CiviCRM

Configure events - streamline workflow and add action ribbon to provide links to event-related functions directly from tabs interface

Details

  • Type: Improvement Improvement
  • Status: In Verification In Verification
  • Priority: Minor Minor
  • Resolution: Fixed/Completed
  • Affects Version/s: 3.1.4
  • Fix Version/s: 3.2
  • Component/s: CiviEvent
  • Labels:
    None

Description

Rationale
========
Streamline the workflow for users working with events by giving them 1-click access to any event configuration tab directly from the Manage Events event listing page.
Also provide quick access to frequently accessed event links from both the event listing page and the configure event tab interface (for a given event).

Implementation
============
1. Manage Events - event listing (selector)
Replace the 'action links' provided for each event (row). Current links are: Configure, Test-drive, more > (Live Page, Disable, Delete, Copy).

New UI will have 3 links which trigger dropdown options. Disabled option text will use 'disabled' class for text color (e.g. if Online Registration is not enabled, that item uses disabled class).

Configure ->
Info and Settings
Location
Fees
Online Registration
Tell a Friend
       
Event Links ->
Event Info
Registration (Test-drive)
Registration (Live)

Participants ->
Registered, Attended ...
Cancelled, No-show ...
Public Participant Listing

more ->
Disable
Delete
Copy

2. Configure Event changes:
* Eliminate the current 'Configure Event' page (which has list of configuration links and help text) - and incorporate that help in a pop-up help screen available from the Configure Event tab interface. (Users can now go directly to any configuration tab from the manage events listing.)

* Add an 'action ribbon' above the 'configure event' tabs with 2 action (dropdown) buttons (see attached screenshot)
Event Links ->
     Event Info
Registration (Test-drive)
Registration (Live)

Participants ->
Registered, Attended...
Cancelled, No-show ...
Public Participant Listing

Activity

Ascending order - Click to sort in descending order
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David Greenberg added a comment -
When creating a new Event, clicking Save on the Fees tab form redirects to Drupal site home page instead of staying on the Fees tab and giving status message.

NOTE: When you do this same action with an existing event, the Save button works properly so it's something about the new event flow that's causing this. (i.e. go Manage Events > Configure > Fees and click Save).
Show
David Greenberg added a comment - When creating a new Event, clicking Save on the Fees tab form redirects to Drupal site home page instead of staying on the Fees tab and giving status message. NOTE: When you do this same action with an existing event, the Save button works properly so it's something about the new event flow that's causing this. (i.e. go Manage Events > Configure > Fees and click Save).
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David Greenberg added a comment -
Issues
=======
1. "Save and Done" and "Cancel" buttons from all the configuration tabs should take you back to Manage Events. Currently goes back to the old intermediary Configure Event page (CRM/Event/Page/ManageEventEdit.tpl.). I also see a reference to this tpl in line 33 of ManageEvent.tpl. I'm thinking ManageEventEdit.tpl should be removed

2. Remove "Configure Event" from breadcrumb when we're on the configuration tabs screen (this also goes to old Configure Event page)
2. Sort is broken on Manage Events selector. In 3.1, we allowed sort by all in the selector columns and I'm pretty sure this is important for sites with lots of events.

NOTE: I changed Event Links in Selector row actions and Event Links dropdowns to NOT include the 2 online registration links if Online Registration is disabled. Also combined different action links into a single selector table cell. Let me know what you think about that layout.
Show
David Greenberg added a comment - Issues ======= 1. "Save and Done" and "Cancel" buttons from all the configuration tabs should take you back to Manage Events. Currently goes back to the old intermediary Configure Event page (CRM/Event/Page/ManageEventEdit.tpl.). I also see a reference to this tpl in line 33 of ManageEvent.tpl. I'm thinking ManageEventEdit.tpl should be removed 2. Remove "Configure Event" from breadcrumb when we're on the configuration tabs screen (this also goes to old Configure Event page) 2. Sort is broken on Manage Events selector. In 3.1, we allowed sort by all in the selector columns and I'm pretty sure this is important for sites with lots of events. NOTE: I changed Event Links in Selector row actions and Event Links dropdowns to NOT include the 2 online registration links if Online Registration is disabled. Also combined different action links into a single selector table cell. Let me know what you think about that layout.
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David Greenberg added a comment -
I also added logic to hide entire action ribbon (buttons) for civicrm/event/manage?action=update (Tab.tpl) when configuring an event template. Please do a bit more testing with the Event Templates flow to make sure there's no other spots to catch.
Show
David Greenberg added a comment - I also added logic to hide entire action ribbon (buttons) for civicrm/event/manage?action=update (Tab.tpl) when configuring an event template. Please do a bit more testing with the Event Templates flow to make sure there's no other spots to catch.
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Sushant Paste added a comment -
Tested in r28180.
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Sushant Paste added a comment - Tested in r28180.

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Dates

  • Created:
    Updated:
    Resolved:
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