When returning all of the items in a loan it is easiest to use the Select All button at the bottom of the Loan Return dialog. Clicking Select All will return and resolve the loan and close the loan by checking the Is Closed checkbox in the loan, thereby closing the loan. The Return Loan button on the form will also change to All Returned.
I gave it a try following these steps:
Created a new CO in our Bac à Sable collection (Playground collection for testing purpose) with two preparations.
Created a new Loan interaction on that CO, with the two preparations as Loan preparations.
Clicked on Return Loan button, selected all and saved.
On the Loan view, both loan preparations are tagged as resolved (and Loan Return Preparation have been created), but the Loan itself does not close automatically:
isClosed checkbox is not selected
Date closed field remains empty (documentation does not says that date will be automatically filled though)
Return Loan button does not change to All Returned (though a click on the button says that all preps have been returned)
Currently there are two possible workarounds for this: either manually checking the ‘is closed’ box or going through the query builder.
To do it through queries, make a query with the base table ‘loan preparations’ and ensure the results are all the preparations you want to return, press the ‘return loan records’ button at the top of the screen, and then press ‘return’.
Doing it this way will check the ‘is closed’ checkbox, however, the date will not be updated to the current date so that would have to be done manually.
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Faulty behavior? Outdated documentation? Or misunderstanding?