Add filters for documents in Licenses

Current situation or problem:

Agreements and Licenses (and License Amendments)  can have "documents" associated with them. Documents consist of:

• Name

• Note

• Type (reference data)

• Location

• URL

• File upload (with content type, name, etc.)

In Agreements these are all stored as supplementaryDocs, and in Licenses they are stored either as Docs (aka Core Docs) or supplementaryDocs.

However, it is not possible currently to search for agreements or licenses based on documents or document properties. Users have raise the need to be able to search for:

• Agreements/Licenses that have/don't have documents attached

• Agreements/Licenses based on document properties

In scope

New search filter mechanism for agreements and licenses, similar in UI to the terms/supplementary properties filter builder, enabling users to search for agreements/licenses by the presence/absence of documents and by document properties

Out of scope

Searching based on the content of files uploaded to documents

Use case(s)

• It would very useful to be able to find via Filter those Agreements for which I have intentionally added Supplementary Documents (or, have not). Preferably based on the Categories set–as well as None (no Supp Docs).

• I create a license record but the contract is not yet signed or needs attachment by another colleague. 

• As a reminder/ a list of outstanding tasks I would like to find all relevant records where documents are missing{*}*

Links to additional info

ERM SIG Meeting minutes 2021-04-14

ERM SIG meeting minutes 2022-03-23

ERM Implementers Topics