The demand type management is accessible by the tab "Demand type management". However, to access to the demand type interface, the user must have the right CRM_DEMAND_TYPES_MANAGEMENT.
The interface of the demand type management lists all the actions that can be done on a category :
The list of demand type is sorted by priority order ascending.
The following interface summarize the information needed to the creation/modification of demand type :
The field "Resource link" refers to the resource link in which the demand type is linked to.
WARNING : the link must be absolute.
The field "Info link" refers to the info link of the resource.
The field "Contact link" refers to the contact link of the resource.
The field "Order" allows the user to define the priority of the demand type to display at the head of the pile.
The field "Category" allows the user to filter the demand tyoe by category (see "Category management for detail).
The field "Workgroup" allows the user to restrict the access of the demand type only to the Back-Office users that has the selected workgroup.
The field "Role" allows the user to restrict the access of the demand type only to the Front-Office users that has the selected role.
The field "Opening date" allows the user to define the opening date of the demand type. In other words, it is possible to display the demand type from a particular date. However, it is also possible to display the demand type all the time. To display all the time, the user just have to put the field at blank.
The field "Closing date" allows the user to define the opening date of the demand type. In other words, it is possible to not display the demand type from a particular date. However, it is also possible to display the demand type all the time. To display all the time, the user just have to put the field at blank.
Closing a demand type will stop displaying the demand type in Front-Office.
WARNING : there is no status "closed" for the demand types. This action only put the closing date to the current date at 00:00:00.
The action of removing a demand type will delete the selected demand type.
WARNING : this action will also remove all the demands linked to the demand type. This will also remove all the notifications linked to the demands.
The action of purging will delete all the demands linked to the demand type that has the status "Draft". This will also remove all the notifications linked to the demands.
There is a cleaner daemon that delete automatically the demand that has the status "Draft". By default, it is a daemon that will run once a day and delete the demand that has the status "Draft" and is linked to the demand types that are closed for 7 days. Those numbers are configurable in the file crm.properties. See the section "Configuration" for more detail.
