Searches done by default
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Hi Jacques,
I agree too. Showing all contact mech details in a hover would enhance user experience. But is all about real estate. If room is available I would like to see some contact mech details on the same line as the name of the contact (eg. phone number and/or email address). Regards, Pierre 2009/10/26 Jacques Le Roux <[hidden email]> > For instance I found the "I" (Information) icon a good idea in SugarCRM. > It only shows contact's contact mechs details on an hover over the icon, > but it's convenient. > It's all about improving users experience, they really like it (don't you ? > ;o) > > Jacques > > From: "Pierre Smits" <[hidden email]> > > Showing default search results is one thing. Enhancing (combining) search > posibilities is another. It is al about clicks..... > > Why not have search screens combined (by default) so that users experience > an enhanced ease of use. E.g. in party (account, employee, etc) combine the > search on party name (first name and/or last name) with details from > contact > mechs (e.g. country or postal code) beside showing advanced search > possibilities. > > And as far as SugarCRM goes: they have found a nack to deliver what > customers want, which among others is an ease of use. So, why not steal > with > pride and improve. > > Regards, > > Pierre > > PS I did not actually intend to promote theft. > > E.g in one screen > 2009/10/26 Scott Gray <[hidden email]> > > BTW I think the absolute best thing we could do to improve search >> usability >> is to implement saved searches without a doubt. >> >> Regards >> Scott >> >> >> On 26/10/2009, at 10:37 PM, Scott Gray wrote: >> >> I was just trying to point out that it's usefulness decreases >> >>> exponentially as the number of pages in the result set increases (i.e. >>> the >>> likelihood that you will find what you are looking for on the first >>> page). >>> IMO it only really makes sense when the list is ordered by the newest >>> record first such as orders, tasks, emails, etc. >>> >>> I personally don't really care either way, I just feel that the effort >>> required to make it configurable outweighs the benefits. If the list >>> should >>> show results then just show them and if it shouldn't then don't, why >>> bother >>> with all the extra work of making it configurable just because the >>> developers disagree on which is the best approach. >>> >>> BTW, SugarCRM is one of many popular CRM suites out there and I don't >>> think that just because they do something a certain way makes that >>> approach >>> the best one :-) >>> >>> Regards >>> Scott >>> >>> HotWax Media >>> http://www.hotwaxmedia.com >>> >>> On 26/10/2009, at 9:34 PM, Jacques Le Roux wrote: >>> >>> Scott, >>> >>>> >>>> I did not find enough time for that. This idea cames to me after a short >>>> test of SugarCRM last version. >>>> I think we could show results by default in SFA at least. There should >>>> not be too much results, and with the new length parameter Bruno is >>>> working >>>> on, this should improve user experience. >>>> This because it seems that some decision-makers began to look at OFBiz >>>> from the CRM/SFA perspective. >>>> We should take care of their expericen, most of the time they decide of >>>> our future... >>>> >>>> Jacques >>>> >>>> From: "Jacques Le Roux" <[hidden email]> >>>> >>>> From: "Scott Gray" <[hidden email]> >>>>> >>>>> Could you provide an example search form where this might be useful? >>>>>> Perhaps talking about specific forms might be more helpful. >>>>>> >>>>>> >>>>> I will try tomorrow to explain why, I must admit I have not yet >>>>> considered the how >>>>> >>>>> Jacques >>>>> >>>>> I have no problem with OFBiz being set one way or the other but making >>>>> >>>>>> it configurable seems like a lot for little return. >>>>>> >>>>>> Regards >>>>>> Scott >>>>>> >>>>>> On 13/10/2009, at 10:37 AM, Jacques Le Roux wrote: >>>>>> >>>>>> Not only people evaluating OFBiz, but also people dealing with small >>>>>> >>>>>>> numbers. Maybe this should not be applied to all searches, though. >>>>>>> Remember, OFBiz was set this way not so long ago. >>>>>>> >>>>>>> Jacques >>>>>>> >>>>>>> From: "Scott Gray" <[hidden email]> >>>>>>> >>>>>>> -1, that sounds like a lot of work and additional complexity and >>>>>>>> for >>>>>>>> what? So that people evaluating OFBiz don't have to click on a >>>>>>>> search >>>>>>>> button in order to do a search? I'm sorry but it really makes no >>>>>>>> sense >>>>>>>> to me. >>>>>>>> >>>>>>>> Regards >>>>>>>> Scott >>>>>>>> >>>>>>>> HotWax Media >>>>>>>> http://www.hotwaxmedia.com >>>>>>>> >>>>>>>> On 13/10/2009, at 9:51 AM, Jacques Le Roux wrote: >>>>>>>> >>>>>>>> Also in the case of searching by default, the search fields should >>>>>>>> >>>>>>>>> be visible (it's no obvious as it's only a string in the screenlet >>>>>>>>> title) >>>>>>>>> >>>>>>>>> From: "Jacques Le Roux" <[hidden email]> >>>>>>>>> >>>>>>>>> Hi, >>>>>>>>>> >>>>>>>>>> OOTB, we decided to not do searches by default when a page >>>>>>>>>> containing one is opened (I was for this decision) >>>>>>>>>> I wonder if we should not parametrize this in the DB and let it >>>>>>>>>> available in the "My Portal" Préférences ? >>>>>>>>>> Then we could set it to yes by default and avoid people >>>>>>>>>> evaluating >>>>>>>>>> OFBiz to clic on search button each time they open a such page. >>>>>>>>>> We could also have an URL going to the preferences in each search >>>>>>>>>> to allow a quick change if needed >>>>>>>>>> This is not related to lookup dialog boxes but only searches in >>>>>>>>>> plain pages. >>>>>>>>>> >>>>>>>>>> What do you think ? >>>>>>>>>> >>>>>>>>>> Jacques >>>>>>>>>> >>>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>> >>>>>>> >>>>>>> >>>>>> >>>>>> >>>>> >>>> >>>> >>> >> > > |
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In reply to this post by Adrian Crum
Hi Adrian,
I looked at the widgets.properties file in /framework/widget/config and found: widget.defaultNoConditionFind=N I set it to widget.defaultNoConditionFind=Y * * But when starting up my Ofbiz I did not see any changes. Does changing the value of this parameter require a rebuild? When I access opportunities in the browsers I immediately see the existing opportunities just below the search segment. Whereas when I access accounts in the browser I only see the search segment. Furthermore I looked in to two screens in the SFA module (accountscreens.xml and opportunityscreens.xml). I see two different approaches.. Shouldn't these be then in sync as to facilitating the parameter setting in widget.properties? Regards, Pierre 2009/10/26 Adrian Crum <[hidden email]> > Just a quick reminder: displaying the search results by default is already > configurable on a per-server basis. Look in widgets.properties for the > setting. > > Saving search criteria would be easy using the user preferences feature. > Just use the name of the search criteria container as a key, and use the > parameters as the value. > > -Adrian > > > Bruno Busco wrote: > >> Implementing "saved searches" or what I was used to call "filters" is >> on my wish list. >> I like how jira implements them allowing private or shared/global filters. >> >> I would like to share info and requirements about. >> >> -Bruno >> >> 2009/10/26 Scott Gray <[hidden email]>: >> >>> BTW I think the absolute best thing we could do to improve search >>> usability >>> is to implement saved searches without a doubt. >>> >>> Regards >>> Scott >>> >>> On 26/10/2009, at 10:37 PM, Scott Gray wrote: >>> >>> I was just trying to point out that it's usefulness decreases >>>> exponentially as the number of pages in the result set increases (i.e. >>>> the >>>> likelihood that you will find what you are looking for on the first >>>> page). >>>> IMO it only really makes sense when the list is ordered by the newest >>>> record first such as orders, tasks, emails, etc. >>>> >>>> I personally don't really care either way, I just feel that the effort >>>> required to make it configurable outweighs the benefits. If the list >>>> should >>>> show results then just show them and if it shouldn't then don't, why >>>> bother >>>> with all the extra work of making it configurable just because the >>>> developers disagree on which is the best approach. >>>> >>>> BTW, SugarCRM is one of many popular CRM suites out there and I don't >>>> think that just because they do something a certain way makes that >>>> approach >>>> the best one :-) >>>> >>>> Regards >>>> Scott >>>> >>>> HotWax Media >>>> http://www.hotwaxmedia.com >>>> >>>> On 26/10/2009, at 9:34 PM, Jacques Le Roux wrote: >>>> >>>> Scott, >>>>> >>>>> I did not find enough time for that. This idea cames to me after a >>>>> short >>>>> test of SugarCRM last version. >>>>> I think we could show results by default in SFA at least. There should >>>>> not be too much results, and with the new length parameter Bruno is >>>>> working >>>>> on, this should improve user experience. >>>>> This