Questions tagged [data-entry]

The act of transcribing some form of information into another medium, usually through input into a computer program

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1 answer
111 views

What are some best practices on building large forms for data entry?

I am currently building a web application which has large forms (10 - 30 input fields). I am using DevExtreme's DxForm to do this. The users using this form will be on desktop computers 100% of the ...
1 vote
1 answer
78 views

What's the best input/edit method to handle small high precision numbers?

I have an AG Grid with cells that contain very small highly precise numbers - eg 0.002957399184 I want to allow users to edit these numbers easily and accurately - basically want to avoid fiddling ...
2 votes
1 answer
116 views

Complex forms that have no confirmation on exit are everywhere. Why?

I'm working on a SaaS product for 4 years and am going through a phase of re-evaluating my old decisions. One of them is the following rule: When the user is leaving a complex form, and at least one ...
0 votes
2 answers
100 views

How do you show multiple error messages specific per row of an XML import?

Currently, I'm working on an import function to migrate users from one system to our system. I've checked the post input, and there is a possibility that there can be 39 error messages per person. In ...
0 votes
0 answers
25 views

Insert text after search via Button into a text field

I have an input field in which the user can edit text and copy'n-paste. The text field is in the middle of the screen. On the right side I have a search area. If the user found something he can insert ...
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5 votes
4 answers
487 views

Prevent users from changing entity data fundamentally

Entities in a database represent things from the real world (for example products in an e-commerce system). A user should be able to add a new entity edit the entity to correct a mistake in the DB ...
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0 answers
23 views

Adding new linked items in database

I am pretty new to creating UXes in general and I'm working on a database management tool. Among other things there are tables for Members and Institutions. Institutions have multiple members, members ...
1 vote
1 answer
88 views

How do you do batch editing / creation?

How do you do batch editing / creation? (Desktop web) Batch editing is when you have multiple records to be edited at the same time but each has different values, even for the same field. For example ...
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2 votes
1 answer
136 views

Should action buttons within an entry page be identical or different?

I am designing an entry screen and there's a few action buttons at the bottom of the page. Should they be identical for consistency or different since they trigger different actions? Behaviour: This ...
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5 votes
3 answers
2k views

"Did you mean" search results

Problem: This UI allows the user to add names of people (with matching User IDs). The problem is that, there has been many instances where users accidentally add people that already exist, resulting ...
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0 votes
2 answers
54 views

Data entry template tricks user into thinking they are done entering all data

Background: Entity I'm working for uses a large number of data entry forms, somewhere along 800-900 range--partially due to regulation and partially self-inflected due to current process. The usage ...
0 votes
1 answer
81 views

How to update address of multiple records

I am working on a token generating web application where resellers can buy tokens and sell them to customers. The business goal is: one order can have single or multiple tokens multiple tokens can ...
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2 votes
2 answers
65 views

Tab navigation: Conventional or optimised for common use case?

Our users work multiple hours a week entering address data in a form. All users are considered advanced users. There are two most common use cases a. Always the same and not all address fields are ...
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3 votes
2 answers
79 views

What is the best way to indicate to a user a required set of inputs associated to an optional question prompt?

I have a feeling this will be duplicated (sorry), however, I've not been able to find a topic specific to this. The scenario we are challenged with is trying to make it clear to a user that ...
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0 votes
1 answer
55 views

Okay to enter data directly into small table or better to go to new screen? [duplicate]

My organisation is working with developers to make a new health information system (For mainly desktop users). At moment of delivering the DFS, they are asking for more $$$$ as they say the complexity ...
3 votes
1 answer
507 views

Field mapping ui for serialized data

I need to provide an interface for users to define field mapping for some associated uploaded data. This mapping will be used as a template to bulk import data. An example of the mapping is: [Field ...
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1 vote
1 answer
1k views

Is a vertical or horizontal form progression mental model the best?

Designing a customer facing offer claim web-form, and have arrived at two major directions for the design. In one the user progresses left to right with the form summary / progress bar displayed ...
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1 vote
0 answers
40 views

Need help with automated data visualization

I am designing an automated data visualization algorithm. A user uploads a collection of 100 points as x-y pairs. I want to create an algorithm to show the user a scatter plot that just plots the ...
2 votes
1 answer
102 views

To show "treat entered string text" to null & empty?

It's regarding the better representation of showing these option. I would like to explain in an elaborative way. "A user can set data modification setting for further use. which might help other ...
1 vote
1 answer
110 views

When to merge data in a form?

I’m wondering how to make UX better in such a case There is CRM, as a user of this CRM, I can create a customer with fields phone, email, name, address. Sometimes it’s possible when a customer with ...
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0 votes
1 answer
157 views

Correct sequence of steps for a multi-step workflow

I'm working on a project where a logged-in user(nurse) has to complete a multistep workflow in order to enroll patients into their doctor's records system. The workflow needs to capture: Patient Name/...
5 votes
1 answer
105 views

Getting large amounts of information from users

Say I have an app that requires a lot of information or insights about our users to function, what is considered the best way of going about this? Thinking about forms, they would be too large and ...
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4 votes
1 answer
231 views

Handling gender in statistical test data

Context: imagine we're collecting data for a statistical analysis where biological sex is a factor (for example to determine optimal drugs dosage.) Problem: when operator (the one who will insert ...
2 votes
2 answers
111 views

Should user entered data on conditional fields be cleared out when a new option is selected?

Let's say you have a radio set and depending on your selection, you will conditionally be presented with a text field to enter data. You enter data for one selection and then pick a new option, but ...
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2 votes
1 answer
130 views

How to convey interaction between two cells

I am working on a project that includes designing some behaviour for a web data grid. I run into a question described in the title. Below is a screenshot. The editable input cell is the one with ...
0 votes
1 answer
773 views

Bulk data entry using two different forms, and what to call them?

