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  1. UX Product
  2. UXPROD-1681

UI changes for the organization lookup on an Agreement

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    Details

    • Type: New Feature
    • Status: Closed (View Workflow)
    • Priority: P3
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: Q3 2019
    • Component/s: None
    • Labels:
    • Template:
    • Epic Link:
    • Development Team:
      Bienenvolk
    • Calculated Total Rank:
      7
    • PO Rank:
      3
    • Rank: Chicago (MVP Sum 2020):
      R4
    • Rank: 5Colleges (Full Jul 2021):
      R2
    • Rank: U of AL (MVP Oct 2020):
      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.

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                Assignee:
                ostephens Owen Stephens
                Reporter:
                gosguthorpe Gill Osguthorpe
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                  Dates

                  Created:
                  Updated:
                  Resolved:

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