Skip to:

  1. Skip to Jira Navigation
  2. Skip to Side Navigation
  3. Skip to Main Content

Update the Action profile UI: Create/Edit screen

CSP Rejection Details

None

CSP Request Details

None

CSP Approved

None

Description

Purpose: As a staff person creating action profiles
I only want to see appropriate options for Actions and FOLIO record types
Since several existing options need updating (confirmed the MARC Holdings ones with Khalilah)

Scenarios

  1. Scenario 1

    • Given the Settings/Data import/Action profiles Create/Edit screen

    • When viewing the options for Action

    • Then adjust the language for the options in the dropdown menu as follows:

      • Create (all record types) May need adjusting for MARC Authority

      • Modify (MARC Bibliographic and Authority record types only) May need adjusting for MARC Authority

      • Update (all record types except Orders, Invoices, or MARC Holdings) May need adjusting for MARC Authority

  2. Scenario 2

    • Given the Settings/Data import/Action profiles Create/Edit screen

    • When viewing the options for FOLIO record type

    • Then adjust the options in the dropdown list depending on the selected Action, as follows:

      • If NO action has been selected yet, then include ALL FOLIO record types and make them selectable

        • Except, do not display FOLIO record type MARC Holdings

        • And do not display FOLIO record type Order (see UIDATIMP-1231)

      • If action is Create, then include ALL FOLIO record types and make them selectable

        • Except, do not display FOLIO record type MARC Holdings

        • And do not display FOLIO record type Order (see UIDATIMP-1231)

        • May need adjusting for MARC Authority

      • If action is Modify, then include only these record types, and make them all selectable

        • MARC Bibliographic (swap them alphabetically, since Modify will be used more for Bibs than Authority)

        • MARC Authority

        • May need adjusting for MARC Authority

      • If action is Update, then include only these record types, and make them all selectable

        • Instance

        • Holdings

        • Item

        • MARC Bibliographic

        • MARC Authority

  3. Scenario 3

    • Ensure automated testing coverage for this new code is 80%+

See attached mockup

Slide 8 of Nolana UI updates https://docs.google.com/presentation/d/1bKdSY-AVFXG9zh92nCuWqsEe4WQhCBJu6ZaFP498SVk/edit?usp=sharing

Environment

None

Potential Workaround

None

Attachments

1

Checklist

hide

TestRail: Results

Activity

Show:

Ann-Marie BreauxAugust 8, 2022 at 5:04 PM

Hi I want to doublecheck with about a couple things, and then will add a follow-on story to adjust. Closing this one since it meets the requirements, so that we can close the sprint

cc:

Valery_PilkoAugust 8, 2022 at 2:30 PM
Edited

Hi and  
If the user selects "MARC Authority" at the "FOLIO record type" dropdown, then "Action" dropdown should display only {}"Update (all record types....)" option. See requirement at this story: https://folio-org.atlassian.net/browse/UIDATIMP-1055 
cc.  

Ann-Marie BreauxAugust 3, 2022 at 5:57 AM
Edited

Hi The order-related changes have been moved to , and will be made after the Order field mapping profile has been created ()

Ann-Marie BreauxAugust 2, 2022 at 3:16 PM

Hi I think I've updated the description to match our discussion after standup today. Please let me know if any other questions.

And a reminder for myself, with regard to MARC Holdings:

  • The default Create holdings job uses Create Inventory holdings as its action, rather than Create MARC Holdings

  • Users cannot create custom MARC holdings profiles at all, for create or update

  • Users can only use the Default - Create Holdings and SRS MARC Holdings, and no update for MARC holdings via import (at this time)

  • So MARC Holdings does not need to appear in the FOLIO record type dropdown list when the action is blank or when the action is Create/Update/Modify

Done

Details

Assignee

Reporter

Labels

Priority

Story Points

Sprint

Development Team

Folijet

Parent

Fix versions

Release

Orchid (R1 2023)

TestRail: Cases

Open TestRail: Cases

TestRail: Runs

Open TestRail: Runs

Created July 20, 2022 at 4:15 AM
Updated April 5, 2023 at 5:33 AM
Resolved August 8, 2022 at 5:04 PM
TestRail: Cases
TestRail: Runs