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  1. ERM Platform
  2. ERM-174

Search Agreements by tags

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    Details

    • Template:
    • Sprint:
      ERM Sprint 61
    • Story Points:
      2
    • Development Team:
      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:

      • All users who can search agreements can search agreements by tags

      Workflow / UI expectations:
      1. A user can search Agreement tags from the Agreements Search and Sort screen
      2. Tags should be a filter on the search results

      Business rules & constraints:

      • The tags filter should display the tags that have been used in the Agreements app for the user to choose the tags to filter by
      • It should be possible to select multiple tags to be used in the filter, which should be used as a Boolean OR in the search (i.e. if multiple tags are selected, records containing any of the tags selected should be returned)

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                Assignee:
                ostephens Owen Stephens
                Reporter:
                ostephens Owen Stephens
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                  Resolved:

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