Details
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Story
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Status: Closed (View Workflow)
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P3
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Resolution: Done
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ERM Sprint 61
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7
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Bienenvolk
Description
Value for user:
Tags are short metadata labels that can be added in an ad hoc manner to items. This enables the user to easily label, and then retrieve using the same label, a set of items (in this case agreements) that they wish to group together or take some action on.
Examples:
- A user wishes to tag all agreements that will require a review in April 2020. They add a tag of "April 2020" to the relevant agreements, and then they can search using the tag and retrieve all the relevant agreements for action
Roles and restrictions:
- Permission to manage tags on an agreement should be separate to the permission to edit the agreement details
- A user who has read/view-only permission to the agreement may manage the tags on that agreement
Workflow / UI expectations:
1. A user can manage Agreement tags from the Agreements (preview pane) by activating the tags panel
The tag management interface should follow the pattern established in the Users app
Business rules & constraints:
- Manage tags should only be available when enable tags = Y in Settings > Tags > General per
FOLIO-1302 - When setting a tag
- the user should be prompted to use existing tags that match any text string they have typed
TestRail: Results
Attachments
Issue Links
- defines
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UXPROD-1302 Apply Tags: ERM: Agreements Records
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- Closed
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- is blocked by
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ERM-267 Tags on Agreements no longer display/editable
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- Closed
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- is required by
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ERM-174 Search Agreements by tags
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- Closed
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- relates to
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ERM-190 Deleting a tag shared between two agreements throws an error
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- Closed
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ERM-267 Tags on Agreements no longer display/editable
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- Closed
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ERM-424 Licenses App: Add Tags functionality
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- Closed
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ERM-192 Make tags implementation on the erm backend FOLIO compliant
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- Closed
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