2023-09-20 Meeting notes: UI options for "save" button | part III
Date
Sep 20, 2023
Meeting Time: 12 pm ET / 5 pm UK / 6 pm CET
Zoom
Meeting URL: https://zoom.us/j/869183544 - Password needed: please see here.
Recordings Mondays (since February 2022)
Housekeeping
Convener and notes @Martina Schildt
Next meeting: Sep 25, 2023
Discussion items
UI options for "save" button | meeting with UX/UI designers and Stripes team members to agree on a way forward (@Gill Osguthorpe @Kimie Kester @Zak_Burke )
Mock-ups by Gill
Responsive text fields
UXPROD-4431: Implement responsive text fieldsDraft
MCL: export complete lists
is a Spike created?
are there possible ways from a technical perspective to export full MCL list to excel?
possibly create a Spike if not yet existing
further MCL agreements: UI / UX agreements across apps → if no tickets existing → Martina will create them
Minutes
UI options for "save" button
Mock-ups by Gill
Results
A | 1st question - pattern - single choice
B | 1st question - pattern - after adding the alternative choices from the comments section
C | 2nd question - options to change primary Save button
D | Comments
Requirements
Requirements | Notes |
|---|---|
A keyboard shortcut for each save function should be implemented as well. Perhaps ctr+alt+R for save and close (release record from editing)? |
|
Save & keep editing: record should stay in edit mode, not refresh the page | just save data |
Save & keep editing: no long loading times |
|
Save & keep editing: editing should continue where the user "left" the record |
|
Fixed buttons |
|
Confirmation: green toast / banner to confirm that data is saved |
|
Showing the time of the last save in edit mode | close to the save button | administrative data |
|
Meeting notes
in general the community voted on 2 buttons, the shorter labels were preferred
Martina will create an umbrella ticket, the different teams can create subtickets, that can be cloned
there will be separate tickets for:
save button option taht community agreed on
customisation option that is preferred
reason: the more complicated development on customisation should not stop the UI for save buttons to be implemented across FOLIO
Owen will present the UI agreement for save buttons in a PO meeting
Requirements
different event handling
question tbd: is it possible to share a form template
Responsive text fields
UXPROD-4431: Implement responsive text fieldsDraft
we should do a poll to learn whether
this change should apply to all text fields and should be applied globally
or whether it is a field by field decision | attributes can be added individually per text field
MCL: export complete lists
is a Spike created? → no
are there possible ways from a technical perspective to export full MCL list to excel? → yes
possibly create a Spike if not yet existing
how do we handle handle too many rows to export? →
add a warning?
reject the download
do the download via data export → submit data (UUIDs) to data export
what is a reasonable amount of data? - needs analysis
Kristin in chat: You can download every single order in FOLIO right now.
in orders: it is requesting 25 IDs at a time
filtering afterwards ine xcel is easier than filtering in FOLIO and then exporting
Kristin sometimes exports 50.000 records - takes time, but that is okay
Next steps
Chat
18:01:20 From Martina Schildt | VZG To Everyone:
AI Agenda for today: 2023-09-20 Meeting notes: UI options for "save" button | part III
18:02:17 From Charlotte Whitt To Everyone:
Interesting diagram 😊
18:02:32 From Martina Schildt | VZG To Everyone:
Reacted to "Interesting diagram ..." with 😊
18:07:06 From Dung-Lan Chen To Everyone:
I'm noting attendance in case you wonder what I'm updating the page on
18:10:37 From Kristin Martin To Everyone:
BRB
18:13:44 From Kristin Martin To Everyone:
back
18:16:21 From Dung-Lan Chen To Everyone:
I think answering the questions from the survey is a great idea
18:32:15 From Kimberly Pamplin To Everyone:
Currently it looks like save & keep editing in inventory will kick you back to the top of the record.
18:33:04 From Kimberly Pamplin To Everyone:
It's fixed
18:35:36 From Dung-Lan Chen To Everyone:
Yes, confirming an action happened is helpful!
18:36:15 From Gill Osguthorpe To Everyone:
Showing the time of the last save would be nice.
18:53:23 From Kristin Martin To Everyone:
You can download every single order in FOLIO right now.
19:00:01 From Kimie (Keemee) Kester To Everyone:
Thank you, Goodbye
19:00:04 From Kristin Martin To Everyone:
Thanks!
Attendees
Present | Name | Home Organization |
|---|---|---|
x | Amanda Ros | TAMU |
| Ann-Marie Breaux | EBSCO |
| Brooks Travis | EBSCO |
x | Charlotte Whitt | Index Data |
x | Dennis Bridges | EBSCO |
| Dung-Lan Chen | Skidmore College |
x | Gill Osguthorpe | UX/UI Designer - K-Int |
x | Heather McMillan Thoele | TAMU |
| Ian Ibbotson | Developer Lead - K-Int |
| Jana Freytag | VZG, Göttingen |
| Khalilah Gambrell | EBSCO |
x | Kimberly Pamplin | TAMU |
| Kirstin Kemner-Heek | VZG, Göttingen |
x | Kristin Martin | Chicago |
| Laura Daniels | Cornell |
| Lloyd Chittenden | Marmot Library Network |
| Marc Johnson | K-Int |
x | Martina Schildt | VZG, Göttingen |
| Martina Tumulla | hbz, Cologne |
| Maura Byrne | Chicago |
| Mike Gorrell | Index Data |
x | Natascha Owens | Chicago |
x | Owen Stephens | Product Owner - Owen Stephens Consulting |
| Patty Wanninger | EBSCO |
| Sara Colglazier | Five Colleges / Mount Holyoke College Library |
x | Kimie Kester | EBSCO |
| John Coburn | EBSCO |
x | Zak Burke | EBSCO |