2023-05-08 Resource Access Meeting Notes

Given: I have received an email, the notice template of which contains a token in the section "User address" + There is an address selected as "Use as primary address"
When: I look at the text of that token in the live email,
Then: I see the plain text name of the corresponding field as can be seen in the UI of Users.
Example: In the email, for the token "user.deliveryAddressType", I see "Office", and NOT the UUID.

2. Scenario:

Given: I have received an email, the notice template of which contains a token in the section "User address"” + There is NO address selected as "Use as primary address"
When: I look at the text of that token in the live email,
Then: The token is empty.

Background: Hebis. Loans prepare a file to print for e.g. German Reminder Fees

Meeting Notes

Adding User Address section to patron notice tokens

Are there concerns about adding 7 user address tokens (essentially copying what is in staff slips) to the token modal under "User" section? This would push the Fine/Fee section lower, and could made the three columns somewhat lopsided
Is there a preference of scrolling within the modal vs. making the sections headings drop-downs or accordions? Preference seems to be for fewer clicks and just scrolling.
Hide tokens that are unselectable? Julie worries about the UI consequences.
How often are the templates edited?
Discussed adding a 4th column to the modal, but that looks very crowded when the browser window is reduced
Some discussion around which column will have more tokens added with future development; we suspect it will most likely be the "User" section - Julie to research.
Julie wonders: Do we even need a new section "User address", or can the 7 tokens just be added to the "User" section? - Question for the dev team.
It may make sense to add the Fine/Fee section to the middle column to make it less lopsided and so there would be less scrolling

Which address to select to put on the letter

Issues with addresses - don't have to have one (and what do we tell FOLIO to do if there isn't one)
Similarly, what address to we tell FOLIO to use if several are listed?
Proposal is to use the one marked "primary address", though again, don't have to have an address marked as primary so that token may be empty
Tom suggested putting a filter on the token itself: {{requester.city | Home}} / function that recognises this as a filter and returns the proper data. / Could potentially have it both ways.... (default vs. custom function)
At this stage: We'll go with "primary address" i.e. with the stories as they are currently written + Julie will check Tom's suggestion + there may be future developement to the Users UI to be able to configure/choose which address.

Laurence asked if there's an easy way to look up where each token's data comes from? The name of the tokens nearly copies the names of the fields in the back end