Changes to Actions interface

Rachael Walker

Today our DOs notified me that the Actions interface in web view looks totally different. Fine and dandy except that now I have to change my screenshot-heavy documentation.


Has anyone else had this rolled out? Did you have warning that it was coming? I didn't get a "What's New" for the week.


Screenshot of new layout:




.

 

Dariel Dixon

There's a thread about this here 

https://community.blackbaud.com/forums/viewtopic/184/50434


But you're not alone.  There was no notification about this change given ahead of time.

Rachael Walker

Thanks so much for the link, Dariel! I did try to search first but didn't have any luck. Appreciate it.

Karen Diener

I think some of the changes are good - less clutter overall.  But yeah, this is kind of a big change with zero advance notice.  I'm surprised (yet not surprised) that this just . . . . showed up one day.  It isn't as if we can't figure it out.  But being able to give fundraisers a heads up, and planning time to rework your documentation sure would have been nice.

Anthony Gallo

Thank you for posting that link.  
https://community.blackbaud.com/forums/viewtopic/184/50434

I replied there with the update and if you can direct any questions there that would help us get it answered as quick as possible.  

Anthony Gallo

Hey Everyone,


We are getting ready to roll this update back out.  The plan for our SKY UX updates has always been to recreate existing forms the best we can.  This action form was one that proved difficult because the icons were created before we had our standard design practices in place.  The previous update did change too much and we heard that feedback and made the call to pull it back and re-evaluate.  Some of the changes are staying and some are being changed back to the what the form previously looked like.  In the end, we feel it is a great compromise and it meets all the accessibility and design standards we were aiming for. 





Returned:

The icons are back but they are new SKY icons and the size is a bit smaller.

The overall layout of the form is back, this is mainly seen with the date, time and location areas some of those fields (not all) were previously moved to a separate Appointment tab. 


Changes:

The Past and Future buttons are gone.  All options for the form now show and can be selected whenever without having to select past for previous actions and future for upcoming ones.  

The Attachments and Custom fields areas are now in a tabbed/sectioned form view instead of being buried at the bottom


This form will be pushed to all sites this week and we will have our documentation updated accordingly.  


If anyone has questions or concerns please feel free to let me know.


Thanks,

Anthony