CRM-14097 Scheduled reminders UI problems

    Details

    • Type: Bug
    • Status: Done/Fixed
    • Priority: Trivial
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.4.3
    • Fix Version/s: 4.7.5
    • Component/s: None
    • Labels:
    • Documentation Required?:
      User and Admin Doc
    • Funding Source:
      Core Team Funds

      Description

      • When saving a new reminder it becomes disabled if you un-check the "send email" box. Inspecting the element, that checkbox is actually the "is_active" field. This is confusing tho because it has a different label on the view screen.
      • When un-checking the "send email" box, the email fields do not get hidden
      • Email fields do not get validated. Should it really be ok to send a reminder email with a blank subject and blank body?
      • I'm confused about the "Record activity for automated email" option - what does it do? I would expect it to be inside the Email fieldset as it seems like it would only be relevant if an email is actually being sent. Or is it somehow relevant to more than just the email?
      • I find the "When... [datepicker] OR [x][hours][before][thing]" section confusing, probably because both sections are always visible - what does the OR mean? I assume it means the select dropdowns will be ignored if the datepicker has a value? But the UI doesn't make that clear.

        Attachments

          Activity

          [CRM-14097] Scheduled reminders UI problems
          David Greenberg added a comment -

          Tim - pretty sure you're planning on cleaning up the UI issues Coleman listed above as part of the Sched Reminder refactoring you're doing for 4.7.

          Joanne Chester added a comment - - edited

          Eileen asked if I wanted to comment on this, so I will.

          I think the UI does need cleaning up, but this screen needs to looked at once an SMS provider is set up, so that the full UI is shown. My thoughts are:

          • "Send email or SMS" should be renamed to "Is this scheduled reminder active?" to fit in with "Is this event active?" etc. and the scheduled reminders summary screen.
          • Email or SMS fields should not be hidden if "Is this scheduled reminder active?" is unticked just as fields aren't hidden if "Is this event active?" is unticked.
          • If "Send as Email" is chosen then the SMS Screen should be hidden. If "Send as SMS" is chosen then the Email Screen should be hidden
          • I don't like the "Screen" part of SMS Screen and Email Screen. Perhaps Email Details and SMS Details or Email Content *and *SMS Content (although "SMS Provider" is not content.) ?
          • "Record activity for automated email or SMS" should be relocated to above "Is this scheduled reminder active?
          • The "When... [datepicker] OR [x][hours][before][thing]" section should be hidden it a specific date for sending is selected.
          • Are the From Name and/or the From Email only applicable when sending emails? I have never sent an SMS via CiviCRM , so I don't know. If so, I think those fields should be relocated to the Email Details area
          • The Group field is pre-filled with the alphabetically first group. IMO it would be better if it showed - select -
          Joanne Chester added a comment -

          BTW, When looking at dmaster site I noticed some regressions from d4.6

          The boxes for scheduling repeat reminders are present when you first come to the New Scheduled Reminders form even though the Repeat box is unticked.

          Changing the entity away from Activity does not change "Activity Date time" to the appropriate options for the selected entity.

          This is probably because ( I gather) Tim is working on the code, but thought I would mention it anyway,

          Rajith Nishanth Cyril added a comment -

          i have issues a PR for some of UI problems.

          Change the label of is_active field. Added new field for "Send Email"
          Hide Email fields if "Send Email" is unchecked
          Added required field validation for email subject
          Moved "Record activity for automated email" to email section

          PR -> https://github.com/civicrm/civicrm-core/pull/7877

          Luciano Vitetti added a comment -

          I sent a pull request to civicrm-core adding a validation to email subject and html message in case that "Send mail" checkbox is checked
          https://github.com/civicrm/civicrm-core/pull/7924

          Mohammad Ashfaq added a comment -

          I have created a pull request for 3 points.

          • When saving a new reminder it becomes disabled if you un-check the "send email" box. Inspecting the element, that checkbox is actually the "is_active" field. This is confusing tho because it has a different label on the view screen.
          • When un-checking the "send email" box, the email fields do not get hidden
          • Email fields do not get validated. Should it really be ok to send a reminder email with a blank subject and blank body?

          https://github.com/civicrm/civicrm-core/pull/7928

          Rohan Ramesh Katkar added a comment - - edited

          checked with PR https://github.com/civicrm/civicrm-core/pull/7924 for validation of email subject and email html message.

          Eileen McNaughton added a comment -

          I'm closing this as it looks like it was fixed in March - please re-open if I am wrong on that

          Eileen McNaughton added a comment -

          I'm closing this PR as I believe it was replaced looking at the ticket https://github.com/civicrm/civicrm-core/pull/7877 - please re-open the PR if I am wrong

            People

            • Assignee:
              Tim Otten
              Reporter:
              Eileen McNaughton

              Dates

              • Created:
                Updated:
                Resolved: