Wishlist: Limit funds in dropdown to those owned by assigned branch

Bug #1994985 reported by Tiffany Little
28
This bug affects 5 people
Affects Status Importance Assigned to Milestone
Evergreen
Confirmed
Wishlist
Unassigned

Bug Description

Wishlist.

It would be nice if there was an option near the batch updater/lineitem detail fund dropdown to limit the funds in the batch updater to those owned by the assigned branch.

Current idea: If there was a checkbox above/below the fund dropdown (sticky, please) that said something to the effect of "Show only funds related to assigned branch", when clicking in the fund dropdown it would check the assigned branch on that line item detail and only display funds owned by the matching branch. Or maybe just "Limit" for space, with help popover with the longer text, with a checkbox next to it.

If there's no branch assigned (either in the batch updater or on the line item detail), the fund list would *not* be limited and would have the same behavior it has now.

E.g. if you have the checkbox ticked, and the branch applied is STATELIB-A, you would only see funds owned by STATELIB-A. If the checkbox is unchecked, and assuming you have system-level fund view perms, you would see all funds for your system.

description: updated
Revision history for this message
Jennifer Pringle (jpringle-u) wrote :

This would be very handy!

Changed in evergreen:
status: New → Confirmed
Galen Charlton (gmc)
Changed in evergreen:
importance: Undecided → Wishlist
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