Users - Custom Fields: Configurable Display at Checkout

Description

Current situation or problem:

Currently no custom fields do not display when a user is selected in the Check out app. This means that if staff need to view information contained in the user’s custom fields, they must switch over to the users app. This feature would allow an institution to select some users’ custom fields to display alongside other user information in the Check out app. 

In scope:

  • A new multi-select that includes all custom fields with the entityType “users” as options, under Settings > Circulation > Other settings.

    • This multi-select should be labeled, “Users custom fields to display at Check out”

    • Options in the multi-select should be presented in order by each custom field’s “order” value

  • When a user is looked up in the Check out app, all custom fields that have been selected in the “Users custom fields to display at Check out” multi-select are displayed in order (by the field’s “order” value) after Patron Blocks. Labels for Custom fields which are empty or missing from the user’s record but selected for display should still be displayed, this is similar to the behavior for other fields displayed at Check Out.

Out of scope:

Use case(s):

Use Cases - Users Custom Field Enhancements

Mockups:

- Field displayed at Check out

- Settings > Circulation > Other settings

Priority

Fix versions

None

Development Team

Volaris

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

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Olga KalachinskayaFebruary 19, 2025 at 7:30 PM

Would it be possible to have the ability to enable those custom fields based on the user type? For example, we have a custom field for the Reciprocal Borrowers' affiliation and it could be useful to see that field during check out to Reciprocal Borrowers but for no one else. Given that Reciprocal Borrowers account for 0.001% of our users, displaying that custom field for all patrons would add a lot of clutter for very little use.

Tino R.February 24, 2024 at 8:52 AM

Please keep in mind that custom fields and the UI components in use at "Settings > Users > Custom fields" are meant to handle multiple entities across different apps, not just 'users'. While adding a "Display at Check out" checkbox for custom fields could be handy for 'user' records, it might not matter as much for things like 'purchase orders' or 'organizations'. Perhaps considering "Settings > Checkout" as an option for implementing this feature could be worth exploring.

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Rank: Mainz (Full TBD)

R2

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Created February 23, 2024 at 8:00 PM
Updated February 19, 2025 at 7:30 PM
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