Preconditions:
Logged onto FOLIO as a user with all permissions
Create new funds to test the tags, since the tags behavior on sample data can be unpredictable. See C4052 for instructions on creating a fund
Steps/Expected Result
1 | Go to the Finance app, Change to the Funds tab in the top left, and create a few new funds
|
|
2 | Click on a newly-created fund in the results list to open the detail view in the 3rd pane.
|
|
3 | Check for the tags icon at the top right of the fund's detail view. | At the top right of the Fund detail record, there should be a little tag icon. If tags are assigned to the Fund, 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 Fund record. 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 fund, and that you can see the assigned tags
|
|