Suggestion: Type and autocomplete categories, keywords, and groups

Mayank G. shared this idea ago

umgesetzt

Currently, when assigning keyword, category or group (referred to as K-C-G in the rest of the text) to a reference, one needs to click on the edit icon (the pencil) and either choose the desired word from a list (a search feature with autocomplete is available here) or press the new button and enter a new K-C-G.

While this works, the workflow could be improved by allowing the user to type in a new K-C-G right within the overview interface itself. While typing, relevant existing K-C-Gs could be offered as suggestions from a drop down autocomplete list. If a non-existing new K-C-G is entered then it can be straight away added to the list of the existing K-C-Gs.

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Replies (5)

Mayank G. ●

I have now found that one can actually do exactly this under the Context Tab. The overview edit options offer an additional way of achieving the same results.

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Sebastian P. ●

Hi, Mayank

Thank you for your suggestion. Do I understand it correctly, that you would like to have the fields shown in the Overview tab to be editable directly without clicking the pencil icon?

Best regards

Sebastian

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Mayank G. ●

Dear Sebastian,

Thank you for your response.

Thank was my original request. Actually, given the look and feel of the Overview Tab, I found myself clicking on the fields directly to enter information and not on the pencil icon. Clicking on the pencil icon adds an additional step, disrupting the straightforward workflow.

However, I soon noticed that I can enter the information directly, without clicking on any icons, through the Context tab. So I do not mind the icon in the overview tab, as I am not using it at all.

Regards,

Mayank

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Sebastian P. ●

Hi, Mayank

Thank you for your response. The Overview tab indeed was originally intended as a customizable (but not necessarily editable) "reference card" so you can have a quick glance at the information that in detail is spread out over the other tabs.

I'm glad that working with the other tabs is a good solution for you.

Best regards

Sebastian

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Mayank G. ●

Dear Sebastian,

I fully agree with you that the Overview tab is a great way to have all the major elements of any reference on a single page. That it also allows one to edit the information, if needed, is an additional benefit. Once one get used to the other tabs for editing, the lack of direct editing (as contrasted to the use of the icon) in the Overview Tab is no hindrance to the workflow at all.

Best regards,

Mayank

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