High Level Roadmap for Lists App

The following is a high-level roadmap for hen we expect different records or functionality to be available in the Lists app. The schedule is likely to change based on the work of related SIGS as well as the availability for development resources. If you have a question about the scheduling of a particular release or a piece of functionality, please ask in the working group slack channel #bela-bulk-edits-list-app-working-group

Poppy (R2 2023)

• Beta version of the Lists app

• Query Items, Loans, Users

Quesnelia (R1 2024)

• Record type: Holdings, Instances (UXPROD-4503)

• Record type: Organizations (UXPROD-4193)

• Record type: Purchase order lines (UXPROD-4104)

• Duplicate lists (UXPROD-4454)

• Queries: view simple arrays, added operator: is null / empty (UXPROD-4501)

Ramsons (R2 2024)

• Require permissions per record type (UXPROD-4500)

• ECS support for cross-tenant queries for Items, Holdings, Instances (UXPROD-4566)

• Build queries based on predefined repeatable fields (UXPROD-4732)

• FQM versioning for seamless migration between FQM changes (UXPROD-4881)

• Increase to available fields within existing record types (UXPROD-4689)

  • User – single select checkbox custom fields

Sunflower (R1 2025)

• Performance improvements (UXPROD-5043)

• Record types: user custom fields (single select dropdown, radio button, textbox short, textbox long) (UXPROD-5047)

• Record type: Finance / Invoice / Orders (UXPROD-4977)

  • Budgets

  • Fund with ledger

  • Invoice lines

  • Invoices

  • Purchase order lines with titles

  • Purchase orders

  • Transactions

  • Voucher lines with fund

  • Voucher lines with invoice, fund, organization

  • Vouchers

 Trillium (R2 2025):

• https://folio-org.atlassian.net/browse/UXPROD-4863

• Developer tool to add data: https://folio-org.atlassian.net/browse/UXPROD-5169

• https://folio-org.atlassian.net/browse/UXPROD-5126

• https://folio-org.atlassian.net/browse/UXPROD-5127

• https://folio-org.atlassian.net/browse/UXPROD-4850

• https://folio-org.atlassian.net/browse/UXPROD-5315

• https://folio-org.atlassian.net/browse/UXPROD-5560

Umbrellaleaf - DRAFT (2026)

• Support Boolean NOT operator (UXPROD-5178)

• Support for MARC querying, Part 1 (UXPROD-5165)

• Support for MARC querying, Part 2 (fixed fields) (UXPROD-5932)

• Lists: Search, sort, filter list of lists (UXPROD-4455)

• Lists: Support building queries based on relative dates (UXPROD-5157)

• Create a list based on an uploaded file of records (UXPROD-5470)

• Expanded data coverage

  • Agreements (UXPROD-5783)

  • Requests (UXPROD-5164)

Post-Umbrellaleaf (TBD)

• User defined entities with joins, created via UI, for use in Lists app (UXPROD-5120)

• Support Boolean OR operator (UXPROD-5616)

• Wildcard searches within free text fields

• Duplicates: return all records with same value for a field (UXPROD-4667)

• Expanded data coverage

  • eHoldings

  • Linked Data

  • Consortium manager

  • Claiming, Receiving, Serials

  • Circulation log

• Link record in list results to records in the native app (UXPROD-5067)

• Allow tenants to share queries (generally + ECS) (UXPROD-5179)

• “In” and “Not in” operators for free text fields (part of UXPROD-4859)

• Improve formatting of CSV export (UXPROD-5429)

• Support sorting of results within a list (UXPROD-4502)

• Canned lists in place of some in-app reports (UXPROD-5811)

• Edge API for Lists