Purpose: Kizen offers streamlined form navigation with keyboard shortcuts, allowing users to efficiently enter, edit, and save data without a mouse. By using shortcuts like Enter, Tab, and arrow keys, users can move between fields, make selections, and save updates across various field types, including dropdowns, checkboxes, and text inputs. This approach enhances productivity and ensures a seamless experience for managing data
TABLE OF CONTENTS
- Navigate Kizen with Keyboard Shortcuts
- Underline Field Editing
- Inline Table Editing
- Variations Specific to Underline "Forms"
Navigate Kizen with Keyboard Shortcuts
FIELD TYPE | ENTR / CMD+ENTR ( MAC ) ENTR / CTRL+ENTR ( WIN ) | TAB | SHIFT+TAB | UP/DOWN ARROW |
Checkbox* | Saves the option as selected (No by default) and moves on to next field | Tabs to the next editable field with whatever options are set | Tabs to the previous editable field with whatever options are set | Brings up dropdown list of Yes/No options |
Checkbox (w/ Options Menu) | Selects the option that is highlighted, saves the field, and moves on to next field | Tabs to the next editable field, not selecting the option that’s highlighted. Saves changes if any | Tabs to the previous editable field, not selecting the option that’s highlighted. Saves changes if any | Highlights options up and down, respectively |
Checkboxes* | Saves the option in its current state (nothing selected by default) and moves on to next field | Tabs to the next editable field with whatever options are set. | Tabs to the previous editable field with whatever options are set. | Brings up multi-select list of all options in the checkboxes field |
Checkboxes (w/ Options Menu) | Selects the option that is highlighted, bringing it into the top “selected” section, and keeps the popover open for additional selections | Saves the field with any selected options already in the top portion of the multi-select and then tabs to the next editable field. | Saves the field with any selected options already in the top portion of the multi-select and then tabs to the previous editable field. | Highlights options up and down, respectively for potential selection |
Date | Saves the option in its current state (nothing entered by default) and moves on to next field. User can type in a date | Tabs to the next editable field with whatever options are set. Saves changes if any | Tabs to the previous editable field with whatever options are set. Saves changes if any | Brings up date picker |
Date (w/ Date Picker) | If a date is picked from the picker, when Enter is pressed, it should save and move to the next field. | Tabs to the next editable field. If a value is selected from the picker and then Tab is pressed, it should save and move to the next editable field | Tabs to the previous editable field. If a value is selected from the picker and then Tab is pressed, it should save and move to the previous editable field | Should not do anything with regard to the popover date picker. |
DateTime | Saves the option in its current state (nothing entered by default) and moves on to next field, which is the time component. User can type in a date and the date picker popover should display as typing occurs. | On first field (date) - Tabs to second field, time | On first field (date) - Tabs to previous editable field in the sequence | On first field (date) - Brings up date picker |
DateTime (w/ Date Picker) | If a date is picked from the picker, when Enter is pressed, it should save and move to the next field, the time selector. Time should default to 12:00AM, as noted above. | Tabs to the next editable field. If a value is selected from the picker and then Tab is pressed, it should save and move to the next field, the time selection | Tabs to the previous editable field. If a value is selected from the picker and then shift-Tab is pressed, it should save the date with the default time and move to the previous editable field in sequence | Should not do anything with regard to the popover date picker. |
DateTime (w/ Time Dropdown) | Selects the option that is highlighted, saves the field, and moves on to next field | Tabs to the next editable field with whatever options are set. Saves changes if any | Tabs to the date field with whatever time options are selected | Brings up single select dropdown list of all options in the time field |
Dropdown | Saves the option in its current state (nothing selected by default) and moves on to next field | Tabs to the next editable field with whatever options are set | Tabs to the previous editable field with whatever options are set | Brings up single select dropdown list of all options in the dropdown field |
Dropdown (w/ Options Menu) | Selects the option that is highlighted, saves the field, and moves on to next field | Tabs to the next editable field, not selecting the option that’s highlighted. Saves changes if any | Tabs to the previous editable field, not selecting the option that’s highlighted. Saves changes if any | Highlights options up and down, respectively |
Dynamic Tags | Saves the option in its current state (nothing selected by default) and moves on to next field | Tabs to the next editable field with whatever options are set | Tabs to the previous editable field with whatever options are set | Brings up multi-select list of all tags in the dynamic tags field |
