Story 1.5.5.3. CRM. Applications list filters

Content

General info

This feature allows CRM users to filter the applications list based on specific criteria, enhancing the ability to manage and review applications effectively. The filters provide a way to narrow down the list by various fields to find relevant applications quickly.

User story

As a CRM user,
I want to filter the applications list by various criteria,
So that I can easily manage and review specific applications.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=58547-180274&t=FguH5oXbrKI5I0wp-4

Acceptance criteria

01

Scenario: Opening the Filters panel
Given I am on the application 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. Title / Titel

  2. Applicant / ???

  3. Company / ???

  4. OOS Keyword / Keyword

  5. Status / Status

  6. Recruiter / Recruiter

  7. Creation Date / Erstellungdatum

  8. Application Source / Bewerbungsquelle

  9. Categories / Kategorien

  10. OOS Country / Land

image-20241128-151919.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#/Application/get_api_v1_applications

01

Title

 

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

titles[]

02

Applicant

Scenario: User applies a Applicant filter.
Given the user enters a Applicant name,
When the name exists,
Then suggestions are displayed.

Select type:

  • multi select

  • multi tags

  • search

  • suggestions

  • custom tags

03

Company

Scenario: User applies a Company filter.
Given the user enters a Company name,
When the name exists,
Then suggestions are displayed.

Select type:

  • multi select

  • multi tags

  • search

  • suggestions

  • custom tags

04

Keyword OOS

Scenario: User applies a keyword filter.
Given the user enters a custom keyword,
When it is find info in any application 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 applications

05

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 :

  • new / neu

  • applied / beantragt

  • rejected / abgelehnt

  • interview / Vorstellungsgespräch

  • unfinished / unvollständig

  • not relevant / nicht relevant

06

Recruiter

Scenario: User applies recruiter filter.
Given available recruiter option,
When one recruiter is selected,
Then results filter accordingly this user.

Select type:

  • multi select

  • multi tags

  • search

  • suggestions

  • custom tags OOS

recruiters[]

07

Creation 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

08

Application Source

Scenario: User applies an Application Source filter.
Given the user types a source,
When matches exist,
Then suggestions are displayed.

Select type:

  • multi select

  • multi tags

  • search

  • suggestions

  • custom tags OOS

platforms[]

09

Category

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

Select type:

  • multi select

  • multi tags

  • search

  • suggestions

  • custom tags OOS

categories[]

10

Country OOS

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

Comments

Leave a Reply