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@jalarcon said in #316 (closed)

the Genesys Requests works well, so the next step would be to create a New Order with the data of Genesys request.

Below, you can see the "mapping" between Genesys and GG requests, and the cooperator data.

To identify the "origin" of the request, the value of the order_request.order_obtained_via field would be 'Genesys' in these cases.

I have a doubt about Order_type_code because I'm not sure if the value must come from Is internal request? or from Type.

Request from Genesys	Data	GRIN-Global
Requestor email	j.alarcon@cgiar.org
Created date	5 hours ago	order_request.ordered_date
Modified date	5 hours ago
Is received by genebank?	Request confirmed
Purpose type	Research	order_request.intented_use_code
Is internal request?	Yes	order_request.Order_type_code(?)
SMTA pre-accepted	Yes
Last reminder date	5 hours ago
Institute code	MEX002
Institute email	j.alarcon@cgiar.org
Created by	jalarcon9198@gmail.com
Modified by	jalarcon9198@gmail.com
Source request	7be81760-7912-4c09-bb8e-6bb11b9d8222

Easy-SMTA PID data	Data	GRIN-Global
Type	in	order_request.Order_type_code(?)
Name	Juan-Carlos	Cooperator.first_name
Surname	Alarcon	Cooperator.last_name
Email	j.alarcon@cgiar.org	Cooperator.email
Address	Km. 45 Carr. Mex-Ver	Cooperator.address_line1,2,3
Country	MEX	Cooperator.geography_id
Country name	Mexico
Organization name	CIMMYT	Cooperator.Organization

To create a New request from Genesys Request, the suggestion is to add a button to go to the New Request form, carrying with the Id or data of the Genesys Request.

With the Id or data of the Genesys request, some fields can be filled as Intended use and Order type, and the Cooperator must be verified previous any action through its email as the first key, if not match with some Cooperator, the second search must be by the last name. Of course, if the search gets more than one record, the list box must be shown to the user in order to decide if the cooperator must be added.

Once the cooperator was identified or added, the user must save the request, and the items will be added to the Request, from the Genesys Request.

@mobreza updates

To create a New request from Genesys Request, the suggestion is to add a button to go to the New Request form, carrying with the Id or data of the Genesys Request.

You already identified that we need to find a matching Cooperator based on PID data, or create a new one.

There's also a need to specify the request type:

I have a doubt about Order_type_code because I'm not sure if the value must come from Is internal request? or from Type.

After clicking New Request button, I think the best UI to help the user make the right decisions about order type and cooperator is to use 2 columnns and display the Genesys request data on the left and OrderRequest fields on the right:

Genesys	Order request
Created date	Ordered date
...
Purpose type	Dropdown for Order type
Notes	Textarea for Intended use
...
Requester PID info	Search for Cooperator or "Add new"

When clicking the button we can test if an existing OrderRequest for order_obtained_via == Genesys and a matching Genesys request id. If we find one, then we just redirect the user.