flexion / ef-cms

An Electronic Filing / Case Management System.
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Update Email Validation Error Message #10466

Open mwestereng1 opened 3 months ago

mwestereng1 commented 3 months ago

As a Dawson user, I need error messages to tell me specific actions to take, so that I can correct my submissions.

Some email fields in DAWSON give a generic error message when validating an email address for correct formatting. We would like to update all email address fields in the system to one consistent error message when the email address provided is not in the correct format.

Link to the Figma File

This is the correct error message that we would like to use when user inputs any text or characters that are not in the correct email address format for required or optional email fields. This is a correct example from "Review & Serve Petition":

Image

Image

If the field is required, but they don't enter any text or characters, the error should retain the same "Enter a valid email address" message. Image

If there are multiple fields for validating the email address (ie. "Change Login & Service Email Address"), the error messages should update individually based on if/what text or characters are entered into each the field. Image


IMPORTANT NOTE: If any of these email validation updates prevent a dropdown selection chosen by the court from passing validation, we do not want to implement the format validation.

For example, most of the time adding or editing an IRS calendar administrator for a trial session is done through a drop down menu and the email address auto-populates (see image below). If that auto-populated email address can't pass validation, we do not want to add validation to this field. This field currently does not have validation. This example shows an anonymized email address in the pre-production environments, instead of their actual email address. We also don't want to prevent these anonymized emails from passing validation in the pre-production environments. Image


Below is a summary of where email address fields are located that need to be updated.


"Create Account" (text only update)

Accessed:

  1. Create Account
  2. Log In > Create your account now

For this scenario only, we are not changing the styling of the error message. We are only updating the text.

Current error message and styling Image

If the email address is in the incorrect format, update the error message text only to: "Enter email address in format: yourname@example.com" Image

If no email address is entered, there are no changes to the current error message. The error message should state "Enter a valid email address" Image


"Change Email"

Login as a Petitioner > Utilities > My Account > Change Email

Image

Login as Private Practitioner, IRS Practitioner, or DOJ Attorney > Utilities > My Account > Change Email Image

Current email error messages Image


Admissions Clerk - "Add New Practitioner" Login as an Admissions Clerk > Advanced > Practitioner > Add New Practitioner > Login & Service Email > Change Login & Service Email

Pathway to "Add New Practitioner" Image

Current error messages Image

Image


Admissions Clerk - Edit Practitioner Login as an Admissions Clerk > Advanced > Practitioner > Search for existing practitioner > select practitioner > Edit > Login & Service Email > Change Login & Service Email

Current pathway to "Edit Practitioner" Image

Current error messages Image

Image


Not pursuing with this design debt Add or Edit Trial Session IRS Calendar Administrator Email URL: https://app.test.ef-cms.ustaxcourt.gov/edit-trial-session/e85e85c2-84fb-4bdd-bef6-01a07e4a8361

Log in as a Admissions Clerk, Assistant Deputy Counsel, Case Services Supervisor, Clerk of the Court, Docket Clerk, Petitions Clerk, or Trial Clerk

  1. Trial Sessions > Select trial session from the list > "Edit" Session Information > Session Assignments > Email (Optional)
  2. Trial Sessions > "Add Trial Session" > Session Assignments > Email (Optional)

Access pathway is slightly different for a Judge:

  1. Dashboard > Select trial session from Upcoming Trial Sessions > "View All Session Info" "Edit" Session Information > Session Assignments > Email (Optional)

Court User Creates a Petition

Log in as a Case Services Supervisor, Clerk of the Court, or Petitions Clerk

Document QC > "Start a Petition" > Parties > "E-service consent" = checked

Currently, there is no email validation if they check the "E-service consent" box. Image


Pre-Conditions:

None

Acceptance Criteria:

Pain Avoided/Frustration Saved: Error message tells users exactly what they need to do to fix the error that is preventing their submission.

Breadth/Pervasiveness of Problem: This primarily affects users who are creating a new petitioner account, or users who are changing their email address for login or service.

Complexity of Problem (Low, Medium, High) and Why it's Complex: Low

mwestereng1 commented 2 months ago

UX Notes:

Error message when they enter an email address in an invalid format, and the box is NOT checked (this is correct) Image

Error message when they enter an email address in an invalid format, and the box IS checked (this is correct) Image

No error message when the "E-service consent" box is checked and no email address is entered (they should receive an error message in this case) Image

mwestereng1 commented 1 month ago

Google Doc with some findings

mwestereng1 commented 1 month ago

Added comments to the Google Doc in the tab UX Review 10-17-24

mwestereng1 commented 3 weeks ago

Since there is overlap between 10074 and 10466, it is best to proceed with testing them at the same time. If that is not possible, it would be best to test 10074 first.

Most recent UX comments to the Google Doc under the UX Review 10-25-24 tab. A couple of options for future development:

ttlenard commented 2 weeks ago

Testing Feedback @akuny @mwestereng1

This example would be ok - no validation errors should occur with this: Image

This is ok too. Image

This should also be ok. Image

TomElliottFlexion commented 2 weeks ago

Re: the comment above; we're keeping existing validation on the paperPetitionEmail field. This means that the E-service consent checkbox is not validated, and the petition email address can be empty OR a valid email address