Sort cards in a customisable order

Description

Current situation or problem:

In many apps across FOLIO a card display is used to enter and show information to users. Independant from the order of creation, the cards are sorted differently each time a user visits a record. 

User story statements:

  1. As a user I would expect the cards to sort in a predictable and consistent way. 

  2. As a user I need to be able to define the sort order individually when creating the cards, as well as edit and re-arrange the sort order over time easily when additional data is added.

The ability to re-arrange the sort order would be preferable.

Use case(s)

  1. Use case:

    • Given an agreement with multiple supplementary documents

    • When I open the agreement and extend the accordion "supplementary documents"

    • The supplementary documents display in a random order

    • I then close the record

    • When I open the agreement and extend the accordion "supplementary documents" again, the suppl. documents display in a different order

    • same applies for the cards displaying organizations, internal contacts

  2. Use case:

    • Given a license with multiple supplementary documents

    • When I open the license and extend the accordion "supplementary documents"

    • The supplementary documents display in a random order

    • I then close the record

    • When I open the license and extend the accordion "supplementary documents" again, the suppl. documents display in a different order

    • same applies for the cards displaying core documents, organizations, internal contacts

  3. Use case:

    • Given an organization with multiple e-mail addresses as contact information

    • When I edit the organization, I can only re-arrange the sort order of the mail addresses in contact information, when I delete the cards and create new

    • same applies for cards displaying addresses, URLs, phone numbers

Suggested design

Links to additional info

App Interaction meeting notes 2023-07-17

App interaction SIG meeting notes 2023-11-15

App interaction SIG meeting notes 2023-11-29

cc  

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Martina Schildt June 26, 2024 at 3:45 PM

Design is complete. Ready for development where it applies.

Khalilah Gambrell January 31, 2024 at 2:01 AM

Hey   - can this issue be closed?

Martina Schildt October 18, 2023 at 1:52 PM

Hi those are very great options that I will discuss in one of the next meetings with the AI SIG. Thanks much!

Kimie Kester July 20, 2023 at 3:10 PM

Nice ! Thanks for posting your mock in the folder. I think your options sound like great ideas to consider with Devs and the SIG. 

Can you take a look at the Google drive and see if this is enough for you to pursue the conversation further?

https://drive.google.com/drive/folders/1lqhFozf_wzQ_C7Ou_OG69JOldpU6keWE?usp=drive_link

 

Gill Osguthorpe July 20, 2023 at 1:56 PM

Hi . These look great. I've added some options to the folder your shared for setting the sort order in the Edit pane as well. There are a couple of options for a manual sort (suggested by at least one user on the call), and an option for setting the default sort options in a drop-down, to tie into your design for the View pane.

Done

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Created July 18, 2023 at 4:56 PM
Updated July 26, 2024 at 3:11 PM
Resolved June 26, 2024 at 3:45 PM
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