The CDESK Desktop Client is primarily designed for permanent work with CDESK for users with the cheaper CDESK SILVER license. Due to the advantages provided by the CDESK Desktop Client, we recommend its use also for users with the CDESK GOLD license. It is used for operational work and more convenient management of items in the database (CMDB). It allows you to handle individual requests, work orders, record fulfillments and related activities such as status change (e.g. to “Completed”). Users with a CDESK GOLD license can edit in it as in a spreadsheet, what greatly simplifies the management of various lists.
There are some differences between CDESK Desktop Client and the web interface:
The CDESK Desktop Client offers a cheaper possibility to use CDESK for operational work. Through the CDESK Desktop Client, workers have continuous access to the functions needed for daily work and, if they occasionally require full functionality, it is available via web under certain time restrictions. Another advantage of the client is that the data is stored locally on the computer that saves the server power. The same goes for the mobile app.
For users with a CDESK SILVER license, access to the web interface is partially restricted; only 25% of the users with this license can connect to the CDESK website at one time. But using the CDESK Desktop Client, users with a CDESK SILVER license are also connected continuously and at a lower cost.
We would like to highlight some useful features that can be of benefit also to users with a GOLD license, i.e. users who have unlimited access to the web interface
Spreadsheet editing allows you to move and edit items as in Excel. The spreadsheet editing feature is supported for almost every module.
You may encounter modal windows also in spreadsheet editing, as the cell format requires it. This is the case when the cell contains HTML content and the table itself displays the strings as plain text. To ensure that the HTML formatting is not lost during input and editing, an auxiliary modal window is displayed.
Use the ENTER button to enter the item you want to edit. Use the ESC key to exit the item. Use the “Save” button to save the edited text. The F2 keyboard shortcut also allows you to enter a description in spreadsheet editing.
Use arrow keys to move horizontally and vertically by individual cells in the item. In the selected cell you want to edit, start typing and the text will be added directly. The similarity of spreadsheet editing can be compared to Excel. If there is already a similar value in the column, the repeating content will appear in parallel when typing using spreadsheet editing.
Another advantage offered by the CDESK Desktop Client is filtering in any column. Just click on the column name and the filtering conditions are displayed.
The filters set over the columns have an “AND” relationship in between then. You can combine “AND” and “OR” within a single column.
The quick filter settings can be saved under a button and thus quickly applied in the future. The button is created via the funnel icon with the ‘+’ sign in the upper right part.
Records can also be searched using the top search box. Results are instantly displayed as you type.
In the top search box, it is possible to search even if other filters are enabled elsewhere (left panel, quick filter above columns). To do this, use the toggle at the end of the top search box: turn it off to search for the entered text in all available records.
You can also control the range of the fields the top search box will search in. Set the search range via the hamburger menu at the end of the top search box.
When you click on an item in any module, the right panel displays the contents of the selected item from the record. Individual actions are described below.
The right panel allows you to view the request in multiple levels.
The right panel allows faster access to the desired item and more convenient work with it. Through the right panel you can choose between quick shortcuts such as rolling out the request in two levels and then scaling it down:
In addition to the functions mentioned below, the right panel allows you to directly open the modal window.
The following items are synchronization, save, add discussion post, post for assignees, complete, add fulfillment, add task, add work order, related requests, and attachments.
The right panel of the request allows quicker access to the discussion using a button or tab. The right panel also contains a function to open a modal window with discussion.
The discussion can also be opened in a modal window directly via the right panel.
There are several new ways of adding records in the CDESK Desktop Client compared to the web interface. There is row adding, which is particularly suitable for the CMDB configuration database of objects, Fulfillments, Tasks. For adding with data repetition, the row adding method with the transfer of data from the filter can help you. Adding via the right panel is simplifying. The closest to the web interface is adding via a modal window. The different methods of adding from the web interface are described in the following text.
If you choose “Add via right panel”, the right panel is opened and you can add e.g. a task.
After selecting “Add via the right panel”, the panel will be rolled out in the first level. Using arrows located below the “X” icon used to exit the window, the panel level can be scaled up and down as needed. This is followed by the “Open in modal window”, “Synchronize”, “Save” and “Delete” buttons.
Among one of the most useful features that CDESK Desktop Client offers is the “Add via new row”. With this feature, you don’t need to open any additional windows and simply add and type information exactly where you need it, which saves you time and work.
When you add a new row, the sync box appears right at the beginning of it. We explain more about synchronization in further tips. We are still in the spreadsheet editing, where you can just start typing right away. Even though it is a new row first in the order, it is automatically pre-filled when you type text that already exists in that column.
If you have selected the type in the left filter, just click on “Add via new row using filter” after setting the window and rows will be added to which you just need to add the necessary information. The best use of this feature is if you enter objects in the CMDB into a configuration database with a certain equal value.
The row that appears after adding can be filled in by typing directly as in the case of the “Add via new row” option.
The button is at your disposal non-stop and you can set it according to your own needs. It helps you work faster and more efficiently.
