Exact Synergy Enterprise

Customizing request type fields – Stage

Menu path

Workflow à Setup à Requests à Request types

Introduction

You can configure the Stage field for a request type on this page. Prior to the configuration, you will need to add the Stage field to the request type of the intended request. For more information on how to add fields to, or remove fields from a request type, see Creating and modifying request types - Fields tab.

Similar to the Follow-up date field, you can make use of the Stage field as a reference or a source to manage any business opportunities found in the requests of this type. In a request, you need to select the request of the type which you have configured to display the predefined options for the Stage field, such as Prospecting, Qualification, Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal, or Negotiation to define the progress of the request. For more information on how to create or modify a request, see Creating and modifying requests and Customizing request type fields – Follow-up date for information on customizing the Follow-up date field.

This document will also describe how to customize these predefined options to suit your business needs. For more information on the other settings available in most request fields, see Customizing request type fields (Main document).

Roles and rights

To create and modify request types, function right 5 – Create request types, and edit request types without responsible or function right 232 – Edit all request types is required. By default, users with the General manager and HR roles have the first function right while the latter is reserved for users with the Administrator role.

Note:

For more details on function rights, go to System à Setup à Security à Function rights.
For more details on roles, got to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 252.

How do I configure the Stage field in a request type?

On the Workflow: Request types page, click the required request under the All request types section.
On the Workflow: Request type page, click the Fields tab.
Click Stage in the Name column under the Fields section.
On the Request: Field page, define the fields.
Click Save, and then Close to exit.

Keep in mind: All fields with the “!” icon are mandatory.

Buttons

Fields

General section

Field

This displays the Stage field name in the request type. You cannot edit this information.

Request type

This displays a hyperlink with the ID and description of the request type where you are configuring for the Stage field. You can click the hyperlink to view the request type definition, but you cannot edit this information.

Position section

This section allows you to configure the placement of the Stage field on the request page. For more information, see Customizing request type fields (Main document).

Position

Select the row (sequence) to display the Stage field on the request page. By default, the last added field will be displayed in the last row, or as the last item in the request, unless configured.

Front

Select this check box to enforce the location of the Stage field in the first column regardless of the number of columns occupied by the previous field.

Columns

Select 1 or 2 to display the Stage field in the right (first) column or left (second) column on the request page. By default, option 1 is selected.

Default section

Default

Type the default text at the Stage field of a new request. The user can change the default text unless you have disabled the editing of this field for a relevant status of the request under the Edit section.

Note: If the Selection section is configured, the default text is ignored.

Label section

Text

Click to rename the label of the Stage field in multiple languages. You can use simple HTML tags (including inline CSS styles) to enhance the label. For more information, see Customizing field names in multiple languages.

Note: By default, the translations are automatically filled in by the system.

Color

Select a color as the text color of the label for the Stage field in the request type.

Size

Select Default, XXS, XS, S, M, L, XL, or XXL as the text size of the label for the Stage field. The smallest is XXS and the largest is XXL. If you select Default, the font size is not specified.

Note: Each size, including Default, is relative and depends on the underlying system style of the current user (see Customizing Exact Synergy Enterprise) as well as the settings in the user's web browser. Technically, the sizes are relative CSS font sizes.

Style

Select Normal, Bold, Italic, or Underline to set the text style of the label for the Stage field. By default, Normal is selected.

Visible section

Select the relevant check box(es) to set the Stage field visible in each status of the request:

New – Select this option to make the field visible when the request is being created.
Realized – Select this option to make the field visible after the request is realized.
Open – Select this option to make the field visible when the request is in the Open status.
Processed – Select this option to make the field visible after the request is processed.
Approved – Select this option to make the field visible after the request is approved. This setting is not applicable to requests that do not require approval.
Rejected – Select this option to make the field visible after the request is rejected.

Note: By default, all check boxes are selected.

Edit section

Select the relevant check box(es) to enable the Stage field for editing in each status of the request:

Open – Select this option to enable editing of the field when the request is in the Open status. By default, this option is selected.
Realized – Select this option to enable editing of the field after the request is realized.
Approved – Select this option to enable editing of the field after the request is approved. This setting is not applicable to requests that do not require approval.
Processed – Select this option to enable editing of the field after the request is processed.
Rejected – Select this option to make the field visible after the request is rejected.

Edit

Select the person who can edit the Stage field in the request:

Creator – Select this option to enable only the creator of the request to edit the field depending on the status when the field is available for editing.
Current – Select this option to enable only the current actor(s) of the current request status to edit the field depending on the status when the field is available for editing. For example, if the request is in the Realize status and the field is available for editing in the Open or Approved status, only the person or people who must realize the request can edit this field. By default, this option is selected.
Everyone – Select this option to enable a person with editing rights to the request to edit the field regardless of the current actor(s). This is dependent on the security level of the person and the request status when the field is enabled for editing.

Mandatory section

Select the relevant check box(es) to set the Stage field as mandatory in each status of the request:

Open – Select this option to make this field mandatory when the request is in the Open status.
Realize – Select this option to make the field mandatory when the request is to be realized.
Approve – Select this option to make the field mandatory when the request is to be approved.
Process – Select this option to make the field mandatory when the request is to be processed.
Reject – Select this option to make the field mandatory when the request is to be rejected.

Selection section

For this section, choose to configure either the Values, or Reference and Selection settings. If the Values setting is used, the Reference and Selection settings are ignored. For the Stage field, the default configuration is only at Values in this section.

Values

Type the list of options available for the Stage field. The default options are Prospecting, Qualification, Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal, and Negotiation. These options will be displayed only in the requests of this request type. You can add, remove, or replace these values with your own values, separated by a semi colon (;), if more than one option is present. For more information on other examples for this setting, see Customizing request type fields - Free: Text.

Reference

Select Items, Projects, or VAT codes if you want the user to select an item, a project, or a VAT code instead of a list of option values. When creating or modifying requests of this type, the item, project code, or VAT code will be saved in the database. You can also filter the available items, projects, or VAT codes using a partial SQL statement at Selection. For more information, see Customizing request type fields - Free: Text.

Selection

Type a partial SQL statement, which is used as part of an SQL WHERE clause by the system, to list only the information matching this statement. Click Show to preview the list of results based on the partial SQL statement regardless of other settings under the Selection section. The selection page may present a different list in an actual request during run-time when other settings, which may include settings in other request fields, are taken into account. For more information, see Customizing request type fields - Free: Text.