Standardized grid to grid functionality

The behavior of buttons, selection boxes and messages across the following pages has been standardized:

  • Entries > My timesheet > Assign task
  • Setup > Timesheet > Timesheet Templates > Click Tools Icon > New Timesheet> Add User
  • Setup > Work > Tasks > Task Edit > Assign > Assign Users
  • Setup > Expense > System > select Prevent Submission of Expense Entries Older than > Exclude Users
  • Projects List > Project Edit > Manage > Tasks > Select few tasks > Assign Users
  • Financial > Revenue Batch Manager > Revenue Batch Edit > General > Select/Unselect Projects
  • Projects List > Project Edit > Manage > Rate Cards > Rate Card Edit > Rate Card Items > Add Items
  • Setup > Notifications > Announcement Notifications > Notification edit > Recipients > New User
  • Setup > Organization > Use r> User Edit > Employment > Skills
  • Setup > Organization > Titles > Title Edit > Skills
  • Setup > Organization > Roles > Skills
  • Setup > Organization > Roles > Members tab > Alternate Role
  • Projects List > Project Edit > Settings > Security > Groups
  • Projects List > Project Edit > Settings > Security > Security Profile
  • User profile > Settings > Dashboards
  • User Profile > Settings > Skills
  • Home > Configure > Dashboards
  • Home > Configure > Skills

This ensures consistent button, selection box, and message behavior across pages, enhancing user experience and making interactions more intuitive.

As an example for this article, we will review this functionality through the following pages:

  • Assign Tasks (Flat list): Entries > My timesheet > Assign tasks
  • Groups (Tree Structure): Projects List > Project Edit > Settings > Security > Groups
  1. The Add and Remove buttons are disabled by default.
  2. The Add all button is always enabled by default.
  3. The Remove all button is enabled only when there are items within the right panel.

  4. Upon selecting items on the left panel:
    1. The Add button is enabled.
    2. The Add all button is disabled.
    3. If there are items on the right panel, then the Remove all button is enabled.

  5. Upon selecting items on the right panel:
    1. Only the Add button is disabled.
    2. Remove and Add all are enabled.

  6. Upon selecting items on both panels:
    1. The Add and Remove buttons are enabled.
    2. While all other buttons are disabled.

  7. Upon selecting all items from the left panel:
    1. If the left panel is a flat list, all the items are selected. Note that Suspended and Placeholder items will not be selected, hence will not be moved to the right panel.

      Note: Suspended and Placeholder items will not be shown on the left grid when the purpose is to select items (Ex. Assign Tasks). However, these Suspended or Placeholder items are shown on the left table for reporting or filtering puposes.

    2. If the left panel is a tree structure:
      1. If an active (non-suspended/non-placeholder) parent item is selected:
        • All active children will be selected.
        • Any Suspended/placeholder children will not be selected.
      2. If a suspended/placeholder parent item is either collapsed or expanded, then neither the parent nor any of its suspended children will be selected.

  8. When the Add all button is clicked, a pop up is shown with a warning message:
    1. For a flat list structure: This action will be performed on {number} item(s) and may take several minutes. Are you sure you want to continue?

    2. For a tree structure: You are about to Add all {object name}. This operation may take several minutes. Do you wish to continue?

    3. Upon clicking Yes, if there are any errors while adding the items, an Error dialog box is displayed allowing you to copy the list of errors to your clipboard.