Details
Assignee
UnassignedUnassignedReporter
Aaron NeslinAaron NeslinTester Assignee
Aaron NeslinAaron NeslinLabels
Priority
TBDDevelopment Team
ThunderjetTestRail: Cases
Open TestRail: CasesTestRail: Runs
Open TestRail: Runs
Details
Details
Assignee
Unassigned
UnassignedReporter
Aaron Neslin
Aaron NeslinTester Assignee
Aaron Neslin
Aaron NeslinLabels
Priority
Development Team
Thunderjet
TestRail: Cases
Open TestRail: Cases
TestRail: Runs
Open TestRail: Runs
Created December 15, 2023 at 3:03 PM
Updated November 18, 2024 at 4:07 PM
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:
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"
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
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
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"