2026-06-03 Meeting notes

5 min

Note-taker

@Amelia Sutton

• Who will take notes today?

  • Jacob Dudley

5 min

User Templates update

@Amelia Sutton

• Template creation and edit screen

  • placeholder text boxes implemented in mock-up

    • some are deactivated by default

    • used for fields in user information and contact information

  • added pictures to user templates

  • user roles and service points cannot be set in templates at this time

  • template can be added after a user record is created

  • fields can be hidden but still populated

5 min

Custom Field display accordion configuration

@Amelia Sutton

Discussed Custom Field display accordion configuration

• Updated the order in which fields are displayed for consistency

• Drop-down to choose which accordion custom fields displays under

  • order in accordion configurable in settings

  • only effects display in UI, data not changed or migrated

• displays on edit and view screen
  
  

5 min

Users Custom fields display in Check out

@Amelia Sutton

Discussed Users Custom fields display in Check out

• custom fields can now be set to display in check out app

  • configurable in settings

5 min

Patron photo capture

@Amelia Sutton

Discussed Patron photo capture

• Photo capture now possible in users app

  • when creating or editing a record, take a photo is now an option

  • uses webcam on computer

    • may need to configure permissions from webcam

    • zooms and rotates

    • can retake before saving

  • photo saved in folio database, can be configured to store in S3 bucket instead

    • if url is used instead of photo file, url is saved instead

5 min

UX Cleanup

@Amelia Sutton

Discussed UX Cleanup UXPROD-4735, UXPROD-5028, UXPROD-5684

• accordion buttons will say “new” instead of create for consistency

• search and filter pane has been updated to say “search and filter” for consistency

• request preferences condensed in extended information

• edit screen - fulfillment preference and default delivery address not active until delivery address is chosen

• patron blocks notice on user record will now be correct for pluralization

• clarified what keywords are being searched