I'm designing a database system for certifying training test results. There are a variety of ways data could be entered, which I've narrowed down to 2 different forms for ease of use. In most cases ...
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0 votes
1 answer
89 views

How do I display a large amount of user-entered data back to them in real time?

I'm working on a web application that handles in-house registration. While completing the request, a user is allowed to enter an email into a text field that, when saved, will allow that user with ...
2 votes
4 answers
384 views

Design principles: Lean data vs. bloated data

I've been tasked with designing tables to store civil infrastructure asset data. Users have asked for a multitude of fields in the tables. For instance, they've asked for 50+ fields in a roads table. ...
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2 votes
1 answer
93 views

Interface to pair up dozens of users with resources

We have a web application which connects users with certain resources. The way it works currently is that we have a csv file like this: resource_id_x, user_id_1 resource_id_y, user_id_2 ...
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1 vote
1 answer
184 views

How do I use a do a data-entry dialog within a complex dialog

I have a question regarding UX design for an enterprise / content management system, about the best way to display nested functions without losing sight of the earlier levels. The context is this: ...
2 votes
4 answers
131 views

Collecting initial data in one big view or in few steps?

On the user first login, I have to collect some data from the user to enable app to do it's stuff. I would like not to frighten user and discourage him/her from using the app.. Should I put data ...
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1 vote
3 answers
67 views

Best format and maximum length for manually typed authentication code

I need to send one-time codes with a relatively short expiration time (say 15 minutes). Potentially there may be hundreds of codes active at the same time. What are suggested formats for this? Any ...
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3 votes
4 answers
3k views

Is it good practice to have a disabled checkbox which is always selected, to give information during application entry?

I'm involved in a software development project for which an application entry page is required. I received a model for implementation of that page which includes checkboxes which are always disabled ...
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4 votes
3 answers
45 views

How could I deferential to a user that some region of a web page is for data entry and another for informative purposes?

I have a web page that has to distinct regions on it. There is the top region that is for a user to enter data (and re-enter data periododically) and a separate region of the page that shows all data ...
5 votes
4 answers
2k views

What is the most user friendly way to ask a user to enter European banking data?

Both the BIC (Bank Identifier Code) and the IBAN (International Bank Account Number) are long numbers and thus easily mistyped. For shopping websites it's on the other hand important that it's easy ...
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1 vote
1 answer
40 views

Adjusting summary totals when inputing data

Our application currently shows the budget of a group of line items at the bottom of the page. When you make an edit to a line item, the budget changes. When you make the change the old budget remains ...
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43 votes
10 answers
10k views

Is the ability to finish a wizard early a good idea?

I am using a wizard dialog with 4-5 steps to let users input data of a business object. The data on the different steps of the wizard is not interdependent and the order of the steps feel natural when ...
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3 votes
3 answers
869 views

Efficient multi-field search pattern for finding matching records

We need to build a tool that allows data entry from people to find transactions from an external data source and match them to our transactions. The transactions don't always align by a particular ...
2 votes
1 answer
206 views

Hardware best practices for data entry while doing field work

I have a client who sends medical professionals out into the field to perform checkups and other simple procedures in low income areas for free. They are currently doing their work in an entirely ...
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0 votes
1 answer
67 views

Should you autosave when app is minimized?

I'm developing an Android app that allows users to fill out different types of forms (input types = text, numbers, and sliders for certain numbers). The save button is in the top-right corner, in the ...
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4 votes
2 answers
1k views

Good UX patterns for data entry on a tablet

Users of my product are farmers and farmhands, and will be entering lots of different types of data about their cows via tablets (likely in portrait mode) whilst out in the field. How can I optimise ...
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0 votes
2 answers
375 views

Best way to organize process of adding child records to a parent record from a UX perspective

I'm working on a browser-based DBMS application, and I'm running into some complications around the best way to handle user navigation while creating records. Viewing and editing records seems ...
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1 vote
2 answers
88 views

Which method to create a data map?

What kind of workshop or method do you use when you need to collect all the information the user needs in its app ? I am working on a predictive tool for a big industrial client. Basically, he needs ...
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0 votes
1 answer
186 views

Proven UX practices for fast data input and further association

I am investigating the ways of solving the following UX task: There is a user (sales person). They have a tablet. They want just a multiline edit field where they can enter any text about their ...
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3 votes
4 answers
3k views

Sanitizing input of names

I'm working on the onboarding of my web app and I'm wondering how to sanitize user input for data fields such as the name or the business name. Initially I limited input to only letters and numbers ...
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4 votes
4 answers
180 views

Reducing repetitive actions in cataloging software

I have inherited a piece of software that is used to catalogue objects using a series of 6 dropdown menus with around 3-15 options in each. Once all selections are made the user can click a button to ...
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1 vote
4 answers
838 views

Making it easier for users to fill out form on mobile apps

I am working on a mobile app and we are experiencing significant dropoff when asking users to add their bank account details. The form is quite long but unfortunately these fields are mandatory. It ...
2 votes
3 answers
2k views

Reducing data entry density

Here's a common situation: you need to capture input from the user about some complex entity, so you have a data entry field for every possible attribute of the entity: And the tabs each have even ...
0 votes
2 answers
388 views

best practice: how to handle data entry / modification & storing changes thereof

I have a page (HTML) containing multiple tabs, all filled with various settings. Those settings are further divided into groups which are nothing more than separate REST calls to the server. Each ...
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2 votes
2 answers
391 views

Inline Editing for Select Lists?

Our application is very heavy on data entry and must display pertinent data quickly and in an easy to peruse format. We have been moving towards an inline edit functionality wherein forms are by ...
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