Skip to content

Revise structure for easier skimming #1939

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Open
wants to merge 2 commits into
base: master
Choose a base branch
from

Conversation

lognaturel
Copy link
Member

My primary goals were to:

  • Improve the XLSForm headings to make it easier to jump to relevant examples
  • Add a minimal update example

While working on those I made light edits that I hope help with clarity.

@ktuite, please do push back on changes you don't think are improvements. Also happy to merge and then see another PR from you making further changes.

@lognaturel lognaturel requested a review from ktuite April 9, 2025 20:38
Copy link
Member

@ktuite ktuite left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

The Entities Sheet section with the expanded create/update/conditional examples looks great!

Additional/restructuring of label hints and notes look good!

I noticed that the entity ID was referred to as the "system ID" in a few places and I think I like that framing. We could use the phrase "system ID" in the "Structure of an Entity" section, too.

I also noticed some of the "XLSForm" headers got changed into more informative labels but now it's not consistent between each snippet. Some still just say "XLSForm", some say "XLSForm: description of example" and some just have a description of the example.

The small titles of the tables are also inconsistent, with some having just the name of the sheet and some having a longer description of the example. I probably started this inconsistency with my giving up on labeling the original examples part way through!


* We recommend using :doc:`concat </form-logic/>` with fields from your form.
* The label can be blank if the form updates the Entity but does not change the label.
* You can use the label to show status information about the Entity, including using emoji like ✅ or ⚪️.
Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

We should add another bullet point. Maybe it should be longer/explain this more, but it should at least get at the fact that there isn't a uniqueness constraint on the label, it's mainly just for display purposes.

  • The label does not need to be unique.

Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Are there any other quick tips about picking which fields to put in your label formula?


.. rubric:: XLSForm
.. csv-table:: entities
Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Some of the snippets say "entities" or "survey" while some say something longer like

Example survey sheet with save_to column filled in with property names for certain field

Can we make them consistent?

Should we make them more explicit, like "survey sheet" instead of "survey"?


orders, "Approved: ${existing_order}", ${existing_order}, ${status} = 'approved'

Saving the Entity ID in a Registration Form
___________________________________________
Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

A few lines below, there's a .. rubric:: XLSForm. I noticed some of these in the examples above got removed, should the rest also be removed/renamed to something more informative?

Co-authored-by: Kathleen Tuite <[email protected]>
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
None yet
Projects
None yet
Development

Successfully merging this pull request may close these issues.

2 participants