Terms are configured in the Licenses section of the Settings app under Terms and License term pick list setup.

  • Terms. Terms of use relevant to the license.
  • Value. The definition of, or answer to, the term. For example, the Value of the term “Concurrent Users” might be “5,” as in the license permits 5 concurrent users.
  • Visibility. To indicate whether the term should display internally (just within FOLIO), or externally to the public through, for example, your catalog.
  • Internal note. A note about the term that displays internally to FOLIO users.
  • Public note. A note about the term that displays externally to the public.

Create a License term in Settings

1

Go to Settings > Licenses > Terms

2

Click “New” button

3

Complete all fields marked with an asterisk

  • Order weight determines the order in which the terms will display in the license records.
  • Primary term indicates whether the term will always display in the license record or will need to be added as an "Optional term." 
  • Type: the term type can be decimal, integer, text, or picklist.
  • If you create a picklist term, a picklist menu will appear. 

4

Click Save


Expected Result

Term is saved and displayed with correct information and Delete and Edit buttons




Delete a License term from Settings

1

Go to Settings > Licenses > Terms

2

For the term, click “Delete”


Expected Result

Prompt opens warning the term will be deleted

3

Click “Delete” in prompt


Expected Result

Term successfully deleted.

  • Terms can only be deleted if they're not in use in any licenses.




Create a License picklist

1

Click on "Settings" app.
Expected Result

"Settings" app opens.

2

Click on "Licenses" in the left column.
Expected Result

A new column next to the left column appears.

3

Click on "pick lists" in the new column.
Expected Result

A list of all pick lists is shown.

4

Click on the "new" button in the right upper corner.
Expected Result

A new pick list appears in the shown list.

5

Fill the empty field with a Name and click on "save".
Expected Result

The pick list is created.




Delete a License picklist

1

Click on "Settings" app.
Expected Result

"Settings" app opens.

2

Click on "Licenses" in the left column.
Expected Result

A new column next to the left column appears.

3

Click on "Pick lists" in the new column.
Expected Result

A list of all pick lists is shown.

4

Choose the record you want to delete and click on the trash can symbol in the same row.The trash can symbol will appear in the Actions column only if the "# of values" column displays 0. Expected Result

A new window opens.

5

Click on "delete".
Expected Result

The pick list is deleted.








  • Steps 1-3: see screenshot 1 from "Create a License picklist." 



Add a value to a License picklist

1

Go to Settings > Licenses > Pick list values

2

In the “Pick list” dropdown select the picklist to which you want to add a value

3

Click “New” button


Expected Result

New line appears in list of pick list values

4

Enter a label, which will be a new value in the pick list, and click “Save”


Expected Result

New value saved successfully

5

Repeat to built a list


  • Picklist values can be edit or deleted by clicking the pencil (edit) or trashcan (delete) next to the label.