TOLOGIX - ISLG App Rebuild

Change setting for "Save Draft" in master lists

Assigned to
Melissa Cowell, General Manager at Industrial Melissa C. Naomi Joanis, UX Team Lead at Industrial Naomi J.
Notes
Further to the video below, there has been some negative feedback from the content team on how selecting "Save Draft" closes the entry and returns the admin user to the master list table. We would like to replace with two option:
  1. Save Draft: saves the documents and keeps the user on the same page within the master list entry
  2. Save Draft and Close: save the documents and return the user back to the master list table (with the applicable filters and searches previously applied)

Comments & Events

Morgan Maguire, CEO
Looks good Melissa Cowell, General Manager at Industrial Melissa .

Thanks,

Morgan
Harsh Parikh, Tech Lead at DevIT
Hi Morgan Maguire, CEO Morgan ,

This Change has been done on both rebuild.islg and rebuilddemo.islg.
Morgan Maguire, CEO
Hi Naomi Joanis, UX Team Lead at Industrial Naomi ,

Could you please review these and the applicable user stories as a priority. We need to get these implemented on rebuild.islg so that we can start the Legal Analytics data capture process.

Thanks,

Morgan
Naomi Joanis, UX Team Lead at Industrial
Hi Morgan Maguire, CEO Morgan

I have tested and moved this card to done in TargetProcess. 

Thanks, 

Naomi
Morgan Maguire, CEO
Hi Naomi Joanis, UX Team Lead at Industrial Naomi and Harsh Parikh, Tech Lead at DevIT Harsh ,

Paul Moon Paul has identified some outstanding issues that still need to be addresses with this to-do. He'll post video summarizing the problem shortly.

Note the user shouldn't see any modification to the page they are viewing when selecting "Save Draft". The saving should be done in background without affecting the page being viewed (similar to when you select save in Google Docs).

Thanks,

Morgan
Morgan Maguire, CEO
Great. Thanks Naomi Joanis, UX Team Lead at Industrial Naomi .

Harsh Parikh, Tech Lead at DevIT Harsh , let us know how feasible it is to get this fixed in the next couple of days. Ideally we'd like this fixed before get our data capture team to start their work on rebuild.islg next week. 
 
Note it would be ideal if the page didn't need to reload and could save in background, but I'm not sure if that's technically feasible.

Thanks,

Morgan
Harsh Parikh, Tech Lead at DevIT
Hi Morgan Maguire, CEO Morgan ,

Technically, It is not possible to open the form remain as it is while click on save draft button because we need make round trip from server side.

Currently, We are posting whole form (ex. all entered data) to server to save the data and due to this requirement we changed the way to same entry open again through list page.so user does not want to click entry again.
Morgan Maguire, CEO
As discussed. We will live with current "Save Draft" requirements, and then revisit this issue post-launch.

Marking to-do complete.

Thanks,

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