Configure additional fields for opportunities

• Opportunity management: opportunity assessment, financials, internal organization, and project management.
• Asset information (for opportunities with a pharma asset only): scientific classification and pharma assessment. 

All the additional fields related to opportunity management are displayed in the Details tab, and the ones related to asset information are displayed in the Asset tab of the opportunity pages. 

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

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

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

Enable, disable, or request additional fields

Please get in touch with your CSM at Inpart to:

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

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 the field name and description

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, and delete field values

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.

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).

Make the fields' visibility dependent on the opportunity type

Display only relevant fields on opportunity pages based on their opportunity type (in-licensing, out-licensing, investment, etc.). This will make it easier for users to fill the opportunity page out, and therefore improve data entry in the platform. Once selected on the Administration page, the selected fields apply to any newly created or existing opportunities.

To select the fields to be displayed for each opportunity type, go to the Administration page, the Layouts tab, and the Page sub-tab. 

Select the opportunity type for which you want to select the applicable fields. 

All configurable fields enabled on the platform are listed here, so you will need to remove the ones you don't want to appear for the selected opportunity type by clicking the red trash can icon. You can add again any removed fields by clicking Add field, and selecting the field.

Make additional fields mandatory

Define mandatory 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 mandatory fields apply to any newly created or existing opportunities.

To make some fields mandatory, go to the Administration page, the Layouts tab, and the Required fields at creation 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 mandatory fields appear as an additional step, after selecting the opportunity type (in-licensing, out-licensing, investment, etc.).

Mandatory 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 mandatory 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.

Organize additional fields into subsections

You have different possibilities to help you structure the fields on the opportunity pages for better clarity.

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.

Add line breaks

A line break will position the field at the beginning of a new line to make it stand out.

Toggle the Line break button and click Save settings. The line break will be represented by a dotted line in the list of fields in the Administration page for reminder.

Add separators

A separator is a physical line shown in the interface before the field to separate it from other fields in an obvious way.

Check the Show separator box and click Save settings. The separator will be represented by a solid line in the list of fields on the Administration page for reminder.

Add section subtitles

A subtitle allows regrouping multiple fields under a common section to better structure the information. You can regroup several fields under a section subtitle.

Enter a short text in the Subtitles window to name the subsection of fields and click Save settings. You can then drag and drop fields on the list on the left to display them within the subsection.