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  1. User Experience Design
  2. UX-62

UX: Filtered List Challenge

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      Purpose: Get UX recommendation for "filtered list challenge". See description below.

      • We have a Loans page that shows all loans for a user: https://www.dropbox.com/home/FOLIO%20UX%20Designs/Users/Loans%20and%20Loan%20Details?preview=loan-history-open-4.png
      • It is crowded and we opted to exclude Proxy borrower from the set of columns in order to save space for other, more important columns
      • There is currently no need for filtering on this page (Search and column sort were thought to be sufficient)
      • The challenge is this. We'd like to include a count of "Related transactions" in the Proxy section of User details. If there is > 0 related transactions, we'd like to link to a list of those "transactions" (really, this is open loans - we need to relabel).
        • It seems like would make sense to leverage the existing Loans page for this purpose as it has all the data and actions one might need
        • If Loans had a filter for Proxy borrower and a Proxy borrower column, we could just link to a pre-filtered version of this page - Easy
        • BUT Loans doesn't have these features
        • I think we could still link to a pre-filtered version of this page but we'd need some way to:
          • Make it clear that this filter has been applied
          • Offer some mechanism for clearing the filter
          • Provide a way to get back to the User Details page you started out on (this will not always be the same user as the one associated with Loans page)
            EDIT: We are deprioritizing the link to "Related transactions" from the Proxy feature BUT, this is still a relevant UX challenge for the Fees and Fines scenario below and I am sure it will arise in the future.

      This should be a general pattern. We have another use case that will likely require a similar feature:

      • We will have a Fees and fines page that is very much like the Loans page. It will be accessible from User details as an Overlay and will list all the open and closed Fees and fines for a user. Here is the in-progress wireframe: https://www.dropbox.com/home/FOLIO%20UX%20Designs/Users/Fees%20and%20Fines?preview=Fees+and+Fines+History.png
      • Loans can have 0 to many Fees and fines associated with them
      • The Loans page should have a column labeled "Fine" which should list a count of the Fees and fines associated with the Loan. If >0, the count should be a link to the list of associated Fees and fines
        • Again here it seems to make sense to leverage the Fees and fines page for this display since it will have all the info we need
        • BUT it will not have any filters and there will be no column for "Associated loan"
        • So, it would be great if we had a way to link to the filtered list of Fees and fines that show just those that are associated with the specific loan but also:
          • Make it clear that this filter has been applied
          • Offer some mechanism for clearing the filter
          • Provide a way to get back to the User Details page you started out on (this will not always be the same user as the one associated with Loans page)

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                dbranchini Darcy Branchini
                cboerema Cate Boerema
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