This card is related to - collectively adding changes to the Inventory Action drop down menu that support linked data.
The purpose of this card is to address the ‘Edit Instance’ option when the source type = LINKED_DATA.
The action should be enabled from the Action drop down, and it should function the same as for an Instance record with source type=MARC. Some fields and buttons displayed in the Edit Instance workform are enabled and editable when source type=MARC, including:
Suppress from discovery
Staff suppress
Previously held
Cataloged date
Instance status term
Add statistical code
Add administrative note
Add nature of content term
Add child instance
Add parent instance
All other fields and buttons are read only.
1. Default, Edit Instance with source type=LINKED_DATA
GIVEN that the cataloger has selected an Instance record with source type = LINKED_DATA in the Inventory application
AND that the Action drop down menu is displayed
WHEN ‘Edit Instance’ has been selected from the Action drop down
THEN the selected Instance is displayed in the Edit Instance workform
AND all of the fields and buttons in the workform are read only, except for
Suppress from discovery
Staff suppress
Previously held
Cataloged date
Instance status term
Add statistical code (button)
Add administrative note (button)
Add nature of content term (button)
Add child instance (button)
Add parent instance (button)
which are all enabled and editable
AND the ‘Cancel’ button is enabled by default
AND the ‘Save & close’ button is disabled by default
AND the 'X' button in the top left of the workform screen is enabled
2. Edits
GIVEN scenario 1
WHEN the cataloger makes any edits in the Edit Instance workform
THEN the ‘Save & close’ button is enabled
AND the ‘Cancel’ button is still enabled
3. Save & close
GIVEN scenario 2
WHEN the cataloger selects the ‘Save & close’ button
THEN the edits are saved to the back end
AND the Edit Instance workform is no longer displayed
AND the cataloger returns to the search result set in the Inventory app
AND the selected Instance record is displayed in the full record panel on the right of the screen
4. Cancel
GIVEN scenario 2
WHEN the cataloger selects the ‘Cancel’ button
THEN a prompt is presented alerting the cataloger that there are unsaved changes
5. Keep editing
GIVEN scenario 4
WHEN the cataloger selects the ‘Keep editing' button
THEN a prompt is no longer displayed
AND the cataloger returns to the Edit Instance workform
6. Close without saving
GIVEN scenario 4
WHEN the cataloger selects the ‘Close without saving' button
THEN the prompt is no longer displayed
AND the edits made in the Edit Instance workform are not saved to the back end
AND the Edit Instance workform is no longer displayed
AND the cataloger returns to the search result set in the Inventory app
AND the selected Instance record is displayed in the full record panel on the right of the screen
NOTE: Repeat scenario 6 by selecting the exit icon ('X') in the upper left of the screen
7. Read only fields
GIVEN scenario 1
WHEN the cataloger tries to make any changes to read only fields (e.g. selecting a drop down, clicking the trash can icon)
tested on 310 env, ok for me. Evidences and cases added.
Doug Loynes July 4, 2024 at 12:34 PM
Edited
Open question from front end: will developers be able to easily tap into existing functionality, so that source=LINKED_DATA behaves the same as a record with source=MARC currently behaves?
This card is related to - collectively adding changes to the Inventory Action drop down menu that support linked data.
The purpose of this card is to address the ‘Edit Instance’ option when the source type = LINKED_DATA.
The action should be enabled from the Action drop down, and it should function the same as for an Instance record with source type=MARC. Some fields and buttons displayed in the Edit Instance workform are enabled and editable when source type=MARC, including:
Suppress from discovery
Staff suppress
Previously held
Cataloged date
Instance status term
Add statistical code
Add administrative note
Add nature of content term
Add child instance
Add parent instance
All other fields and buttons are read only.
1. Default, Edit Instance with source type=LINKED_DATA
GIVEN that the cataloger has selected an Instance record with source type = LINKED_DATA in the Inventory application
AND that the Action drop down menu is displayed
WHEN ‘Edit Instance’ has been selected from the Action drop down
THEN the selected Instance is displayed in the Edit Instance workform
AND all of the fields and buttons in the workform are read only, except for
Suppress from discovery
Staff suppress
Previously held
Cataloged date
Instance status term
Add statistical code (button)
Add administrative note (button)
Add nature of content term (button)
Add child instance (button)
Add parent instance (button)
which are all enabled and editable
AND the ‘Cancel’ button is enabled by default
AND the ‘Save & close’ button is disabled by default
AND the 'X' button in the top left of the workform screen is enabled
2. Edits
GIVEN scenario 1
WHEN the cataloger makes any edits in the Edit Instance workform
THEN the ‘Save & close’ button is enabled
AND the ‘Cancel’ button is still enabled
3. Save & close
GIVEN scenario 2
WHEN the cataloger selects the ‘Save & close’ button
THEN the edits are saved to the back end
AND the Edit Instance workform is no longer displayed
AND the cataloger returns to the search result set in the Inventory app
AND the selected Instance record is displayed in the full record panel on the right of the screen
4. Cancel
GIVEN scenario 2
WHEN the cataloger selects the ‘Cancel’ button
THEN a prompt is presented alerting the cataloger that there are unsaved changes
5. Keep editing
GIVEN scenario 4
WHEN the cataloger selects the ‘Keep editing' button
THEN a prompt is no longer displayed
AND the cataloger returns to the Edit Instance workform
6. Close without saving
GIVEN scenario 4
WHEN the cataloger selects the ‘Close without saving' button
THEN the prompt is no longer displayed
AND the edits made in the Edit Instance workform are not saved to the back end
AND the Edit Instance workform is no longer displayed
AND the cataloger returns to the search result set in the Inventory app
AND the selected Instance record is displayed in the full record panel on the right of the screen
NOTE: Repeat scenario 6 by selecting the exit icon ('X') in the upper left of the screen
7. Read only fields
GIVEN scenario 1
WHEN the cataloger tries to make any changes to read only fields (e.g. selecting a drop down, clicking the trash can icon)
THEN no changes are made
AND the same values (where applicable) display