Requests (UXPROD-790)

[UXPROD-1365] Create Request from Item Record Created: 21/Nov/18  Updated: 16/Sep/20  Resolved: 16/Jan/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q1 2019
Parent: Requests

Type: New Feature Priority: P3
Reporter: Cate Boerema (Inactive) Assignee: Cate Boerema (Inactive)
Resolution: Done Votes: 0
Labels: Q4-2018pFF, chalmers_visit_nov
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Inventory new request.png     PNG File Users new fee fine.png     PNG File v2 Inventory new request.png     PNG File v2 Users.png    
Issue links:
Relates
relates to UIIN-410 Create New Request from Item Record Closed
relates to UX-236 Option to create a request from item ... Closed
Epic Link: Requests
Front End Estimate: Small < 3 days
Front End Estimator: Zak Burke
Development Team: Prokopovych
Rank: Chicago (MVP Sum 2020): R2
Rank: GBV (MVP Sum 2020): R2

 Description   

As a user who is searching in Inventory
I want to be able to quickly create a request for an item

From the item record, there will be a "Create request" option which will open the request create form with the Item details pre-populated. This feature will be especially useful, as we don't yet have the item search and select popup implemented in the Request form. That feature is planned and is covered in UXPROD-284 Open



 Comments   
Comment by Cate Boerema (Inactive) [ 21/Nov/18 ]

Zak Burke can you please estimate this when you have a minute? I believe it's ui-only

Comment by Cate Boerema (Inactive) [ 27/Nov/18 ]

Zak Burke, just following up on this. Can you please add an estimate? We need it for the cap planning. Please let me know if this doesn't look like it's ui-only. Thanks!

Comment by Zak Burke [ 05/Dec/18 ]

The request side of this is already in place, done under the auspices of UIREQ-146 Closed , so now it's just a matter of deciding where you want the button to be in ui-inventory.

Comment by Cate Boerema (Inactive) [ 05/Dec/18 ]

The request side of this is already in place, done under the auspices of UIREQ-146 Closed , so now it's just a matter of deciding where you want the button to be in ui-inventory.

YESSSS

Comment by Charlotte Whitt [ 10/Dec/18 ]

Hi David García Sánchez - did you decide what to do about this 'action menu' option and/or button in the Item record ( UX-236 Closed )?

Comment by David García Sánchez [ 11/Dec/18 ]

Hi Charlotte Whitt talking with Filip we have thought it would be a good idea to have the action as a button in the accordion and in the pane header as well. I will attach examples for Inventory screenshots and Users too.

Unable to render embedded object: File (New request.png) not found.

Unable to render embedded object: File (New fee fine.png) not found.

Comment by Cate Boerema (Inactive) [ 12/Dec/18 ]

David García Sánchez, can you please post your UX designs for UX-236 Closed in that story so we can discuss them there? thanks!

Comment by David García Sánchez [ 12/Dec/18 ]

Sure Cate Boerema I have added them there

Comment by Cate Boerema (Inactive) [ 12/Dec/18 ]

Thanks David García Sánchez. So, if I'm understanding correctly, you are proposing four changes:

  1. Create a Requests section on the item record which lists out the open requests and include with that section a "Create request" button
  2. Add a Create request option to the item record pane header dropdown
  3. Add a Create fee/fine option to the user record pane header dropdown
  4. Add a Create loan option to the user record pane header dropdown

I think we can easily do #2 and #3. #1 is interesting, but a larger change than is needed to solve this problem. As far as I know, we don't currently have a requirement to list out all the open request on an item. A count with a link to the pre-filtered requests app (which we already have) is sufficient. Finally, change #4 is not possible. You cannot manually create a loan - you need to check an item out using the checkout app.

I think, if we are going to start adding these options to the pane header dropdown, we need to add an option to "Create request" from the user record pane header dropdown, as well. Can you please replace the "Add loan" option in that mockup with "Add request"?

You included a couple of screenshots that didn't look changed: Create new fee/fine and Create request. Were those included for any particular reason?

Comment by David García Sánchez [ 13/Dec/18 ]

Hi Cate Boerema you have understood everything correctly.

Talking with Filip we thought it would be a good idea to add a section whenever we need to create something from that record. So in this case we have added the "Request's section" because we need this button to go directly to the "New request" screen. And we have thought to add this function in the pane header as well.
As you say if we don't need to list out all the open request on an item, then we can just add the function to the pane header dropdown, and leave the requests as they were before.

But anyway the idea of the pattern is to add a section whenever we need to create something related to that section when it's needed to display some information related to what we are creating.

I will update the pane header dropdown to "Add request" instead of "Add loan".

Regarding to the other screenshots I have just added them to show where you go when you click in these dropdowns but maybe that is already clear so I will remove them.

Thanks for your comments!

Comment by Cate Boerema (Inactive) [ 13/Dec/18 ]

Thanks David García Sánchez, that makes sense. I'll start writing stories, as the developers are ready

Comment by David García Sánchez [ 13/Dec/18 ]

Thank you too

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