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You can duplicate private, shared, and system lists. From actions menu use the duplicate feature to start then you can update or add to copied list as needed.
Users - new fields added - user defined checkbox custom field.
You can search and display user-defined checkbox fields.
In the demo, Kathleen was able to search on the checkbox custom field.
Post meeting information from Kathleen: user "checkbox" custom fields is what we added support for in the Q release
A new operator was added: “is null/empty”
Demo of Purchase order lines records
Includes both PO and POL fields for queries.
Sara asked if Order type is included and about naming fields in apps vs. in the List app, as well as about consistency in the apps themselves.
For example, in the Orders app, we use “Order type,” but in the List app, we use “PO type.”
Sara also noted another confusion with the naming convention of Status within the Orders app itself, on the filter header it's called “Status” on the column header it's also “Status” but when you open the 3rd pain to view the purchase order is called “Workflow status.”
Katleen noted this inconsistency and confirmed that the Order type/PO type field is included in the Quesnelia release of the List app.
Lynn and Jennifer suggested that this new functionality be brought to Acquisition SIG for further input.
In the Quesnelia release, all three new record types (Purchase order lines, Organizations, Instances/Holdings) support nested tables.
These nested tables are not searchable but can be viewed in the results table. You cannot turn on the display of individual parts of the nested table; you can only turn on the display of the complete table.
For example, the address field and fund distribution in the examples below have nested values that are visible but not searchable yet.
There are also fields that are available for display in results but not available to use to build a query. These are:
Acquisitions unit, PO Note List, and vendor ID
They can contain repeatable (array) and cannot currently be searched but can be displayed in the results table.
Jennifer asked if there is a roadmap to be able to search repeatable fields.
Magda - There are Jira’s for Electronic access, and PO note list fields.
Cross-app queries - when will there be cross-app queries?
Kathleen noted it depends on the apps.
Magda provided clarification on the plan for repeatable field queries.
Repeatable fields that pull values from reference data (predefined) will be looked at first, followed by free text fields like contributor and lastly fields that mix the former.
Sara asked about repeatable fields in a nested table. Kathleen revealed that in these cases, there is one row for each repeatable field in the nested table.
Sara asked if accounting code is searchable and it is indeed searchable.
Demo of Institutional and Holdings records
They hope to build out more. The fields available are just what they could get into this release.
Bob asked whether Call number type was included. It is not yet available.
The ability to search an index for a given field which helps with performance was added. And performance is something that they will continue to work on in each subsequent release.
4
Chat
10:01:54 From Lynne Fors to Everyone: https://folio-org.atlassian.net/wiki/spaces/BULKEDIT/pages/256083320 10:02:00 From Kathleen Moore to Everyone: Reacted to "https://folio-org.at..." with 👍 10:03:31 From Sara Colglazier to Everyone: Lucky! our house heats up! 10:04:11 From Lynne Fors to Everyone: I keep wanting to open the windows, but the pollen has been so bad... 10:04:19 From Kimie (Keemee) Kester to Everyone: Reacted to "I keep wanting to op..." with 👍 10:20:20 From Lynne Fors to Everyone: Maybe take this part (purchase order lines records) of Lists app to the Acqusitions SIG? 10:20:41 From Jennifer Eustis to Everyone: Reacted to "Maybe take this part..." with 💯 10:21:29 From Amelia Sutton to Everyone: This inconsistency in names is pretty common for acquisitions fields 10:22:15 From Lynne Fors to Everyone: And Invoice data with PO/POL 10:22:22 From Amelia Sutton to Everyone: Reacted to "And Invoice data wit..." with 👆 10:24:42 From Sara Colglazier to Everyone: It will be really exciting and helpful to be able to cross the Order and Order lines segments for searching and creating lists! But like Lynne says above, getting at the attached Invoice data would also be really important because that is where the actual final cost info is. 10:27:46 From Lynne Fors to Everyone: Replying to "It will be really ex..."
