Story 1.3.1.2. CRM. Order list filters

Content

General info

The Order List Filters functionality allows users to refine their view of the order list by applying various filters. This helps users to quickly locate and manage orders based on specific criteria such as status, company, and more.

User story

As a CRM user
I want to filter the order list based on different criteria
So that I can quickly find and manage orders that meet specific conditions.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=58304-37795&t=NY0lewCIDbekeS63-1

Acceptance criteria

01

Scenario: Opening the Filters panel
Given I am on the order List page
When I click on the "Filters" link
Then the filters panel should open on the right side of the screen, displaying filter options such as

  1. Status / Status

  2. Company / Unternehmen

  3. Sales/Account Manager / Sales/Account Manager

  4. Responsible recruiter / Responsible recruiter

  5. Management consultant / Management consultant

  6. Created date / Erstellungsdatum

  7. Market / Markt

image-20250217-162814.png

02

Scenario: User interact with the filter panel
Given user in filter panel,
When clear/add/search some items
Then have common behaviour of the field described here: Story 1.0.12.5. CRM. Filter panel

#

Filter Field

Acceptance Criteria

Query

https://api.staging.rockengroup.com/api-documentation-2000#/Order/get_api_v1_orders

01

Title

 

Scenario: User interact with the field
Given user in upper search field,
When search some items (Order name)
Then have common behaviour of the field described here: Story 1.0.12.6. CRM. Title field filter

titles[]

02

Keyword

Scenario: User applies a keyword filter.
Given the user enters a custom keyword,
When it is find info in any Orders fields without suggestions
AND data matches with keyword ,
Then relevant results are displayed

Select type:

  • multi select OOS

  • multi tags

  • search OOS

  • suggestions OOS

  • custom tags

search by all fields in Orders

03

Status

Scenario: User applies a status filter.
Given the user selects a status,
When the selection is made,
Then the results reflect the selected status.

Select type:

  • multi select

  • multi tags

  • search OOS

  • suggestions OOS

  • custom tags OOS

statuses[]

Available values :

  • in progress /

  • active /

  • inactive /

04

Company

Scenario: User applies a company filter.
Given the user types a company name,
When matches exist,
Then suggestions are displayed.

Select type:

  • multi select

  • multi tags

  • search

  • suggestions

  • custom tags

companies[]

06

Sales/Account manager

Scenario: User applies a Sales/Account manager filter.
Given Sales/Account manager exist,
When one or several are selected,
Then results show jobs managed by the Sales/Account manager.

Select type:

  • multi select

  • multi tags

  • search

  • suggestions

  • custom tags OOS

sales_manager[]

07

Responsible Recruiter

Scenario: User applies Responsible recruiter filter.
Given available recruiter option,
When one recruiter is selected,
Then results show Orders where the selected user is saved as a Responsible recruiter.

Select type:

  • multi select

  • multi tags

  • search

  • suggestions

  • custom tags OOS

recruiters, HoR []

08

Management Consultant

Scenario: User applies a Management consultant filter.
Given consultant options exist,
When one is selected,
Then results show Orders where the selected user is saved as a Management consultant.

Select type:

  • multi select

  • multi tags

  • search

  • suggestions

  • custom tags OOS

all CRM users[]

09

Created Date

Scenario: User applies a created date.
Given the user selects "From" and "To" dates,
When dates are valid,
Then results are filtered by the date range.

from_date

to_date

10

Market

Scenario: User filters by country.
Given country options exist,
When one is selected,
Then only profiles in that country are displayed.

Select type:

  • single select

  • single tag

  • search OOS

  • suggestions OOS

  • custom tags OOS

should be added to API by backend developer

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