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Allow user to click next to see the other pages of the verification page

Open GriffGreen opened this issue 3 years ago • 10 comments

I was trying to demo the project verification to the World Food program and I couldn't get passed the verify the email step... I should be able to hit next and see what other requirements are needed without filling out every page of the form.

Screen Shot 2022-12-27 at 11 17 43 PM

Updates with design!

Screenshot 2024-05-20 at 3 11 13 PM

We need a new status for verification tabs!

Users should be able to go to all other tabs, but when there is an issue or an empty field, the tab name on the left sidebar should change to the new Has issue status.

Screenshot 2024-05-20 at 3 16 01 PM Screenshot 2024-05-20 at 3 16 25 PM

When user goes to the last tab Terms & Conditions, if there are still some issues or missing fields, the Finish button should change to "Please make sure you didn’t miss anything" @divine-comedian We need a better copy for this button.

Design resources

Link to Figma

Tab title status

GriffGreen avatar Dec 28 '22 04:12 GriffGreen

We validate the form and send input data to the backend on each step, and if we wanna let the user go next steps without filling them, we should validate all steps errors in the final step. so I need a new design for the final step. Besides that, I need some changes on the backend side to allow saving form progress without filling all requirements for each step and doing the final evaluation on the final step.

cc @MoeNick

RamRamez avatar Jan 04 '23 17:01 RamRamez

If we let users go to the next step without validating, they may forget to fill out part of the form and then we will have another issue with informing users about the empty fields and the overall UX would be more difficult. But as you mentioned we can actually show all of the required data before going through the validation form so the user can know what they need to validate the project

Also if it helps, we can also have a video presenting the whole validation flow so users can also watch that and also used it as a demo for presentations.

@GriffGreen

mosaeedi avatar Jan 23 '23 08:01 mosaeedi

That is not as organic, and i would prefer to be able to click thru. It seems simple to create a "Submit" button at the end that validates whether they filled in all the required data. No?

Maybe on the side bar have check marks next to the pages that are correctly filled out and the ones that aren't filled out all the way they are greyed out?

Then there is still validation on each page, but they can skip ahead and edit the next sections without being blocked.

The UX this way will be 10x better.

Sometimes the person filling out a form has a lot of the info, but not all of it. They may need support from someone else...

Please reconsider the video approach.

GriffGreen avatar Jan 24 '23 08:01 GriffGreen

Okay, I'll keep that in mind and try to find a solution to fix this.

mosaeedi avatar Jan 24 '23 12:01 mosaeedi

Please do This is actually no biting me in that ass again... delaying verifying a project to raise funds for turkey by 24 hours :-( I can't get past the verify email page... At least while i'm waiting for the email to show up i could be filling out the rest of the form... but instead i'm making this issue... as i sit on a plane waiting to take off for a 14 hour journey :-/ Screen Shot 2023-02-12 at 12 33 33 AM

GriffGreen avatar Feb 12 '23 05:02 GriffGreen

Nm! I got it verified in time! YAY! On the Tarmac!

GriffGreen avatar Feb 12 '23 05:02 GriffGreen

Verification team can bypass all this flow and make projects verified with an offline method if they want to be fast or in any special cases- jfyi

MoeNick avatar Feb 12 '23 06:02 MoeNick

Need to inform the user that they are missing important fields, they can't submit

red warning icon on the left for sections they are missing required info

add something to Done section informing they their application is incomplete

divine-comedian avatar May 02 '24 14:05 divine-comedian

Screenshot 2024-05-20 at 3 11 13 PM

We need a new status for verification tabs!

Users should be able to go to all other tabs, but when there is an issue or an empty field, the tab name on the left sidebar should change to the new Has issue status.

Screenshot 2024-05-20 at 3 16 01 PM Screenshot 2024-05-20 at 3 16 25 PM

When user goes to the last tab Terms & Conditions, if there are still some issues or missing fields, the Finish button should change to "Please make sure you didn’t miss anything" @divine-comedian We need a better copy for this button.

Design resources

Link to Figma

Tab title status

mosaeedi avatar May 20 '24 11:05 mosaeedi

@mosaeedi left some comments on the designs, let's follow up there.

divine-comedian avatar May 20 '24 14:05 divine-comedian

Hey @divine-comedian just a friendly reminder to take a look at the Figma.

mosaeedi avatar Jun 03 '24 12:06 mosaeedi

@kkatusic can you pick it up? thanks

MohammadPCh avatar Jun 04 '24 09:06 MohammadPCh

@MohammadPCh added skipping steps, but first step you can't skip, after that you can skip and check all steps. Stuck on last step, asked Ramin how to add additional step on BE. I will update you.

kkatusic avatar Jun 20 '24 09:06 kkatusic

to test:

  • create or have an existing unverified project
  • click through to verification flow from project actions
  • verification form should load
  • you should be able to click through to all pages of the verification form without needing to fill in information
  • UI elements such as warning icon for pages in left overview component with missing information should show correct to pages with missing info
  • green check box should show next to pages that have been completely filled and have no error messages
  • warning message shows on page if form is incomplete
  • no warning message is shown if form is totally completed
  • form cannot be submitted if there is missing required information
  • from can be submitted successfully if all information fields are filled correctly

divine-comedian avatar Jul 04 '24 19:07 divine-comedian

@kkatusic - is this issue ready to QA? I can see it is in the QA column but I see a mentioned unmerged PR

divine-comedian avatar Jul 04 '24 19:07 divine-comedian

It's not on staging yet! right? or is there another link to test it?

mosaeedi avatar Jul 04 '24 20:07 mosaeedi

@kkatusic - is this issue ready to QA? I can see it is in the QA column but I see a mentioned unmerged PR

It is not on staging, it needs to be synchronized with BE pull request. And PR needs verification.

kkatusic avatar Jul 04 '24 21:07 kkatusic

@kkatusic - is this issue ready to QA? I can see it is in the QA column but I see a mentioned unmerged PR

It is not on staging, it needs to be synchronized with BE pull request. And PR needs verification.

Okay! Please make sure you move your issues into the correct pipeline to prevent further confusion

divine-comedian avatar Jul 06 '24 13:07 divine-comedian

@kkatusic - is this issue ready to QA? I can see it is in the QA column but I see a mentioned unmerged PR

It is not on staging, it needs to be synchronized with BE pull request. And PR needs verification.

Okay! Please make sure you move your issues into the correct pipeline to prevent further confusion

Sorry I will pay more attention next time

kkatusic avatar Jul 07 '24 12:07 kkatusic

This issue hadn't been assigned to a QA, but it's status is Done

maryjaf avatar Jul 21 '24 13:07 maryjaf