2023-04-24 Meeting notes: Date filters

Date

24 Apr 2023

Housekeeping

• 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

Minutes

Orders

• 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 field

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, "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 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

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

Inventory

• Instance search tab, filter "Date created" / "Date updated"
• 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"
  • feedback: in favor of being able to search one field regardless of the other field

Chat

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

Attendees

Action items