Configure additional fields for opportunities, assets, agreements, and alliances

The additional fields are displayed in the Details tab of the opportunity pages, and the Overview tab of the agreement and alliance pages.

Depending on the type of information, the configurable fields can be a short text, a long text, a list of values, a number, a date, or boolean.

You can filter opportunities based on these additional fields in the opportunity hub and the dashboard page.

Please contact your CSM at Inpart to get the complete list of the fields available, with their name and description. 

Configurable vs non-configurable fields

Non-configurable fields

The following standard fields are not configurable (i.e., the field name cannot be edited):

• Opportunities: Tags, Initiative, Asset type, Opportunity type, Discovered by, Discovered on, Source, Source details, Territories, Territory details.
• Agreements: Agreement types, Territories, Agreement ID.
• Alliances: Alliance type, Territories, Territory details, Effective date, Alliance ID.

Configurable fields

We provide two types of configurable fields: 

• Pre-defined fields are fields created by Inpart with a specific business purpose, name, and format. If none of the available fields match your needs, you can request new ones through your Customer Success Manager.
• Custom fields are blank field slots with no pre-assigned meaning. They come in several formats: short text, long text, list, boolean (yes/no), number, and date. This gives your organization full autonomy to capture information that doesn't fit any of the pre-defined fields, without waiting for a new field to be developed.

Enable, disable, or request additional fields

Please get in touch with your CSM at Inpart to:

• Enable the fields you would like to add.
• Disable fields you would like to remove.
• Request new fields that aren't part of the existing list of fields available.

Important note: The selection of the fields must always be done in relation to the configuration of the layout of the field sections, to ensure fields are properly displayed on the opportunity pages.

If you ask to disable a field that has been used for some time, the field will be hidden on the opportunity page, but the information will remain saved in Inpart Deal. Thus, if you choose to enable this field again later, all the information previously entered will be available again.

Edit field names and descriptions

Open the Administration page and go to the Opportunity or Asset tabs. A tool icon marks the sections offering additional fields. Open the section of your choice and click the field you want to configure.

You can change the default name of the field in Display name and the description that will appear as a tooltip next to the field in the opportunity pages, in the Description window.

Add, edit, archive, or delete field values

Open the Administration page and go to the Opportunity tab. A tool icon marks the sections offering additional fields. Open the section of your choice and click the field you want to configure.

For fields offering a drop-down of list values, you can:

• Add your own values by clicking Add.
• Define if you want the users to select multiple values or a single value.
• Define who can add new values, simple Manager users and Manager users with Business Admin rights (Business admin and Managers), or Manager users with Business Admin rights only (Business admin only).
• Edit, archive, or delete values. When a value is archived, it remains visible in any fields where it is already used. However, once you edit a field, you can only choose from the currently active values.

Manage field sections layout

Important: Click Save to implement the modifications on the opportunity pages. The changes will appear straightaway after refreshing the opportunity page.

Open the Administration page, go to the Layouts tab, and select the opportunity type you want to customize the layout for.

By default, the Layouts tab displays the sections for all asset types. To display only the sections relevant to the asset(s) selected for the opportunity type (see Navigate opportunity workflows), toggle off the Show incompatible asset button.

Sections that can and cannot be customized

Only the layout of the additional field sections can be customized. 

The sections with an anchor are default fields provided on Deal, therefore, you can't customize their layout. Here, you can see the field sections that cannot be customized:

• Opportunity page view:
  
• Administration page view:
  

Add sections and sub-sections

A section is a block with a title and a list of fields under it. It allows for a clear separation of fields into groups related to a specific topic (e.g., financial information, intellectual property...).

Click Add section.

Enter the name of the section in Section title.

To add fields to the section, it is mandatory to add at least one sub-section. Click Add sub-section.

You can choose to name the sub-section and display its title on the opportunity page. In this case, toggle on the Show title button. If the button is toggled off, the list of fields will appear right under the section title on the opportunity page.

Add fields

Once you've created sections and sub-sections, click Add fields and select one by one the fields you want to display in the sub-section.

• To manage the fields' details (title, list of possible values), go to the Opportunity or Asset tabs of the Administration page.
• To manage required fields, go to the Required fields at creation sub-tab in the Layouts tab.

This is how it will show on the opportunity page, with Advanced asset classification being the section title and Molecule details being the sub-section title.

Reorder sections, sub-sections, and fields

• Sections: You can move sections (with all their content) up and down within their respective sides (exclusive to the asset or the opportunity).
• Sub-sections: You can move sub-sections up and down within their respective section or to another section of the same side.
• Fields: You can move fields up and down within their respective sub-sections, or to other sections of the same side.

Use drag-and-drop to move the sections, sub-sections, and fields.

If a section is left with no sub-section, it won't appear on the opportunity page.

Make additional fields mandatory

Define required fields to be filled in based on the opportunity type (in-licensing, out-licensing, investment, etc.) to ensure important information is consistently recorded across opportunities. Once selected on the Administration page, the required fields apply to any newly created or existing opportunities.

Required fields are not available for opportunities that have an opportunity still to be defined. Required fields are only available once you've selected the opportunity type.

To make some fields mandatory, go to the Administration page, the Layouts tab, and the Required fields sub-tab.

Select the opportunity type for which you want to make the fields mandatory. 

Then, select the fields in the drop-down list. 

You can remove the fields from the Required fields list at any time by clicking the trash can icon.

During the opportunity creation process, these required fields appear as an additional step, after selecting the opportunity type (in-licensing, out-licensing, investment, etc.).

Required fields can be edited on the opportunity page. However, if edited and left blank, a header will appear at the top of the opportunity page to warn the users that the required field needs to be filled in.

Important: The opportunity can't be moved out of the current stage of the workflow as long as the mandatory fields have not been properly filled in.