CI items
To add items, you must first define at least one group for the customer from the following categories: Equipment, Catalog of Services Offered or General Category in the CMDB configuration database. If the customer has defined objects, you can add them to the fulfilment by clicking on +Add Item. A window will open for selecting objects by main group and item type. The objects found in the given category will be listed. By checking the selected objects and clicking on Add, you assign them to the fulfilment.
From the CMDB perspective, the object’s history shows every fulfilment in which the given object was involved.
Internal fulfilments
The Internal fulfilments tab contains a list of internal fulfilments assigned to an open fulfilment.
To create a new internal fulfilment, click the + Add internal fulfilment button. This will open the form for creating an internal entry. After clicking the context menu next to the selected internal fulfilment 
, the following options will appear:
- Edit, to edit the internal fulfilment
- Make a copy, to create an identical internal fulfilment
- Disconnect fulfilment, to cancel the link between the internal fulfilment and the billing fulfilment
Change History
After saving the fulfilment, the History tab will become available. You can grant or revoke access to this tab for specific users in the permissions settings (Fulfilments → Access to tabs → History).
On this tab, you will find information about the creation and changes made to the fulfilment.
Send the fulfilment by email
In the lower-left corner of the submission form, there is a Send fulfilment by email button, which you can use to send a one-time copy of the submission to the specified email address. If you set a contact in the module Directory → Contacts as a contact for sending reports, it will be pre-filled in this field.
Clicking the button opens a list of users registered in CDESK. The selected users will be added to the list below. You can remove them from the list by clicking the “
” icon. These users will be added to the Removed list. Click the 
button to restore them. You can also enter any email address in the CC field. Click the Send by email button to send the copy.
