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Add Loan Items - table hard to parse #5564

Closed ebraker closed 1 year ago

ebraker commented 1 year ago

I think it is difficult to add items to loans in the new results form since the catalog record #, taxon, and part name are so far away from the checkbox. Here's the old form where the "add" button is very proximal to the data pieces I need to see to be able to grab the right thing:

image

...versus the current form I just held e a ruler to my monitor to make sure I'm selecting the right part for the right specimen: image

Any ideas or can we put this as an agenda item for a UI meeting?

@campmlc @ccicero have you had issues?

Jegelewicz commented 1 year ago

I have never been a fan of the teeny tiny checkboxes....

campmlc commented 1 year ago

I haven't used it yet, but based on screenshot I absolutely agree. Is there a reason why the subsample box is so wide? Can we swap columns?

On Fri, Jan 27, 2023, 5:17 PM Teresa Mayfield-Meyer < @.***> wrote:

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I have never been a fan of the teeny tiny checkboxes....

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dustymc commented 1 year ago

If the request isn't for like 19 JS libraries trying to play with each other in a sometimes-public form, I'm receptive!

I can put columns in whatever order very easily.

I can make pick boxes narrower, but it'll be harder to see what's what. (I think that's mostly from MSB comboparts so maybe that's a very small price to pay considering the involved data?)

I'm up for WHATEVER as a way to select a part - suggest something better than the checks?

Striping (instead of getting the ruler out) doesn't generally play nice with sortable tables, but I've got a new CSS trick I can try before I insist ya'll pick one.

If there's something obvious it can be done first, then toss whatever's left at a UI meetiing?

Jegelewicz commented 1 year ago

Striping

A good first step!

Jegelewicz commented 1 year ago

We can talk check boxes at UI

ebraker commented 1 year ago

There are two things that the original 'add item' form does that would be handy to replicate:

  1. Clearly distinguish one catalog record from another (see images at top of the issue - catalog records were chunked into separate tables in the old form and super easy to tell apart from the next). The current form doesn't make the change from one catalog number to the next obvious (stripes may help, but the color change would need to correspond to the catnum instead of changing every-other-row, e.g., a record with three parts would need the same stripe color for three rows before changing to a different stripe color).

  2. The button or checkbox should sit next to the part name to make it easy to pick out for records that have multiple parts. My suggested order would be: catnum, scientificname, part, button/checkbox, subsample, item remark, etc. etc.

dustymc commented 1 year ago

talk check boxes at UI

We should do everything that's possible to do here, where everyone can participate and has plenty of time to consider how this might affect their workflow.

a record with three parts

Doesn't need "substriping" - top/middle/bottom is easy - but a record with...

 select max(c) from (select derived_from_cat_item,count(*) c from specimen_part group by derived_from_cat_item having count(*) > 20) x;
 max 
-----
 200

200 parts is another matter.

How sortable do things need to be, and how "columnar" do things need to be? One possibility would involve nested tables, the outer of which would sort by 1:1 (ish, for now) things like GUID and ID, and the inner (which would have different column widths on each record) would sort within a catalog record by part name, condition, etc.

Or if sorting isn't at all important then perhaps I could switch to some sort of CSS rather than tables, which would allow me to keep everything in line (if we can - or should - coerce this into an equal number of columns per record, and perhaps at the expense of 999 records carrying a lot of whitespace to accommodate that one verbose thing).

I'd much rather stick with tables - they are generally more predictable data containers than anything else - but if this demands something tables can't deliver then I'm up for trying something else.

button or checkbox

Those lead to very different functionality. The button handles one part at a time (because that's all the old form could realistically accommodate). Click the wrong button, and you need to go off to some other form, undo your mistake - perhaps noticed from something 5 records further in - then come back and fix it. The checkbox is part of a "set it all up, review, then save" approach, where you can go correct that previous thing before DOING anything. I can go either way, but I think the "as a batch" approach is probably a lot closer to reflecting what actually happens.

part, [otherstuff] subsample

Doesn't make sense to me to separate those - this form allows the long-requested 'subsample a skeleton as a rib' functionality, seems to me that the 'source' and 'result' parts should be (very) near each other.

