Agreements (UXPROD-573)

[UXPROD-1681] UI changes for the organization lookup on an Agreement Created: 03/May/19  Updated: 16/Sep/20  Resolved: 16/Jul/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q3 2019
Parent: Agreements

Type: New Feature Priority: P3
Reporter: Gill Osguthorpe Assignee: Owen Stephens
Resolution: Done Votes: 0
Labels: erm, team-mvp
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File screenshot-1.png     PNG File screenshot-2.png     PNG File screenshot-3.png    
Issue links:
Defines
is defined by ERM-230 Display interface data using Card design Closed
Relates
relates to ERM-344 Licenses App: Bad Error message when ... Closed
relates to ERM-165 Display interfaces for each linked Or... Closed
relates to UXPROD-1669 UX improvements for Agreements up to ... Closed
Requires
requires STCOM-534 New Component: Record Preview Card Co... Closed
Epic Link: Agreements
Development Team: Bienenvolk
PO Rank: 3
Rank: Chicago (MVP Sum 2020): R4
Rank: 5Colleges (Full Jul 2021): R2
Rank: U of AL (MVP Oct 2020): R4

 Description   

Scenario 1: User previews the organization accordion of an agreement.
In the agreement preview, display a card for each Organization-Role combination.

  • In the card header display:
    1. The organization icon
    2. The organization name in bold. Note this is also a link to the organization record.
    3. A dot to separate the fields
    4. The Role assigned for this agreement.
  • In the the card body, display the interfaces for the organization.
    • If the organization has no interfaces display the text "No interfaces found".

Scenario 2: User edits an agreement and selects "Add organization to agreement"
The repeating field group is displayed and presented with a header and shaded background as shown in the mockup.

  • In the header display:
    1. "Organization [number]".
    2. A trash card icon for removing the field group, which has the tooltip "Remove organization".
  • In the body display:
    1. The text as shown in the mockup
    2. The button "Add organization". This opens the organization lookup modal.

Scenario 3: User has used the organization lookup modal to select an organization.
A card is displayed as shown in the mockup.

  • The card content is the same as described in scenario 1.
  • A red button is displayed with the text "Unlink organization". When the user selects this:
    • the card is replaced with the layout described in scenario 2.


 Comments   
Comment by Gill Osguthorpe [ 09/May/19 ]

UPDATE: Khalilah has pointed out that "Interface type" is a multi-select, so please list all the types selected by the user.

Comment by Jag Goraya [ 27/Jun/19 ]

Following call with Gill Osguthorpe and Aditya matukumalli ... for Scenario 3:

  1. don't show the table of interface details
  2. replace the organisation name in the card title with the phrase "Organization"
  3. in the card body, show label 'Organization Name' followed by the organization name

Also, leave the Role field and Unlink button as specified in the wireframe.

Comment by Anya [ 12/Jul/19 ]

FC: this is very cool and will be happy when it is implemented, but the current will work for a while.

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