Agreements widget, filter by "Start date", "End date", Cancellation deadline"
Can search on date as "is", "is not", "on or after", "on or before"
Supports relative date options (Today, X days/weeks/months/years before or after Today)
Supports a fixed date as well
There are 3 patterns
"from" ... "to"
"on or after" ... "on or before"
including the option to include records where a specific date is not set
this is implemented in ERM apps and can be used solely or additionally to specific dates
before implementing this there were options discussed with the users
Gill created some mock-ups, the SIG agreed on the current solution
options in widgets
the group prefers the option used e.g. in agreements which is: Can search for "On or after" and "On or before" independent from the other field, e.g. only "On or after" = 12/01/2022
to search for a period, both fields can be filled
desirable is the addditional checkbox option to Include records with no xxx date set, e.g. "Include agreements with no end date set"
important: add this checkbox only where possible and where it makes sense | that is where the date needs is optional
additional requirement: specific and exact day search
users may need to search for a specific day e.g. when they made a mistakes on a specific day and they want to search for all relevant records
so far searching for specific dates is only possible in Dahsboard widgets
would be good to hear thoughts from Gill or Kimie on single dates
idea: use a checkbox to select "single date" and then only one date field occurs or needs to be filled
further requirement related to all date fields across all apps
be able to enter dates without slashes, just the numbers
Next steps: Martina will forward conclusions to POs and raise relevant topics when we next dicsuss UX/UI issues
18:01:35 Von Martina Schildt | VZG an Alle: Hello, link to our Agenda: 2023-04-24 Meeting notes: Date filters 18:03:18 Von Owen Stephens an Alle: I’ve just added some more date search examples to the wiki page - hope that’s ok 18:04:40 Von Owen Stephens an Alle: I think the Orders example and the Inventory example are the same? 18:04:48 Von Owen Stephens an Alle: In terms of how the date filter works I mean 18:09:56 Von Maura Byrne an Alle: If you’re searching for “no date,” does that mean “all dates because no date is specified” or “no date specified in the record?” 18:15:27 Von Laura Daniels (she/they) an Alle: Agreements solution is nicer, and it would be best to have consistency across FOLIO 18:15:40 Von Maura Byrne an Alle: Reacted to "Agreements solution ..." with 👍 18:15:51 Von Dung-Lan Chen an Alle: There is also "Date created" in Invoices App that one can search. 18:16:09 Von Jana Freytag an Alle: Reacted to "Agreements solution ..." with 👍 18:18:06 Von Owen Stephens an Alle: As far as I know he only place that the ‘exact date’ match is supported explicitly is the Dashboard widget setting 18:18:43 Von Kristin Martin an Alle: If you make start date and end date the same, does it just pull out the information on that day? 18:19:26 Von Dung-Lan Chen an Alle: Yes, Kristin, in the case searching in Invoices 18:19:33 Von Jana Freytag an Alle: Yes for Circ log 18:20:18 Von Jana Freytag an Alle: Not sure why it says MS The Messages are from me, Jana :D 18:27:46 Von Maura Byrne an Alle: Hard agree, Owen! 18:30:16 Von Maura Byrne an Alle: So type “01012023”, and the display is “01/01/2023”? 18:30:22 Von Kimberly Pamplin an Alle: Yes 18:31:33 Von Jana Freytag an Alle: never tested it but it's the same in German 24.04.2023 you have to type the dot 18:32:00 Von Kristin Martin an Alle: Sorry folks, need to run! 18:32:03 Von Jana Freytag an Alle: 2023/04/24 didn't work though 18:32:12 Von Owen Stephens an Alle: Reacted to "2023/04/24 didn't wo..." with 👍 18:32:14 Von Kimberly Pamplin an Alle: Thank you! 18:32:19 Von Owen Stephens an Alle: Reacted to "never tested it but ..." with 👍 18:36:29 Von Laura Daniels (she/they) an Alle: agree, the option to enter a single date once is very appealing 18:40:08 Von Susanne an Alle: sorry, have to leave early today…. brilliant discussion! 18:46:24 Von Owen Stephens an Alle: And the ‘single exact date’ option 18:47:06 Von Kimberly Pamplin an Alle: Thank you!
Use of shortcut keys and macros for more effective cross-app working - it also be good to have UX and Stripes/dev knowledge for this discussion I think. I know@Laura (she/they)uses macros so might have insights into the potential for cross-app working
UX/UI and implementers topics
should be Wednesdays
Comprehensive look at where data is copied and stored as opposed to live data | how it is represented