I've also heard that encumbrances are the most important thing here, so probably should be 'leftward'....

And attributes will be the most important thing (175 of those 200 parts might be liver samples, some of them preserved better than others, some with more remaining volume, etc.) so many/most records so those should be nearest the widget....

Do we really need all those containerIDs in there?

If 5 flattened attributes really sufficient? (And I'm not necessarily suggesting flattening more: what if a record has 700 attributes?)

campmlc commented 1 year ago

I think this is going to require a separate discussion. I just tried to use the new form to add 13 items to a loan, and could not do so. The new form in its current state is not functional. At the very least, we need CatNum, Other ID, SciName, Part Disposition, preservation, and Part BARCODE visible as the first columns to the left, followed by subsample y/n and subsample part name. Right now, to find a barcode, I have to scroll so far to the right I see nothing else and lose the select tool. Also, it appears that in order to subsample, currently the user must write in the name of the subsampled part for each selection, rather than just selecting yes/no as we used to, with an option of renaming. I could technically write in part names for a small loan, but that should not be necessary if the subsampled part name is the same as the parent. We either need a solution that looks and functions like our previous form, or we need some drastic change that will allow the same functionality.

cjconroy commented 1 year ago

I am similarly confused. I am trying to add two skulls to a loan. There is only a button that says add all checked parts to loan. I can't do that because one of the parts in the table is a duplicate of one of the skulls from a previous, closed loan. Even after checking the boxes, there does not seem to be a way to add those items to the loan! What is going on?

dustymc commented 1 year ago

This is the separate discussion, and the form is very much functional.

We can't discuss what column order is until we decide if there are columns or not. Please see above comments, I don't think we can progress without that discussion.

not be necessary if the subsampled part name is the same as the parent

How would I know that? (I could potentially pre-fill the new part name with the old and users can change it as necessary?)

@cjconroy I think maybe you're on the old form? Screenshots would be very helpful.

cjconroy commented 1 year ago

looks like this to me ![Uploading Screenshot 2023-01-31 at 9.44.05 AM.png…]()

campmlc commented 1 year ago

Not being able to see the barcode and preservation next to the part name and guid and the select button means, for my purposes, the form is not usable. Prefilled subsample name that allows edits works.

On Tue, Jan 31, 2023, 10:43 AM dustymc @.***> wrote:

  • [EXTERNAL]*

This is the separate discussion, and the form is very much functional.

We can't discuss what column order is until we decide if there are columns or not. Please see above comments, I don't think we can progress without that discussion.

not be necessary if the subsampled part name is the same as the parent

How would I know that? (I could potentially pre-fill the new part name with the old and users can change it as necessary?)

@cjconroy https://github.com/cjconroy I think maybe you're on the old form? Screenshots would be very helpful.

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cjconroy commented 1 year ago

OK, my bad complaining about the button tool. However, is there a way to avoid seeing duplicate skulls from previous closed transactions?

dustymc commented 1 year ago

make checkboxes bigger somehow?

dustymc commented 1 year ago

don't allow checkbox if part is already on loan

dustymc commented 1 year ago

prioritize striping over sorting

dustymc commented 1 year ago

Are all of these necessary?

began_date, ended_date, verbatim_date, received_date, (from accession)

Anything else that can be removed or should be added?

ccicero commented 1 year ago

I would keep 'verbatim_date' but am fine with removing the others.

What about locality info - higher geog and spec loc? seems important to have that as well.

I'm not sure if I can make the meeting next week but @atrox10 will be there for MVZ (+ MK). My personal preference would be this order: Add to Loan CatNum Scientific Name Part Attr1 (preservation) Disposition Loan locality info - ??? VerbatimDate all the part location fields then the rest

Can we hide blank columns (e.g., if no values in Attr2-5)?

dustymc commented 1 year ago

locality info

I can add whatever, but that's going to get real complicated real fast so I'll need details - just priority, all, maybe https://github.com/ArctosDB/arctos/issues/5594 (or various other locality attributes), ????

order

I've been hearing that the old form was liked and sorting is secondary, so I'm rebuilding to follow that idea, with the parts nested in a cell of the record's row. There are essentially two column sorts, one for 'record stuff' and another for 'part stuff.'

