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  • Developer Discussion (Moderator: Donald Lobo) »
  • usability: task example
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Author Topic: usability: task example  (Read 973 times)

JoeMurray

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usability: task example
July 22, 2009, 09:01:00 am
I had configured a tabbed group of custom fields as having a maximum of two values per contact. Clients later decided they wanted inline and were willing to accept limit to 1 set of values for group of fields. Not commenting on the why of implementation at all, I just want to note that in order to make this change, it was not possible to change to inline unless the number of values was one, it wasn't possible to change the number of values without deleting and recreating the group, it wasn't possible to delete the custom data group unless all of the fields in it were deleted first, it wasn't possible to delete the fields except one by one with confirmation messages. Then after doing all this an configuration user would need to recreate the group and fields.

I know I can hack about in the db instead, and this sort of admin is not a high volume need, but it's the kind of usability issue regarding a task focus that would make sense to improve over time. I'd be happy to post separate issues for
  • deleting custom fields with appropriate warning when attempting to delete a custom group
  • allowing max number of values for a custom group to be edittable

Cheers,
Joe
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lcdweb

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Re: usability: task example
July 22, 2009, 10:12:20 am
I think this is a tricky one. Obviously there's significant potential for data loss (and confusion) if you allow a multi- custom group to go to single record. Very early on in an installation, before the data is populated, I understand wanting to shift from multi- to single- (I've had clients need me to do this). But once you have data in there, it's pretty difficult to migrate to single without risk. Especially since the average user may not have thought through the implications fully.

So that's just to say, I don't really think you should be able change that setting through the interface.

I do agree, though, that you should be able to delete a custom group without first deleting each field. Obviously there should be appropriate warnings and all. But it's pretty tedious to have to go through and delete each field.

On a side note, eventually it would be nice to have the ability to handle actions on multiple records simultaneously. For example, to select six fields in a group and then disable them, or delete them. Moving fields from one group to another would also be a nice feature (with all the corresponding data).
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Donald Lobo

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Re: usability: task example
July 22, 2009, 10:26:17 am
Quote from: JoeMurray on July 22, 2009, 09:01:00 am
  • deleting custom fields with appropriate warning when attempting to delete a custom group

would be great for you to contribute a patch (and attach it to the issue) that solves the above for your client and also benefits civicrm in general. If resources are an issue consider hiring someone to do the needful

thanx

lobo
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