TOLOGIX - ISLG App Rebuild

Change UI for searchable dropdown menus - PRIORITY

Assigned to
Harsh Parikh, Tech Lead at DevIT Harsh P. Melissa Cowell, General Manager at Industrial Melissa C. Naomi Joanis, UX Team Lead at Industrial Naomi J.
Notes
Further to the videos below, could we please modify the UI on our searchable dropdown menus (both on the admin site and subscriber site) so that the user can select a new option without needing to delete the text of the existing option.



Comments & Events

Morgan Maguire, CEO
Thanks Naomi Joanis, UX Team Lead at Industrial Naomi . However, are issues like these something that need to be resolved by Kevin Andrews, Industrial Kevin or Patrick Harris, Web Designer at Industrial Patrick at the template level?

Thanks,

Morgan

cc: Savannah Mitchell, Project Manager at Industrial Savannah
Naomi Joanis, UX Team Lead at Industrial
Hi Morgan Maguire, CEO Morgan ,

We discussed this internally this morning and it seems like this would be a functionality change that would need to happen on DevIT's end.

Harsh Parikh, Tech Lead at DevIT Harsh , would you be able to look at https://industrialagency.tpondemand.com/restui/board.aspx?#page=board/5596457270758793748&appConfig=eyJhY2lkIjoiNEIyRDU0NTZFNkFEOUY1MUQwQzA5QzI5QjBBNjM1OTMifQ==&boardPopup=bug/16294/silent in Target Process, so understand if this makes sense to implement now on the subscriber side? Or if it is better to implement in a later phase. 

Thanks, 

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

Yes, let's try and get this implemented on both the admin and subscriber sides of the application, but the subscriber side would be the priority. Also, we should consider the changes requested here as well as part of that process: Change UI for searchable multi-select dropdown menus - TOLOGIX - ISLG App Rebuild.

Thanks,

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

Today we are looking into it as per target process story and will update you.
Morgan Maguire, CEO
Also, Harsh Parikh, Tech Lead at DevIT Harsh , the user story in TargetProcess does not address the issues we discussed here: Migration data in searchable dropdowns - TOLOGIX - ISLG App Rebuild, but this is most important issue. For searchable dropdown menus with a large number of options (e.g., People master list), we need to give users the ability to browse entries without entering any characters into the search field. It was suggested during yesterday's call that we introduce a lazy loading menu that loads entries as the user scrolls through the menu, but we're looking to you to come up with a solution that will provide the behaviour we need with good performance.

Thanks,

Morgan
Harsh Parikh, Tech Lead at DevIT
Yaa Morgan Maguire, CEO Morgan ​. We are also looking the lazy loding. we are facing some technical challange but will try to resolve it and update you
Morgan Maguire, CEO
Great. Thanks Harsh Parikh, Tech Lead at DevIT Harsh . Also, we're open to other suggested solutions as well if the lazy loading issue won't achieve the results we need.

Morgan
Harsh Parikh, Tech Lead at DevIT
OK Morgan Maguire, CEO Morgan . we are taking as priority and try to complete by next week in all masters.
Melissa Cowell, General Manager at Industrial
Morgan Maguire, CEO Morgan

We met with Harsh and Shrinivas this morning and reviewed the searchable dropdown and multi-select searchable dropdown behaviour. Please review the below implementations:

Searchable dropdown:
- The full list will load without delay once the user clicks into the field
- once the user types the list is filtered to only options with matches
- once a user selects an option it populates the field
- to change the value, the user clicks into the field and begins typing; if not characters are typed the previous value appears as the only option in the list; as soon as a character is typed, the previous value is removed and the user can browse the list


Multi-select searchable dropdown:
- The full list will load without delay once the user clicks into the field
- once the user types the list is filtered to only options with matches
- once a user selects an option it populates the field
- user can continue to select multiple values in this manor
Note: The user's context in the list cannot be maintained after a selection as the data is dynamically loaded. 


Please let me know your thoughts and if you'd like to discuss further. 

Mel
Morgan Maguire, CEO
Hi Melissa Cowell, General Manager at Industrial Melissa ,

For the searchable dropdowns, the current implementation causes the existing entry to be removed from the field when the field is selected. I'd rather have the behaviour demonstrated in the example above where the following occurs:
  1. Canada is in existing field;
  2. User selects the field;
  3. Canada is maintained in the field, but is grayed out and the dropdown opens to Canada in the full dropdown list;
  4. The user can browse from Canada to select a different entry in the list; OR 
  5. The user can start typing to search for different entries in the list.
These small nuances will make a big difference to the efficiency of the dropdown menus and ensure the correct entries and selected, particularly on the subscriber side.

