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Improved "New Form" dialog #6518

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ebruchez opened this issue Sep 24, 2024 · 7 comments
Open

Improved "New Form" dialog #6518

ebruchez opened this issue Sep 24, 2024 · 7 comments

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@ebruchez
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See also:

The idea here is to improve the landing experience in Form Builder. We should have:

  • New Form
  • New Library

Some fields should be optional:

  • app name (unless controlled by form-builder-permissions.xml)
  • form-name
  • title/description

If any mandatory field is not set, we should ask the user to set them before publishing at least, and maybe during saving.

For a new form, we should show a list of form templates to start with. This could be, for now, the list of forms in Form Builder that are in the orbeon app. We could also create a new app name, if desired, such as orbeon-templates, orbeon:templates, fr:templates, or templates or something like that.

  • asynchronously start a search of Form Builder forms in the orbeon app
  • show that list as cards
  • show scrollable image of form
    • Form Builder should also have a "form image URL" field, which is indexed, but not showing on the Summary page
    • for now we would generate such images manually
@ebruchez
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ebruchez commented Sep 24, 2024

In addition, URL parameters should still allow bypassing the dialog when safe to do so.

Tasks:

  • mockup UI
  • implement split New Form/New Library
  • optional fields
    • allow optional fields in dialog
    • check optional and empty fields upon save/publish/test/export
  • templates
    • call search
    • changes to Form Builder indexing fields
    • create images for our forms
    • load selected template
    • add Blank (template.xml?) and Wizard templates (special-case?)]
    • UI to pick template (including "Blank", "Wizard")
    • show only when "new", not when editing Form Settings
    • screenshot for Blank/Wizard templates
    • make sure templates list honors form-builder-permissions.xml
      • currently it doesn't!
    • use title in current language when present
      • found templates
        • can't do easily, as the search API doesn't differentiate between languages
      • including Blank/Wizard
    • option to mark form as "Allow use a form template"
    • keyboard navigation in templates (tab/left/right)
    • clean-up UI
    • doc
      • option to mark form as "Allow use a form template"
      • new UI once we are satisfied with the look
      • lifecycle in Form Builder of app/form names
  • update built-in templates pictures
    • blank
      • so far can't find a good icon, leaving blank
    • wizard

@ebruchez
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ebruchez commented Sep 24, 2024

Additional ideas:

@ebruchez
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ebruchez commented Sep 24, 2024

Mockups:

form-builder-new-form

form-builder-new-library

@ebruchez ebruchez moved this to In progress in Orbeon Forms 2024.1 Sep 26, 2024
ebruchez added a commit that referenced this issue Sep 26, 2024
- these were using a local library version
ebruchez added a commit that referenced this issue Sep 26, 2024
ebruchez added a commit that referenced this issue Sep 26, 2024
ebruchez added a commit that referenced this issue Sep 30, 2024
- implemented this by performing one search per app
ebruchez added a commit that referenced this issue Sep 30, 2024
ebruchez added a commit that referenced this issue Sep 30, 2024
ebruchez added a commit that referenced this issue Sep 30, 2024
- logic was there but incorrect
ebruchez added a commit that referenced this issue Sep 30, 2024
ebruchez added a commit that referenced this issue Oct 2, 2024
ebruchez added a commit that referenced this issue Oct 2, 2024
- works if we use `output`
- don't request a search page with size `0`
- remove `tabindex`
ebruchez added a commit that referenced this issue Oct 4, 2024
ebruchez added a commit that referenced this issue Oct 4, 2024
ebruchez added a commit that referenced this issue Oct 4, 2024
ebruchez added a commit that referenced this issue Oct 4, 2024
ebruchez added a commit that referenced this issue Oct 4, 2024
ebruchez added a commit that referenced this issue Oct 9, 2024
@ebruchez
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ebruchez commented Oct 9, 2024

@ebruchez
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ebruchez commented Oct 11, 2024

@ebruchez
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Suggestion: the "New" dialog should show the templates first, and then give the user the opportunity to set the app/form name.

  • "Next" button (although "Continue" is ok too)
  • takes you to the app/form settings only
    • no other tabs
    • "Back" button
    • "Continue" button

@ebruchez
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ebruchez commented Dec 16, 2024

  • Q: should we prepopulate the app name? maybe just leave blank
    • but make sure that if only one app allowed, loads that

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