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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25 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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1answer
128 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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3answers
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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2answers
44 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 ...
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1answer
38 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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2answers
54 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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2answers
72 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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1answer
54 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 ...
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1answer
416 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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1answer
625 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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0answers
30 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 ...
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1answer
86 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 ...
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1answer
97 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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1answer
138 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/...
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1answer
101 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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1answer
208 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 ...
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2answers
82 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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1answer
123 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 ...
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1answer
715 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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1answer
80 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 ...
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4answers
346 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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1answer
90 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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1answer
154 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: ...
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4answers
115 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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3answers
66 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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4answers
2k 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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3answers
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 ...
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4answers
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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1answer
33 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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10answers
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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3answers
761 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 ...
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1answer
201 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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1answer
57 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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2answers
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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2answers
313 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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2answers
82 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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1answer
181 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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4answers
2k 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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4answers
170 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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4answers
778 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 ...
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3answers
1k 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 ...
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2answers
374 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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2answers
340 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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1answer
78 views

Optimizing website text input for tablet device by pre-selecting text on edit

Say I have a search form and a booking form: is it good usability to automatically select all text in the input if the user taps them (to edit)?
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4answers
1k views

UI pattern for a user to enter in someone else's birthdate

I've read many articles about the best UI practice for a user to their own birthdate, but what would you consider the best practice for a user, such as a nurse, to enter in a patient's birthdate? ...
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1answer
990 views

Is speech recognition faster than keyboard for data entry

Are there any serious studies looking at why we still use/need a keyboard if speech recognition technology makers (like Nuance's Better Day and Dragon) claim they do more words per minute?
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5answers
138 views

How to lay out the entry of a date offset

I'm developing a system where users can set up a reminder to send to their contacts. They can have a number of custom defined date fields for the contacts. They need to enter an Operator (On/Before/...
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9answers
13k views

Is there a UX pattern for "drop-down preferred but free text allowed"?

Trying to design a user interface screen for a part of the system where users will be able to select companies from a drop-down. The drop-down list is potentially very long. However, if the company is ...
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2answers
143 views

What is the name for those tag wrappers for text found in Gmail compose, Facebook invite friends, and of course StackExchange tags?

I see this sort of UX element in a lot of places, and pardon my ignorance, but I just don't know what they are called (if they are called anything at all. It consists of wrapping a text specification ...
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4answers
153 views

A usable way to enter a mountaineer's Aspect and Elevation?

Here's a design problem you may find interesting. Feel free to help by answering or commenting. All input is welcome. The design goal: an easier tool for users to enter a type of location on a ...