EBMS Tickets

Issue Number 292
Summary [Reports] Documents Report - Add Ability to Archive More Than One Document at a Time
Created 2015-07-15 17:49:09
Issue Type Task
Submitted By Juthe, Robin (NIH/NCI) [E]
Assigned To Kline, Bob (NIH/NCI) [C]
Status Closed
Resolved 2015-11-06 09:05:46
Resolution Fixed
Path /home/bkline/backups/jira/oceebms/issue.165270
Description

Archiving documents one by one is painful when you are doing a periodic clean-up of old documents. I'd like to discuss potential solutions for this on both the manage documents page and on the Documents report. I'll enter a separate issue for the Documents report once we determine what changes we'll make.

Comment entered 2015-10-05 11:49:47 by Kline, Bob (NIH/NCI) [C]

Story point exercise deferred for this ticket pending discussions of requirements.

Comment entered 2015-10-14 16:18:56 by Juthe, Robin (NIH/NCI) [E]

Let's discuss this tomorrow if possible. What we are envisioning is adding check boxes beside each document with a button to archive everything that's been checked at once.

Comment entered 2015-11-04 15:19:53 by Kline, Bob (NIH/NCI) [C]

Do you use the ability to reverse the order of the report results by clicking on the File Name column header often? The reason I ask is that in order to implement this on the report page as you requested, I'm going to have to construct the table by hand instead of using the Drupal table rendering API in order to get for fields (the new check boxes) into the middle of the table, and that API is what's currently handling the user sort functionality. It will be easier if I don't have to re-implement that functionality, and if it's used infrequently (or not at all) we might prefer to use the time to work on other features you'd like to have. This is going to be tricky enough as it is. :-)

Comment entered 2015-11-04 16:05:06 by Juthe, Robin (NIH/NCI) [E]

What is currently the default sort for the report results?

Comment entered 2015-11-04 16:06:04 by Kline, Bob (NIH/NCI) [C]

Alphabetically by file name.

Comment entered 2015-11-04 16:08:43 by Juthe, Robin (NIH/NCI) [E]

OK, good. Then, I think we can get rid of that option to sort by file name since it's already being done. We don't have the ability to sort by any of the other columns anyway.

Would it be possible to remove the "ARCHIVE" option on the far right of the page, now that we're adding the checkboxes? It seems redundant to have both, and it might save us some space, too.

Comment entered 2015-11-04 16:19:17 by Juthe, Robin (NIH/NCI) [E]

One more suggestion from the other Board managers:

If the checkboxes are not preserved from page to page (we discussed that they would not be), it would be good to add some text explaining that beneath the new button for archiving checked documents. How about this:

"Select VIEW ALL before archiving documents in batches."

Comment entered 2015-11-06 09:05:46 by Kline, Bob (NIH/NCI) [C]

Implemented on DEV.

Comment entered 2015-11-17 09:48:20 by Juthe, Robin (NIH/NCI) [E]

Bob, would it be possible to add a second ARCHIVE button at the bottom of the page? And a second VIEW ALL/pagination option to the top of the page? Thanks.

Comment entered 2015-11-17 10:55:56 by Kline, Bob (NIH/NCI) [C]

Could you create a new ticket for these please?

Thanks,
Bob

Comment entered 2015-11-18 16:58:22 by Shields, Victoria (NIH/NCI) [E]

Could we change "Press VIEW ALL before selecting documents to archive." to "Select VIEW ALL before selecting documents to archive."? We don't usually use the word "press" in our instructions, so this is just to be more consistent with our wording. Thanks.

Comment entered 2015-11-18 17:07:45 by Kline, Bob (NIH/NCI) [C]

Sure. The editor in me was instinctively avoid two occurrences of "select" in quick succession. What would you think of "click"?

Comment entered 2015-11-18 17:22:40 by Shields, Victoria (NIH/NCI) [E]

I didn't like the "select select" either, but I liked it better than "press." However, I like "click" even more. Let's go with "click"! Thanks.

Comment entered 2015-11-18 17:33:39 by Kline, Bob (NIH/NCI) [C]

Done (both DEV and QA).

Comment entered 2015-11-18 17:36:42 by Shields, Victoria (NIH/NCI) [E]

Verified on QA.

Comment entered 2016-04-06 14:10:39 by Juthe, Robin (NIH/NCI) [E]

Verified on PROD.

Elapsed: 0:00:00.000762