because it seems that some decision-makers began to look at OFBiz >>>>> from the CRM/SFA perspective. >>>>> We should take care of their expericen, most of the time they decide of >>>>> our future... >>>>> >>>>> Jacques >>>>> >>>>> From: "Jacques Le Roux" <[hidden email]> >>>>> >>>>>> From: "Scott Gray" <[hidden email]> >>>>>> >>>>>>> Could you provide an example search form where this might be useful? >>>>>>> Perhaps talking about specific forms might be more helpful. >>>>>>> >>>>>> I will try tomorrow to explain why, I must admit I have not yet >>>>>> considered the how >>>>>> >>>>>> Jacques >>>>>> >>>>>> I have no problem with OFBiz being set one way or the other but >>>>>>> making >>>>>>> it configurable seems like a lot for little return. >>>>>>> >>>>>>> Regards >>>>>>> Scott >>>>>>> >>>>>>> On 13/10/2009, at 10:37 AM, Jacques Le Roux wrote: >>>>>>> >>>>>>> Not only people evaluating OFBiz, but also people dealing with small >>>>>>>> numbers. Maybe this should not be applied to all searches, though. >>>>>>>> Remember, OFBiz was set this way not so long ago. >>>>>>>> >>>>>>>> Jacques >>>>>>>> >>>>>>>> From: "Scott Gray" <[hidden email]> >>>>>>>> >>>>>>>>> -1, that sounds like a lot of work and additional complexity and >>>>>>>>> for >>>>>>>>> what? So that people evaluating OFBiz don't have to click on a >>>>>>>>> search >>>>>>>>> button in order to do a search? I'm sorry but it really makes no >>>>>>>>> sense >>>>>>>>> to me. >>>>>>>>> >>>>>>>>> Regards >>>>>>>>> Scott >>>>>>>>> >>>>>>>>> HotWax Media >>>>>>>>> http://www.hotwaxmedia.com >>>>>>>>> >>>>>>>>> On 13/10/2009, at 9:51 AM, Jacques Le Roux wrote: >>>>>>>>> >>>>>>>>> Also in the case of searching by default, the search fields >>>>>>>>>> should >>>>>>>>>> be visible (it's no obvious as it's only a string in the >>>>>>>>>> screenlet title) >>>>>>>>>> >>>>>>>>>> From: "Jacques Le Roux" <[hidden email]> >>>>>>>>>> >>>>>>>>>>> Hi, >>>>>>>>>>> >>>>>>>>>>> OOTB, we decided to not do searches by default when a page >>>>>>>>>>> containing one is opened (I was for this decision) >>>>>>>>>>> I wonder if we should not parametrize this in the DB and let it >>>>>>>>>>> available in the "My Portal" Préférences ? >>>>>>>>>>> Then we could set it to yes by default and avoid people >>>>>>>>>>> evaluating >>>>>>>>>>> OFBiz to clic on search button each time they open a such page. >>>>>>>>>>> We could also have an URL going to the preferences in each >>>>>>>>>>> search >>>>>>>>>>> to allow a quick change if needed >>>>>>>>>>> This is not related to lookup dialog boxes but only searches in >>>>>>>>>>> plain pages. >>>>>>>>>>> >>>>>>>>>>> What do you think ? >>>>>>>>>>> >>>>>>>>>>> Jacques >>>>>>>>>>> >>>>>>>>>> >>>>>>>>>> >>>>>>>> >>>>>>> >>>>> >>> >> |
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Changing the property setting does not require rebuilding the project.
The setting will only work on lists that are created using the performFind service. -Adrian Pierre Smits wrote: > Hi Adrian, > > I looked at the widgets.properties file in /framework/widget/config and > found: > widget.defaultNoConditionFind=N > > I set it to > widget.defaultNoConditionFind=Y > * > * > But when starting up my Ofbiz I did not see any changes. Does changing the > value of this parameter require a rebuild? > > When I access opportunities in the browsers I immediately see the existing > opportunities just below the search segment. Whereas when I access accounts > in the browser I only see the search segment. > Furthermore I looked in to two screens in the SFA module (accountscreens.xml > and opportunityscreens.xml). I see two different approaches.. Shouldn't > these be then in sync as to facilitating the parameter setting in > widget.properties? > > Regards, > > Pierre > > 2009/10/26 Adrian Crum <[hidden email]> > >> Just a quick reminder: displaying the search results by default is already >> configurable on a per-server basis. Look in widgets.properties for the >> setting. >> >> Saving search criteria would be easy using the user preferences feature. >> Just use the name of the search criteria container as a key, and use the >> parameters as the value. >> >> -Adrian >> >> >> Bruno Busco wrote: >> >>> Implementing "saved searches" or what I was used to call "filters" is >>> on my wish list. >>> I like how jira implements them allowing private or shared/global filters. >>> >>> I would like to share info and requirements about. >>> >>> -Bruno >>> >>> 2009/10/26 Scott Gray <[hidden email]>: >>> >>>> BTW I think the