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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None
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ACQ Sprint 61
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3
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Thunderjet
Description
Purpose: To change the create vendor screen into a create organizations screen, to clean up some of the text, and to suppress vendor-specific accordions when they are not needed.
As a staff person
I want to be able to create organizations in FOLIO and designate some of them as vendors
So that I can enter necessary information for vendors, but not have that additional information required for non-vendor organizations.
NOTE: revised the changes slightly 10 April, based on conversations with e-folks (moving two accordions around, and renaming one of them). Updated wireframes attached.
Scenarios
- Scenario 1
- Given the Organizations (previously Vendor) app
- When a User clicks the New button
- Then a revised Create organization screen should be displayed.
- NOTE: See exact revisions in attached Create Organization screen changes.pdf file; let A-M know if you prefer it to be in individual image files
- Summary of the changes
- Replace generic wording of Vendor with Organization
- Add a checkbox in the top accordion to indicate whether an organization is a vendor. See Scenarios 2-3 for how this checkbox affects accordion display and required fields. See separate wireframe for checkbox position. Default is unchecked, with the vendor accordions suppressed.
- Move the Agreements and Interfaces accordions
- Rename the Agreements accordion (to reduce the confusion with the Agreements app)
- Remove the vendor category check boxes from the Vendor Info accordion
- Fix remaining case problems
- Fix remaining wording problems
- Remove + signs from buttons
- Remove all ghost text from data boxes
- Scenario 2
- Given the Create Organizations screen
- When the "Vendor" checkbox is NOT checked
- Then suppress the Vendor information, Vendor terms, EDI information, and Accounts accordions from display
- And do not make any of the elements in those accordions required when saving a new organization record
- This is the default state for a new organization
- Scenario 3
- Given the Create Organizations screen
- When the "Vendor" checkbox is checked
- Then show all accordions (unsuppress the Vendor information, Vendor terms, EDI information, and Accounts accordions)
- And impose the required data elements as indicated in those accordions before a new Organization record can be saved
- Scenario 4
- Ensure automated testing coverage for this new code is 80% plus and confirm with screenshot
NOTE: Per Filip, we should not use any ghost text in fields that need data entered into them,
TestRail: Results
Attachments
Issue Links
- has to be done before
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UIORGS-4 Restructure "edit vendor" screen for organizations
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- Closed
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UIORGS-28 Typos in vendor record create/edit screen
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- Closed
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- is blocked by
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FOLIO-1938 Create organizations github repositories and add to CI
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- Closed
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- relates to
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MODORGSTOR-1 Schema Updates
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- Closed
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UIORGS-44 Focus does not scroll down to required fields when trying to update record with missing values
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- Closed
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UIORGS-7 Organization checkbox for indicating Org is a Vendor
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- Closed
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UXPROD-1544 Pivot Vendor App into Organizations App
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- Closed
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