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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
    </build-info>

<item>
            <title>[ERM-309] Apply new UX lookup pattern to the attaching of a user to an agreement.</title>
                <link>https://folio-org.atlassian.net/browse/ERM-309</link>
                <project id="10130" key="ERM">ERM Platform</project>
                    <description>&lt;p&gt;A UX pattern for the looking up of and linking between records in Folio apps has been defined and needs to be be applied to the attaching of a user to an agreement, to ensure a consistent user experience.&lt;/p&gt;

&lt;p&gt;The repeating group UX pattern should be applied.&lt;/p&gt;

&lt;p&gt;The new Stripes lookup component defined in 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;STCOM-534&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/STCOM-534&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;New Component: Record Preview Card Component&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            STCOM-534
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 should be applied.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;1. &quot;Edit agreement&quot; pane changes&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;em&gt;Scenario A&lt;/em&gt; &lt;/p&gt;

&lt;p&gt;The user is editing an agreement and has opened the &quot;Internal contacts&quot; accordion. The user selects &quot;Add internal contact&quot;. The repeating field group for adding an internal contact is displayed containing &lt;/p&gt;
&lt;ol&gt;
	&lt;li&gt;an empty user card and&lt;/li&gt;
	&lt;li&gt;the Role field&lt;/li&gt;
&lt;/ol&gt;


&lt;p&gt;The design shown in this mockup should be applied:&lt;/p&gt;

&lt;p&gt; &lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;a id=&quot;28279_thumb&quot; href=&quot;/rest/api/3/attachment/content/28279&quot; title=&quot;Empty user card.png&quot; file-preview-type=&quot;image&quot; file-preview-id=&quot;28279&quot; file-preview-title=&quot;Empty user card.png&quot;&gt;&lt;jira-attachment-thumbnail url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/28279?default=false&quot; jira-url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/28279&quot; filename=&quot;Empty user card.png&quot;&gt;&lt;img src=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/28279&quot; data-attachment-name=&quot;Empty user card.png&quot; data-attachment-type=&quot;thumbnail&quot; data-media-services-id=&quot;69cbbe20-3a56-467f-a9fc-1bf2d9d777a3&quot; data-media-services-type=&quot;file&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/jira-attachment-thumbnail&gt;&lt;/a&gt;&lt;/span&gt;&lt;/p&gt;

&lt;p&gt;The repeating group header should have:&lt;/p&gt;
&lt;ol&gt;
	&lt;li&gt;A shaded background (as used for a repeating group in FOLIO).&lt;/li&gt;
	&lt;li&gt;On the left, a title &quot;Internal contact n&quot;.&lt;/li&gt;
	&lt;li&gt;On the right, a gray trash can.&lt;/li&gt;
	&lt;li&gt;A tooltip on the trash can &quot;Remove internal contact&quot;.&lt;/li&gt;
&lt;/ol&gt;


&lt;p&gt;The repeating group body should have:&lt;/p&gt;
&lt;ol&gt;
	&lt;li&gt;A shaded background (as used for a repeating group in FOLIO).&lt;/li&gt;
	&lt;li&gt;An empty user card. This includes:
	&lt;ol&gt;
		&lt;li&gt;The user icon and heading &quot;User&quot;.&lt;/li&gt;
		&lt;li&gt;The &quot;Add user&quot; button. When selected, the button calls the User lookup modal.&lt;/li&gt;
		&lt;li&gt;The text &quot;No user added&quot;&lt;/li&gt;
		&lt;li&gt;Text &quot;Add a user to get started&quot;&lt;/li&gt;
	&lt;/ol&gt;
	&lt;/li&gt;
&lt;/ol&gt;



&lt;p&gt;&lt;em&gt;Scenario B&lt;/em&gt;&lt;/p&gt;

&lt;p&gt;The user selects &quot;Add user&quot; which causes the user lookup modal to display. The user selects a user which causes the lookup to close. The Edit Agreement pane is redisplayed, containing the selected user.&lt;/p&gt;

&lt;p&gt;The design in this mockup should be applied:&lt;/p&gt;

&lt;p&gt; &lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;a id=&quot;28280_thumb&quot; href=&quot;/rest/api/3/attachment/content/28280&quot; title=&quot;Internal contact with selected user.png&quot; file-preview-type=&quot;image&quot; file-preview-id=&quot;28280&quot; file-preview-title=&quot;Internal contact with selected user.png&quot;&gt;&lt;jira-attachment-thumbnail url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/28280?default=false&quot; jira-url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/28280&quot; filename=&quot;Internal contact with selected user.png&quot;&gt;&lt;img src=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/28280&quot; data-attachment-name=&quot;Internal contact with selected user.png&quot; data-attachment-type=&quot;thumbnail&quot; data-media-services-id=&quot;831f13cc-b94a-4559-80c7-af7011441354&quot; data-media-services-type=&quot;file&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/jira-attachment-thumbnail&gt;&lt;/a&gt;&lt;/span&gt; &lt;/p&gt;

&lt;ol&gt;
	&lt;li&gt;The button &quot;Add user&quot; is switched out for the &quot;Unlink user&quot; button.&lt;/li&gt;
	&lt;li&gt;The card display is updated to show details from the selected user.&lt;/li&gt;
&lt;/ol&gt;


&lt;p&gt;Questions:&lt;/p&gt;
&lt;ol&gt;
	&lt;li&gt;What info should we display about the user here?&lt;/li&gt;
	&lt;li&gt;Should any of the fields link to the user record?&lt;/li&gt;
	&lt;li&gt;Is use of the card overkill? Do users prefer the simple approach already in use?&lt;/li&gt;
&lt;/ol&gt;


&lt;p&gt;&lt;font color=&quot;#d04437&quot;&gt;Is confirmation of unlinking definitely needed?&lt;/font&gt;&lt;/p&gt;