absolute best thing we could do to improve search >>>> usability >>>> is to implement saved searches without a doubt. >>>> >>>> Regards >>>> Scott >>>> >>>> On 26/10/2009, at 10:37 PM, Scott Gray wrote: >>>> >>>> I was just trying to point out that it's usefulness decreases >>>>> exponentially as the number of pages in the result set increases (i.e. >>>>> the >>>>> likelihood that you will find what you are looking for on the first >>>>> page). >>>>> IMO it only really makes sense when the list is ordered by the newest >>>>> record first such as orders, tasks, emails, etc. >>>>> >>>>> I personally don't really care either way, I just feel that the effort >>>>> required to make it configurable outweighs the benefits. If the list >>>>> should >>>>> show results then just show them and if it shouldn't then don't, why >>>>> bother >>>>> with all the extra work of making it configurable just because the >>>>> developers disagree on which is the best approach. >>>>> >>>>> BTW, SugarCRM is one of many popular CRM suites out there and I don't >>>>> think that just because they do something a certain way makes that >>>>> approach >>>>> the best one :-) >>>>> >>>>> Regards >>>>> Scott >>>>> >>>>> HotWax Media >>>>> http://www.hotwaxmedia.com >>>>> >>>>> On 26/10/2009, at 9:34 PM, Jacques Le Roux wrote: >>>>> >>>>> Scott, >>>>>> I did not find enough time for that. This idea cames to me after a >>>>>> short >>>>>> test of SugarCRM last version. >>>>>> I think we could show results by default in SFA at least. There should >>>>>> not be too much results, and with the new length parameter Bruno is >>>>>> working >>>>>> on, this should improve user experience. >>>>>> This because it seems that some decision-makers began to look at OFBiz >>>>>> from the CRM/SFA perspective. >>>>>> We should take care of their expericen, most of the time they decide of >>>>>> our future... >>>>>> >>>>>> Jacques >>>>>> >>>>>> From: "Jacques Le Roux" <[hidden email]> >>>>>> >>>>>>> From: "Scott Gray" <[hidden email]> >>>>>>> >>>>>>>> Could you provide an example search form where this might be useful? >>>>>>>> Perhaps talking about specific forms might be more helpful. >>>>>>>> >>>>>>> I will try tomorrow to explain why, I must admit I have not yet >>>>>>> considered the how >>>>>>> >>>>>>> Jacques >>>>>>> >>>>>>> I have no problem with OFBiz being set one way or the other but >>>>>>>> making >>>>>>>> it configurable seems like a lot for little return. >>>>>>>> >>>>>>>> Regards >>>>>>>> Scott >>>>>>>> >>>>>>>> On 13/10/2009, at 10:37 AM, Jacques Le Roux wrote: >>>>>>>> >>>>>>>> Not only people evaluating OFBiz, but also people dealing with small >>>>>>>>> numbers. Maybe this should not be applied to all searches, though. >>>>>>>>> Remember, OFBiz was set this way not so long ago. >>>>>>>>> >>>>>>>>> Jacques >>>>>>>>> >>>>>>>>> From: "Scott Gray" <[hidden email]> >>>>>>>>> >>>>>>>>>> -1, that sounds like a lot of work and additional complexity and >>>>>>>>>> for >>>>>>>>>> what? So that people evaluating OFBiz don't have to click on a >>>>>>>>>> search >>>>>>>>>> button in order to do a search? I'm sorry but it really makes no >>>>>>>>>> sense >>>>>>>>>> to me. >>>>>>>>>> >>>>>>>>>> Regards >>>>>>>>>> Scott >>>>>>>>>> >>>>>>>>>> HotWax Media >>>>>>>>>> http://www.hotwaxmedia.com >>>>>>>>>> >>>>>>>>>> On 13/10/2009, at 9:51 AM, Jacques Le Roux wrote: >>>>>>>>>> >>>>>>>>>> Also in the case of searching by default, the search fields >>>>>>>>>>> should >>>>>>>>>>> be visible (it's no obvious as it's only a string in the >>>>>>>>>>> screenlet title) >>>>>>>>>>> >>>>>>>>>>> From: "Jacques Le Roux" <[hidden email]> >>>>>>>>>>> >>>>>>>>>>>> Hi, >>>>>>>>>>>> >>>>>>>>>>>> OOTB, we decided to not do searches by default when a page >>>>>>>>>>>> containing one is opened (I was for this decision) >>>>>>>>>>>> I wonder if we should not parametrize this in the DB and let it >>>>>>>>>>>> available in the "My Portal" Préférences ? >>>>>>>>>>>> Then we could set it to yes by default and avoid people >>>>>>>>>>>> evaluating >>>>>>>>>>>> OFBiz to clic on search button each time they open a such page. >>>>>>>>>>>> We could also have an URL going to the preferences in each >>>>>>>>>>>> search >>>>>>>>>>>> to allow a quick change if needed >>>>>>>>>>>> This is not related to lookup dialog boxes but only searches in >>>>>>>>>>>> plain pages. >>>>>>>>>>>> >>>>>>>>>>>> What do you think ? >>>>>>>>>>>> >>>>>>>>>>>> Jacques >>>>>>>>>>>> >>>>>>>>>>> > |
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