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Author Topic: Don't use wizards when you mean tabs  (Read 2068 times)

xavier

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Don't use wizards when you mean tabs
January 28, 2009, 10:19:26 pm
Hi,

Let's say it, I hate wizards. It feels like a trip to Ikea, where you are forced to go through a maze, to see things you aren't interested in, and to have to do things in an imposed order, even so you'd much rather do them in a different order.

On both wizards in civievent and civimail, each step doesn't depend from the previous one (why is the payment before the tell a friend feature ?), nor is each step "mandatory" (why I am forced to go through the payment, or the tell a friend, as neither are mandatory to make it work?)

Instead of the wizard, I much prefer the tab option of phplist. On phplist, you don't have to go through all the screens, they are offered as tabs, you can decide to go on them, or skip them, and do that when you want it, in the order you want. Moreover, it allows you to have the same interface for both the edit and the create. Less work for the coders, less stuff to learn for the users.

Moreover, I think the grouping of the various fields could be improved. For instance on civievent, The way the information are used and grouped on the front office (main presentation page, first page of registration, confirmation, thanks you) is completely different than the one on the back office. Would be easier for the user to have something more similar.

Or group them by "goal" ie. put the confirmation footer/header in the same tab "fee" as the payment information, put the tell a friend with the ical fee under the "promote" tab.

Oh, and if you want to go all wizary on us, please use the information collected on a previous step to customise the following ones: if I told you it will be a free event, don't offer me to set the footer and header messages on the confirmation page, this page doesn't exist unless that's a paid event.

What do you think ?

X+





 
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Eileen

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Re: Don't use wizards when you mean tabs
January 28, 2009, 10:37:50 pm
Yes....

I would personally prefer it all on one long page (possibly with the little + expand to show or hide sections) but tabs would also be an improvement

In an ideal world I would go further and the fields could be configured to have default values and to be shown or hidden (e.g. If I as an administrator didn't want the user to be able to change some fields). Well perhaps I'd like three options - expanded, collapsed and hidden in case I wanted them to not normally see a field or set of fields but be able to get to them if they really really had to
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xavier

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Re: Don't use wizards when you mean tabs
January 29, 2009, 12:24:05 am

Quote
In an ideal world
Hey, we are in  Feature Requests and Suggestions > Usability Improvements. Of course that's an ideal world, we should focus on what's the best, without too much concern about how much, or even about if it's technically feasible (I'd vote to a new button "teleport me to the contact" ;).

As for the all in one page, I'd guess that'd be too long, but better than the wizard.

In your ideal world, and assuming that you could put event fields in a profile, would this suits you ?
http://forum.civicrm.org/index.php/topic,6350.0.html


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Eileen

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Re: Don't use wizards when you mean tabs
January 29, 2009, 12:47:50 am
Yeah - I think so
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
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  • Don't use wizards when you mean tabs

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