TOLOGIX - Infrastructure LawGuide (ILG)

Create flexible tree structure for Tag Directory

Assigned to
Anil Vaghela Anil V. Hiren Patel Hiren P. Melissa Cowell, General Manager at Industrial Melissa C. Ryan Knuth, Customer Support Manager at Industrial Ryan K. Stefanie Gibson, UX Researcher at Industrial Stefanie G.
Notes
User Stories for this Feature:

Add a group

Add Tags

Add Sub-Groups

Re-Position Sub-Groups, Groups and Tags

Front-end

----

Further to the video below, we need to revisit the design of the tag directory, and the current restrictions we've imposed on preventing subject matter experts from creating a more elaborate tree structuring for organizing tags. Given that users are given the ability to browse by tags on the front-end, when the product starts to build out thousands of different tags, a front-end user is going to have a very difficult time managing things unless they are organized in a more structured tree. I know this has the potential of creating a very elaborate and confusing tree (which is something we're dealing with in the ISLG Subject Navigator), but we should address this issue at the content editorial level, not the application level.

Stefanie Gibson, UX Researcher at Industrial Stefanie and Melissa Cowell, General Manager at Industrial Melissa , could you please examine the issue, provide your feedback, and propose a solution.

Thanks,

Morgan


Comments & Events

Stefanie Gibson, UX Researcher at Industrial
Thanks Morgan Maguire, CEO Morgan  - we'll look into this. 
Stefanie Gibson, UX Researcher at Industrial
Initially, I see no problem with making this more like the subject navigator. How flexible do you need it to be? Do we want to cross reference between groups as well? We'll want to revise the front end and admin side designs to accommodate for this more complex tree structure. 

Mel and I are prioritizing these larger P3 design changes for early next week. 
Morgan Maguire, CEO
Hi Stefanie Gibson, UX Researcher at Industrial Stefanie ,

No, it doesn't have to be as elaborate as the Subject Navigator with cross-references, etc. (we have synonyms for this anyways). The main thing is to give the subject matter experts the ability to categorize tags into groups (and subgroups) without restrictions.

Thanks and I appreciate giving this a higher priority. As I told Stephen Ceresia, Industrial Stephen , I'd like to get this ready for the content team before my meeting with Doug Buchanan in NYC on June 12th.

Thanks,

Morgan  
Stefanie Gibson, UX Researcher at Industrial
Hi Anil Vaghela Anil - We're interested in allowing users complete flexibility over where a tag is placed in the structure - so we'd like to be able to place the tag within a group and not just within sub-groups. I can see in this convo with Megan that you said we can only put tags in sub-groups. Is there flexibility in changing this?

If there isn't flexibility in changing this, Morgan has suggested that perhaps we do not display this top level group to the front-end user and only display sub-groups. If we do it this way, I'd assume we only want one group on the admin side. 

It would be super ideal to just make the groups level more flexible. Let me know what you think! 
Anil Vaghela
Hello Stefanie Gibson, UX Researcher at Industrial Stefanie and Morgan Maguire, CEO Morgan ,

We faced some issues while putting tag in super group, we will figure this out and find a way to put tag in super group as well.
 
Stefanie Gibson, UX Researcher at Industrial
Anil Vaghela Anil  Ok thanks - I'll follow up with stories in target process with detailed changes. 
Stefanie Gibson, UX Researcher at Industrial
Morgan Maguire, CEO Morgan
Here are my initial stories for this improvement. We made some small changes to improve the visual design, in particular to the front-end.

You can see here:


Here are the stories:

Add a group

Add Tags

Add Sub-Groups

Re-Position Sub-Groups, Groups and Tags

Front-end

I tried to keep this short and only outline what's changing about what has been initially developed. Anil Vaghela Anil let me know if there's anything confusing about these or if you need more detail. Morgan Maguire, CEO Morgan let me know if these will remedy the current problems, specifically on the Re-position Sub-Groups story, please let me know if this criteria is the expected behaviour: "I can drag groups to reposition their hierarchy but I cannot collapse a group within another group".  

Thanks! 
Stef
Morgan Maguire, CEO
Hi Stefanie Gibson, UX Researcher at Industrial Stefanie ,

This looks good to me. I suppose I'm ok with limiting our ability to collapse a group within another group; however, is there a reason for limiting this? I understand if there is technical limitations that prevents us from doing this, but assuming Anil Vaghela Anil is able to resolve the issue of adding tags directly under groups, I don't see why we shouldn't have the full flexibility of collapsing groups into other groups in certain circumstances.