Attr1 (preservation)

That is not a valid association - attr1 can be most anything in certain situations. I could dedicate columns to types or something, but I think it would end up with a lot more columns, and a lot more whitespace to scroll past for some collections (or even 'subcollections' - tissues vs bones).

hide blank c

Not easily, and I think without somehow backing up and going in some other direction. (That's definitely not a 'no' but I can't quite wrap my head around how I'd do it at the moment.) I've been trying to keep them somewhat tabular (so they line up with other "subtables") - even letting them stretch to fit data hurt my brain, I think table-like is easier to see. The idea is that importance decreases as you go right, so you can just not scroll over there unless you've got a reason to.

Here's what it looks like at the moment - timely feedback most appreciated.

Screenshot 2023-02-03 at 10 03 09 AM
ebraker commented 1 year ago

That looks a lot better already. I think Part name should be the field directly next to the checkbox, then subsample. It sounds like @campmlc needs barcode, so I'd put that somewhere visible (maybe following itemdispn?).

I personally don't need any of the date fields immediately to the left, so my preference would be: catnum sciname then the Add block with checkbox and partname first) etc etc

don't allow checkbox if part is already on loan

This will not work for media loans - we need to be able to add e.g. CT scans to multiple concurrent loans (which I generally do multiple times a week!)

dustymc commented 1 year ago

checkbox-partname-subsample is fine/reasonable.

I don't think breaking one of the 21 container-columns out all by itself is reasonable. (Do we need all that there? Would plpath be better? plpath and the container-containing-the-part barcode?? Just the one barcode???)

catnum sciname then the Add

I think @ccicero would put a bunch of locality stuff in there. Maybe I'll see if I can figure out how to let users hide columns without making this thing so complicated that it can't be maintained??

not work for media loans

That's more compelling than whatever the other argument was (@AJLinn maybe??). I'll see if I can make the checkbox red or something when the part's already on loan - bueno?

campmlc commented 1 year ago

I can't fully respond here yet because I'm dealing with other work crises - but for my purposes, all I need in the loan request form is the ultimate container barcode which contains the part. I don't need any of the other PartsTableDownload path. I need only guid, scinname, customID, part name, part barcode, part attributes (these could be JSONified), part disposition, and encumbrances. It would be great if we could customize the loan pick form the same way we customize the data entry form, by choosing which fields to display and which to hide.

On Fri, Feb 3, 2023 at 12:48 PM dustymc @.***> wrote:

  • [EXTERNAL]*

checkbox-partname-subsample is fine/reasonable.

I don't think breaking one of the 21 container-columns out all by itself is reasonable. (Do we need all that there? Would plpath be better? plpath and the container-containing-the-part barcode?? Just the one barcode???)

catnum sciname then the Add

I think @ccicero https://github.com/ccicero would put a bunch of locality stuff in there. Maybe I'll see if I can figure out how to let users hide columns without making this thing so complicated that it can't be maintained??

not work for media loans

That's more compelling than whatever the other argument was @.*** https://github.com/AJLinn maybe??). I'll see if I can make the checkbox red or something when the part's already on loan - bueno?

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campmlc commented 1 year ago

Also need a way to subsample y/n and option to change the name of the subsample (subsample as . . . ) We used to have bulk tools at the top of the page that would allow us to select subsample all - perhaps bring that back and say subsample all (part name of x ) as (part name of y).

On Fri, Feb 3, 2023 at 12:52 PM Mariel Campbell @.***> wrote:

I can't fully respond here yet because I'm dealing with other work crises

  • but for my purposes, all I need in the loan request form is the ultimate container barcode which contains the part. I don't need any of the other PartsTableDownload path. I need only guid, scinname, customID, part name, part barcode, part attributes (these could be JSONified), part disposition, and encumbrances. It would be great if we could customize the loan pick form the same way we customize the data entry form, by choosing which fields to display and which to hide.

