User experience enhancement - Simplify Publisher registration form

[andreaszenasidi]

One of the user experience enhancement recommendations was to simplify/dummy-proof the Publisher registration form.

Requirements:

1. Clearly indicate which fields are required.

• Require field label: Publisher Id * (asterisk with red color)
• When a or multiple required fields are missed and the user clicks 'Create Publisher' turn all required field boxes/lists in red and in focus, scroll to the first required field and add the popup message 'Please fill required field'
• Remove the blue box validation error summary from the top of the page. Only show error messages in red over the specific fields.

2. Do not pre-select choice for fields with multiple-choice options.

• Add 'Please select' to all drop-down lists, except the Source field, this should still default to 'Primary'

3. Regroup fields meaningfully; name groups and fields meaningfully. Group name: Publisher Information Fields (required fields should come first): Publisher ID Publisher Name IATI Organisation Identifier Type -> rename to Publisher Type License -> rename to: Data License
Country Image URL -> rename to Publisher Logo URL State (should not be visible when you create a new publisher, only when you edit - except for sysadmins) Description Group name: Contact Information Fields (required fields should come first): Email Website Address Group name: Data Publishing Additional Information
Fields (required fields should come first): Source
First Published Date Implementation Schedule Organisations / agencies covered Timeliness of Data Frequency of publication Frequency of publication (extra comments) Units of Aid Segmentation of Published Data Data Definitions and References Field Exclusions Record Exclusions Thresholds Other Constraints Data Quality User Interface User Interface URL -> rename to: User Interface Website

4. Limit the number of optional sections. (Used fields: https://github.com/IATI/ckanext-iati/issues/291)

• We will not remove any fields for now, since it's a longer process because the wider IATI community needs to be consulted before any fields are removed.

5. Update left side panel to include the following text

• Title: Get Support
• Description: Dont' hesitate to contact the IATI technical team for support at support@iatistandard.org

[ss-bhat]

@andreaszenasidi

1. Clearly indicate which fields are required. - 2 days
2. Do not pre-select choice for fields with multiple-choice options. - 0.5 day
3. Regroup fields meaningfully; name groups and fields meaningfully. - 1.5 days
4. Limit the number of optional sections. (Used fields: #291) - 0.5 day
5. Update left side panel to include the following text - 0 day

Total: 4.5 days

[ss-bhat]

@andreaszenasidi

This is done please refer to the staging site. Please let me know if you have any questions or need any changes on UI.

For further details please refer to ticket: https://github.com/IATI/ckanext-iati/issues/349

[andreaszenasidi]

@gtkChop I completed the testing and found a few issues:

1. Remove the (required) from all fields where is currently added. Only the red asterisk should mark the required fields.

2. When you try to submit a new publisher account without filling any fields only 1 field is highlighted as missing Steps to reproduce:

• Open https://staging.iatiregistry.org/register_publisher/
• Do not fill any fields
• Click Create Publisher button
• Only the Contact Email is highlighted as a missing field, we want to highlight all required fields with red and mark them missing

3. When you fill in missing required fields the Missing value error message doesn't disappear Steps to reproduce:

• Open https://staging.iatiregistry.org/register_publisher/
• Fill in only a few required fields
• Click Create Publisher button
• 'Missing value' is displayed on the remaining required fields
• Now fill in all required fields and add an invalid email address to the Contact Email field
• Click Create Publisher
• The Missing Value error messages are still displayed, it is not clear that the email address is invalid format. We want all Missing Value fields to disappear and show an Invalid Email address error message for the Contact Email

4. 'Missing value' error message should be changed to 'Please fill required field'

5. All group header names are misaligned, should be inside the coloured box

6. When an incorrect email address is entered the error message is not attached to the textbox and it's not marked with red, please see the screenshot below.

7. Add 'Please Select' as the first option in the Type drop-down and mark this field required

8. The order of the fields do not follow the order from '3. Regroup fields meaningfully; name groups and fields meaningfully.'

9. The fields should be renamed according to the requirements from '3. Regroup fields meaningfully; name groups and fields meaningfully.' e.g. Type should be renamed Publisher Type

10. Update help text of the 'Frequency of publication' field from 'How often is IATI data refreshed?' to 'How often is IATI data refreshed? IATI recommends refreshing the data at least quarterly.'

11. Update the help text of the field Publisher Name from 'The Name of the Organisation publishing the data. to 'The Name of the organisation publishing the data.'

[ss-bhat]

@andreaszenasidi

Updated as per the above feeback. Please let me know if anything else needs to be changed. Thanks

[andreaszenasidi]

@gtkChop I am unable to test on staging. When I click 'Create Publisher Account' I get an Internal Server Error

[ss-bhat]

@andreaszenasidi Sorry my bad. Fixed it.

[andreaszenasidi]

@gtkChop thanks for fixing the issues. There is one small issue remaining, please rename the field Image URL to Publisher Logo URL

[ss-bhat]

@andreaszenasidi Fixed.

[andreaszenasidi]

@gtkChop Looks good. Thanks!

The deployment date for all 6 UX Enhancement tickets is set for January 26th.