We're in the final implementation phase for card feeds in NewDot, and as part of that initiative, we need to add a way for admins to bulk select all cards from a certain feed.
Rather than add two separate filters (and the accompanying search syntax), we're going to add a way to bulk select a whole series of cards in the Card filter. The benefit of this is that we prevent search "collisions" on two separate filters. For example, imagine that we had a filter for Feed. If you selected Chase for that option, you would also be selecting all Card numbers that also belonged to the same feed. However, in our current logic the Card filter would be empty.
Long story story, a feed is just a way of bulk selecting cards. Similarly, the Card filter is already by design a way to select one or more cards. As a result, we're going to do the following:
- Keep the name of the
Card filter
- Within the
Card filter, admins will see two sections: Card feeds and Individual cards (note for emphasis: the workspace role for member never sees the Card feeds section)
- Further, within the
Card feeds section, if a user has more than one feed, then we'll append either the domain name or the workspace name (e.g. All Expensify - [workspace name] or All Expensify - [domain]. The domain name only applies for domain feeds, and the workspace feed only applies for workspace feeds. These names are truncated where applicable.
- When a value is selected in the
Card feeds section, that's equivalent to a user individually selecting all individual cards. However, we don't do that when a feed is selected, as the card feed is it's own distinct selection.
- It's also worth noting that it's possible to select an entire feed as well as individual cards that may not be part of the same feed. Similarly, if a feed is chosen and individual cards within the same feed are also chosen, that's the same as just selecting the feed.
- Finally as a reminder, the search input only appears when a given list has more than 8 options. This is our standard for when the search input is shown versus not, though I'm including this as a reminder.
Taken together, the updated filter will look like this.
Issue Owner
Current Issue Owner: @Upwork Automation - Do Not Edit
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Issue Owner
Current Issue Owner: @JmillsExpensify
We're in the final implementation phase for card feeds in NewDot, and as part of that initiative, we need to add a way for admins to bulk select all cards from a certain feed.
Rather than add two separate filters (and the accompanying search syntax), we're going to add a way to bulk select a whole series of cards in the
Cardfilter. The benefit of this is that we prevent search "collisions" on two separate filters. For example, imagine that we had a filter forFeed. If you selectedChasefor that option, you would also be selecting allCardnumbers that also belonged to the same feed. However, in our current logic theCardfilter would be empty.Long story story, a feed is just a way of bulk selecting cards. Similarly, the
Cardfilter is already by design a way to select one or more cards. As a result, we're going to do the following:CardfilterCardfilter, admins will see two sections:Card feedsandIndividual cards(note for emphasis: the workspace role formembernever sees theCard feedssection)Card feedssection, if a user has more than one feed, then we'll append either the domain name or the workspace name (e.g.All Expensify - [workspace name]orAll Expensify - [domain]. The domain name only applies for domain feeds, and the workspace feed only applies for workspace feeds. These names are truncated where applicable.Card feedssection, that's equivalent to a user individually selecting all individual cards. However, we don't do that when a feed is selected, as the card feed is it's own distinct selection.Taken together, the updated filter will look like this.
Issue Owner
Current Issue Owner: @Upwork Automation - Do Not Edit
Issue Owner
Current Issue Owner: @JmillsExpensify