On Fri, Feb 3, 2023 at 12:48 PM dustymc @.***> wrote:

  • [EXTERNAL]*

checkbox-partname-subsample is fine/reasonable.

I don't think breaking one of the 21 container-columns out all by itself is reasonable. (Do we need all that there? Would plpath be better? plpath and the container-containing-the-part barcode?? Just the one barcode???)

catnum sciname then the Add

I think @ccicero https://github.com/ccicero would put a bunch of locality stuff in there. Maybe I'll see if I can figure out how to let users hide columns without making this thing so complicated that it can't be maintained??

not work for media loans

That's more compelling than whatever the other argument was @.*** https://github.com/AJLinn maybe??). I'll see if I can make the checkbox red or something when the part's already on loan - bueno?

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ebraker commented 1 year ago

I'm assuming the order on the old form worked for most people (?). By the time we are adding specific parts (e.g., screen #2 of "add items to loan"), we've already selected the exact catalog records we are working with and used relevant date/locality info on the search result page to guide us, so I sort of think all of that other catalog record metadata can be pushed right. The metadata are still there a scroll away, but the cat num, scientific_name, and parts/barcodes/subsample etc. fields are most relevant by the time you are adding parts. But I could be wrong, so if it is simple to hide columns, great!

image

make the checkbox red

Works for me

dustymc commented 1 year ago

don't need any of the other PartsTableDownload path.

Awesome, I'm I'm zapping it.

bulk tools

You're going to have to be a LOT more specific before I can write code to that (and there's a bulkloader, this is pretty explicitly the not-bulk thing?)

old form worked for most people

Nah, everybody hated it - until it changed....

I think I've got a workable recipe to hide columns, and if I can zap 21 checkboxes before they exist maybe even a usable workable recipe!

ebraker commented 1 year ago

The new tool is great! Way more functional. Thank you!

dustymc commented 1 year ago
Jegelewicz commented 1 year ago

From UI meeting today

  1. Remove the itemDispn column and instead add a method to "change all checked to" and select the disposition
  2. Can we have the ability to filter out items that have on loan disposition (or only get in collection) or a comma separated list of things to filter for or out?
dustymc commented 1 year ago

Remove the itemDispn column

No.

ability to filter

Anything other than disposition?

campmlc commented 1 year ago

Than can we rename ItmDspn as Loan ItmDspn. It is way too confusing.

On Wed, Feb 8, 2023, 8:42 AM dustymc @.***> wrote:

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Remove the itemDispn column

No.

ability to filter

Anything other than disposition?

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dustymc commented 1 year ago

We can rename any column to whatever you want, here's the place to do it. (But you were complaining about things being pushed off of your screen, and the more verbose the labels the more unavoidable that becomes.)

campmlc commented 1 year ago

Yes, I'd prefer not to have that column at all, and have a tool up top to designate the loan item disposition for all samples, as we discussed. But if that column has to be there for whatever reason, then it needs to be renamed so that it can clearly be distinguished from part disposition. Can we at least make the column optional? The vast majority of people using this form are going to want the loan item disposition to be on loan. Make it an optional checked column for anyone who wants to select otherwise. As someone who needs to use this form multiple times a month, I'd like to save screenspace for things I actually to see and select.

On Wed, Feb 8, 2023, 9:35 AM dustymc @.***> wrote:

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We can rename any column to whatever you want, here's the place to do it. (But you were complaining about things being pushed off of your screen, and the more verbose the labels the more unavoidable that becomes.)

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Jegelewicz commented 1 year ago

Why is this a hard No?

Remove the itemDispn column and instead add a method to "change all checked to" and select the disposition

Isn't that how the old form worked? I don't really do loans, so I don't know for sure, but if it was, it seems like everyone was enjoying that (at least those in the meeting yesterday agreed it was the way to go). I just want to make sure we explore all of the options.

dustymc commented 1 year ago

Why is this a hard No?

