Page Comparison

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• Convener and notes: Martina Schildt
• Announcement: Workflows/Camunda development will be discussed in PC meeting on 27 Apr 2023 at 9:30 AM ET
• Next meeting:  May 3rd

Discussion items

1. Date filters and how they work in different apps

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• Orders search tab, filter "Date created" / "Date opened"
• Can't search for "On or after" and "On or before" independent from the other field, e.g. "From" = 12/01/2022 w/o setting "To" will display an error "Please enter an end date"
• Question: better to be able to search one field regardless of the other fieldWhen clearing the dates from the form by clicking on the "x" right to the date and then clicking the apply button, the "x" next to the filter name is not removed

See also:

• Circulation log search tab, filter "Date"
• Receiving search tab, filters "Received date", "Expected receipt date", "Receipt due"
• Inventory Instance, Item and Holdings search tabs, filter "Date created", "Date updated"
• Invoice search tab, "Date created", "Invoice date", "Payment due", "Approval date"
• Export manager search tab, "Start time", "End time"
• MARC authority search tab, "Date created", "Date updated"

Agreements

• Agreements search tab , filter filters "Start date" / , "End date", "Cancellation deadline"
• Can search for "On or after" and "On or before" independent from the other field, e.g. only "On or after" = 12/01/2022
• When clearing the dates from the form by clicking on the "x" right to the date and then clicking the apply button, the "x" next to the filter name is removed 

Inventory

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See also:

• Licenses search tab, filters "Start date" / "End date"
• Open Access search tab, filter "Request date" 

Dashboard

• Agreements widget, filter by "Start date", "End date", Cancellation deadline"
  • Can search on date as "is", "is not", "on or after", "on or before"
  • Supports relative date options (Today, X days/weeks/months/years before or after Today)
  • Supports a fixed date as well

See also:

• Licenses widget

Conclusions

• There are 3 patterns
  • "from" ... "to"
  • "on or after" ... "on or before"
    • including the option to include records where a specific date is not set
    • this is implemented in ERM apps and can be used solely or additionally to specific dates
    • before implementing this there were options discussed with the users
    • Gill created some mock-ups, the SIG agreed on the current solution
  • options in widgets
• the group prefers the option used e.g. in agreements which is: Can search for "On or after" and "On or before" independent from the other field, e.g. only "FromOn or after" = 12/01/2022 w/o setting "To" will display an error "Please enter an end date"
• • feedback: in favor of being able to search one field regardless of the other field
• When clearing the dates from the form by clicking on the "x" right to the date and then clicking the apply button, the "x" next to the filter name is not removed
• Cleared date filter will be re-applied when keyword search is modified. To reprodruce, follow these steps:

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• • to search for a period, both fields can be filled
  • desirable is the addditional checkbox option to Include records with no xxx date set, e.g. "Include agreements with no end date set"
    • important: add this checkbox only where possible and where it makes sense | that is where the date needs is optional
• additional requirement: specific and exact day search
  • users may need to search for a specific day e.g. when they made a mistakes on a specific day and they want to search for all relevant records
  • so far searching for specific dates is only possible in Dahsboard widgets
  • would be good to hear thoughts from Gill or Kimie on single dates
  • idea: use a checkbox to select "single date" and then only one date field occurs or needs to be filled
• further requirement related to all date fields across all apps
  • be able to enter dates without slashes, just the numbers

Next steps: Martina will forward conclusions to POs and raise relevant topics when we next dicsuss UX/UI issues

Chat

18:01:35 Von  Martina Schildt | VZG  an  Alle:
    Hello, link to our Agenda: 2023-04-24 Meeting notes: Date filters
18:03:18 Von  Owen Stephens  an  Alle:
    I’ve just added some more date search examples  to the wiki page - hope that’s ok
18:04:40 Von  Owen Stephens  an  Alle:
    I think the Orders example and the Inventory example are the same?
18:04:48 Von  Owen Stephens  an  Alle:
    In terms of how the date filter works I mean
18:09:56 Von  Maura Byrne  an  Alle:
    If you’re searching for “no date,” does that mean “all dates because no date is specified” or “no date specified in the record?”
18:15:27 Von  Laura Daniels (she/they)  an  Alle:
    Agreements solution is nicer, and it would be best to have consistency across FOLIO
18:15:40 Von  Maura Byrne  an  Alle:
    Reacted to "Agreements solution ..." with 👍
18:15:51 Von  Dung-Lan Chen  an  Alle:
    There is also "Date created" in Invoices App that one can search.
18:16:09 Von  Jana Freytag  an  Alle:
    Reacted to "Agreements solution ..." with 👍
18:18:06 Von  Owen Stephens  an  Alle:
    As far as I know he only place that the ‘exact date’ match is supported explicitly is the Dashboard widget setting
18:18:43 Von  Kristin Martin  an  Alle:
    If you make start date and end date the same, does it just pull out the information on that day?
18:19:26 Von  Dung-Lan Chen  an  Alle:
    Yes, Kristin, in the case searching in Invoices
18:19:33 Von  Jana Freytag  an  Alle:
    Yes for Circ log
18:20:18 Von  Jana Freytag  an  Alle:
    Not sure why it says MS The Messages are from me, Jana :D
18:27:46 Von  Maura Byrne  an  Alle:
    Hard agree, Owen!
18:30:16 Von  Maura Byrne  an  Alle:
    So type “01012023”, and the display is “01/01/2023”?
18:30:22 Von  Kimberly Pamplin  an  Alle:
    Yes
18:31:33 Von  Jana Freytag  an  Alle:
    never tested it but it's the same in German 24.04.2023 you have to type the dot
18:32:00 Von  Kristin Martin  an  Alle:
    Sorry folks, need to run!
18:32:03 Von  Jana Freytag  an  Alle:
    2023/04/24 didn't work though
18:32:12 Von  Owen Stephens  an  Alle:
    Reacted to "2023/04/24 didn't wo..." with 👍
18:32:14 Von  Kimberly Pamplin  an  Alle:
    Thank you!
18:32:19 Von  Owen Stephens  an  Alle:
    Reacted to "never tested it but ..." with 👍
18:36:29 Von  Laura Daniels (she/they)  an  Alle:
    agree, the option to enter a single date once is very appealing
18:40:08 Von  Susanne  an  Alle:
    sorry, have to leave early today…. brilliant discussion!
18:46:24 Von  Owen Stephens  an  Alle:
    And the ‘single exact date’ option
18:47:06 Von  Kimberly Pamplin  an  Alle:
    Thank you!

Transcript

Future topics

• Topic proposal by Owen Stephens for October:
  • Use of shortcut keys and macros for more effective cross-app working  - it also be good to have UX and Stripes/dev knowledge for this discussion I think. I know @Laura (she/they) uses macros so might have insights into the potential for cross-app working
• UX/UI and implementers topics
  • should be Wednesdays
• Comprehensive look at where data is copied and stored as opposed to live data | how it is represented
• Date filters and how they work in different apps

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