[UXPROD-4494] Add filters for documents in Licenses Created: 09/Oct/23  Updated: 01/Feb/24  Resolved: 20/Nov/23

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Quesnelia (R1 2024)

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

Issue links:
Cloners
clones UXPROD-4413 Add filters for documents in Agreements Closed
Defines
is defined by ERM-3053 Filter for documents in Licenses Closed
is defined by ERM-3056 Filter for core documents in Licenses Closed
is defined by ERM-3057 Filter for core documents in License ... Closed
is defined by ERM-3058 Filter for supplementary documents in... Closed
is defined by ERM-3059 Filter for supplementary documents in... Closed
Release: Quesnelia (R1 2024)
Development Team: Bienenvolk
PO Rank: 0

 Description   

Current situation or problem:

Agreements and Licenses (and License Amendments)  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, and in Licenses they are stored either as Docs (aka Core Docs) or supplementaryDocs.

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

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

In scope

New search filter mechanism for agreements and licenses, similar in UI to the terms/supplementary properties filter builder, enabling users to search for agreements/licenses 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).
  • I create a license record but the contract is not yet signed or needs attachment by another colleague. 
  • 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 00:40:21 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.