Morgan
Stefanie Gibson, UX Researcher at Industrial
Hey morgan - I was just thinking it would be more manageable. I'll change it and Anil can let us know. 
Anil Vaghela
Hello Stefanie Gibson, UX Researcher at Industrial Stefanie and Morgan Maguire, CEO Morgan ,

We have reviewed all 5 stories and seems OK. Can Kevin Andrews, Industrial Kevin provide us html design for the new tree structure before we start development? This will save our development time.
Stefanie Gibson, UX Researcher at Industrial
Kev is looking into it.
Morgan Maguire, CEO
Hi Stefanie Gibson, UX Researcher at Industrial Stefanie ,

Yes, please go ahead with the HTML design.

Thanks,

Morgan 
Stefanie Gibson, UX Researcher at Industrial
Anil Vaghela Anil please see here for the templates for your team: P3-tag-management.zip - TOLOGIX - P3 Prototype for Tologix

Assuming with this that we'll use the drag n drop that you've already implemented. 

I also moved the user story links for this to the description of this story so please do let me know if you have questions. 
Anil Vaghela
Thanks  Stefanie Gibson, UX Researcher at Industrial Stefanie ,

We will accommodate this design in our existing tree structure for tag directory. We will let you know in case of any query.
Ryan Knuth, Customer Support Manager at Industrial
Hi Anil Vaghela Anil  

Do you have an update on this task?

Thanks!

Ryan
Anil Vaghela
Hello Ryan Knuth, Customer Support Manager at Industrial Ryan ,

This task is in progress. This is a big change so it will take some time. We will let you know once it will be ready for your review.
Ryan Knuth, Customer Support Manager at Industrial
Great, thanks for the update, Anil Vaghela Anil  
Morgan Maguire, CEO
Hi Anil Vaghela Anil ,

Understood. Could you give us estimate of how long it will take?

Thanks,

Morgan 
Anil Vaghela
Hello Morgan Maguire, CEO Morgan ,

This requires around 2 weeks of development.
Morgan Maguire, CEO
OK. Thanks Anil Vaghela Anil . Please proceed.
Anil Vaghela
Hello Morgan Maguire, CEO Morgan and Stefanie Gibson, UX Researcher at Industrial Stefanie ,

We have a question regarding ordering of the groups/sub-groups and tags:

1. Is it fine if we display all the sub-groups first and display all the tags later? User can re-order all the sub-groups or tags using drag and drop but the groups will be re-ordered and displayed first and after that all tags will be re-ordered and displayed. 

E.g. There are 3 sub-groups sg1, sg2, sg3 and 3 tags t1,t2,t3 inside a super group g1. So the sequence inside the g1 will be:

Sg1
Sg2
Sg3
t1
t2
t3

If user will drag t2 between sg1 and sg2 then the new sequence will be:

Sg1
Sg2
Sg3
t2
t1
t3

Similarly, if user will drag sg1 between t2 and t3 then the new sequence will be:

Sg2
Sg3
Sg1
t1
t2
t3

 
Stefanie Gibson, UX Researcher at Industrial
Anil Vaghela Anil My initial reaction is that this won't work. The idea is that the Tags live in the subgroup that they're dragged into and not that just the hierarchy changes. That said, as I'm noticing in the Subject Navigator, it appears that once a subgroup contrains cases, there are no other subgroups in that subgroup, so if Morgan Maguire, CEO Morgan  expects P3 to be the same way, then this could be ok.
Anil Vaghela
Hello Stefanie Gibson, UX Researcher at Industrial Stefanie ,

The above subgroups will again have tags/sub-groups too. This will be up to nth level. But here my question is only regarding ordering of sub-groups and tags at a particular level.  
Stefanie Gibson, UX Researcher at Industrial
Ok sorry. Just so I understand, in your example above, all of the elemenst live in group 1? Then essentially you're saying just can we keep all tags together and just change the order so that if a tag is dragged above in the sub-groups level, that tag will appear first among the tags and similarly for sub-groups. If a subgroup is dragged to where the tags are congregated then that sub-group will appear last among the sub-groups. Correct?

If so, I don't see anything wrong with that - from a front end user perspective it would be good to organize the tags in a group together and the sub-groups together. That's as long as when we drag a tag into a subgroup, it becomes part of that subgroup.

