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Column List Profile: Improve making a new one when you already have at least one

Open RDmitchell opened this issue 2 years ago • 6 comments

If you already have at least one column list profile, making a new one is not very intuitive.

Here is how I have been doing it.

  • From Property Inventory List page, click on Column List Profiles
  • The column list profile currently used in the Inventory List that you just came from is displayed
  • Click on the New button
    image
  • Enter a name for the new profile and click Create Profile image
  • The new name is displayed in the pulldown for Column List profile
  • None of the fields are checked
  • The fields are in, I guess, alphabetical order -- where does this list of fields come from ??
  • Go to the Inventory page -- no fields are displayed image
  • Click on actions / Show Only Populated columns image
  • Now you have at least the start of fields for this new Column List Profile image
  • Go back to the Column List Profiles page to order and check the fields you actually want as part of this profile

RDmitchell avatar Aug 05 '23 00:08 RDmitchell

It might be nice to try to figure out a better way to do it .. ??

Maybe have an option in Column List Profiles screen to

  • Copy an existing one and tweak it ... not sure if this is useful but might be
  • Be able to do the Action/Show Only Populated Columns after making a new profile? Not sure the program knows where it came from, ie, the inventory list, to do this ... so not sure that's useful
  • As part of the Show only populated columns, ask the user if they want to make a new column list profile based on the results of that Action?

None of these are probably that wonderful, and maybe we need to get some user feedback.

But I did want to document how I am currently making new profiles.

RDmitchell avatar Aug 05 '23 00:08 RDmitchell

This issue has been automatically marked as stale because it has not had recent activity within 60 days. It will be closed if no further activity occurs. Thank you for your contributions.

github-actions[bot] avatar Oct 04 '23 01:10 github-actions[bot]

This issue has been automatically marked as stale because it has not had recent activity within 60 days. It will be closed if no further activity occurs. Thank you for your contributions.

github-actions[bot] avatar Dec 04 '23 01:12 github-actions[bot]

This issue has been automatically marked as stale because it has not had recent activity within 60 days. It will be closed if no further activity occurs. Thank you for your contributions.

github-actions[bot] avatar Feb 03 '24 01:02 github-actions[bot]

This issue has been automatically marked as stale because it has not had recent activity within 60 days. It will be closed if no further activity occurs. Thank you for your contributions.

github-actions[bot] avatar Apr 04 '24 01:04 github-actions[bot]

@kflemin -- this is something we might want to address in this coming quarter?

One option is just to add a "copy" option, so that an existing Column List Profile can be copied, given a new name, and then the fields can be changed, rather than ending up with a completely blank set of fields to start with.

RDmitchell avatar Apr 04 '24 04:04 RDmitchell

instance: dev1 SHA: 87dd50ae1 Org: LBNL Test 200

Now, when you click the blue pencil icon in Column List Profile to make a new profile, it basically makes a copy of whatever column list profile you were previously viewing, gives it a new name, and you can edit it from there.

Thanks

RDmitchell avatar Sep 05 '24 01:09 RDmitchell