So I have witnessed a typical usability issue with Aegir recently by helping a new user try to create a site. The user is a site administrator so he's creating a site for a new client, which is not yet in the database. Right now, it's really messy:
1. he goes to create a site, tries to put the client name in the client form, doesn't work.
2. he's told to use the email. that doesn't work either because the client is actually not created yet.
3. so he goes straight to his account, clicks edit, and goes down to the ACL edition interface to try to "add a client" (he confused that interface with the node creation interface, which is another issue: #585826: client/user ACL interface easily confused as a new user creation form)
4. finally, after having been told to, he heads for the Create content page (phew!) and then will head back to the site creation interface
Maybe we need a quicklinks block that allows you to create a client, a site, a platform, list "your sites", and so on. We could also allow clients to be automatically created when a site is created with a user that doesn't exist.
Any more ideas?
| Comment | File | Size | Author |
|---|---|---|---|
| #3 | hosting-585830-3-create_client_link.patch | 602 bytes | helmo |
Comments
Comment #1
anarcat commentedClarification:
1. he goes to create a site, tries to put the client name in the client form, doesn't work.
This is because the primary identifier on clients is the email, see #443258: A client's "contact name" should be "client name".
Comment #2
Anonymous (not verified) commentedMost of these issues are fixed now. I think two tasks remain:
1) Since we are using autocomplete for the Client field in the site form, then yes, do an on-the-fly node_save of that Client if validation passes on the site form.
2) Add a simple menu/block for create site, platform, client, server etc. I have made such a block for my own purposes, but this really is waiting on #610040: Add X links on listing pages , which in turn is waiting on the server node refactoring.
Comment #3
helmo commentedWould this be something?
Comment #4
ergonlogicI like the suggestions in both #2 and #3.
At Koumbit, we've also added a 'Clients' tab to the Primary menu that links to a view listing all clients. Apart from the block, I don't think we have a list of clients available.
Comment #5
helmo commented@ergonlogic: That view of clients would be nice to have as a default view.
Comment #6
ergonlogicAdded link as in #3 in 6b98f1c.
Started a new feature branch for the addition of the 'clients' default View: dev/585830
Comment #7
ergonlogicMerged in the new 'Clients' view in 58658d493c
I think all that's left would be #2.1:
How do we see this working? Instead (or maybe in addition to that), we could just add a link to node/add/client in the Site form's description of the client field.
Comment #8
ergonlogicI added a link to node/add/client in the Site form's description of the client field.
Fixed in 36abccf.
I'm closing this issue, since I believe we've satisfied the original request. Confusion about creating clients should be fairly minimal now. If we want to pursue creating clients on the fly, please post a new issue.
Comment #9
helmo commentednice