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  1. UX Product
  2. UXPROD-262

Export user loans list to excel or csv

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    Details

    • Template:
    • Epic Link:
    • Analysis Estimate:
      Small < 3 days
    • Front End Estimate:
      Small < 3 days
    • Back End Estimate:
      Medium < 5 days
    • Development Team:
      Prokopovych
    • Calculated Total Rank:
      60
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R2
    • Rank: 5Colleges (Full Jul 2021):
      R1
    • Rank: GBV (MVP Sum 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R2

      Description

      Purpose: Users need to be able to export loans in CSV format in order to do more complex sorting and filtering, or to show a patron a list of their loans.

      Split into UXPROD-1118 to handle fields with strikethrough below.

      1. Scenario
        • Given the open loan screen
        • When a patron has at least one open loan
        • Display and activate the export function
      2. Scenario
        • Given a patron with open loans
        • When a user clicks export on the open loans screen
        • Then the following fields, populated as they are on the Loan details page, are exported as CSV for each loan:
          • Borrower
          • Proxy borrower
          • Title
          • Contributors
          • Barcode
          • Call number
          • Location
          • Item status
          • Due date
          • Return date
          • Renewal count
          • Claim returned
          • Check in location
          • Loan policy
          • Loan date
          • Fee/fine
          • Requests
          • Lost
      3. Scenario
        • Given a patron with non-anonymized closed loans
        • When a user clicks export on the closed loans screen
        • Then the following fields, populated as they are on the Loan details page for each loan, are exported as CSV for each loan:
            • Borrower-
          • Proxy borrower
          • Title
          • Contributors
          • Barcode
          • Call number
          • Location
          • Item status
          • Due date
          • Return date
          • Renewal count
          • Claim returned
          • Check in location
          • Loan policy
          • Loan date
          • Fee/fine
          • Requests
          • Lost

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                Assignee:
                ecboettcher Emma Boettcher
                Reporter:
                ecboettcher Emma Boettcher
                Analysis Estimator:
                Emma Boettcher Emma Boettcher
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                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

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