And receiving data
10:28:01 From Jennifer Eustis to Everyone: thanks 10:28:07 From Jennifer Eustis to Everyone: Reacted to "And receiving data" with 👍🏻 10:28:49 From Sara Colglazier to Everyone: And for ongoing order lines: whether or not An Agreement is associated? 10:29:16 From Magda Zacharska (EBSCO) to Everyone: Feature for query search for notes and electronic access: https://folio-org.atlassian.net/browse/UXPROD-4859 10:29:28 From Jennifer Eustis to Everyone: Reacted to "Feature for query se..." with 👍🏻 10:33:42 From Sara Colglazier to Everyone: On the POL the Receiving note, Internal note, Renewal note are not repeatable. And then there also other note-like fields that are just not called notes, like Line description, and Cancellation description, …. these are also not repeatable. Are they included? They are all really important to have access to for Lists 10:34:17 From Magda Zacharska (EBSCO) to Everyone: Query repeatable fields (free text entry): https://folio-org.atlassian.net/browse/UXPROD-4858 10:35:14 From Magda Zacharska (EBSCO) to Everyone: Query repeatable fields with pre-defined values: https://folio-org.atlassian.net/browse/UXPROD-4732 10:37:54 From Jennifer Eustis to Everyone: It would be great to be able to build a query with acquisition unit for POLs and Organizations. 10:41:37 From Sara Colglazier to Everyone: Oh that would be super helpful! Thank you! 10:47:18 From Kimie (Keemee) Kester to Everyone: Need to jump off. Thanks all. 10:56:26 From Lynne Fors to Everyone: A Lists App roadmap would be great 10:56:30 From Kathleen Moore to Everyone: Reacted to "A Lists App roadmap ..." with 👍
5
Transcript from closed caption
[Kathleen Moore] 10:04:23 We'll leave the bulk edit, updates. For the Rams release. We'll skip past that item.
[Kathleen Moore] 10:04:32 And actually in our next session. I'm gonna cover so in 2 weeks from today.
[Kathleen Moore] 10:04:39 Can't recall what the date is for that. Let me see. That's a 25.th
[Kathleen Moore] 10:04:45 I'll actually be doing an overview of the features. For the to go over those. So I'm actually gonna sort of move right past that.
[Kathleen Moore] 10:04:59 Item for today as well. And I'll go right into an overview of what was implemented for the Lis app in the Q release.
[Christine Tobias] 10:05:11 Yeah.
[Kathleen Moore] 10:05:13 And as I go along, please feel free to. Ask questions or clarifications. I will try to watch the chat.
[Kathleen Moore] 10:05:24 But if there are questions or things in, chat that I am missing. Please, somebody would let me know.
[Kathleen Moore] 10:05:42 So I'm just gonna hop over to. The Bugfest environment. Which is where I'm going to demo everything today.
[Kathleen Moore] 10:05:52 So the 1st thing that I want to sort of call out here on the landing page of the list app, you'll see that we've got several new record types.
[Kathleen Moore] 10:06:03 That were added as part of the key release. So we have holdings records. Instance records as well as 2 types of organizations records, purchase line, purchase order lines.
[Kathleen Moore] 10:06:19 And then we did add, A few additional, fields. Other.
[Kathleen Moore] 10:06:30 Record types. So. The another thing I just wanna call out, cause it's. I think it's best to sort of show this through.
[Kathleen Moore] 10:06:41 This functionality through some of our new, record types that we support. But a lot of what we did in the Q release was really back end work.
[Kathleen Moore] 10:06:51 To enable us to support new or different data structures. And so like part of that is being able to support nested tables.
[Kathleen Moore] 10:07:01 Some of that was adding support for, fields that are numbers. We added some base support for custom fields under user records.
[Kathleen Moore] 10:07:13 And so, you know, a lot of this. Okay, on the back end is really gonna help us.
[Kathleen Moore] 10:07:21 Be able to add more content and more record types. Quicker in the future.
[Kathleen Moore] 10:07:28 So the http://first.st feature I wanna sort of walk through is. The ability to duplicate a list.
[Kathleen Moore] 10:07:36 And so, any lists that you have access to, in your, list app.
[Kathleen Moore] 10:07:46 You are able to duplicate. So whether it is your own. Private list or if it is a list that somebody has shared with you.
[Kathleen Moore] 10:07:53 Or if it is a system generated can list. You can duplicate any of those. And so the way it works.
[Kathleen Moore] 10:08:01 I'll come into this. Users list and you can see right here so This list is based on the where a user active, is equal to true.
