Users - Custom Fields: accordion display configuration

Description

Current situation or problem: Currently any created users custom fields will display in the custom field accordion which has a configurable title. However, it is currently not possible to set custom fields to display in other accordions on the user’s record. This feature would add a configuration option under Settings>Users>Custom Fields to set which accordion the custom will be displayed under.

In scope

  • New configuration dropdown for each custom field created, under Settings > Users > Custom fields allowing the user to select which accordion the custom field should be displayed under. All accordions should be included as options:

    • User Information

    • Extended Information

    • Contact Information

    • Custom Fields (named as configured under settings)

    • Fees/fines

    • Loans

    • Requests

  • Custom fields should display only under the accordion set in settings and not under the custom field accordion (unless that is what has been selected)

Out of scope

  • Creation of any additional custom accordions

  • Configuration for displaying custom fields in other FOLIO apps

Use case(s)

 Mockups:

- Settings > Users > Custom fields

- User view and edit examples

Priority

Fix versions

Development Team

Volaris

Assignee

Amelia Sutton

Solution Architect

Parent Field Value

None

Parent Status

None

Checklist

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TestRail: Results

Activity

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Kimie Kester March 6, 2024 at 2:32 PM

Hi I started some mocks for this story and they are at:

Sharon Markus September 23, 2020 at 7:55 PM

Cornell: a small group evaluated the options for Cornell with regard to Patron Codes. It appears that the combination of the Department field and Custom fields will provide the solution that Cornell needs. Testing of custom fields and reporting from them can begin with GoldenRod. Testing of Department fields and reporting from them can begin with Honeysuckle. The Cornell Patron Feed will be modified to accommodate the Patron Code reporting needs identified in REP-221.

(OLD ACCOUNT) Erin Nettifee June 17, 2020 at 1:54 PM

Duke will rank this go-live because it is the suggested workaround to 2490. If 2490 ends up going in time for Round IV implementers, then we could downgrade this to up to a quarter.

Reporter

Release

Trillium (R2 2025)

Rank: 5Colleges (Full Jul 2021)

R2

Rank: Cornell (Full Sum 2021)

R3

Rank: Chalmers (Impl Aut 2019)

R5

Rank: GBV (MVP Sum 2020)

R3

Rank: Chicago (MVP Sum 2020)

R4

Rank: MO State (MVP June 2020)

R1

Rank: U of AL (MVP Oct 2020)

R3

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Created June 14, 2020 at 11:53 PM
Updated 2 days ago
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