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Software function

Allow the administrator of a piece of hardware to download the server configuration and store it in a data file for backup / migration purposes. The interface is currently setup as a wizard. The user is presented with simple choices on each screen. Forward and back buttons provide screen navigation.

Current behavior

  • User selects a folder to store the file into (default is user's Documents directory)
  • Browse button brings up a folder browser
  • User enters more information (IP address, passwords, etc.)
  • User initiates download
  • Software generates a filename based on a template that includes the MAC address of the server and the time and date that the download was initiated

Sample screen

Desired behavior

  • Most users will still want the software to generate a filename based on a template (current behavior)
  • User has the option of specifying both a location and a filename to use

Options I'm considering

  • Add a screen on the wizard that allows a branch; i.e. "Select a folder to store the data with an auto-generated filename OR Specify a filename and location to use"
  • Put both options on a single screen selectable via radio button
  • Others?

I know that a standard solution to this is to present the user with a file browser that is pre-populated with a generated filename, but the fact that the file location is selected before the start of the process, coupled with the fact that the generated filename contains a timestamp based on the start of the process... This complicates the issue a bit.


EDIT with more workflow description


In hindsight, I guess I didn't give enough background in the initial problem description. This is not just a "download and then save" type of operation.

  • The software client needs to collect a bunch of information from the user up-front before the download process starts. One of the pieces of information that is needed is where to store the data once it has been received.
  • When the user finishes entering all the information, because of the extent of the information entered, and the amount of time it may take a sysop to collect it all, we will present them with a summary page stating "this is what you are about to do" with a "do it" button on it.
  • I could prompt the user for the file location at the time they click the "do it" button, but it feels like the wrong place in the workflow to do so. It really feels like the selected location should be part of what is displayed in the summary information.
  • In addition to the "it feels wrong" that I stated above, once they click that "do it" button, and before the download begins, there is an arbitrarily long time during which the client will contact one or more external devices, collect information, make sure that all the pieces fit together correctly and that all the information the user entered looks good. If there is a problem, which is not at all unlikely, then the user may need to back up in the workflow and make changes and then restart. Should I prompt again for a file each subsequent time they click that "do it" button?
  • If I don't make the file selection the very last thing that is done when the user pushes the "do it" button, then the time/date value I feed into the template at the time that they select the file location will be wrong. They could conceivably start filling out the information in the wizard at the end of the day, go home, and then start the process first thing in the morning the next day.
  • This is not implemented now, but we are considering in the future allowing the user to opt to schedule the download at some future time. It can be an intrusive process, and it might be nice to be able to schedule it to happen at a time when network traffic is low. If we implement this, then we definitely need to collect the file information well before the actual download takes place.

Hopefully this information clarifies the reason for my dilemma somewhat. Sorry for the confusion.

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Why branch to 2 different options? Just generate the "template" name automatically, and leave it up to the user if they want to immediately click save, or if they want to edit the name before saving.

Workflow:

  • User chooses folder
  • User presented with auto generated filename in an editable field, and a save button
  • User can edit the filename (or not) and then click save

Edit: I see the problem better after your clarification.

I would suggest the following:

  • User chooses folder
  • User is presented with checkbox and disabled text field.
  • Checkbox allows user to use the default name created from the template, or to uncheck it and enable the text box for entering a custom name.
  • Checkbox is checked by default.

To get around your problem with the workflow being left open overnight, don't display or even generate the template file name yet. Just inform the user of the format (perhaps have some text giving an example). Once the file has been created you can prompt the user to remind them what it was.

  • Sorry for the ambiguity. I have edited my question and added (a lot) more background information as to why I think it is problematic to generate the "template" name at the time that the user is filling out the form data. – danBhentschel Jul 11 '14 at 17:24
  • @danBhentschel I see. – Franchesca Jul 11 '14 at 20:09
  • @danBhentschel updated my answer :) – Franchesca Jul 11 '14 at 20:26
  • Thank you for taking the time to understand my problem and provide a thoughtful response. Your solution is a bit more elegant than anything that I was considering, and I will probably use something like this. I have marked your answer as accepted. – danBhentschel Jul 14 '14 at 11:48
  • @danBhentschel Happy to help :) – Franchesca Jul 14 '14 at 13:31
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not sure what problem you're solving by this approach, why not use a standard file save behaviour. This is built in on a mac, download the file, name it, save it to an existing or new folder. Seems like this should be simple. enter image description here

  • Sorry for the ambiguity. I have edited my question and added (a lot) more background information as to why I think a standard download-file save workflow won't work well in this instance. – danBhentschel Jul 11 '14 at 17:22

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