[UXPROD-3752] Export multiple agreements to CSV Created: 19/Jul/22  Updated: 30/Nov/23

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: None

Type: New Feature Priority: TBD
Reporter: Owen Stephens Assignee: Unassigned
Resolution: Unresolved Votes: 0
Labels: agreements, erm
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Potential Workaround: External reporting solutions such as LDP or LDP Lite
Development Team: Bienenvolk
PO Rank: 0
Rank: Cornell (Full Sum 2021): R3

 Description   

Current situation or problem:

It is only possible to export a single agreement at a time, and the only export format supported is JSON

In scope

Ability to select multiple agreements and export basic details as CSV

Out of scope

Exporting data from other apps that form part of the agreement

Exporting related resources (this is already supported on a single agreement, but will not be part of the multi-agreement export)

Use case(s)

Export a list of agreements to match up to external lists

Links to additional info

Discussion of agreement export in SIG https://folio-org.atlassian.net/wiki/display/ERMSIG/2021-11-10+-+ERM+meeting

Discussion of exporting multiple licenses in SIG https://docs.google.com/document/d/1U6g3B5snaWuJ7F5PxWs27XkpaxB5ZhjrP7mMxQITdv0/edit 

Questions



 Comments   
Comment by Benjamin Jahre [ 19/Jul/22 ]

This type of functionality already exists in Licenses and is extremely helpful there. Lafayette would greatly value the ability to do this in Agreements (and to a slightly lesser extent, Organizations), as a means to quickly gather a list of Agreements matching certain criteria.

One example (of many) is exporting a list of all active Agreements with a Renewal Priority of 'For Review'.

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