Implement Custom Fields for Purchase Orders - Phase 2

Description

This ticket continues the work on https://folio-org.atlassian.net/browse/UXPROD-2865 . It contains items that did not finish in time for the Quesnelia release.

Current situation or problem:
The order and order lines record has accumulated a number of data points that are core to the creation and processing of orders in FOLIO. However, institutions are limited to these data points in managing reporting and supporting their unique workflows.

In scope
Add "Custom fields" functionality to PO record
Add "Custom fields" functionality to POL record
Add support for searching and/or filtering by these custom fields in the Orders UI for PO and POL
Provision of "Custom fields" in Order templates

Out of scope
Add ability to expose custom fields in Receiving UI (for the moment)

Use case(s)
See wiki: https://folio-org.atlassian.net/wiki/display/DD/Orders+-+Custom+fields

Proposed solution/stories
See wiki https://folio-org.atlassian.net/wiki/display/DD/Orders+-+Custom+fields

Links to additional info
https://folio-org.atlassian.net/wiki/pages/viewpage.action?spaceKey=FOLIJET&title=MODCFIELDS-39+-+Custom+Field+backend+demo

Questions

Priority

Fix versions

None

Development Team

Leipzig

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

Checklist

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Activity

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Khalilah Gambrell January 13, 2025 at 2:18 PM

what work was done for Ramsons release? Can the remaining work be moved to another feature that is assigned to another release?

Björn Muschall October 30, 2024 at 2:38 PM

I’ve now added https://folio-org.atlassian.net/browse/UXPROD-5049 as umbrella for related Volaris stories. Feel free to move or change title/content as necessary.

Björn Muschall October 17, 2024 at 10:14 AM

Custom fields in orders could only be implemented with code workarounds due to the circumstances described in the two Volaris stories. As long as these circumstances exist, the workaround exists. To clean up the code and remove workarounds, it would be desirable if these issues were tackled in Ramson. If not, the workarounds will continue to exist, which has no negative impact on functionality in Orders for end users. We plan to implement custom fields in other apps as well (but no specific planning so far). We would only do this once https://folio-org.atlassian.net/browse/FCFIELDS-42 and https://folio-org.atlassian.net/browse/FCFIELDS-45 have been resolved.

Volaris stories can be moved to another feature. Would you like to do this? Not sure where and how exactly.

Khalilah Gambrell October 14, 2024 at 1:37 PM

Thank you - can we move the Volaris stories to another feature? Also

Björn Muschall October 8, 2024 at 12:25 PM

https://folio-org.atlassian.net/browse/MODORDSTOR-392 is in Code Review. It would be great if Thunderjet could review related Pull requests in order to close this issue. All other related issues above are assigned to Volaris but are not required to close this issue.

Details

Reporter

PO Rank

85

Front End Estimate

XXL < 30 days

Back End Estimate

XXL < 30 days

Rank: 5Colleges (Full Jul 2021)

R2

Rank: Cornell (Full Sum 2021)

R2

Rank: GBV (MVP Sum 2020)

R1

Rank: hbz (TBD)

R1

Rank: Mainz (Full TBD)

R1

Rank: MI State-Lib of MI (Sum 2021)

R1

Rank: TAMU (MVP Jan 2021)

R3

Rank: Chicago (MVP Sum 2020)

R2

Rank: U of AL (MVP Oct 2020)

R4

Rank: Leipzig (Full TBD)

R1

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Created May 17, 2024 at 6:02 AM
Updated April 4, 2025 at 4:03 PM
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