Submitted by WayneK on 2018/07/29 12:18
This is a frequent task for me:
 
• Start with a "mixed topic" grid (eg Inbox) that contains a large number of items covering different topics.
• Create new topic grids and assign items to them so they can be cleared out of the "mixed topic" grid
• As new grids are created, assign the grid fields to a form to make it easier to move items to the new topic grids.
 
Since this is a common (at least for me) task that's tedious, I look for ways to make it go faster.  I have a couple of suggestions.
 
1) Allow grids to be dragged directly into forms.
 
I've said before that I find the process of adding fields to forms to be awkward.  I suggest adding the ability to directly drag a grid to the forms section and have the source field show up there.  Of course, it doesn't have to be a drag; it could be right-click grid tab>add grid source field to Form xxx.
 
This would create the following streamlined work flow:
 
a) Select item
b) Create new grid for item topic (the "+" tab has been a great improvement for doing this)
c) Drag grid to form so subsequent items on same topic can be easily assigned to new grid.
 
 Maybe it gets a little complicated if the grid source is different from the grid name, but I think it would be worth it.
 
2) Stop the item section from automatically opening
 
I have a rather long list of fields in my primary form.  I have to keep it centered so I can see all the fields.  However, the following actions cause the item section of the properties pane to open and the view to shift to the top
 
a) Creating a new grid.
b) Adding a field to a form
 
Each time I do the above, I have to close the item section and scroll down again.  Maybe there's a reason the item section needs to do this?
 
Bonus suggestions:
 
Make form editing more direct (select/drag fields; right-click> add field; right-click>delete field)
 
 

Comments

 It would also be nice that once the form is created. That a user could use the tab key to move from one field to the next.
 
Thanks,
John

Thought of another suggestion.  Here's a view of the forms column:
 
 
Note that the field names are cut off and can't be seen unless you drag the vertical divider line to the right.  I do this often but inevitably it somehow gets reset to the middle.  I suggest having the divider offset to the right by default.  I don't see any reason for extra space around the checkbox when it's sorely need to read the field text.  Something like this:
 
 
 
 
Wayne