[UXPROD-4413] Add filters for documents in Agreements Created: 26/Jul/23  Updated: 30/Nov/23  Resolved: 09/Oct/23

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Poppy (R2 2023)

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

Issue links:
Cloners
is cloned by UXPROD-4494 Add filters for documents in Licenses Closed
Defines
is defined by ERM-2983 Filter for documents in Agreements Closed
Release: Poppy (R2 2023)
Development Team: Bienenvolk
PO Rank: 0

 Description   

Current situation or problem:

Agreements can have "documents" associated with them. Documents consist of:

  • Name
  • Note
  • Type (reference data)
  • Location
  • URL
  • File upload (with content type, name, etc.)

In Agreements these are all stored as supplementaryDocs

However, it is not possible currently to search for agreements based on documents or document properties. Users have raise the need to be able to search for:

  • Agreements that have/don't have documents attached
  • Agreements based on document properties

In scope

New search filter mechanism for agreements, similar in UI to the terms/supplementary properties filter builder, enabling users to search for agreements by the presence/absence of documents and by document properties

Out of scope

Searching based on the content of files uploaded to documents

Use case(s)

  • It would very useful to be able to find via Filter those Agreements for which I have intentionally added Supplementary Documents (or, have not). Preferably based on the Categories set–as well as None (no Supp Docs).
  • As a reminder/ a list of outstanding tasks I would like to find all relevant records where documents are missing{}

Links to additional info

ERM SIG Meeting minutes 2021-04-14

ERM SIG meeting minutes 2022-03-23

ERM Implementers Topics

 


Generated at Fri Feb 09 00:39:44 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.