UI/UX Feedback on Web Form
Unanswered
Barbary Lion posted this in #help-forum
Barbary LionOP
Hey all,
I am working on a finance application which allows users to create transactions and add a transaction to a category. Currently, I am struggling to figure out a good user experience for selecting a category for a transaction since users create their own categories and categories can contain sub categories. Currently, I am displaying the selection in a tree view since a dropdown does not support nested categories very well. Also, when you select a nested category it will auto select the parent category since it falls under the same node.
Let me know what you think! The rest of the form is not very good, but currently trying to do one piece at a time. Happy to hear feedback on the rest as well.
I am working on a finance application which allows users to create transactions and add a transaction to a category. Currently, I am struggling to figure out a good user experience for selecting a category for a transaction since users create their own categories and categories can contain sub categories. Currently, I am displaying the selection in a tree view since a dropdown does not support nested categories very well. Also, when you select a nested category it will auto select the parent category since it falls under the same node.
Let me know what you think! The rest of the form is not very good, but currently trying to do one piece at a time. Happy to hear feedback on the rest as well.
10 Replies
probably want to expand all the categories straight away
and collapse the category to one line of it only has one children
Barbary LionOP
Awesome, that makes since. I'll play around with that behavior. One thing that would be nice for users would be a search type of box, but for single transactions it feels weird while bulk transactions it makes more since so you can enter transactions quickly.
are you considering touchscreen too?
Barbary LionOP
Currently for entering transaction I will support two: Single transactions (This view) and bulk transactions. Bulk transactions will be a table will you can quickly tab through to enter values and then for the category column I will probably use a combobox for a dropdown so you can type in a partial category name and select rather than a tree view.
The bulk will basically be this view, except the columns will all be editable inputs. I will probably follow the same view as how I list transactions in the dashboard, but make all the columns editable:
I have all the backend built out and now connecting everything to the UI to make it useable.