[UX-528] Sort cards in a customisable order Created: 18/Jul/23  Updated: 31/Jan/24

Status: Open
Project: User Experience Design
Components: None
Affects versions: None
Fix versions: None

Type: Story Priority: TBD
Reporter: Martina.Schildt Assignee: Kimie Kester
Resolution: Unresolved Votes: 0
Labels: crossapp
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
is cloned by UXPROD-4431 Implement responsive text fields Draft
Relates
relates to UXPROD-1635 Order/sequencing of holdings on an in... Draft
Sprint:
Development Team: None
RCA Group: TBD

 Description   

Current situation or problem:

In many apps across FOLIO a card display is used to enter and show information to users. Independant from the order of creation, the cards are sorted differently each time a user visits a record. 

User story statements:

  1. As a user I would expect the cards to sort in a predictable and consistent way. 
  2. As a user I need to be able to define the sort order individually when creating the cards, as well as edit and re-arrange the sort order over time easily when additional data is added.

The ability to re-arrange the sort order would be preferable.

Use case(s)

  1. Use case:
    • Given an agreement with multiple supplementary documents
    • When I open the agreement and extend the accordion "supplementary documents"
    • The supplementary documents display in a random order
    • I then close the record
    • When I open the agreement and extend the accordion "supplementary documents" again, the suppl. documents display in a different order
    • same applies for the cards displaying organizations, internal contacts
  2. Use case:
    • Given a license with multiple supplementary documents
    • When I open the license and extend the accordion "supplementary documents"
    • The supplementary documents display in a random order
    • I then close the record
    • When I open the license and extend the accordion "supplementary documents" again, the suppl. documents display in a different order
    • same applies for the cards displaying core documents, organizations, internal contacts
  3. Use case:
    • Given an organization with multiple e-mail addresses as contact information
    • When I edit the organization, I can only re-arrange the sort order of the mail addresses in contact information, when I delete the cards and create new
    • same applies for cards displaying addresses, URLs, phone numbers

Links to additional info

App Interaction meeting notes 2023-07-17

 

cc Gill Osguthorpe 



 Comments   
Comment by Kimie Kester [ 19/Jul/23 ]

Hi Gill Osguthorpe The first thing that came to my mind was the idea of adding a Sort by dropdown. Please click through these mocks when you have a chance:

https://drive.google.com/drive/folders/1lqhFozf_wzQ_C7Ou_OG69JOldpU6keWE?usp=drive_link

What do you think of this approach? Do you have other ideas?

Comment by Gill Osguthorpe [ 20/Jul/23 ]

Hi Kimie Kester. These look great. I've added some options to the folder your shared for setting the sort order in the Edit pane as well. There are a couple of options for a manual sort (suggested by at least one user on the call), and an option for setting the default sort options in a drop-down, to tie into your design for the View pane.

Comment by Kimie Kester [ 20/Jul/23 ]

Nice Gill Osguthorpe! Thanks for posting your mock in the folder. I think your options sound like great ideas to consider with Devs and the SIG. 

Martina.Schildt Can you take a look at the Google drive and see if this is enough for you to pursue the conversation further?

https://drive.google.com/drive/folders/1lqhFozf_wzQ_C7Ou_OG69JOldpU6keWE?usp=drive_link

 

Comment by Martina.Schildt [ 18/Oct/23 ]

Hi Kimie Kester Gill Osguthorpe those are very great options that I will discuss in one of the next meetings with the AI SIG. Thanks much!

Comment by Khalilah Gambrell [ 31/Jan/24 ]

Hey Martina.Schildt  - can this issue be closed?

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