✔ Change setting for "Save Draft" in master lists
Completed by Morgan M.
- Assigned to
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Melissa C.
Naomi J.
- Notes
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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:
- Save Draft: saves the documents and keeps the user on the same page within the master list entry
- 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)
I have added this to Target Process here: https://industrialagency.tpondemand.com/entity/16359-islg-team-feedback-master-list-greater
Please note, I updated the labelling from your suggestion:
[Save Draft] [Save & Exit]
Mel
Thanks,
Morgan
This Change has been done on both rebuild.islg and rebuilddemo.islg.
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
I have tested and moved this card to done in TargetProcess.
Thanks,
Naomi
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
Please see the video below for my requirements. Please fix this as priority as I need it ready before next Monday.
Thanks,
Paul
I have added a card in Target Process for this, and moved this to the "backlog" based on the urgency of it. https://industrialagency.tpondemand.com/restui/board.aspx?#page=board/5389754907359543952&appConfig=eyJhY2lkIjoiNkIwOEFBRTU1NUY0ODJDNDU1NDA1NzJFQkE5N0JGQjkifQ==&boardPopup=userstory/17886/silent
Thanks,
Naomi
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
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.
Marking to-do complete.
Thanks,
Morgan