Morgan Maguire, CEO Morgan do you agree from a content perspective? 
Anil Vaghela
Hello Stefanie Gibson, UX Researcher at Industrial Stefanie ,

Yes, we can change order of sub-groups and tags, the only thing is to keep all sub-groups and tags together at a particular level in tree. 
Morgan Maguire, CEO
Hi Stefanie Gibson, UX Researcher at Industrial Stefanie and Anil Vaghela Anil ,

Using Anil Vaghela Anil 's example above, this is how it should work:
  • Group 1
    • Sub-Group 1
    • Sub-Group 2
    • Sub-Group 3
      • tag 1
      • tag 2
      • tag 3
If the user drags tag 2 between Sub-Group 1 and Sub-Group 2, then it would appear as the following
  • Group 1
    • Sub-Group 1
      • tag 2
    • Sub-Group 2
    • Sub-Group 3
      • tag 1
      • tag 3
Anything else would be confusing to the admin user. Also, I don't agree with the comment about the subject navigator. It's very common for there to be sub-groups above and below links to cases: https://www.investorstatelawguide.com/ResearchTools/SubjectNavigator?toc=content&id=50&expandWholeBranchList=26184&kwList=26140,26184,&exList=,&search=&ci=26184&searchBranchLevel=#26184. We need to come up with a solution that allows for a similar tree structure.

Thanks,

Morgan
Stefanie Gibson, UX Researcher at Industrial
Hey Morgan Maguire, CEO Morgan
I think what anil is describing is not dragging a tag into a category but under it and the hierarchy placed...so basically when we have sub-groups and tags all at the same level, we'd group the tags together and the sub-groups together. 

I think to add a tag into a sub-group, you'd still drag that tag into the subgroup - otherwise you're just changing the order of elements. 
Morgan Maguire, CEO
Hi Stefanie Gibson, UX Researcher at Industrial Stefanie ,

Ok. I think I understand. However, I think we should reverse the ordering then so that tags appear above the sub-groups at the same level. Therefore, using the same example above:
  • Group 1
    • tag 1
    • tag 2
    • tag 3 
    • Sub-Group 1
    • Sub-Group 2
    • Sub-Group 3
Also, If the user drags tag 2 between Sub-Group 1 and Sub-Group 2, then nothing would happen, because it can only be dragged within the tag section. However, if the user drags tag 2 into Sub-Group 1, the the following would happen:
  • Group 1
    • tag 1
    • tag 3 
    • Sub-Group 1
      • tag 2
    • Sub-Group 2
    • Sub-Group 3
Make sense?

Thanks,

Morgan
Stefanie Gibson, UX Researcher at Industrial
Yes, that makes sense to me; I'm good with reversing the order. Along with this, users can still drag to reorder the tags and sub-groups, so I think what Anil was suggesting is that if you dragged tag 2 anywhere below tag 3 (even between Sub-group 2 and sub-group 3), tag 2 would then appear last among the tags. 
Morgan Maguire, CEO
OK. Sounds good to me.
Stefanie Gibson, UX Researcher at Industrial
Great so Anil Vaghela Anil if we can just reverse the order - so tags come before sub-groups in the same group, that should be fine then. 
Anil Vaghela
OK Thanks Stefanie Gibson, UX Researcher at Industrial Stefanie and Morgan Maguire, CEO Morgan ,

We will make tags first and sub-groups after at any hierarchy level. 
Anil Vaghela
Hello Stefanie Gibson, UX Researcher at Industrial Stefanie and Morgan Maguire, CEO Morgan ,

We have uploaded a beta version of new tag structure on p3lg. Please check and let us know the feedback. Please take a note that we are still testing this.
Stefanie Gibson, UX Researcher at Industrial
looks good so far - the dragging is a little bit unwieldy right now. I wonder if there's something that can be done to make it less sensitive. Also, we shouldn't see the drag icons on the front end, just the back end. 
Morgan Maguire, CEO
Hi Anil Vaghela Anil and Stefanie Gibson, UX Researcher at Industrial Stefanie ,

The new tag directory looks great. However, further to the videos below, I discovered a few problems including an error where the entire director was deleted when I attempted to create a tag with an association with multiple groups.

Thanks,

Morgan

Anil Vaghela
Hello Morgan Maguire, CEO Morgan ,

Erased tag directory when creating new tab - Now data are coming but we couldn't able to find root cause of this issue. Can you please try to reproduce this issue and provide us steps?

Change when three dots appear - In progress

Drag-drop problems for tag directory  - When a group is closed and user will try to drag and drop any item in this, the horizontal line will not come but vertical line will come which indicates that user can move the selected item in that closed group as a children, which will come at first position in that closed group. When a group is opened, the horizontal line will come as it indicates the position where you want to drop(move) the item. Please suggest.
Anil Vaghela
Hello Kevin Andrews, Industrial Kevin ,

We require to put 3 dots style in the tree from top to bottom as describe by Morgan in "Change when three dots appear (4-Jul-18).mp4" video. We are looking into this. Can you please look and guide us?
Morgan Maguire, CEO
Hi Anil Vaghela Anil ,

I followed the same steps I did yesterday that resulted in erasing the tag directory, but it seems to be working fine today. So I'm not sure how to recreate the issues. I suppose we'll leave it for the time being, and keep an eye out for it going forward.

