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  1. UX Product
  2. UXPROD-1378

CRUD for Match Profiles

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Details

    • Large < 10 days
    • XL < 15 days
    • XXL < 30 days
    • Low
    • Estimate from Ann-Marie and Folijet
    • Folijet
    • R4
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1

    Description

      Split from UXPROD-656 because it was too broad, and so that it could be closed in Q4 2018

      Q2 2019 Data Import Priority 5 of 8

      Help the user set rules and profiles for dealing with incoming batch loads:

      • what type of incoming file
      • from what source
      • what FOLIO apps/record types to match to
      • based on which data elements
      • allow for hierarchies of matches (submatches) and boolean logic - match on this or that
      • allow matches to be saved as profiles or created on the fly

      See https://docs.google.com/drawings/d/1IN2t0T838HtHytNctdugQN0nL8_KSJ-PzysQxSyZ1Hc/edit for a schematic

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                abreaux Ann-Marie Breaux
                abreaux Ann-Marie Breaux
                Ann-Marie Breaux Ann-Marie Breaux
                Ann-Marie Breaux Ann-Marie Breaux
                Ann-Marie Breaux Ann-Marie Breaux
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                  Updated:
                  Resolved:

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