Agreements (UXPROD-573)

[UXPROD-1637] Support default values when adding internal contacts to agreements/licenses Created: 03/Apr/19  Updated: 16/Sep/20  Resolved: 27/May/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Agreements

Type: New Feature Priority: P3
Reporter: Owen Stephens Assignee: Owen Stephens
Resolution: Won't Do Votes: 0
Labels: agreements, erm, licenses
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UXPROD-1451 Manage internal contacts for an agree... Closed
relates to UXPROD-1520 Manage internal contacts for an license Closed
Epic Link: Agreements
Development Team: Bienenvolk
PO Rank: 10
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R4
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R4
Rank: Lehigh (MVP Summer 2020): R4
Rank: Leipzig (ERM Aut 2019): R4
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R4

 Description   

Because the most likely internal contact for an agreement or license is the person editing the license, when adding an internal contact to an agreement or license the current (signed-in) user should be pre-populated in the "Name field"

In order to further save time, it should be possible to set, for a tenant, a default role to be used whenever the user adds a new internal contact. Once again this is to save the user time as it is likely that one role will be allocated most commonly



 Comments   
Comment by Björn Muschall [ 03/May/19 ]

Maybe to be examined in conjunction with UXPROD-953 - Ability to save and load web form templates through a Form Filler app and/or UXPROD-1398 - User Preferences

Comment by Owen Stephens [ 27/May/20 ]

Closing as "Won't do" for now - no site wants this in the foreseeable future. Happy to reconsider in future if the feature is more urgently required by a site

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