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    <title>FOLIO Jira</title>
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    <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>
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<item>
            <title>[UXPROD-4494] Add filters for documents in Licenses</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-4494</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;:&lt;/p&gt;

&lt;p&gt;Agreements and Licenses (and License Amendments) &#160;can have &quot;documents&quot; associated with them. Documents consist of:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Name&lt;/li&gt;
	&lt;li&gt;Note&lt;/li&gt;
	&lt;li&gt;Type (reference data)&lt;/li&gt;
	&lt;li&gt;Location&lt;/li&gt;
	&lt;li&gt;URL&lt;/li&gt;
	&lt;li&gt;File upload (with content type, name, etc.)&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;In Agreements these are all stored as supplementaryDocs, and in Licenses they are stored either as Docs (aka Core Docs) or supplementaryDocs.&lt;/p&gt;

&lt;p&gt;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:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Agreements/Licenses that have/don&apos;t have documents attached&lt;/li&gt;
	&lt;li&gt;Agreements/Licenses based on document properties&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;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&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Out of scope&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;Searching based on the content of files uploaded to documents&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Use case(s)&lt;/b&gt;&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;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&#8211;as well as None (no Supp Docs).&lt;/li&gt;
	&lt;li&gt;I create a license record but the contract is not yet signed or needs attachment by another colleague.&#160;&lt;/li&gt;
	&lt;li&gt;As a reminder/ a list of outstanding tasks I would like to find all relevant records where documents are missing&lt;b&gt;{&lt;/b&gt;}&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Links to additional info&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/RM/2021-04-14+-+ERM+Group+meeting+minutes&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;ERM SIG Meeting minutes 2021-04-14&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/ERMSIG/2022-03-23+-+ERM+meeting&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;ERM SIG meeting minutes 2022-03-23&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/ERMSIG/ERM+implementers&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;ERM Implementers Topics&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;</description>
                <environment></environment>
        <key id="12665">UXPROD-4494</key>
            <summary>Add filters for documents in Licenses</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                                            <priority id="10005" iconUrl="https://dev.folio.org/assets/jira-priority/tbd.svg">TBD</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:f42d9c43-226d-4aa3-bb31-9b2dd07920aa">Owen Stephens</reporter>
                                    <labels>
                            <label>erm</label>
                            <label>licenses</label>
                    </labels>
                <created>Mon, 9 Oct 2023 09:47:08 +0000</created>
                <updated>Thu, 1 Feb 2024 11:17:03 +0000</updated>
                            <resolved>Mon, 20 Nov 2023 10:32:02 +0000</resolved>
                                                    <fixVersion>Quesnelia (R1 2024)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>1</watches>
                                                                    <issuelinks>
                            <issuelinktype id="10001">
                    <name>Cloners</name>
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                                        <issuelink>
            <issuekey id="12726">UXPROD-4413</issuekey>
        </issuelink>
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                            <issuelinktype id="10008">
                    <name>Defines</name>
                                                                <inwardlinks description="is defined by ">
                                        <issuelink>
            <issuekey id="44248">ERM-3053</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="44251">ERM-3056</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="44252">ERM-3057</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="44254">ERM-3058</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="44253">ERM-3059</issuekey>
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