Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Remove unneeded descriptions and clean up on search forms #26292

Conversation

larssandergreen
Copy link
Contributor

@larssandergreen larssandergreen commented May 21, 2023

Overview

Minor clean up removing descriptions on search forms that tell the user they can enter the complete or partial name to search (I think we can assume the user understands how searching works in 2023) and other redundant descriptions. Also updated a few labels for clarity and consistency.

Before

For example, this is the largest change:
image

After

image

@civibot
Copy link

civibot bot commented May 21, 2023

(Standard links)

@civibot civibot bot added the master label May 21, 2023
@larssandergreen larssandergreen force-pushed the Remove-more-unneeded-descriptions---pledges,-etc branch from ad74449 to d67af8c Compare May 21, 2023 19:14
@yashodha
Copy link
Contributor

@eileenmcnaughton do we have consensus on these changes?

@larssandergreen larssandergreen force-pushed the Remove-more-unneeded-descriptions---pledges,-etc branch from d67af8c to 0348f12 Compare June 1, 2023 18:42
@eileenmcnaughton
Copy link
Contributor

@yashodha @larssandergreen I'm going to put these in the dev-digest to see what the general feeling is

@Stoob
Copy link
Contributor

Stoob commented Jun 17, 2023

I only partially agree :-) as I think that partial is a useful instruction and not obvious to the user. The other instructions can be removed.

@eileenmcnaughton
Copy link
Contributor

@Stoob @petednz any thoughts? There are a few other UI proposals in the dev-digest if you haven't seen it

@larssandergreen
Copy link
Contributor Author

@Stoob I think the idea is that there should be a standard expectation when the user sees a text search field. Is at an exact match or a partial match search field? For me, the answer is clearly that it is a partial match field (for one, that's pretty much how every other website works, for another, in CiviCRM when we need an exact match, we use a select to choose the entity, we don't make users type in the exact match). So if this is the standard expectation, it doesn't need to be noted.

I think if we do note that some fields allow partial matches, then the user would reasonably expect that fields that don't note this do not allow partial matches. Of course, we don't do this as there are many partial match search fields with no description text. So I think it's not just an issue of simplicity, but also it's a matter of UI consistency.

@wmortada
Copy link
Contributor

I think these changes make sense and help to declutter the UI. I personally don't think there is a need to tell the user that they can input a partial name.

@totten
Copy link
Member

totten commented Jun 20, 2023

I tend to agree that it looks redundant for day-to-day usage -- but I can also relate to a new user who wants some explanation. My slight preference would be some subtler explanation.

Personal bikeshed ratings (top preference first):

  1. Remove the messages. Add something else (like a help-icon, hover-tooltip, or placeholder blurb).
  2. Remove the messages (as in the PR's 0348f12).
  3. Keep the original message.
  4. Keep the original message. Enlarge the font. Make it red. Add underlining.

@mlutfy
Copy link
Member

mlutfy commented Jul 26, 2023

@Stoob Any thoughts on the "partial" feedback?

Personally I think a search hint would make sense if it was something like "name or email", but here "partial or exact match" seems obvious to me.

(I think this should be merged unless there are strong objections)

@mlutfy mlutfy added the merge ready PR will be merged after a few days if there are no objections label Jul 26, 2023
@larssandergreen
Copy link
Contributor Author

@mlutfy Do you feel OK merging this now, given the lack of further feedback?

If there are objections, I can add a help text per @totten, but I'm somewhat hesitant to add more help when there isn't much to say, which just makes people less likely to click for help text in the future. Agree with @mlutfy that a hint/placeholder feels like too much here. And we don't really use tooltips for this kind of thing, so I think that would be inconsistent from a UI perspective.

Noting also that this will be a somewhat moot point in the future with Admin UI, where it searches as you type, so it is obvious that partial matches work.

@mlutfy mlutfy merged commit 4e4de63 into civicrm:master Aug 8, 2023
@mlutfy
Copy link
Member

mlutfy commented Aug 8, 2023

@larssandergreen yep, thank you!

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
master merge ready PR will be merged after a few days if there are no objections
Projects
None yet
Development

Successfully merging this pull request may close these issues.

7 participants