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UI to indicate that an existing instance is being edited #314

Open
Tracked by #247
lognaturel opened this issue Feb 26, 2025 · 0 comments
Open
Tracked by #247

UI to indicate that an existing instance is being edited #314

lognaturel opened this issue Feb 26, 2025 · 0 comments
Labels
deferred Not actively planned, but worth keeping open for discussion and future consideration needs design needs discussion UI

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@lognaturel
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Embed/overlay
Given I want to edit a submission
When I click edit (embedded, overlay, or separate window)
Then I should see a toolbar at the top of the form

Feedback that you are editing a submission
Given I want to edit a submission
When I click edit in the submission table in Central
Then I should see two indicators so that I know I'm in edit mode

Indicator a submission is being edited by another person
Given I want to edit a submission but someone else is editing it
When I look at the submission table (inline message) or click edit
Then they will see feedback that notifies me it's being edited and prevents me from opening it

Language dropdown
Given I want to change the language
When I look at the toolbar
Then I see the dropdown and can change the language

Title in toolbar
Given I’m editing a submission and it’s a long form
When I look at the top toolbar
Then I should see the title of the form in the toolbar
So that I know I’m editing the right form

Designs

Figma

Image

Notes

To discuss: should the editing experience be embedded, overlay or in a separate window (like in Enketo). Central has responsibility for showing that an edit is going on.

Embedded/overlay pros

  • Editing submission stays within context
  • Distinctively different than previewing or form filling (separate window)

Embedded/overlay cons

  • Different than Enketo, so would require users to adapt (not a deal beaker)
  • Web Forms has different UX/UI from Central, so it might be a bit confusing

Other design considerations

  • Might need to rethinking toolbar, if we have Central nav too
  • We will need to make sure the editing submission experience doesn't get confused with "Edit Form" tab as part of the drafts redesign in Central because the wording is similar. Overlay vs embedded might help make this more clear.
@lognaturel lognaturel added deferred Not actively planned, but worth keeping open for discussion and future consideration needs design needs discussion UI labels Feb 26, 2025
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Labels
deferred Not actively planned, but worth keeping open for discussion and future consideration needs design needs discussion UI
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Status: Todo
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