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  1. UX Product
  2. UXPROD-2553

Add a configurable 'Organization type' field to organization record

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    • Morning Glory (R2 2022)
    • Medium
    • Leipzig
    • 5
    • 20
    • R4
    • R4
    • R4
    • R4
    • R4
    • R1
    • R1
    • R1
    • R4
    • R3
    • R4

    Description

      Purpose:

      Allow users to organize and filter organizations by type, such that organizations can be group and sorted by a controlled list of possibilities.

      Note not all types would be organizations we order from.

      Use case:

      • Administrator would want to run a report on how much was ordered from a certain type of organization
      • Administrator would like to identify certain organizations as performing certain functions
      • Administrator would add multiple types to a single organization to indicate that they are both a material supplier and access provider etc.

      Requirements:

      • Allow the user to add, edit and delete values from the list of "Organization types" in the organization module settings
      • You should not be able to remove a value that is in use by one or more organizations
      • Order export includes "organization type" value
      • Each Organization can be assigned more than one type
      • Should Not be a required field
      • Should always be editable
      • Should be an alphanumeric value?
      • User can filter organization records by type

      Documentation:

      See https://miro.com/app/board/uXjVOUIKiDk=/?invite_link_id=752848231900 for workflow and design details

      See list of example types provided by GBV - https://docs.google.com/spreadsheets/d/1KYn9xswHbFDVikjrhpUTMhn_mH68yse6d3PXngQqOvU/edit#gid=0

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
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