Also, for the multi-select searchable dropdowns, will it be possible to maintain the user's context in the list on the subscriber side? We can manage on the admin side without it, but this will be a significant issue for users on the subscribers side when they are populating filters. Fox example, if they want to populate a filter with 20 different countries, if the user loses their context in the list after they add each country, it will make it much more difficult to populate the filter.

Thanks,

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

For searchable dropdown, If we set to selected previously value then user won't able to clear search dropdown.

It mean if user by mistake select any value in searchable dropdown but then user realise that by mistake the value selected and now user wants to clear then always previously value will be selected.

For example,

  • Select canada 
  • then again click to select india
  • that time canda entery is grayed out
  • then after you click out of searchable dropdown then again canada will be selected

But, now you want to remove canada from searchable dropdown and set searchable drop down blank then you can't do. The selected value is always there.

You can test this example in semeantic ui website and check it.

This issue is only for searchable dropdown menu.

Please suggest.
Harsh Parikh, Tech Lead at DevIT
Yes Morgan Maguire, CEO Morgan ​. We are able to do this kind of functionality but suppose after selecting canada you will realise that you want to clear the value and save the form with blank data. mean you want to clear the canada from searchable dropdown. that time you can't do that.

When you focus out without select any value again then canada will be selected automatically again.
Thats time we are facing issue. once user select any value then user can't set as blank again.
Morgan Maguire, CEO
Ok. Harsh Parikh, Tech Lead at DevIT Harsh ​. I see your point about not being able to delete the value. Let's go with everything excerpt for that aspect. Meaning the list opens to the selected value but the value is removed from the field. That work?

Also, is it possible to have the requested behaviour for the multi select searchable dropdowns? As I explained above, it will be important that we have this for populating filters on the subscriber side.

Thanks,

Morgan
Harsh Parikh, Tech Lead at DevIT
Yes Morgan Maguire, CEO Morgan ​. That's works. 

For multi searchable dropdown, We need to populate data dynamically mean user click on box the data pull everytime from server  side. so it is not possible to maintain context.

In semeantic ui the data will be static thats why it is shwon that kind of example.
Harsh Parikh, Tech Lead at DevIT
Hi Morgan Maguire, CEO Morgan ​,

Only following 2 things we will not implemented.

1) Searchable dropdown : The previously selected value will be not grayed out due to user wants to able to  delete selected entry.

2)Multi Select : we are not able to maintain the context mean the list will be open everytime without click it again but context are not maintaing. The data will be load again.

Please suggest.
Morgan Maguire, CEO
Ok. Harsh Parikh, Tech Lead at DevIT Harsh ​. The requirements above for the searchable dropdowns is fine, and we can live with the requirements for the multi select searchable dropdowns on the admin site. However, is it possible to maintain context in the list for subscriber side dropdowns?

Thanks,

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

As per technically, it is not possible to maintain the context due to dynamic data. But, we will do further R&D to howto overcome this one and will update you.

For Admin side, will do this change currently in all masters Searchable Drop down and Multi Select Drop down.
Morgan Maguire, CEO
Ok. Sounds good, Harsh Parikh, Tech Lead at DevIT Harsh ​. Please implement for the admin site, and we'll discuss further on how to provide the additional requirements on the subscriber side.

Thanks,

Morgan
Morgan Maguire, CEO
Hi Naomi Joanis, UX Team Lead at Industrial Naomi or Melissa Cowell, General Manager at Industrial Melissa ,

Before Harsh Parikh, Tech Lead at DevIT Harsh and the team get started on the following to-do's:

Re: Change UI for searchable dropdown menus - PRIORITY - TOLOGIX - ISLG App Rebuild (above)
Re: Change UI for searchable multi-select dropdown menus - PRIORITY - TOLOGIX - ISLG App Rebuild
Changes to display of Dispute Document entry options for in dropdown menus - PRIORITY  - TOLOGIX - ISLG App Rebuild

Could you please review the applicable user stories and confirm that the requirements reflects all the discussion above (and comments in the other to-do's). We need to ensure we get this right this first time, and I want to ensure we're all in alignment on the requirements.

