R
Renan Maia
I have a few suggestions that might improve the UX and UI when it comes to the linked record field.
Just a little disclaimer, I’m no expert in these fields, so all the following is based solely on my opinion.
What if the linked record field behaved like a small grid view?
(We kinda see that already in sub-items. But subitems aren’t a database and are exclusive to the record which is a huge drawback.)
In summary, the field would be a grid view, filtering the records that are connected to the current record. So, we would be able to:
• Create new linked records with one click
• Edit properties without having to open the record
• Select, copy, and paste one or multiple fields
• Sort, group, highlight, or filter even further the linked records
In fact, it would be awesome if all these features were applied to the subitems too.
I hope I don’t sound pretentious, but I took the liberty to draw some ideas.
The purple one is a visual representation of what the linked record field could look like with the functions I mentioned.
The yellow one is the current UI to illustrate the visuals of these three fields, which have some similarities in usage but look completely different side by side.
In the blue examples, I tried to make the visuals of the fields a little more similar by removing the color around the linked record field and the frame around the sub-items field (IMHO they make the visuals a little busy).
Lastly, in the pink version, I tried to make them all really similar and using the visual from the purple one. I personally like #2 better.
I’m probably the only one who gets "bothered" (not really, lol) by the different visuals in such similar fields. I think if they looked more consistent, it would be easier to find my way inside the record.
Just to emphasize, I’m no expert at all, and you guys do a GREAT job. These are just suggestions that I think could make people's jobs a little bit easier, especially on the UX aspect (filters, grouping, etc.).