[UXPROD-4604] Replace 'required' fields with 'recommended' fields in Users UI Created: 19/Dec/23  Updated: 07/Feb/24

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

Type: New Feature Priority: P3
Reporter: Amelia Sutton Assignee: Amelia Sutton
Resolution: Unresolved Votes: 0
Labels: usermanagement
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File 1-new-user.png     PNG File 2-recommended-fields.png     PNG File 3-try-to-save.png     PNG File 4-modal.png    
Issue links:
Relates
relates to MODUSERS-337 Backend does not require the same fie... Closed
relates to MODUSERS-398 MOD-USERS allows to create User's acc... Closed
Release: Ramsons (R2 2024)
Development Team: Volaris
PO Rank: 0

 Description   

Current situation or problem:

Currently when creating or editing a user record in the UI there are several fields that need to be filled in order to save the record. These same restrictions do not apply to the APIs. In order to bring these two in line, while still providing safeguards against missed fields we should move to a model of 'recommended' fields. 

In scope

  • No longer prevent saving of records missing fields that are currently required in the UI but not by the API
  • Make the fields which are currently required (except those required by the API) 'recommended' instead
  • Pop up warning and confirmation modal that appears when a user tries to save a user record that is missing one or more recommended fields.  

Out of scope

  • Different sets of recommended fields based on the selected "User type". 
  • Recommended fields customizable in settings

Use case(s)

  • A staff member would like to create a user record for a non-patron non-staff user (for use with an external integration) that does not include an email address via the UI 

Links to additional info

This feature was created to fill the need described in MODUSERS-337 Closed and MODUSERS-398 Closed without creating additional restrictions to the back end.

This feature was discussed in the UM SIG meeting on 2023-11-15

There are only two user-provided fields required by both the API and UI:

  • Last Name
  • Address Type - This is only required if an address is included on the record.

Questions


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