[Kathleen Moore] 10:08:15 So I'm just gonna come to my actions menu. And so we've got a new button there called, duplicate list.
[Kathleen Moore] 10:08:23 So when I click on that, it'll let me give it a name. So let's just go and call this.
[Kathleen Moore] 10:08:34 And what I can do here is when I click on edit query, it's going to.
[Kathleen Moore] 10:08:41 Pre-populate with the query, Okay, list you are duplicating is based on.
[Kathleen Moore] 10:08:47 So, you know, if you had lots of parameters here, these would all be pre populated. And so I would be able to come in here and modify this or if I wanted to.
[Kathleen Moore] 10:08:59 Add some additional things. So like here, let's go ahead and add. And let's show off.
[Kathleen Moore] 10:09:07 One of our new pieces of functionality. So let's use, user email.
[Kathleen Moore] 10:09:13 And for the operator here. We have a new option. Which is, is Nuller empty?
[Kathleen Moore] 10:09:21 And so let's do user email. And then true. So if I click test query. I'm able to see here that now I've got.
[Kathleen Moore] 10:09:33 30 records that match this that are active users, but. They don't have an email address.
[Kathleen Moore] 10:09:44 So if I come in here and if I choose. Use your email. I can see there is indeed.
[Kathleen Moore] 10:09:53 No actual email.
[Kathleen Moore] 10:09:59 Another piece of functionality that we have, started adding support for. Was I mentioned those custom fields under users.
[Kathleen Moore] 10:10:08 And so it is specifically the single select checkbox custom field. And while you're not able to query on those fields yet, you are able to see that.
[Kathleen Moore] 10:10:23 As a column. So like if I come down here and. Right now.
[Kathleen Moore] 10:10:31 We're also gonna be updating this if there's not. An aposter VS on these fields.
[Kathleen Moore] 10:10:39 But I can see all of these. Custom fields that exist.
[Kathleen Moore] 10:10:44 And so if I add those as visible columns, I'm not sure if any of these records. Course none of these will have that.
[Kathleen Moore] 10:10:54 But the, information would show for those. If I came over here. And if I scroll down just looking for those fields.
[Kathleen Moore] 10:11:04 Oh, I am mistaken. They are back. I wonder if we, we might have actually fixed this.
[Kathleen Moore] 10:11:11 Let's try it.
[Kathleen Moore] 10:11:21 Yeah, I lied to you can query on custom fields.
[Kathleen Moore] 10:11:26 So we must have fixed that. In the slightly extended Q release, which is super exciting. We will be extending that functionality out to additional types of, user custom fields.
[Kathleen Moore] 10:11:42 But this was a That was sort of a nice easy entry point to get us started on that.
[Kathleen Moore] 10:11:50 With duplicating this list, If I would click here. Actually, I'll pause real quick.
[Kathleen Moore] 10:11:58 Bob, I see you've got your hand raised.
[Bob Scheier (Holy Cross)] 10:11:59 Just, quick question about you said single select so. What does that mean? Did you say single select only?
[Kathleen Moore] 10:12:09 Yeah, so let me
[Kathleen Moore] 10:12:19 So let's just go over to settings. For users and custom fields.
[Kathleen Moore] 10:12:31 And then let's just add a custom field.
[Kathleen Moore] 10:12:35 So it's the.
[Kathleen Moore] 10:12:41 Single select.
[Kathleen Moore] 10:12:44 Hang on.
[Kathleen Moore] 10:12:49 Yeah, it's the. It's essentially the option.
[Kathleen Moore] 10:12:57 There's so many here. But it is hard to tell.
[Bob Scheier (Holy Cross)] 10:12:59 So basically, where you can only select one item from the list from a dropdown. Okay, thanks.
[Kathleen Moore] 10:13:04 Yes. You're welcome. And I think it's, yeah, it is this checkbox one here.
[Kathleen Moore] 10:13:11 So it is not the single select. So it is the. Checkbox.
[Kathleen Moore] 10:13:20 Which is a little bit confusing how it's referred to in the UI.
[Kathleen Moore] 10:13:26 But we did that mostly because of the data structure that's behind that content. Made it feasible to Add this in.
[Bob Scheier (Holy Cross)] 10:13:35 Okay, so it's not single select it's Checkbox only.
