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REFRESH button
Something simple...but it works

I have started creating REFRESH buttons on preview of records...It's just a button that has no workflow action assigned to it...just a blank button that says REFRESH. Pressing reloads the page

It seems to be making more sense to users (people!) to press this button that to right click "refresh/reload"...esp IE users who have about a gazillion items listed in their contact menu 😤
I find it especially useful on records with InLine Edit views...

If this could be implemented as a standard on every record, that'd be nice.
User Experience

Date Created
4/11/2016 6:31:36 PM
Date Updated
4/14/2016 1:53:20 AM
New Idea
Promoted By
Dave Ah Chingbasenine
basenine 4/11/2016 7:42:30 PM
"contact menu"......should be CONTEXT menu!!!

button 'that' to right click.....should be button THAN to right click...
Philipp Matuschka (MMB) 4/12/2016 2:05:14 AM
And as per previous comment somewhere else in idea exchange, it would be nice if the Refresh button on edit forms did not do validations, but just refreshed as it used to up to about half a year ago.
Kirill Bondar  Staff  4/12/2016 4:35:00 AM
@Philipp: we want to remove Refresh button at all as it serves as a fallback in case automatic refresh fails (and this is quite rare event). What's the reason the button is still needed?

Philipp Matuschka (MMB) 4/12/2016 5:46:01 AM
The time it is needed is if two users are working side by side or a user is working on two browser sessions. Let's say one is entering an invoice from which he is going to enter the recipient from a reference pick list to the contact table. The recipient hasn't been entered into the system yet. From the other session the recipient is entered into the table. Now on the first screen the user can press refresh, all of his entered data is preserved and the recipient is now available in the reference picklist.

So in order of preference I would choose
- return Refresh to old functionality, which as far as I can remember is as per my example above
- remove Refresh button in its current form
- leave Refresh as it is, , albeit annoying
basenine 4/12/2016 5:53:19 AM
I guess this was just an idea for REFRESH on VIEWING a record - as an aid for users. I have no opinion of the REFRESH in Edit mode.

I have found my solution has been accepted well amongst users esp when InLine records have been updated and the totals values have been struck through.
Some people like a clear indicator rather than the context's weird, I know - but when you're training someone and you see them stumble on small things...and then you find a simple solution that sets them at ease - it all rounds out to a better experience for all.
Kirill Bondar  Staff  4/12/2016 6:01:32 AM
@Philipp: we'd better provide a way to reload dropdowns.

@basenine: > right click "refresh/reload"...

F5 key refreshes in all browsers + refresh button is usually located next to address bar.
basenine 4/12/2016 6:04:07 AM
@ krill,

I's not me 😃

It may have seemed a silly request, but an idea is an idea.
Lets face it - some people, as experienced as they are, still try and look for the 'any' key!

"Press any key to start"
basenine 4/12/2016 6:04:37 AM
$#!0 auto correct....
krill = Kirill!
Philipp Matuschka (MMB) 4/12/2016 6:08:31 AM
In fact, a lot of people barely know how to use the keyboard beyond alphanumeric keys, with a total over reliance on the mouse. So while the F5 key is a good idea, Kirill, I'm not sure a lot of people get it.
basenine 4/12/2016 6:14:05 AM
>F5 key refreshes in all browsers

except in OS X...safari

It does nothing. Sure, I could go to system prefs and create a soft wired keyboard shortcut for them....
But - people just like simple buttons generally navigated to via the mouse.

In Firefox, on a macbook, you need to press the fn key along with the F5 just keeps getting more and more harderer
Kirill Bondar  Staff  4/12/2016 6:55:14 AM
On Mac shortcut is different but uniform across all browsers too: Command+R

I agree users prefer pointing devices. But there is a dedicated button for refresh right before their eyes: to the right of address bar in FF, IE and Safari and to the left in Chrome and Edge.

We do not see any reason to duplicate it.
basenine 4/12/2016 7:24:54 AM
Fair enough 😀
Philipp Matuschka (MMB) 4/12/2016 7:48:01 AM
Hmmm. Most of my users seem to not see it there.
Kirill Bondar  Staff  4/12/2016 8:07:59 AM
Philipp Matuschka (MMB) 4/12/2016 8:09:32 AM
I don't doubt that it's there. But that doesn't mean that users see it
Philipp Matuschka (MMB) 4/13/2016 6:50:00 AM
I am just entering something like the example above and as a result remembered one of the differencs between the browser refresh and the "old" version of TeamDesk Refresh.

In the browser refresh, it asks you if you want to leave the page and when you do it loses any data already entered. I am pretty sure that in the old version of TeamDesk Refresh, data already entered was preserved. Should I be right, this would be a huge advantage.
basenine 4/14/2016 1:53:20 AM
I don't necessarily want the last word jump in when you can...

As a rudimentary test, the REFRESH button that I now create, reloads the page FASTER than Right Click refresh/reload.

maybe it's just coincidence
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