Activity log for bug #1670457

Date Who What changed Old value New value Message
2017-03-06 18:25:37 Kathy Lussier bug added bug
2017-05-26 19:02:22 Kathy Lussier summary Web client: remove Choose Library option from Holdings view action menu Web client: Action menu requires grid selection when some actions are not performed on selections
2017-05-26 19:12:54 Kathy Lussier description A follow up from bug 1539089 and related to bug 1670448. The actions menu on the web client Holdings View tab includes an option to "Choose Library for Volume/Copy Transfer destination. Unlike most action items in that menu, the action is not performed on a volume/copy selected in the corresponding grid. After choosing this option, the user is then presented with a prompt to select the library from a dropdown menu. Presumably, the next step is to then select a volume that gets transferred to that library. I listed several options in bug 1539089 for handling this action: - We could continue as is with the Actions menu disabled until an volume/copy from the grid is selected. I think this could be frustrating for the user. - We could change the code for this one specific grid so that the Actions menu does not get disabled since there are options available that don't require selection. However, in that case, staff may accidentally select another action without previously selecting an item, which will lead to a failed action. - We could enable the Actions menu and disabled all individual actions that require a selection. Those actions would then become enabled once a selection is made. - We could move this particular action out of the Actions menu and put it somewhere else. At the same time, I recommend that we create a guideline that Actions menu should only contain actions that can be performed on selections from the corresponding grid. My preference is for the last option as I think users will expect that these menus are performing actions on grid selections. However, I have no idea where this particular action belongs. The Holdings View seems to be a good place for it. A follow up from bug 1539089, which, in retrospect, may not have been such a good idea. In that bug, I asked that actions be disabled in web client grids where no rows were selected because most of the actions must be performed on the selected item. While it might be nice to disable individual actions that require a selection, disabling the entire actions menu is problematic. There are many grid actions that do not depend on item selection, and requiring users to select some random item to use the actions menu is a pain. Some examples of these actions include: - From the holdings tab of the record: Choose Library for Volume/Copy Transfer Destination and View / Place Orders. See related bug 1670448. - From the patron's Group Member Details page: Move Another Patron To This Group - Statistical Popularity Badges: Add Badge (as more admin interfaces are moved to Angular, I expect to see more "Add" actions like this one.) - Record Buckets, Pending Records: Clear List - Copy Buckets, Pending Copies: Clear List We need to decide how we want to handle these actions that are available in grid interfaces, but are not actually performed on selected items. 1. We could continue as is with the Actions menu disabled until the user selects an item. However, I think users will find this to be frustrating. Also, in the case of the "Move Another Patron to This Group" action, if the patron is not already linked to other users, there is no grid item to select. In the case of the buckets, selecting an item may confuse the user into thinking they are only clearing that one selection when, in fact, they will clear the entire list. 2. We could change the code for the grids so that the Actions menu does not get disabled since there are options available that don't require selection. However, in that case, staff may accidentally select another action without previously selecting an item, which will lead to a failed action. 3. We could enable the Actions menu and disabled all individual actions that require a selection. Those actions would then become enabled once a selection is made. 4. We could move this particular action out of the Actions menu and put it somewhere else. If we choose this route, I recommend that we create a guideline that Actions menu should only contain actions that can be performed on selections from the corresponding grid. It looks like some interfaces, such as the patron Bills interface, were designed with this convention. The actions menu only includes actions that are performed on specific bills, whereas the Bill Patron and general History actions are pulled out into their own buttons. I have a preference for approach 3 or 4. When I first filed this bug, I favored approach 4, but now that I have found more examples of this problem, I have a slight preference for approach 3.
2018-04-09 16:36:14 Lynn Floyd evergreen: status New Confirmed