[Koha-bugs] [Bug 23019] Ability to create 'matching profiles' when importing records

[bugzilla-daemon at bugs.koha-community.org]

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23019

Katrin Fischer <katrin.fischer at bsz-bw.de> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Status|Signed Off                  |Failed QA

--- Comment #29 from Katrin Fischer <katrin.fischer at bsz-bw.de> ---
This works, but I feel the GUI is not very intuitive. Actually, it took me a
while to figure it out. 

The profile is "started" at the top of the page, but then after making your
settings, you have to make sure to hit "Update profile" for the settings to be
saved. So the workflow is like this to add a profile for it to work:

1) Enter a name for a profile, click on add
2) Make the settings you want
3) DONT CLICK IMPORT - or your profile will save with the wrong values
4) Go back up, click "Update profile"
5) Import

I got it wrong the first time and was very confused why the "wrong" values
showed up on managing the staged import. 

If a profile was selected, values can be changed. After importing it's not
clear what was used for the import - the values from the profile or those set
(and not saved in the profile) of the form? The profile values will show.

I really believe we need to improve this a bit before including it.

Ideas:

- Remove the buttons from the profile on top of the form and only show the list
of existing profiles there.
- If a profile is selected, change the values in the form below.
- When one of the settings is changed, show a hint behind the field.
- When importing:
  - when profile is used and no field was changed: import
  - when no profile was used: import
  - when profile was used and values changed: ask if the profile or the changed
values should be used (and possibly if the existing profile should be updated)
- At the end of the form offer to save the settings as a new profile or update
the existing one. This way, you can start at the top and work your way down.


Alternatively: 
- Allow creating, updating and deleting profiles from a different configuration
screen. 
- When a profile is selected, disable the other form fields so it's an "either
or" and it's always clear what will be applied for the import.

-- 
You are receiving this mail because:
You are watching all bug changes.