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CRUD for Action Profiles

Description

Help the user set rules and profiles for dealing with incoming batch loads:

  • what type of incoming file

  • what FOLIO apps/record types should be affected (Inventory, MARCcat, Source Record Storage, Orders, and Invoices, to start)

  • what actions to take on those records

  • using what data mappings

  • allow actions to be saved as profiles or created on the fly

See https://docs.google.com/drawings/d/1IN2t0T838HtHytNctdugQN0nL8_KSJ-PzysQxSyZ1Hc/edit for a schematic

Note: Split from because it was too broad, and so that it could be closed in Q4 2018

Priority

Labels

Fix versions

Development Team

Folijet

Assignee

Solution Architect

Parent

Parent Field Value

None

Parent Status

None

Attachments

2

blocks

defines

is defined by

relates to

Checklist

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TestRail: Results

Activity

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Ann-Marie Breaux September 30, 2019 at 7:44 AM

Most UI work completed in Q3 2019, but some work split to Q4 2019 - mainly the PubSub-related enabling of the individual actions for the individual FOLIO record types

Ann-Marie Breaux June 10, 2019 at 9:04 AM
Edited

Some stories completed in Q2, bu majority of the feature will be done in Q3, so moved the whole feature to Q3

Done

Details

Reporter

PO Rank

93

Estimation Notes and Assumptions

Estimates by Ann-Marie and Folijet

Analysis Estimate

Large < 10 days

Analysis Estimator

Front End Estimate

XL < 15 days

Front End Estimator

Front-End Confidence factor

Low

Back End Estimate

XXL < 30 days

Back End Estimator

Rank: 5Colleges (Full Jul 2021)

R1

Rank: Cornell (Full Sum 2021)

R1

Rank: Chalmers (Impl Aut 2019)

R4

Rank: GBV (MVP Sum 2020)

R1

Rank: TAMU (MVP Jan 2021)

R1

Rank: Chicago (MVP Sum 2020)

R1

Rank: U of AL (MVP Oct 2020)

R1

Rank: Lehigh (MVP Summer 2020)

R1

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Created December 3, 2018 at 8:47 AM
Updated September 16, 2020 at 9:12 PM
Resolved September 30, 2019 at 7:40 AM
TestRail: Cases
TestRail: Runs