Add "Receiving workflow" and Created by as filters and option for export to .csv

Description

Purpose:
The POL "Receiving workflow" field isn't included as a POL filter or included in the Actions > Export results (CSV) file.

Troubleshooting and reporting would be easier if this field were included in one or both places within the Orders app..
Use case: User is trying to resolve issues with orders that are of a certain workflow
Ideally also able to filter by order type when searching POLs. The limited ability to combine order and order line filters forces libraries to export order information and continue filtering in the spreadsheet.

When search is possible in the FOLIO UI it is easy to share the results with other users etc. and get their help resolving issues.
(98)
User story statement(s):

As an acquisitions librarian,
I need to be able to filter by "Receiving workflow" in Purchase Order lines
So I can identify problems with purchase order lines that are part of certain workflows

As an acquisitions librarian,
I need to export Receiving Workflow value to CSV
So that I can report on Purchase Order workflow status

Scenarios:

  1. Scenario: Add Workflow Status filter to Purchase order line sidebar

    • Given a user searches purchase order lines

    • When the user views search results

    • Then the user will be able to select a workflow status filter

      • and the filter will include "Synchronized order and receipt quantity" and "Independent order and receipt quantity"

  2. Scenario: Filter by Workflow status

    • Given a user has performed a search in Purchase order lines

    • When the user filters by Workflow status

    • Then only purchase order lines that match the selected Workflow status value will be displayed

  3. Scenario: Add "Workflow Status" to Purchase order Fields to export all fields

    • Given a user has selected "Export Results (CSV)" from the Actions menu

    • When the user selects all fields to export from the POL

    • Then "Workflow Status" will be included in the export   

  4. Scenario: Add "Workflow Status" to Purchase order Fields to export dropdown

    • Given a user has selected "Export Results (CSV)" from the Actions menu

    • When the user selects all fields to export from the POL

    • Then the user can include "Workflow Status"

Environment

None

Potential Workaround

None

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Thunderjet

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Created December 15, 2023 at 3:03 PM
Updated November 18, 2024 at 4:07 PM
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