Currently, this method of adding is possible in the CMDB configuration database of objects. It is planned to incorporate it in fulfillments and tasks as well.
Anchoring columns may resemble Excel. One way to anchor a column is by direct right-clicking on it. You can change the anchoring of columns at any time as you wish.
As an additional option for anchoring columns in the CDESK Desktop Client, this feature is available with a prompt possibility to customize the number of anchored columns in the left panel. The setting makes environment more pleasant and easier to work in.
Use filters in the left panel of requests to switch as in ‘folders’. We have selected default filters for you that you are likely to use the most. They cannot be changed. For your own filter setup, we recommend you creating your own filters.
To take advantage of the CDESK Desktop Client potential, get acquainted with the features and selected functions described in the following text.
As mentioned above, the CDESK Desktop Client has a local database, which makes the software less taxing on the server. The transfer with the server can be manual or automatic. Manual mode requires pressing the “Save” button, or if you by any chance leave a record without saving it, you can use the sync center to complete the saving on the server. In the automatic mode, the client attempts to transfer the data each time you leave the record.
Report about synchronization status via the “Sync Cloud” and the yellow/red icons in the item row.
Automatic synchronization to the server after each change allows direct linking and saving to the server. If this option is not selected, the data will be stored in the local database. Use the cloud icon to save the entered information to the server.
Use the disc icons in the first level to save all the necessary synchronizations. If you want to save only one synchronization, this can be done using the disc belonging to the specific synchronization.
If you change some information on the web, it is transferred to the CDESK Desktop Client. It is not currently possible to do so in the opposite direction.
The colored icon informs about the current synchronization status of specific items.
If any mandatory fields are not filled in, the sync button appears in red. It appears in yellow if the item needs to be saved.
In the requests as the first module, the data is at the top of the record detail. Although the parameters at the top of the form seem to be read-only, they can be edited.
As the option to anchor columns similar to the one in Excel has been already mentioned, in the left column in the Settings tab you can set the column name height and row height to fit more text in the cells.
In addition to the primary settings offered in the profile, it is also possible to select settings in the specific module as well as when filtering in the left section. The Settings option is located right next to the filter.
In the settings, you make the same choices as we have already mentioned in the list of configuration database objects:
You can set the order of columns not only by the first column selection and order setting next to the spreadsheet editing, but also by direct mouse contact: you simply grab any column and then move it as needed.
It is possible to use some features on the website without having to leave and exit your current activity in the program. The mentioned function is offered by e.g. Message Processing, opening the detail of the offer. Please note that such access to the web interface uses up a direct web access license.
CTRL + ENTER – automatically turns on spreadsheet editing and the selected cell can be edited immediately
CTRL + S – saves and synchronizes the item with the server (works in spreadsheet editing)
CTRL + SHIFT + S – the currently opened module is synchronized with the server
ALT + END – exits spreadsheet editing
HOME – moves the cursor to the cell in the first column
END – shifts to the end of columns
We will guide you through the installation of the CDESK Desktop Client step by step. It is based on the “.NET CORE” technology, the core of which must be installed on the computer and the latest Microsoft Edge browser is required for proper functioning. Both components, if missing on the computer, the installer automatically includes in the installation. The installer is available on the CDESK website under the Download section. The latest version is updated automatically and offered to you when released.
2. In the Setup section, check “I accept the terms in the License Agreement” and then click “Next >”.
3. In the selection of the installation folder, check the “Product install path” to see if the installation location suits you. If the path does not suit you, click the “Browse” button and select the repository. If the path suits you, click “Next”.
4. Wait for the Installation Wizard to install the product.
5. After installation, verify if the “Launch CDESK Desktop Client” box is checked and click “Finish”.
6. After installation, you will see an input window in the preset language. Enter “Server”, “Username” and “Password”.
7. Wait for the synchronization to finish. If you have a new environment with few records, synchronization should be done in a matter of seconds, if you already have an environment with tens of thousands of records, synchronization takes several minutes.
The CDESK Desktop Client itself checks for the latest available version from the central repository. If a newer version is available, an upgrade is offered.
In case you want to verify that you have the latest version, click the cloud button.
You can switch the CDESK Client from the production version to the Beta/Alpha test version. Versions that come directly out of development are referred to as Alpha and versions that have passed basic testing are referred to as Beta versions. Do not make the switch unless you have checked with CDESK support, as a particular Alpha/Beta version may not be suitable for your environment. You must also expect a higher labor intensity when upgrading to a more stable version, which must be done by uninstalling and installing the CDESK client. The switch can be done in My Profile -> Settings -> Gear icon.
In the upper right corner, click on Profile – “Figure” then on settings to display a window with options:
Log browser – window with an overview of error messages, which can be useful in case of contacting support to resolve problems faster.
The CDESK Desktop Client allows quick access to work and easier implementation. If you use the Desktop application, you can be sure of being in control of your work. You are more connected to it and feel more at home. Thanks to notifications you no longer miss anything and are informed about everything.
We wish you a pleasant work with CDESK Desktop Client.