Support (offered by community volunteers) > Usability Improvements

Multiple custom field set editable from the contact's edit page

(1/1)

zostaf:
Hi all, and pardon for the 2 issues - i was certain this was a bug:

I assumed that multiple custom field set would be editable from the Contact's edit page.

Instead, as I understand now, the user who enters the data must first
1) create and save the Contact,
2) then View this contact,
3) there click on a TAB,
4) only now she could enter the data for multiple-custom-files, for this particular tab.

This has impact on usability from 2 different points:
A) the user need to remember that there are additional custom fields "somewhere",
B) the user looses the "step-by-step" workflow of filing in the details
C) as an administrator who's setting up the system, this logic is incompatible with the inline custom-fields.

On the contrary, when a user enters multiple addresses (which is similar to multi-custom-field-set), she can enter it directly from the Contact's editor.

The only reason for me (now) to choose "Display custom-field as TAB" (as opposed to INLINE) is to use multiple-custom field sets.



Is there a way to Edit multi-record-custom-field-set without leaving the Contact's edit page?
Is there a way to extend the Address mechanism (even hard-coded) so it will fit other multi-record data ?

Thanks!
Zostaf

Donald Lobo:

--- Quote from: zostaf on February 23, 2012, 07:19:23 pm ---Is there a way to Edit multi-record-custom-field-set without leaving the Contact's edit page?

--- End quote ---

You can potentially do this via hooks and inject the various custom fields you need. Unless its very specific to what u need, i suspect its a non-trivial project


--- Quote from: zostaf on February 23, 2012, 07:19:23 pm ---Is there a way to extend the Address mechanism (even hard-coded) so it will fit other multi-record data ?

--- End quote ---

you should extend civi via hooks as much as possible rather than hacking / hard-coding stuff in the code base

lobo

Navigation

[0] Message Index

Go to full version