Preconditions:

Logged onto FOLIO as a user with all permissions

Create new Invoices.Invoice lines to test the tags, since the tags behavior on sample data can be unpredictable. See C2299, C2326, and C2327 for instructions on creating invoices and invoice lines.

Steps/expected results:

1

Go to the Invoices app, create a new Invoice with at least one Invoice line

 

 

2

Click on the newly-created Invoice or Invoice line to open the detail view.

 

 

3

Check for the tags icon at the top right of the Invoice/Invoice line's detail view.

At the top right of the Invoice/Invoice line detail record, there should be a little tag icon. If tags are assigned to the Invoice/Invoice line, there will be a number next to it. If no tags assigned, it will have a zero.

4

Add one or more tags to the Invoice and Invoice line records. Be sure to add tags (preferably different ones) to both the Invoice and Invoice line records. Note that capital letters and spaces are not allowed in tags, e.g. needs work will become needswork, unless you use punctuation such as needs-work or needs.work

If the tag already exists, you can see it and select it from the existing list when you start typing. If the tag does not already exist, it will be created and added to the existing list once you have assigned it.

5

Check to be sure that the number icon next to the tags icon has increased by the number of tags that you added to the Invoice or Invoice line, and that you can see the assigned tags

 

 

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