Lightning SFM improvement

  1. Long Text field is too small as It fits 1-2 lines, before having to scroll. There is no 'breakout box', where you can click it and view your entire message to edit. This could lead to errors in recording information.
  2. The 'Lines' section on the bottom of the page is difficult to work in as it is too low on the screen. The user has to scroll down more and center the 'Lines' section in his screen. => This section is where the majority of FSR data entry will be performed, so visibility is CRUCIAL.
  3. "+Add Lines" (or any "action" button) is shown on too far on the right in small letters. When we have more related lists in SFM then +Add Lines button is hidden, we should use scroll add buttons to get to the button. Classic as Add button at the beginning of the line which was user friendly.

4. After clicking the "Add Lines" button, the tabbing does not react as expected - User can't use "Tab" key to fill-in activity type, customer hours, customer start and end date and time like in Salesforce Classic, the other fields should be tabbed through as well. Now, it jumps to somewhere else. Need to use a workaround i.e creating multiple empty lines then Edit one then use the up and down arrows to fill-in all the lines.

What is the underlying problem do you intend to solve with this idea?
User experience and ergonomics
How is the problem being addressed today, if at all?
Not Addressed
Product Area?
What version of ServiceMax are you on?
Winter 18
Product Team
Product Team

Sandeep Reddy Musku

  • For Long Text field on detail line there is breakout option provided to click and view your entire message.

Screen Shot 2019-02-08 at 3.23.38 PM.png

  • On header there is an option (right bottom)to drag expand to view or type complete information, snapshot

Screen Shot 2019-02-08 at 3.16.24 PM.png

Is this option not helping users. Is the ask to provide breakout option for this field on header page layout ? Please confirm

Pastry Chef
Pastry Chef

Shivaranjini Gangadharappa​ Long Text on Lines is working as expected. But on Header, it doesn't have the same behavior as lines to pop-out field show entire content. Now, we have drag the field size to see the content. This is addtional steps and user experience is not good.

Product Team
Product Team

Sandeep Reddy Musku​ Thanks for the feedback. I will work with UX team and get back on this

Product Team
Product Team
Status changed to: On The Roadmap

Post further discussion with UX team 

Re1: The long text field behavior in header is inline with  Salesforce lightning design system. Since there is option for user to expand or readjust while typing or to view complete message, there is no plan to do changes to this field in near future. However breakout option is provided on detail line as it is on the grid.

Re 2: Depending the screen size and number of header sections user will get to see small area of the detail section. Adding lines takes user to respective line and also we are anchoring detail section header. So user will always have context of what column is being worked on. Added this item to backlog to revisit the idea.

Re 3: We will be addressing this issue 19.2 release. Will reconfirm on the availability.

Re 4: Tab is not supported due to framework limitation in the grid view. We are aware of this and an item in our backlog.

Product Team
Product Team

Hi @smusku 

Update re pt 3: Snap shot of the improvement that is coming in 19.2 release

Now user need not scroll till the end to click on +Add button, also need not scroll to select the tab. When number of child sections/tabs are more then they will get listed under overflow menu 'More'

Use scroll only to fill in the fields added to the section layout

Screen Shot 2019-04-16 at 3.59.05 PM.pngMore Overflow menu.png

Pastry Chef
Pastry Chef

@shivaranjini_g  Thanks for the update and would bring in better user experience. 

Product Team
Product Team
Status changed to: Delivered

19.2 release has these requests addressed;

1. Long text area field will now be a two line view in SFM layout inline with lightning experience.This differentiates text area and text field on page layout. 

2. Suggest to collapse header sections which pushes detail section above.

3. +Add line button has ben repositioned and is fixed. Also when number of tabs are more than page width than those tabs are listed under More action menu. Selecting from the More menu replaces the last tab with one selected.

4. We have done some improvements to handle tabbing in lightning which allows to navigate through all fields within the detail line record. There are few areas which is yet to be addressed which will be supported in coming releases

Pastry Chef
Pastry Chef

@shivaranjini_g  Thanks for the update. Awaiting for 19.2 release.