[Kathleen Moore] 10:13:42 Yes. And I will, 100% confirm that.
[Bob Scheier (Holy Cross)] 10:13:42 That's okay.
[Bob Scheier (Holy Cross)] 10:13:49 I just for the notes I was wondering, okay.
[Kathleen Moore] 10:13:56 Just making a note. To myself to 100% confirm that
[Kathleen Moore] 10:14:02 Okay, so back in the, duplicating a list, workflow.
[Kathleen Moore] 10:14:07 So. You know, once I've.
[Kathleen Moore] 10:14:12 Either modified my query if I want to or if I didn't want to modify the query at all.
[Kathleen Moore] 10:14:17 And I just wanted to create a duplicate. I wouldn't have even had to click the edit query button.
[Kathleen Moore] 10:14:23 But once I click run query and save, what that'll do is that'll create my new list, users without email address.
[Kathleen Moore] 10:14:32 You know, it's kind of a funny name now with my query. And so the original list will not have any edits made to it.
[Kathleen Moore] 10:14:41 But you've got a, your duplicate, list there.
[Kathleen Moore] 10:14:52 So. The duplicate functionality is pretty straightforward.
[Kathleen Moore] 10:15:00 In terms of how it works and, what you can do. With it.
[Kathleen Moore] 10:15:08 Are there any questions about that before I? Keep going.
[Kathleen Moore] 10:15:18 Perfect. So. I'm gonna hop around a little bit and I'm gonna show off some of our new record types that you can use to create lists.
[Kathleen Moore] 10:15:31 To sort of show you. Not only what they contain, but some of that new functionality.
[Kathleen Moore] 10:15:39 That's included. So I'm gonna start with, purchase order lines. And so I'm going to create a new list.
[Kathleen Moore] 10:15:48 And I'm just gonna call this my. POL demo, my record type, choose purchase order lines.
[Kathleen Moore] 10:15:57 I'm gonna go build my query.
[Kathleen Moore] 10:16:01 So. This.
[Kathleen Moore] 10:16:07 The record types that are included. Within this purchase order lines record. We have fields from the purchase order.
[Kathleen Moore] 10:16:16 And so you'll see them all those here prepended with the PO. And then as I, keep.
[Kathleen Moore] 10:16:23 Scrolling down. We've got fields, specifically from the purchase order line.
[Kathleen Moore] 10:16:32 That you can use to query against So we've got sort of a variety of fields here.
[Kathleen Moore] 10:16:42 As well as some fields that are, specific to the,
[Kathleen Moore] 10:16:48 The organization or vendor. So. On this, I'm just gonna do.
[Sara Colglazier] 10:16:53 Kathleen, can you go back up to the top where the PO ones were? Just to see them again.
[Kathleen Moore] 10:16:58 Yeah.
[Sara Colglazier] 10:17:04 So we have approved and then so we go down. Okay.
[Sara Colglazier] 10:17:16 And so are these the Cause that's 1 thing that's really kind of frustrating when you're in the UI is that there are some things on the PO segment that are not available to you on the POL segment and vice versa.
[Sara Colglazier] 10:17:32 So this would be crossing that and So one thing that I am always looking for is.
[Sara Colglazier] 10:17:43 Po,
[Sara Colglazier] 10:17:47 Let me just bring up my orders, sorry, and I know the correct word. Order type. We have PO order type.
[Sara Colglazier] 10:18:03 Okay.
[Kathleen Moore] 10:18:03 Let me see.
[Kathleen Moore] 10:18:07 Okay, to see also.
[Kathleen Moore] 10:18:13 I wonder.
[Kathleen Moore] 10:18:16 See if based on the values. Is this the correct?
[Sara Colglazier] 10:18:19 That, oh yes, that's it, right. So I don't know if it would, for me at least, it would be super helpful if the field can be named the same way that you see it like in the filtering.
[Kathleen Moore] 10:18:23 Okay.
[Sara Colglazier] 10:18:34 At the on the actual app. Does that make sense?
[Kathleen Moore] 10:18:40 Yes, so like in the orders app.
[Sara Colglazier] 10:18:42 Yeah, if I go to the Orders app. And I'm I'm looking at the filtering that I can see there right there it's I have to go to order type And then I see those values.
