wiki:BluePrintResourceSelectAdd

Version 4 (modified by Michael Howden, 11 years ago) ( diff )

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Blue Print - Resource Select / Add

Purpose

In Sahana many resources refer to other resources, eg:

  • A Office refers to an Organisation
  • A Warehouse refers to a Location
  • An assessment refers to a Staff Member (person)

We need to have a method to enter these referred to inputs which includes:

  • Auto-completing typed text
  • Searching a detailed list of resources
  • Allows adding new resources, while also also minimising duplicates

This should all take place in a user friendly workflow.

Design

This design has been based around the location resource, as it is one of the most complex. A number of these features are unique to the location resource, and these have been noted.

Field

  • Display a "Select" Button (the button isn't clear in the image) next to the field to open the Select Pop-Up.
  • The field should have an autocomplete which searches the "represent" of the location.
    • For locations the represent should include some information about the parent of that location, eg. Manserha, Abbottabad, Khyber Pakhtunkhwa (Town, District, Province). This could be a deployment setting.
    • The organisation represent should include the Acronym of the Orgaisation.

If the text entered doesn't match an existing locatioon, then the "Select" button should change to "Select or Add":

Select Pop-Up

The Select Pop-Up gives the user a better interface to search for the correct location.

  • More detailed

Add Pop-Up

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