Organizations - add contact- confusion around Save

Let's circle back to this one after you are on Goldenrod then, but if there are similar issues in other apps, we might need to talk about how to solve them on a higher level. Especially if the issues you refer to are tied to what Dennis mentions as " limitation of FOLIO editing workflows"

We will test this next week, when we get Goldenrod dry run. Seems like some work still needs to be done to make it easy to use. I think we have the same difficulties with saving also in some other apps.

I see what you mean, this is more so a limitation of FOLIO editing workflows. If you are editing an organization and change something you will notice the "Save and close" button becomes active. Once that happens the form is considered "Dirty" and must be save before you leave the page. When creating a New contact you are effectively leaving the page so you need to "Save and close" first or you will loose your changes. If you have not edited anything there is nothing to save so the workflow appears to be smoother. Obviously when creating a new organization the form is automatically "Dirty" as the organization technically does not exist in the database. Meaning you must save the org before you can assign a contact to it. Though it is not ideal it is currently the expected behavior. It is also something we hope to improve in the future.

It may even be helpful to add a save button to the intercept modal. So you could choose to Continue without saving, Keep editing, or actually save and continue.

I'm still having some confusion when creating a new organization and adding contacts (and interfaces too) and I'm using the snapshot https://folio-snapshot.dev.folio.org/organizations Goldenrod environment. Here are the steps I'm doing:
1. Open Org app
2. Click New
3. Enter name, code, status (required fields)
4. Click "Add Contact"
5. In the pop up dialog box click New
6. The "Are you Sure" question box appears with the choice to "Close without saving" or "keep editing." If we click "Close without saving", we land on a blank contact screen and if we select "Keep editing" we land back at the list of contacts screen, select New and see the same two options again.
7. So, assuming we chose "Close without saving", we add some contact data and click "Save and close". A green confirmation message "the contact was saved" displays.
8. Now, we're sitting on the newly created contact record and the only choice to leave the record is the click the "X" at the top of the screen
9. Once we click "X" we're back on our new organization record, but the data we entered in the name/code/status field is gone and when we open the Contact People accordion the list contains no items. This means we have to click Add Contact and find the new contact we just created, plus reenter the summary info we entered at the top of the record.

Is that what you're seeing and is that expected behavior?

The behavior is different (and much smoother) if we edit an existing Organization record to add a contact (and create a new contact) - the "Close without saving" or "keep editing" choices don't appear and once we create the new user and return to the Org record we can see the new user in the Contact People section.

Also, we see similar behavior when adding new Interfaces.

I believe this has also been resolved in Goldenrod. Essentially when creating contact people you now click save and close. This dismisses the create screen and bring the user to the view screen for that contact. Closing the view screen brings the user back to the organization record where they can see the contact they created has already been assigned to the organization. May still not be ideal but we are hoping this is a significant improvement.