[UXPROD-4436] Support has/has not filter for Agreements Created: 16/Aug/23  Updated: 30/Nov/23  Resolved: 13/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: Owen Stephens
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-4496 Support has/has not filter for Licenses Open
Defines
is defined by ERM-3010 Add has/has not filter in Agreements Closed
Release: Poppy (R2 2023)
Development Team: Bienenvolk
PO Rank: 0

 Description   

Current situation or problem:

It is sometimes useful the user to be able to find Agreements/Licenses that do/do not have particular sets of objects linked including:

For Agreements:

  • Alternative names
  • Content types
  • Internal contacts (contacts)
  • Organisations (orgs)
  • Agreement lines
  • Licenses (linkedLicenses)
  • External Licenses (externalLicenseDocs)
  • Supplementary documents (docs)
  • Usage data providers
  • Related agreements
  • Tags

In scope

Addition of filters for has/has not each of these objects in Agreements search & filter views

Out of scope

Filters based on the number of linked items (e.g. "find all agreements with >1 license linked")

Filters for other properties that aren't a 'set' on the object (e.g. the Agreement Description is a single property not a set of things, and so not covered by this story)

Has/has not for sets that will always be populated (e.g. no point having a has/has not for agreement period because by definition there is always at least one period)

Use case(s)

Find all the agreements lacking a license

Find all agreements with related agreements

Find all agreements without an Internal contact specified

Links to additional info{}

SIG Discussion https://folio-org.atlassian.net/wiki/display/ERMSIG/2023-08-09+-+ERM+meeting


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