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  1. ERM Platform
  2. ERM-389

Manage License term value pick lists (refdata categories and values)

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Details

    • ERM Sprint 70, ERM Sprint 71
    • Bienenvolk

    Description

      Administrators can add license term value pick lists (refdata categories) as well as remove them or edit their details.
      Only users with access to License settings can view, edit or delete the pick lists available in the tenant

      Permission to edit these details are separate to those of other ERM permission sets

      Workflow / UI Notes

      • Set from within Settings -> Licenses -> Pick lists
      • Display within Settings -> Licenses -> Pick lists
      • User can view, edit or add a pick list (refdata category)
      • Display in the order pick lists were added to the system

      Data stored pick lists (refdata category):

      • Pick List name = Refdata Category desc (short string <50 chars) (required)

      Display fields:

      • Display Pick List name
      • Last updated
      • # of Values (number of refdata values in pick list/category)
      • Actions (Edit/Delete)

      Business rules/constraints
      Pick Lists can only be deleted if they have no Pick List terms

      Wireframes
      Attached wireframes show UI based on Tenant -> Location setup -> Institutions screens

      TestRail: Results

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                sosguthorpe Steve Osguthorpe
                ostephens Owen Stephens
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                  Resolved:

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