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  1. UX Product
  2. UXPROD-1681

UI changes for the organization lookup on an Agreement

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Details

    • New Feature
    • Status: Closed (View Workflow)
    • P3
    • Resolution: Done
    • None
    • Q3 2019
    • None
    • Bienenvolk
    • 3
    • R4
    • R2
    • R4

    Description

      Scenario 1: User previews the organization accordion of an agreement.
      In the agreement preview, display a card for each Organization-Role combination.

      • In the card header display:
        1. The organization icon
        2. The organization name in bold. Note this is also a link to the organization record.
        3. A dot to separate the fields
        4. The Role assigned for this agreement.
      • In the the card body, display the interfaces for the organization.
        • If the organization has no interfaces display the text "No interfaces found".

      Scenario 2: User edits an agreement and selects "Add organization to agreement"
      The repeating field group is displayed and presented with a header and shaded background as shown in the mockup.

      • In the header display:
        1. "Organization [number]".
        2. A trash card icon for removing the field group, which has the tooltip "Remove organization".
      • In the body display:
        1. The text as shown in the mockup
        2. The button "Add organization". This opens the organization lookup modal.

      Scenario 3: User has used the organization lookup modal to select an organization.
      A card is displayed as shown in the mockup.

      • The card content is the same as described in scenario 1.
      • A red button is displayed with the text "Unlink organization". When the user selects this:
        • the card is replaced with the layout described in scenario 2.

      TestRail: Results

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                ostephens Owen Stephens
                gosguthorpe Gill Osguthorpe
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                  Created:
                  Updated:
                  Resolved:

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