fields takes place within the CMDB module.

Adding a custom field

To add a custom field, click the +Assign Custom Field button. Clicking this opens a new window with a list of custom fields that you define under the CMDB module. Next to each field is a checkbox that you can use to select the desired field. You can add the selected fields by clicking the Assign selected button. These items will then be included in the request form.

If the list does not contain the custom field you need, you can also define it directly in the field selection window using the buttons +Simple custom field and +Compound custom field. Selecting the option +Simple custom field creates a basic property. Use the button +Compound Custom Field to add a compound property that contains multiple basic properties. For more information on working with custom fields, see the text Configuration Database, CMDB.

The selected custom fields will be added to the list at User-defined fields. The fields will appear in the deal they are listed here on the deal form. You can reorder the items by dragging the . A search bar is located above the list. You can delete custom fields that you have already added but no longer wish to use by clicking the “” button.

You can also configure how the fields are displayed and filled in.

Configuring User Fields

Show collapsed – when the option Show collapsed is checked, the entire field will not be displayed in the deal form, but only the checkbox. The field will expand when this checkbox is selected.
Required field – when the option Required field is checked, the field in the deal form will be marked as required. You will not be able to save the deal unless you fill in the field.
Multiple values – when you check the option Multiple values, you will be able to fill in the field multiple times. You can limit this number in the limit field.
Subject to approval – allows you to set approval for the use of the given user field. For more information about this feature, see the section on Approval for Additional Properties.

To apply the settings, you need to click Save. Some settings may require you to reload the page after saving (press F5 or CTRL+R to refresh the page).