It would involve updating things behind the curtain.

Isn't that how the old form worked?

No, I think it forced everything to 'on loan' and there are several use cases (exhibits, that thing I don't really want to know about involving media) where that's not appropriate or desirable. This isn't just an attempt to re-create a form that had severe limitations, I'm relatively sure we need this explicit by part for several reasons even if we could find a way to make the proverbial curtain a bit more transparent. I can make the dropdown skinnier if that's the problem, but see above - I can't do that while also including super verbose labels. (And the reasoning behind those scares me - this form is not and never will be safe for people who won't read the notes. It's a complicated form doing a complicated thing, and whatever your assumptions are they're probably not the same as mine so I've spelled mine out. I have NO idea what to do about that, but it's not something that can be entirely ignored safely either.)

campmlc commented 1 year ago

I for one will never use that column. Everything I do will result in a loan item disposition of on loan. Why should I lose screen real estate to that?

On Wed, Feb 8, 2023, 11:03 AM dustymc @.***> wrote:

  • [EXTERNAL]*

Why is this a hard No?

It would involve updating things behind the curtain.

Isn't that how the old form worked?

No, I think it forced everything to 'on loan' and there are several use cases (exhibits, that thing I don't really want to know about involving media) where that's not appropriate or desirable. This isn't just an attempt to re-create a form that had severe limitations, I'm relatively sure we need this explicit by part for several reasons even if we could find a way to make the proverbial curtain a bit more transparent. I can make the dropdown skinnier if that's the problem, but see above - I can't do that while also including super verbose labels. (And the reasoning behind those scares me - this form is not and never will be safe for people who won't read the notes. It's a complicated form doing a complicated thing, and whatever your assumptions are they're probably not the same as mine so I've spelled mine out. I have NO idea what to do about that, but it's not something that can be entirely ignored safely either.)

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ewommack commented 1 year ago

No, I think it forced everything to 'on loan' and there are several use cases (exhibits, that thing I don't really want to know about involving media) where that's not appropriate or desirable.

I think what we heard about yesterday was that there are a number of collections that use loans to help keep track of use of objects as they move around both digitally and physically. Having things just either go on loan or not was limiting those collections ability to track and use the loan forms, and now with the ability to change to more disposition types the forms is much more versatile for them. @AJLinn - did I get that right?

ebraker commented 1 year ago

The old form (which is still accessible) did not include the item disposition, only the object disposition, so it was never confusing:

Image

Adding items however, only changed the disposition to "on loan" (I assume users had to manually adjust the disposition for "other" use cases). I agree we need to get rid of that column and just have a "set disposition to [whatever] for all checked parts" up at the top (default could be 'loan' or 'pick')

dustymc commented 1 year ago

did not include the item disposition

... because it forced them all, kicking and screaming, to 'on loan' - a simplicity which Arctos has now outgrown.

ebraker commented 1 year ago

was editing my comment as you wrote:

Adding items however, only changed the disposition to "on loan" (I assume users had to manually adjust the disposition for "other" use cases). I agree we need to get rid of that column and just have a "set disposition to [whatever] for all checked parts" up at the top of the table (default could be 'loan' or 'pick').

ebraker commented 1 year ago

Now the bulk disposition update functionality is available (thank you!). So can we get rid of the column in the table (it is still confusing) and just make that grey disposition update field yellow up top? e.g.,

image

I know we can hide columns but I'm still having to scroll to see my part conditions and part remarks. Removing the Item disposition column and empty space would be really useful, e.g.:

Image

vs. (my current view with all the columns possible hidden...I still can't see what I need):

Image

If NOT, can we at least have the item disposition value defaulted to "select disposition" in the table to avoid the confusing "on loan" value?

campmlc commented 1 year ago

Agree with @ebraker

ewommack commented 1 year ago

@AJLinn said the ItemDisp column was really helpful for her collection. We really need to hear from other collections that use the form too.

campmlc commented 1 year ago

Is that still the case if there is a bulk select loan disposition at the top of the page?

