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Add a "System Configuration" utility to Specify #6124

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grantfitzsimmons opened this issue Jan 21, 2025 · 0 comments
Open

Add a "System Configuration" utility to Specify #6124

grantfitzsimmons opened this issue Jan 21, 2025 · 0 comments
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1 - Request A request made by a member of the community 2 - User Interface Issues that are related to the user interface or user experience.

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@grantfitzsimmons
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grantfitzsimmons commented Jan 21, 2025

Configure System Configuration Variables

Tool/Feature Description
Configure Preparation Types The user should be able to customize the preparation types for the selected collection.
Configure Default Collection Object Type The user should be able to customize the default collection object type set for a selected collection.
Configure Catalog Number Format Specify looks at the catalog number format from the Collection Object Type; therefore, this should allow you to change the catalog number format for a type selected by the user.
Configure Embedded/Shared Collecting Event Check if shared is being used; disable this option if records are already shared. Link to documentation.
Configure Embedded/Shared Paleo Context Check if shared is being used; disable this option if records are already shared. Link to documentation.
Configure Paleo Context Scoping (CO, Loc, CE) This should be a pick list. Check if Paleo Context is linked to more than one table. If so, display a warning and explanation. Link to documentation.
Define Geography Scope Some institutions prefer to share Geography across disciplines. This would allow them to configure this option.
Rebuild Full Names in Taxon Trees This would automatically rebuild the "Full Name" for all trees in the database.
Renumber Nodes in Each Tree This would automatically renumber all of the tree nodes so the structure is valid (see Specify 6 behavior).

Originally discussed in #5944

Originally posted by grantfitzsimmons April 25, 2024
Is your feature request related to a problem? Please describe.
Specify 6 offers a simple utility to customize information about the collection, discipline, division, and institution such as the name, catalog number format, description, etc.

There should be a straightforward way to access these in the user tools menu or in a sort of administrative dashboard for admins.

Describe the solution you'd like
Add some kind of system as seen in Specify 6 for configuring these high-level options:
image

Describe alternatives you've considered
To make these changes in 7, you need to build a query on these tables (which isn't intuitive and these tables are hidden by default).

@grantfitzsimmons grantfitzsimmons added 1 - Request A request made by a member of the community 2 - User Interface Issues that are related to the user interface or user experience. labels Jan 21, 2025
@grantfitzsimmons grantfitzsimmons changed the title Add a mechanism to easily configure Collection, Discipline, Division, and Institution records Add a "System Configuration" utility to Specify Jan 21, 2025
@grantfitzsimmons grantfitzsimmons added this to the 7.9.12 milestone Jan 21, 2025
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Labels
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