Understood. I'm fine with this as long as Stefanie Gibson, UX Researcher at Industrial Stefanie thinks it works as it should. Stefanie Gibson, UX Researcher at Industrial Stefanie , could you please confirm.

Also, Stefanie Gibson, UX Researcher at Industrial Stefanie , could you confirm that my suggested changes to the 3 dots style make sense. It sounds like this may take a fair bit of work to change, and I don't want to implement something that doesn't make sense from a design perspective.

Thanks,

Morgan 
Stefanie Gibson, UX Researcher at Industrial
Morgan Maguire, CEO Morgan , I think it's looking fine so far. It would be nice if the vertical line indicator actually highlighted the entire box, indicating that you're collapsing an element into another element...but I don't think this is a must-have. 

For the icon - yes this makes sense to me. 

The other thing I'll add which I think got missed above is that we shouldn't be showing the drag indicator (3 dots) on the front-end. These should only appear on the backend. 
Morgan Maguire, CEO
Great. Thanks Stefanie Gibson, UX Researcher at Industrial Stefanie . Let's leaving things as is then for the drag-drop functionality.

Anil Vaghela Anil and Kevin Andrews, Industrial Kevin , please implement the changes concerning the 3 dots issues (including their removal from the front-end of the site).

Thanks,

Morgan 
Anil Vaghela
Hello Kevin Andrews, Industrial Kevin ,

We require to put 3 dots style in the tree from top to bottom as describe by Morgan in "Change when three dots appear (4-Jul-18).mp4" video. We are looking into this. Can you please look and guide us?
Kevin Andrews, Industrial

Anil Vaghela Anil  
In the above screenshot there is styling that triggers the display of the 3 dots on hover. To prevent parent items from displaying the 3 dots when a child is hovered replace "li:hover >  .jqtree-element" in the above CSS declaration with "li > .jqtree-element:hover".

.nav--tags .jqtree_common li > .jqtree-element:hover > .fa-ellipsis-v{
  display:block;
}

In order to display the three dots from top to bottom a Javascript solution will have to be in place.

In JQuery:
$('.jqtree-element').mouseenter(function(){
	$(this).closest('li').addClass('hovered');
});

$('.jqtree-element').mouseleave(function(){
	$(this).closest('li').removeClass('hovered');
});

And a new CSS declaration will need to be added:
.jqtree_common li.hovered .fa-ellipsis-v{
  display:block;
}
Anil Vaghela
Thanks Kevin Andrews, Industrial Kevin ,

We will put this new style in our code and will let you know if anything.
Anil Vaghela
Thanks for your help  Kevin Andrews, Industrial Kevin ,

We have implemented this in our local environment and it works perfectly fine.
Anil Vaghela
Hello Morgan Maguire, CEO Morgan   and Stefanie Gibson, UX Researcher at Industrial Stefanie ,

We have implemented 3 dots top to bottom. Please check and confirm.
Stefanie Gibson, UX Researcher at Industrial
Anil Vaghela Anil  nice! It's looking good. Just so you know, it seems like once you drag/reposition anything, you have to refresh to see the dots appear properly again... but that's a pretty small problem. 
Stefanie Gibson, UX Researcher at Industrial
Anil Vaghela Anil it seems like something has gone wrong for repositioning subgroups within a group. See recording below:

Anil Vaghela
Hello Stefanie Gibson, UX Researcher at Industrial Stefanie ,

This may be because I was just uploading a new version on p3lg. Can you please check again and confirm?
Stefanie Gibson, UX Researcher at Industrial
Anil Vaghela Anil  - yes, it's working now.
Stefanie Gibson, UX Researcher at Industrial
Anil Vaghela Anil  actually the dot problem described above is still there.
Anil Vaghela
Hello Stefanie Gibson, UX Researcher at Industrial Stefanie ,

We have resolved this. Can you check above issue with ctrl+f5 and feedback?
Stefanie Gibson, UX Researcher at Industrial
looks good Anil Vaghela Anil  
Morgan Maguire, CEO
Hi Anil Vaghela Anil and Stefanie Gibson, UX Researcher at Industrial Stefanie ,

Everything looks good to me. I'll mark this to-do complete.

Thanks,

Morgan 
Morgan Maguire, CEO
Morgan Maguire completed this to-do.