[Kathleen Moore] 10:18:56 Okay.
[Sara Colglazier] 10:18:57 I don't know how. Others feel. About that but that's 1 thing that's always like kind of a little bit confusing and also in the header.
[Sara Colglazier] 10:19:09 On in orders when you then in the second pane when you're looking at it that column is called order type and those values are there.
[Kathleen Moore] 10:19:31 Yep, that that kind of information. Really helpful because like in This is an area that like I am.
[Kathleen Moore] 10:19:40 Not really familiar with our orders. App much at all. And so a lot of this is really me.
[Kathleen Moore] 10:19:47 Trying to learn as much as I could.
[Sara Colglazier] 10:19:52 Absolutely. And then another one that I'm curious about is. It's just called status, at least in the filtering and on the column header.
[Sara Colglazier] 10:20:05 So. So what is PO workflow status? Cause
[Sara Colglazier] 10:20:18 Okay. Yeah. That will be it. Yeah, it's 1 of those weird things that one for example is within orders itself.
[Sara Colglazier] 10:20:29 A confusing because in the on the filter header it's status on the column header it's status but when you open the 3rd pain to view the purchase order is called workflow status.
[Sara Colglazier] 10:20:42 So it's 1 of these things where it's really confusing what everything is called. Everywhere, right?
[Sara Colglazier] 10:20:50 So I think. That would make sense.
[Kathleen Moore] 10:20:54 Yeah, this is a great call. When I see you've got your hand raised as well.
[Lynne Fors] 10:20:58 Yeah, I put it in the chat, but maybe take the purchase order line records to the acquisitions.
[Lynne Fors] 10:21:05 Since they're the They're the experts on how they use that particular app and how they would want to see.
[Lynne Fors] 10:21:13 These kinds of ones built to be the most helpful for them.
[Sara Colglazier] 10:21:17 Yeah, that's a really great idea. I'm actually presenting at acquisition side later about searching in the using the filters in the GUI.
[Sara Colglazier] 10:21:26 That's why in the UI that's why I'm like so too into this right now.
[Kathleen Moore] 10:21:34 Thank you for calling that out.
[Kathleen Moore] 10:21:39 So I'll reach out to some of our POs about that as well.
[Kathleen Moore] 10:21:46 Jennifer, you got your hand raised there.
[Jennifer Eustis] 10:21:48 Yeah, it might be interesting to find out from the acquisition folks, you know, how they're mixing and matching data from the PO level and the order, levels, you know, because like the workflow status is at the purchase winner level, but, you know, like title and cost, I think.
[Jennifer Eustis] 10:22:08 Well, not maybe not cost. Is that the line level? So you're gonna have the same, I think.
[Jennifer Eustis] 10:22:16 Duality of records with the invoice. And the invoice lines. So the, cause they're different records, right?
[Jennifer Eustis] 10:22:24 So that might be something to take into consideration.
[Kathleen Moore] 10:22:29 Yes. Call out as well.
[Kathleen Moore] 10:22:39 So I'm gonna go ahead and put, pending as a status and. Go ahead and test this query so that we can see.
[Kathleen Moore] 10:22:48 What this looks like. One thing that, is a little bit different about.
[Kathleen Moore] 10:22:57 3 of our new entity types. So the purchase over lines and the 2 organizations ones is that they both Are they all 3?
[Kathleen Moore] 10:23:08 Support. Nested. Tables of data. And so I'll show what that looks like real quick.
[Kathleen Moore] 10:23:17 So if I come into my show columns and Got here if I come down to my fun distribution.
[Kathleen Moore] 10:23:30 It's too hard to get past it. Yeah, so we passed it. Fun distribution. And then I scroll over.
[Kathleen Moore] 10:23:38 Of course, these are all. Let me scroll down to a record that has one. Here we go.
[Kathleen Moore] 10:23:45 And so, If the border line has an associated fund distribution with it. You're gonna have this nested table, that includes information.
[Kathleen Moore] 10:23:58 So like the code distribution type, encumbrance. There is one, fund ID and, value.
[Kathleen Moore] 10:24:07 One thing that will note right now is in a limitation. Is that we don't yet support building a query based on any of these.
