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  1. ui-data-import
  2. UIDATIMP-385

Data import settings page's 4th pane for Match Profiles: Changes needed to support Delimited file input - DRAFT

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    • Template:
    • Development Team:
      Folijet

      Description

      Purpose: Document the changes needed in the UI for Create/Edit/View match profiles when incoming record is a Delimited file

      As a staff person
      I want to be able to use a field in a delimited file as a matchpoint
      So that the existing FOLIO records can be matched to data in the incoming delimited file

      See overview PPT at https://docs.google.com/presentation/d/1r-MLsfgzrjdxhMm6z0AKCXWxr3b8B-yG35KgPzkG47g/edit#slide=id.p1

      Update all from here down
      Scenarios

      1. Scenario 1
        • Given the Create/Edit screen for Match profiles
        • When the Incoming record type = EDIFACT invoice
        • Then the top section of the Match criterion should be adjusted as indicated in the attached Match profile expansion 3.PNG
          • Header label: Change from Incoming MARC record to Incoming EDIFACT
          • Incoming match field label: Change from MARC field in incoming record to EDIFACT field in incoming record
          • Field/Indicators/Subfield text boxes: Change to a dropdown list of EDIFACT field names
          • Keep the "Qualifier" section, "Only compare" section, "Match criterion" dropdown list, and the "Existing record" sections as-is
      2. Scenario 2
        • Give then View details screen for Match profiles
        • When the changes in Scenarios 1 have been made in the Create/Edit screen to make it support an EDIFACT match
        • And a saved match profile reflects these changes
        • Then make sure these changes show in the view details screen
        • And that the details are not editable in the view details screen
      3. Scenario 3
        • Ensure automated testing coverage for this new code is 80% plus and confirm with screenshot

      See attached screenshot

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                Assignee:
                Unassigned Unassigned
                Reporter:
                abreaux Ann-Marie Breaux
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