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Author Topic: Usabilty improvement of Basic Search template.  (Read 4317 times)

CiviTeacher.com

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Usabilty improvement of Basic Search template.
December 08, 2009, 03:00:24 pm
Anyone out there except for all of my clients have a template that squeezes the Find Contacts (Basic Search) page and makes the form barf off the right edge?  Long Group and Tag names can also cause this.  Tell me I'm not the only one???  This may seem like a trivial problem to programmers, but to daily users of CiviCRM the Basic Find Contacts page is a visual abomination that makes too many technical assumptions and doesn't forward our cause with skeptics when it runs off the page and looks like crap.

This is an alternative file for this: /templates/CRM/Contact/Form/Search/BasicCriteria.tpl  posted for your use and abuse.

I suggest this .tpl be improved as a usability improvement into CiviCRM, but I'll let the powers that be make the call on that one.  Use or modify my uploaded .tpl as you see fit.
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Dave Greenberg

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Re: Usabilty improvement of Basic Search template.
December 09, 2009, 03:33:10 pm
Stuart -
Medium term plan (3.2 if possible) is to replace all table-driven form layout with div's which will float / adjust width nicely. We'll target this form as one of the first ones. In the meantime, I added a small improvement by setting a fixed width on the Tag <select> (which we already had on the Group <select>). This means the width of that field will be 12em regardless of longest Tag.

Code: [Select]
{if $form.tag}
            <td class="label">{$form.tag.label} {$form.tag.html|crmReplace:class:medium}</td>
{/if}

This tweak will be part of 3.1.
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CiviTeacher.com

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Re: Usabilty improvement of Basic Search template.
February 21, 2010, 06:41:00 pm
This template modification didn't make it into 3.1  Can I contribute a revised .tpl file for 3.2?  Is it still doable?
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Dave Greenberg

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Re: Usabilty improvement of Basic Search template.
February 22, 2010, 03:41:50 pm
Hmm - I have it in my 3.1 local install (screenshot attached). Also present on demo:
http://drupal.demo.civicrm.org/civicrm/contact/search&reset=1
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CiviTeacher.com

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Re: Usabilty improvement of Basic Search template.
February 24, 2010, 12:01:52 pm
I think we have a misunderstanding.  I looked at the demo site, the orientation of the fields is unchanged from 3.0.  My original suggestion was to move the fields to a vertical position (on top of one another, not side by side) so that large group/tag names could not cause the fields to "barf" off the right side.  Why?

Clients do end up creating, in my experience, very long (wordy) Group and Tag names.    And who are we to stop them, if that's what they want?  We can't assume people will create short Group and Tag names when long Group names are allowed, nor can we assume people won't have a right sidebar, nor can we assume they will have a flex-width very-wide template, nor can we assume they enjoy horizontal scrolling.    I'm really trying to advocate for the client here...

Why don't you look at the attached illustrations and you'll see what I mean?   Do you think this is feasible?

My .tpl addresses this problem by moving the fields to a vertical stacking position, a much more user friendly and forward-thinking basic search template.
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petednz

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Re: Usabilty improvement of Basic Search template.
February 24, 2010, 07:07:26 pm
Makes a lot of sense to me since there is no shortage of space on that screen
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Dave Greenberg

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Re: Usabilty improvement of Basic Search template.
February 26, 2010, 10:00:09 am
As a 'side note', the screenshot from your site does not reflect the current css for those dropdowns - so the tags dropdown for instance is as wide as the longest tag. With the current css, this doesn't happen.

The horizontal design of the fields was developed after a good bit of review with a UE consultant. The objective is to minimize vertical space needed for this simple search form, and maximize space for search results 'above the fold'.

We would be interested in hearing more feedback from other folks on this - esp given that the long group names / tags issue has been somewhat obviated by the css max width control (12em).
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xavier

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Re: Usabilty improvement of Basic Search template.
February 26, 2010, 10:29:15 pm
Don't think vertical/horizontal will solve the main issue:

A select when you have a long list is painful, especially if it doesn't respect/represent their hierarchy.

What about an autocomplete field ?

I don't know what to do for the hierarchy, haven't found a nice interface so far to have a something to represent it that either doesn't need a huge space or lots of clicks

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kmarkley

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Re: Usabilty improvement of Basic Search template.
February 27, 2010, 07:03:14 am
Um, this seems kind of obvious to me, but I'm not a UI expert.  Right now (on a narrow theme) the labels move to a separate line that is mostly whitespace.  The row of fields remains crowded and barfy.  Furthermore, if you chance to have a theme/window just the wrong width, the fields and labels get all unaligned which is extra awkward (screenshot attached).

So why not just have 2 rows of 2 fields with labels inline?  Short fields on the left, long fields (both of which have short labels) on the right.  You could maybe even relax the max width a little on group and tag select.  Vertical height would increase, but way less than each field on its own line.

kylejaster

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Re: Usabilty improvement of Basic Search template.
February 28, 2010, 10:47:42 am
firstly - thanks stoob for bringing this up - it's been on my list for a while.

i don't see results being  "above the fold" as a primary concern of this workflow (above the fold is generally a concern if individuals are not already motivated to find information below the fold and for a search result you have a "motivated" user), and therefore don't see any usability problems in moving to a vertical orientation for the form elements.

i think our goals for the long term viability of civicrm should be to really do work and put thought into layout in administrator forms, and would propose that we use a two column format for this specific form: 1) name email and contact type 2) groups and tags, however i think now is probably not the right time in the release cycle to be implementing that kind of change.

that said, i think any updates that bring CiviCRM further in line with the CiviCRM layout+coding guidelines are great at any time (not that i'm biased ;). it would be great if people could take a look at layout/coding guidelines, specifically section elements (see http://wiki.civicrm.org/confluence/display/CRMDOC/Section+elements ) when contributing template modifications, as we are headed towards a more uniform set of layout widgets, with the goal of allowing/encouraging easy UI modification through CSS alone. (see http://civicrm.org/node/642 )

in this particular case, modifiying the template to use CiviCRM's coding standards has a similar effect to Stoob's code.  I've re-coded the template (as an example for future contributors) and have attached a screenshot of the results.  I should note that making this change allows us to easily make the form move to a two column format at a later date (3.2?).

hope this helps!

kyle

Dave Greenberg

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Re: Usabilty improvement of Basic Search template.
February 28, 2010, 06:08:19 pm
Thanks for the feedback (and the new version). Unless we hear convincing arguments in favor of the current layout, we'll implement the new vertical style for 3.2. Issue filed here:

http://issues.civicrm.org/jira/browse/CRM-5901
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joemaine

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Re: Usabilty improvement of Basic Search template.
April 16, 2010, 07:13:51 am
Kudo's to Stoob for highlighting the issue and to Kyle for creating an attractive solution. The search form is an annoyance 'no longer' - pun intended.

FWIW - a 2 column format might be the ultimate solution.
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  • Usabilty improvement of Basic Search template.

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