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Question

Edit fields in Cloud - consistency? expectation?


PRODQ
Superhero (Customer)
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  • Superhero (Customer)
  • 469 replies

Could someone advise what my expectations should be as to under what circumstances I can simply click into a field and can edit it vs having to click the ‘pencil’/edit icon first before being able to edit, please?


EG Receive Inventory Part - click in field and can edit

 

Customer Order Lines - have to click ‘pencil’/edit to change quantity

 

It would be useful to have an explanation to pass on to users.

Thanks!

Linda

 

3 replies

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  • Do Gooder (Customer)
  • 42 replies
  • February 28, 2024

No it is very unclear, if you need to push edit or not in different places, eg in supplier payment address information, used for supplier payment, you can simply take away or change BIC number without editing or changing. 

Extremely dangerous,  It must be a bug. 

It look like it depends on developer for specific window  how the system is working. But in general, all in finance and basic data are in principle open for changes without any control. 


Mike The FSM TechnoGeek
Superhero (Employee)
Forum|alt.badge.img+17
PRODQ wrote:

Could someone advise what my expectations should be as to under what circumstances I can simply click into a field and can edit it vs having to click the ‘pencil’/edit icon first before being able to edit, please?


EG Receive Inventory Part - click in field and can edit

 

Customer Order Lines - have to click ‘pencil’/edit to change quantity

 

It would be useful to have an explanation to pass on to users.

Thanks!

Linda

 

You should never have to click a ‘pencil’’ icon in oder to edit a field on a record maintenance screen.  This pretty much violates every tenet of good UI design I was taught in college.  You should be able to just click on a field to edit it, and once changed, ‘save/cancel’ buttons should appear where ‘Cancel’ reverts your changes to the original values loaded from the record.  This is expected functionality, and there is no reason you should not expect it.

Perhaps, one day…. 

https://www.youtube.com/watch?v=Y9ttBt-4vWo

 


AltRuslaC
Do Gooder (Partner)
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  • Do Gooder (Partner)
  • 9 replies
  • November 1, 2024

I completely agree with - “and once changed, ‘save/cancel’ buttons should appear where ‘Cancel’ reverts your changes to the original values loaded from the record.”, however, there is no such behavior on Aurenа pages:
- on the main pages of the object (supplier, client, functional object) when editing fields with a list of choices from the reference book - the "Save changes" button does not appear! The form is blurred for a second and the changes are already in the DB.
- on pages with a list view, to make changes, you MUST click the "Edit" button.
Customers who switch from the EE client to Aurena - have a hard time accepting this. They do not like this option of implicit editing for the main pages!


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