Trillium - Workflow for user defined records with joins UAT

User Acceptance Test Overview

This User Acceptance Test (UAT) is designed to validate the workflow of the functionality implemented in https://folio-org.atlassian.net/browse/UXPROD-4863

UAT goal:

The goal is to validate the workflow used to determine how records can be joined to create custom entities in the Lists app. 

• Ensure the workflow can be reviewed without requiring deep technical knowledge and use of the available-joins API

• Gather user feedback on the overall process and flow for joining data

UAT sections:

• Tester Information
  Basic details about the person conducting the test.

• View all data sources
  a list of all existing sources that can be used to build custom entities

• Determine what sources can be combined
  a guide that tells you which types of records can be connected to each other.

• Find relevant info about how record types can be combined
  select the specific fields that determine how records are joined 

• Additional thoughts / questions
  a place to provide any additional feedback

User Acceptance Tests Details

Deadline: Friday, Jan 30, 2026

Recommended documentation: https://folio-org.atlassian.net/wiki/x/HIBIWg

Test environment:

everything required to complete the UAT is part of the google form linked below

UAT form: https://forms.gle/gFPtgNFnwyN8AUZU8

Questions about the UAT: @Kathleen Moore

Background:

The workflow in this UAT describes a subset of the process for creating a custom record type (entity-type) for use in the Lists app.  

Steps to Create a custom entity-type: 

1. Define what data is included (what are the sources)

2. Define how the data is connected, or joined together

3. Create the custom entity type

4. The custom entity type can now be accessed in the Lists app

This workflow focuses on the workflow involved in steps 1 & 2 

Important note: This functionality is API-only there is not a user interface. The included mock-ups are included to help visualize the overall workflow.