On Sun, Feb 12, 2023, 6:48 PM Elizabeth Wommack @.***> wrote:

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@AJLinn https://github.com/AJLinn said the ItemDisp column was really helpful for her collection. We really need to hear from other collections that use the form too.

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dustymc commented 1 year ago

really need to hear from other collections

We have heard from there, there was a meeting, the column is necessary.

ebraker commented 1 year ago

@ewommack the item disposition is separate from the object disposition, which is what was requested. The functionality of the tool would be present.

Agree with Mariel re:

Is that still the case if there is a bulk select loan disposition at the top of the page?

@dustymc sorry but this is not working for me so I am reopening this issue.

  1. Can we put the item disposition tool above? Or can you explain why this isn't possible? image
  2. If not (and I really hope #1 is possible), can the default for this menu be set to "select disposition" vs "on loan" to avoid confusion?
  3. Can we make this table have draggable columns? I need to reorder since I can't see the actual columns I need which are Part condition, Part remarks, and Object disposition - I need to know if something is not stable enough to go on loan or on loan/used up/deaccessioned/missing to make transaction decisions (and I might not filter out on loan if doing a media loan where simultaneous borrowing is possible).

There's also blank columns taking up space - can this go away (I have two essential columns that I have to scroll to see): image

dustymc commented 1 year ago

item disposition is separate from the object disposition,

What does this mean? There is only one disposition, the form shows current and 'will become' states.

can you explain why this isn't possible

Because various people (Including you! "and I might not filter out on loan if doing a media loan where simultaneous borrowing is possible" ????????????????) have suggested that not all things going on loan need to become 'on loan'

can the default for this menu be set to "select disposition" vs "on loan"

I suppose, but it'll be an extra click to 'on loan' for much/most usage.

draggable columns?

Not easily. We can, but I think not while reusing any code.

blank columns taking up space

I need more than a tiny peek, shouldn't be like that.

ebraker commented 1 year ago

@dustymc I understand why this field is important and I am not asking to get rid of it. 'Item disposition' and 'object disposition' are separate in this case, because thy are represented in two different columns available on this form, both of which take up space (the distinction is not immed clear to users: object disposition = existing disp and item disp = future disposition/what you are changing your objects to, e.g. putting on loan, exhibit, etc).

My ask is not to do away with the item disp (change to) column. Ideally this column is not part of the table, but instead works as a tool that sits directly above the table (yellow/required), where users can batch change checked records, e.g., "set all items to [selected disposition status]" so people don't have to click individually. This would be similar to the deprecated "add all [select] parts to loan". This would remove the confusing element of having two different 'disposition' columns on the form, one that might say 'in collection' while the other is defaulted to 'on loan' for the same record before users click save.

draggable columns?

Not easily. We can, but I think not while reusing any code.

That would be great

I need more than a tiny peek, shouldn't be like that.

Does this help?

image

dustymc commented 1 year ago

bold labels in docs (top) possible to highlight on mouseover header (not while reusing code...) can we stack disposition? (@ebraker had mostly stacked-something stretching lines out so would mostly be using wasted space)

dustymc commented 1 year ago
Screenshot 2023-02-14 at 5 02 47 PM
campmlc commented 1 year ago

This looks pretty good? I'll have to try out once back to my computer.

Mariel Campbell (she/her) Collection Manager, Division of Genomic Resources Museum of Southwestern Biology

Shipping Address: Museum of Southwestern Biology Division of Genomic Resources 1 University of New Mexico MSC03 2020 Albuquerque, NM 87131

(505) 277-7808 office email: @.***


From: dustymc @.> Sent: Tuesday, February 14, 2023 6:03 PM To: ArctosDB/arctos @.> Cc: Mariel Campbell @.>; Mention @.> Subject: Re: [ArctosDB/arctos] Add Loan Items - table hard to parse (Issue #5564)

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[Screenshot 2023-02-14 at 5 02 47 PM]https://user-images.githubusercontent.com/5720791/218898288-9e442d09-d3bc-4ea0-b54b-ee670d1f9765.png

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