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Clone any form in recordedit create mode #2419

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jrchudy opened this issue Mar 28, 2024 · 0 comments
Open

Clone any form in recordedit create mode #2419

jrchudy opened this issue Mar 28, 2024 · 0 comments
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discussion required requires a discussion before moving forward help wanted Intended for internal use for student workers investigation required Requires some initial investigation recordedit

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@jrchudy
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jrchudy commented Mar 28, 2024

In recordedit when in create mode, the clone button copies all the data from the last record in the form to the new record(s) being created. We want a way to allow the users to select one of the forms to be used for cloning.

Clone icon

We also want to add an icon to the existing clone button. If we add a clone button with an icon to each record header, having an icon that is the same as the existing clone button will help communicate the intent of the feature.

Select form to clone

Some ideas include:

  • a button next to clone that toggles the [X] for each form into a single select button
    • how do we show this is the selected form?
      • maybe have a tooltip for clone button that says something like:
        • Record form with index "X" used for cloning
      • show a green check next to the [X] that communicates form is the one selected for cloning (with tooltip on the green check)
        • or some other icon that is distinct from the [X]
      • form is highlighted similar to "select some" feature
  • a different button in each record header to select this form to be used for cloning
  • allow users to "select" a record that becomes highlighted to show it's the active one for cloning purposes
    • similar to "select some" feature with highlighting
    • might get confusing with both features active
  • Clone in each header of record form

Other features

Other features considered while discussing this included:

  • the newly created form(s) should be next to the form they were cloned from
  • If the UI for cloning multiple of a selected form(s) is difficult, being able to clone 1 form specifically is better than nothing
    • can multiple forms be selected for clone and allow cloning both forms X times from those selections?
  • a dropdown similar to page size dropdown for common values to use for clone
@jrchudy jrchudy added investigation required Requires some initial investigation recordedit discussion required requires a discussion before moving forward labels Mar 28, 2024
@RFSH RFSH added the help wanted Intended for internal use for student workers label Aug 16, 2024
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Labels
discussion required requires a discussion before moving forward help wanted Intended for internal use for student workers investigation required Requires some initial investigation recordedit
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