Story 1.7.1.3. CRM. Users list filters

Content

General info

The users list page includes filtering options that allow users to filter the list of CRM users by Business Unit, Categories, and Country. Users are pre-filtered by their own country by default, with the option to reset this filter. The filters are persistent, meaning they are saved when navigating away from and returning to the page. Additionally, the page includes a search field to allow users to search by name or other relevant criteria.

User story

As a [CRM user],
I want to filter the list of CRM users by Business Unit, Categories, Manager, and Country,
So that I can easily find and manage specific users based on these criteria.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=49880-106393&t=zBeAdtYSlOlc0Kq5-4

#

Acceptance Criteria

01

Scenario: Opening the Filters panel
Given I am on the users 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. OOS Keyword / Keyword

  3. Status / Status

  4. Business Unit / Business Unit

  5. Role / Rolle

  6. Division / Division

  7. Position / Position

  8. Categories / Kategorien

  9. Market / Markt

image-20241121-161252.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#/User/get_api_v1_users_

01

User name

Scenario: User applies Users filter.
Given the user enters a Name,
When the title exists,
Then suggestions are displayed.

Select type:

  • multi select

  • multi tags

  • search

  • suggestions

  • custom tags

search query

02

Keyword OOS

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

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

should be added to API by backend developer

Options:

04

Business Unit

Scenario: User filters by business unit.
Given business units exist,
When one is selected,
Then results match the selection.

Select type:

  • multi select

  • multi tags

  • search

  • suggestions

  • custom tags OOS

business_units[]

05

Role

Scenario: User applies a Role filter.
Given Role exist,
When one or several are selected,
Then results show jobs managed by the selected role.

Select type:

  • multi select

  • multi tags

  • search

  • suggestions

  • custom tags OOS

should be added to API by backend developer

06

Division

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

Select type:

  • multi select

  • multi tags

  • search

  • suggestions

  • custom tags OOS

should be added to API by backend developer

07

Position

Scenario: User applies a position filter.
Given position options exist,
When one or several are selected,
Then results show jobs managed by the consultant.

Select type:

  • multi select

  • multi tags

  • search

  • suggestions

  • custom tags OOS

should be added to API by backend developer

Options:

08

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

should be added to API by backend developer

09

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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