&lt;p&gt;&lt;em&gt;Scenario C&lt;/em&gt;&lt;/p&gt;

&lt;p&gt;The user selects &quot;Unlink user&quot;.&lt;/p&gt;

&lt;p&gt;The confirmation modal shown in the below mockup should be applied.&lt;/p&gt;

&lt;p&gt; &lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;a id=&quot;28281_thumb&quot; href=&quot;/rest/api/3/attachment/content/28281&quot; title=&quot;Unlink user modal.png&quot; file-preview-type=&quot;image&quot; file-preview-id=&quot;28281&quot; file-preview-title=&quot;Unlink user modal.png&quot;&gt;&lt;jira-attachment-thumbnail url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/28281?default=false&quot; jira-url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/28281&quot; filename=&quot;Unlink user modal.png&quot;&gt;&lt;img src=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/28281&quot; data-attachment-name=&quot;Unlink user modal.png&quot; data-attachment-type=&quot;thumbnail&quot; data-media-services-id=&quot;5045f124-b683-4fb0-bdc5-8279db77c647&quot; data-media-services-type=&quot;file&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/jira-attachment-thumbnail&gt;&lt;/a&gt;&lt;/span&gt;  &lt;span class=&quot;error&quot;&gt;Unable to render embedded object: File (Unlink license model.png) not found.&lt;/span&gt; &lt;/p&gt;

&lt;p&gt;Text (please apply bold formatting):&lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;&lt;font color=&quot;#707070&quot;&gt;Unlink user*&lt;span class=&quot;error&quot;&gt;&amp;#91;last name, first name&amp;#93;&lt;/span&gt;*.&lt;br/&gt;
&lt;br/&gt;
The user will be removed from agreement &lt;b&gt;&lt;span class=&quot;error&quot;&gt;&amp;#91;agreement name&amp;#93;&lt;/span&gt;&lt;/b&gt;.&lt;br/&gt;
&lt;br/&gt;
Select &lt;b&gt;Confirm unlink user&lt;/b&gt; to go ahead.&lt;/font&gt;&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;&lt;font color=&quot;#d04437&quot;&gt;Not sure whether this is needed. Users may be happy with the current display of internal contacts. &lt;/font&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;2. &quot;Preview agreement&quot; pane changes&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;em&gt;Scenario D&lt;/em&gt;&lt;/p&gt;

&lt;p&gt;The user previews an agreement which has at least one internal contact, and opens the &quot;Internal contacts&quot; accordion.&lt;/p&gt;

&lt;p&gt;The user(s) should be displayed in the card format, as shown in the wireframe:&lt;/p&gt;

&lt;p&gt; &lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;a id=&quot;28278_thumb&quot; href=&quot;/rest/api/3/attachment/content/28278&quot; title=&quot;Agreement preview - Internal contacts.png&quot; file-preview-type=&quot;image&quot; file-preview-id=&quot;28278&quot; file-preview-title=&quot;Agreement preview - Internal contacts.png&quot;&gt;&lt;jira-attachment-thumbnail url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/28278?default=false&quot; jira-url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/28278&quot; filename=&quot;Agreement preview - Internal contacts.png&quot;&gt;&lt;img src=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/28278&quot; data-attachment-name=&quot;Agreement preview - Internal contacts.png&quot; data-attachment-type=&quot;thumbnail&quot; data-media-services-id=&quot;f0d9cf54-c094-434e-9509-172db62abd01&quot; data-media-services-type=&quot;file&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/jira-attachment-thumbnail&gt;&lt;/a&gt;&lt;/span&gt; &lt;/p&gt;


</description>
                <environment></environment>
        <key id="40739">ERM-309</key>
            <summary>Apply new UX lookup pattern to the attaching of a user to an agreement.</summary>
                <type id="10005" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium">Story</type>
                                            <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa">Owen Stephens</assignee>
                                                                <reporter accountid="557058:d24a7f4a-ee36-4af7-acea-00d5f1dbb2f4">Gill Osguthorpe</reporter>
                                    <labels>
                            <label>erm</label>
                    </labels>
                <created>Mon, 29 Apr 2019 09:13:09 +0000</created>
                <updated>Mon, 26 Aug 2019 12:48:42 +0000</updated>
                            <resolved>Mon, 26 Aug 2019 12:48:42 +0000</resolved>
                                                                    <component>stripes-erm-components</component>
                    <component>ui-agreements</component>
                    <component>ui-licenses</component>
                        <due></due>
                            <votes>0</votes>
                                    <watches>0</watches>
                                                                    <issuelinks>
                            <issuelinktype id="10008">
                    <name>Defines</name>
                                            <outwardlinks description="defines">
                                        <issuelink>
            <issuekey id="11015">UXPROD-1669</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
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                            <attachment id="28278" name="Agreement preview - Internal contacts.png" size="216747" author="557058:d24a7f4a-ee36-4af7-acea-00d5f1dbb2f4" created="Wed, 19 Jun 2019 15:15:34 +0000"/>
                            <attachment id="28279" name="Empty user card.png" size="46121" author="557058:d24a7f4a-ee36-4af7-acea-00d5f1dbb2f4" created="Wed, 19 Jun 2019 14:26:47 +0000"/>
                            <attachment id="28280" name="Internal contact with selected user.png" size="46582" author="557058:d24a7f4a-ee36-4af7-acea-00d5f1dbb2f4" created="Wed, 19 Jun 2019 14:37:21 +0000"/>
                            <attachment id="28281" name="Unlink user modal.png" size="25889" author="557058:d24a7f4a-ee36-4af7-acea-00d5f1dbb2f4" created="Wed, 19 Jun 2019 14:58:05 +0000"/>
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