Interactive Select Option

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Michael Williams
Michael Williams Employee
Level 100: Foundations of Building in Board Level 200: Leveraging Board for Business Insights First Anniversary 5 Up Votes
in Idea Exchange

SCENARIO:

We have a procedure to navigate from the home screen to a planning screen.

Before the "go to screen" step, there are several selections that are required to ensure the screen opens with the desired information / planning detail level.

Some of the selections are made using a simple interactive select, others are made by first performing a "select based on" step, followed by an interactive the select.

The customer has to make 4 interactive selections before being taken to the screen.

For some of the interactive selections, NONE of the members are selected and the user needs to make a selection. For other interactive selections, ALL of the members are selected and the customer needs to uncheck/de-select members. This is shown in the following screenshots:

image.png

image.png

PROBLEM:

Some users find it confusing, stating it is not user-friendly to have this inconsistency in the selection windows.

PROPOSAL:

When creating an interactive select step in a procedure, the option to have the selection window appear with members unselected by default, or selected by default.

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Comments

  • Philipp Schumacher
    Philipp Schumacher Employee
    First Anniversary Level 100: Foundations of Building in Board Level 200: Leveraging Board for Business Insights 5 Likes
    edited April 2023
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    Hi Michael,

    you can workaround this issue as follows:


    The members will be displayed as checked in the interactive window, when you have pre-selected them in the procedure with a dynamic select, or a standard select on the respective Entity

    They will be displayed as not checked if you
    - either limit the items that should be offered indirectly, through the member of an aggregated entity,
    - or you can limit the memebers via select based on cube step in the procedure.

    Hope this helps, let me know if you need more information.

    Kind regards

    Philipp

  • Product Management Team
    Product Management Team Employee, Group Leader
    First Anniversary First Comment 5 Likes Name Dropper
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    Hi @Michael Williams, thank you for sharing your idea! We appreciate the time and effort you put into crafting your suggestion, and we understand the need of this solution. We have accepted this Idea to be part of our backlog and we are evaluating the feasibility of adding it to the development roadmap. 
     
    We are committed to delivering the best possible experience to our customers, and we must prioritize the features and enhancements that will have the most significant impact on your daily use of our software. 

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