H-Grid Navigation for Direct Customer Record Selection
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Solution Overview
Problem
In complex software applications like HRMS and CRM, users face difficulties in navigating and selecting items from large collections, often requiring multiple steps and searches to access specific data, which can be inefficient and time-consuming.
Innovation Solution
The implementation of a hierarchical grid (H-Grid) in the user interface allows users to select customer names directly after preliminary navigation, bypassing the need for search queries, by displaying a menu of expandable folders and populating forms with relevant data upon selection.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of operation
If traditional folder navigation with search queries is used, then users can access specific customer records, but the process requires multiple steps and is time-consuming
Solution Approach 1:
The system pre-organizes customer records into an H-Grid structure with hierarchical folders and categories before user interaction. This preliminary organization allows users to directly see and select from structured customer data without performing search queries, eliminating the time-consuming search step while maintaining ease of access to specific records
Solution Approach 2:
The customer record collection is segmented into a hierarchical H-Grid structure with multiple levels of folders and categories. This segmentation organizes the large collection of customer records into manageable, visually distinct groups that users can navigate through by simple selection rather than searching, reducing both time and operational complexity
2Measurement precision
If multiple search parameters and queries are required, then specific customer records can be identified, but the interface complexity increases
Solution Approach 1:
The system creates a visual copy or representation of the customer record hierarchy in the H-Grid interface. Instead of requiring complex search queries, the interface presents a visual copy of the organized customer data structure that users can directly interact with, maintaining precise identification capability while dramatically simplifying the interface
Solution Approach 2:
The H-Grid serves as an intermediary between the user and the underlying customer record database. It provides a simplified visual layer that mediates the interaction, allowing users to select records through visual navigation rather than constructing complex search queries, thus reducing interface complexity while maintaining precision
Data Source
AI summary
A hierarchical grid (H-Grid) is used to select a customer name after preliminary navigation has been performed. The preliminary navigation serves to identify an action, category or type of page to process or display data associated with the selected customer name. The H-Grid can be used in various ways as a replacement for, enhancement or addition to, key or query-based searching to retrieve a page or perform an action. In a particular example, the H-Grid includes customer names that have data available for display according to a form associated with a selected action or category. When the user clicks a customer name in the H-Grid a current form is populated with the customer's data. Subsequent navigation to other pages of data are populated with the currently selected customer name. This approach can replace the requirement of having the user to perform a search or query to identify the customer name or record.