Anil / Morgan  I've seen this and will make a suggestion for making the calendar more dynamic. 

Great. Thanks Stefanie .

Morgan 

Hi Morgan and Anil ,

Here's a suggestion for the calendar. I can see that Anil has implemented some of this using dropdowns, so some of my suggestions would be a nice-to-have now and not a must-have. I think the only must-have we'd still need is the ability to edit and type a date into the field that the date selected from the calendar populates into. 

calendar selection .pdf 23.8 KB • Download

Looks good to me Stefanie .

Thanks,

Morgan 

Ok great - I created a story for just editing the field as this is a must-have and I created a separate story for the calendar widget and put it in the backlog as it is now a nice-to-have. 

Hi Anil and Stefanie ,

I noticed some changes to the front-end filters today. Perhaps my comments in the videos below are premature, but I thought I'd point them out now to ensure the issues are resolved in advance of the next released.

Thanks,

Morgan

 

Options in front-end filters (5-Jun-18).mp4 9.37 MB • Download

Change concession date filter calendar app (5-Jun-18).mp4 5.18 MB • Download

Hey Morgan I've recommended and written a user story for an alternative to year selecting drop downs above + I think if we allow the user to manually edit the date field, that would be ideal:

Modify calendar field

Alternate year selection

 

Looks good Stefanie . Thanks. 

Hello Stefanie and Morgan ,

Please let me know if below date-picker would be fine. This date picker is slight different from the date-picker you mentioned in the user story.

https://fengyuanchen.github.io/datepicker/

Anil  yes that's fine

Perfect. Let's ensure we use this across the systems for both P3 and ISLG going forward.

Thanks,

Morgan

Hello Morgan and Stefanie ,

We have resolved and uploaded all above issues on p3lg and p3dev. Please check once and let us know the feedback. 

Hi Anil ,

The changes to the filters look good; however, I think we need to further modify these so that the filters get progressively narrow based on what filters have already been applied. For example, in the "termination for convenience" example, if the user selects "Canada Line" under the Project filters, and applies the filter, the options presented in the other filters should only be those that apply to documents that have already been filtered (similar to how filters work within an excel spreadsheet).

Stefanie , could you comment on this request to ensure, the filtering options I'm suggesting don't cause any issues.

Thanks,

Morgan 

Hello Morgan ,

If we narrow down filters value based on the filters which are already applied then if user will need to go from small result (filtered result) to large result (main search result or need to add some more filter values) then user will have to clear filters. Please suggest.

Just to weigh in - I think it's ok that they'd have to clear the filters to get a larger result. This is how filters are expected to be. 

The one thing I will say though is that it would be more ideal if we could limit filters as the the user is selecting the filters and not after they've hit apply. This is because if some filters limit what can be filtered, it would be better to do this as the user is selecting their filters so that they don't make a selection that comes up with zero results. We could still use apply as a way of refreshing the results with the filters selected. 

OK thanks Stefanie ,

We will do this change by tomorrow and let you know for review.

I agree with Stefanie 's comments. My only worry is the filter adjustments will take time to load each time a select is made. Anil , if we're going to implement this solution, please ensure it doesn't slow down the system.

Thanks,

Morgan

Hello Morgan and Stefanie ,

The filters narrow down change is uploaded on p3lg. Please check and feedback. 

Sorry as I missed Stefanie's 2nd suggestion to change filters while user selects the filters, if we do this then it will create performance issue as I mentioned above. Please suggest. 

I do find that a little worrying because I think we're leading users to make selections that have no results. Perhaps once we get all the documents in there, they'll have enough in common that this won't be a problem? 

Hi Stefanie and Anil ,

Let's have the filters narrow after they are applied, but not worry about them automatically adjusting after every selection. This is a pretty typical setup for a lot of online databases, and I'm sure users will understand that they've used conflicting filters if they don't get any results.

Thanks,

Morgan 

Hello Morgan ,

The narrow filters change is uploaded on p3lg. Please check and feedback.

Looks good to me Anil . Stefanie , what are your thoughts?

Morgan 

I think it looks good. The only thing I noticed is when you get zero results the filters disappear but I think when I was testing yesterday this wasn't happening. 

Screen Shot 2018-06-15 at 2.10.53 PM.png 41.9 KB • Download

Hello Stefanie and Morgan ,

When result is zero, there is no need of filters as filters are coming based on the search result. Please suggest what we should display in filters when search result is zero?

I do think we should be displaying the filters they've selected to get them zero results and therefore making 'clear filters' available. It would be quite difficult for them to remedy their mistake otherwise. 

I also think we should make this error message more helpful. Perhaps something like:

The filters you selected do not match any documents. Try removing filters to broaden your search or try selecting 'Clear Filters' to browse all documents. 

Hello Stefanie and Morgan ,

If result will be zero then there will not be any filters to remove because we are narrowing filters based on the search result. So, instead we can put a message that "The filters you selected do not match any documents. Try  selecting 'Clear Filters' to browse all documents." Please suggest.

Anil
I understand limiting other filters based on the selections you've made but I don't think it's a good idea to not maintain the selections the user has made.

I wonder if we should consider a different solution, like disabling filters, instead of removing them Morgan  ? 

If there are no other solutions then at least we have a decent error message.  The Clear Filters button should appear below the message though if we can't maintain the selection.

Clear filters- Error state.pdf 74.6 KB • Download

Hi Anil and Stefanie ,

The current text displayed for zero results is fine with me, but I agree with Stefanie that the selections should be displayed to the user like any other results, that way the user can make further refinements without having to clear all the filters, and start from scratch.

Thanks,

Morgan 

Hello Stefanie   and Morgan ,

We have done few changes for above on p3lg. Please check and let us know your feedback.

That's awesome Anil  

Looking good Anil . I'll mark this to-do complete.

Morgan