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Trillium UAT - Custom Field Accordion Customization

Trillium UAT - Custom Field Accordion Customization

Brief description

This is an enhancement to Custom Fields in the Users app. A new configuration option has been added to Users Custom Fields allowing you to select which accordion each Custom Field appears under in the Users app. Fields then display under the selected accordion on the Users view, create, and edit screens. After testing, please submit your feedback through the feedback form linked below.

Links

Test environment: https://folio-etesting-sprint-fs09000000.ci.folio.org/ (This testing environment will be down for maintenance for the next several days. Until it is back up you can use the Eureka snapshot or ECS snapshot environments. You will need to create the test users yourself each day and assign them roles that include the capability sets described below)

Jira feature: UXPROD-2491: Users - Custom Fields: accordion display configurationClosed

Feedback form: Custom Field Accordion Customization UAT Feedback

 

Test credentials (username/password):

Initial testing: customUser1/customUser1

  • UI Users - Create

  • UI Users Settings Customfields - Manage

  • UI Users Settings Departments - Manage

  • UI Requests - View

  • UI Users Feesfines - View

  • UI Users Loans - View

User without Loan, Request, or Fee fine viewing access: customUser2/customUser2

  • UI Users - Create

  • UI Users Settings Customfields - Manage

  • UI Users Settings Departments - Manage

Related Videos

General UAT Overview

UAT overview.mp4

Testing Instructions

  1. Log in to test environment (linked above) using the customUser1/customUser1 credentials.

  2. Configure custom fields

    • Navigate to Settings > Users > Custom Fields and select “edit”.

    • Create a variety of Custom Fields using each field type at least once.

    • Select each option in the Display in accordion field at least once. The following options should be available in the dropdown

      • Contact Information

      • Extended Information

      • Fees/fines

      • Loans

      • Requests

      • User Information

      • Custom Fields (named as configured at the top of the page)

    • Select Save & close

    • Verify that all settings were saved correctly.

 

  1. Verifying custom field display on the view, edit and create screens.

    1. Navigate to the Users app

    2. Test viewing Custom fields on user records

      1. Search for and select a user record to view.

      2. Verify that custom fields are displayed under accordions as configured in step 2

    3. Test Custom field display on the user edit screen

      1. Select Actions > Edit

      2. Verify that the Loans, Requests, and Fee fine accordions display if fields if one or more custom fields are configured to display under them.

      3. Verify that custom fields are displayed under accordions as configured

      4. Make changes to the values of one or more custom fields

      5. Select Save & close

      6. Verify that the changes you made were applied to the fields as expected

    4. Test Custom field display on the user creation screen

      1. In the second pane, select Actions > New

      2. Verify that the Loans, Requests, and Fee fine accordions display if fields if one or more custom fields are configured to display under them.

      3. Verify that custom fields are displayed under accordions as configured

      4. Fill both required fields and custom fields.

      5. Select Save & close

      6. Verify that all information is saved to the user record and displays as expected

 

  1. Verify display on view/edit/create screens as a user without Loans, Requests, or Fee fine view access.

    1. Log into the test environment using the customUser2/customUser2 credentials

    2. Repeat tests from step 3.

      1. On the view screen verify that the links to the user’s Loans, Requests, and Fee fines are not displayed

      2. On all three screens verify that the Loans, Requests, and Fee fines accordions are displayed when custom fields are configured to display under them.

 

  1. Experiment with other changes and verify results as described in step 3.

    1. Configure one or more departments under Settings > Users > Departments. Verify that custom fields continue to display correctly under the Extended information accordion

    2. Updating the Display in accordion field

      1. After saving data in one or more custom fields on a user record, navigate to Settings > Users > Custom fields

      2. Select Edit

      3. Change the Display in accordion values for one or more custom fields

      4. Following instructions in step 3, verify that the modified custom fields display under the newly configured accordions and those fields' values are retained.

    3. Change display order for custom fields

      1. After configuring at least two custom fields to display under the same accordion and verifying their display

      2. Navigate to Settings > Users > Custom fields

      3. Select Edit

      4. Use the buttons on the far right of each custom field to change the display order. Make sure to switch the order of the fields set to display under the same accordion.

      5. Following instructions in step 3, verify that the reordered custom fields display in the newly configured order.

    4. Update the name of the Custom field accordion

      1. Navigate to Settings > Users > Custom fields

      2. Select Edit

      3. Configure at least one custom field to display under the default Custom fields accordion

        1. Under the Display in accordion dropdown, confirm that the name for the default Custom fields accordion matches the configured name at the top of the page.

      4. Update the name for the Custom fields accordion

      5. Select Save & close

      6. Expand the accordion for the custom field you updated

        1. Verify that the new name for the Custom fields accordion is listed under the Display in accordion field