Thanks,

Morgan
Morgan Maguire, CEO
Hi Naomi Joanis, UX Team Lead at Industrial Naomi and Melissa Cowell, General Manager at Industrial Melissa ,

Note could please treaty my comment above as a high priority item. I want to ensure we get these into development pipeline as soon as possible, so that we can have these changes implemented by the time we start Legal Analytics analysis next week.

Thanks,

Morgan

cc: Savannah Mitchell, Project Manager at Industrial Savannah  
Naomi Joanis, UX Team Lead at Industrial
Hi Morgan Maguire, CEO Morgan ,

I have reviewed the above stories, and made changes to the 'Searchable dropdown menu' and 'Multi-select dropdown menu' criteria, regarding the above discussion & Monday's call. Updates have been made here:

Searchable Dropdown Criteria
Admin: https://industrialagency.tpondemand.com/restui/board.aspx?#page=board/5389754907359543952&appConfig=eyJhY2lkIjoiNkIwOEFBRTU1NUY0ODJDNDU1NDA1NzJFQkE5N0JGQjkifQ==&boardPopup=bug/16292
Subscriber: https://industrialagency.tpondemand.com/RestUI/Board.aspx#page=board/5596457270758793748&appConfig=eyJhY2lkIjoiNEIyRDU0NTZFNkFEOUY1MUQwQzA5QzI5QjBBNjM1OTMifQ==&boardPopup=bug/16294/silent

Multi-select Dropdown Criteria
Admin:https://industrialagency.tpondemand.com/restui/board.aspx?#page=board/5389754907359543952&appConfig=eyJhY2lkIjoiNkIwOEFBRTU1NUY0ODJDNDU1NDA1NzJFQkE5N0JGQjkifQ==&boardPopup=bug/16682
Subscriber: https://industrialagency.tpondemand.com/restui/board.aspx?#page=board/5596457270758793748&appConfig=eyJhY2lkIjoiNEIyRDU0NTZFNkFEOUY1MUQwQzA5QzI5QjBBNjM1OTMifQ==&boardPopup=bug/16680/silent

I do not believe the criteria for 'Changes to display of Dispute Document entry options for in dropdown menus' requires any changes based on the discussion above. 

Thanks, 

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

I've modified the requirements for user story 16292 slightly and prompted Harsh Parikh, Tech Lead at DevIT Harsh to confirm. Also, I wasn't able to access user story 16294, but the same changes are needed there as well.

The requirements for 16682 and 16680 looks good. 

Thanks,

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

I'm sorry, I hadn't added the access to 16294, you should be able to see it now.

Once Harsh Parikh, Tech Lead at DevIT Harsh confirms the change to 16292, I can make the same change to 16294's criteria. 

Thanks, 

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

Just confirming I have added that change to 16292
Morgan Maguire, CEO
Great. Thanks Naomi Joanis, UX Team Lead at Industrial Naomi .

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

As discussed on Friday Call, This change has been done in All Master Listing Page and Add/Edit Page on rebuild.islg.
Morgan Maguire, CEO
Looks good, Harsh Parikh, Tech Lead at DevIT Harsh . Marking to-do complete.

BTW: I assume we're making these changes on rebuilddemo.islg as well?

Morgan
Morgan Maguire, CEO
Morgan Maguire completed this to-do.
Harsh Parikh, Tech Lead at DevIT
Hi Morgan Maguire, CEO Morgan ​,

Yes this changed we deployed on rebuilddemo.islg as well
Morgan Maguire, CEO
Great. Thanks for confirming Harsh Parikh, Tech Lead at DevIT Harsh .

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

As per our last call on this change, We did R&D and make previously selected value at top and make it highlighted that value so user can remember that previously selected value.

We deployed this change for all masters in admin side on rebuild.islg.



Please check and confirm.
Morgan Maguire, CEO
Thanks Harsh Parikh, Tech Lead at DevIT Harsh .

Paul Moon Paul , can you please confirm everything is working as required on the admin site. 

The the subscriber site, we'll track this trough the applicable user stories.

Morgan
Paul Moon
Hi Morgan Maguire, CEO Morgan :

I can confirm previously selected values are visible on the top while browsing other potential values for multi-select fields on rebuild.islg.

Thanks,

Paul