Dynamic Tags (w/ Options Menu) | Selects the option that is highlighted, bringing it into the top “selected” section, and keeps the popover open for additional selections. | Saves the field with any selected options already in the top portion of the multi-select and then tabs to the next editable field. | Saves the field with any selected options already in the top portion of the multi-select and then tabs to the previous editable field. | Highlights options up and down, respectively for potential selection |
Email Address | Saves the option in its current state (nothing selected by default) and moves on to next field | Tabs to the next editable field with whatever field value is input | Tabs to the previous editable field with whatever field value is input | No action |
Files | Tabs to the next field | Tabs to the next editable field | Tabs to the previous editable field | No action |
Long Text | Saves the long text in its current state (nothing entered by default) and moves on to next field | Tabs to the next editable field with whatever field value is input | Tabs to the previous editable field with whatever field value is input | Opens the long text editor. |
Long Text (Editing Mode) | Enter: line break, does not commit changes and does not save. | Commits/Saves changes made to the long text box and tabs to the next editable field. | Commits/Saves changes made to the long text box and tabs to the previous editable field. | Moves up and down within the editor to be able to make changes where desired. |
Number (Decimal) | Saves the option in its current state (nothing by default) and moves on to next field | Tabs to the next editable field with whatever field value is input. Saves changes if any | Tabs to the previous editable field with whatever field value is input. Saves changes if any | No action |
Number (Whole) | Saves the option in its current state (nothing by default) and moves on to next field | Tabs to the next editable field with whatever field value is input. Saves changes if any | Tabs to the previous editable field with whatever field value is input. Saves changes if any | No action |
Phone Number | Part 1 - CC Dropdown: Retains the option in its current state (business-set CC by default) and moves on to next field, the main phone number. | Part 1 - CC Dropdown: Tabs to the next editable field, the main phone number | Part 1 - CC Dropdown: Tabs to the previous editable field in sequence, with whatever field value is input | Part 1 - CC Dropdown: Brings up single select dropdown list of all CC options in the CC field |
Phone Number (Editing CC) | Selects the option that is highlighted, saves the field, and moves on to next field, the main phone number | Tabs to the next editable field, not selecting the option that’s highlighted | Tabs to the previous editable field, not selecting the option that’s highlighted, with whatever field value is input (subject to validation). Saves changes if any | Highlights options up and down, respectively |
Phone Number (Editing main phone number) | Saves the option in its current state (nothing by default) and moves on to next field, the extension | Tabs to the next editable field with whatever field value is input | Tabs to the country code selector | No action |
Phone Number (Editing ext.) | Saves the option in its current state (nothing by default) and moves on to next field, the next field in sequence | Tabs to the next editable field with whatever field value is input (subject to validation). Saves changes if any | Tabs to the phone number field | No action |
Price | Saves the option in its current state (nothing selected by default) and moves on to next field | Tabs to the next editable field with whatever field value is input. Saves changes if any | Tabs to the previous editable field with whatever field value is input. Saves changes if any | No action |
Radio Buttons* | Saves the option in its current state (nothing selected by default) and moves on to next field | Tabs to the next editable field with whatever option is set. Saves changes if any | Tabs to the previous editable field with whatever option is set. Saves changes if any | Brings up single select dropdown list of all options in the radio buttons field |
Radio Buttons (w/ Options Menu) | Selects the option that is highlighted, saves the field, and moves on to next field | Tabs to the next editable field, not selecting the option that’s highlighted. Saves changes if any | Tabs to the previous editable field, not selecting the option that’s highlighted. Saves changes if any | Highlights options up and down, respectively |
Rating | Saves the option in its current state (nothing selected by default) and moves on to next field | Tabs to the next editable field with whatever option is set. Saves changes if any | Tabs to the previous editable field with whatever option is set. Saves changes if any | Brings up single select dropdown list of all options in the ratings field |
Rating (w/ Options Menu) | Selects the option that is highlighted, saves the field, and moves on to next field | Tabs to the next editable field, not selecting the option that’s highlighted. Saves changes if any | Tabs to the previous editable field with whatever option is set. Saves changes if any | Highlights options up and down, respectively |
Relationship | Saves the option in its current state (nothing selected by default) and moves on to next field | Tabs to the next editable field with whatever options are set. Saves changes if any | Tabs to the previous editable field with whatever option is set. Saves changes if any | Brings up multi-select list of all entities in the relationship field |
Relationship (w/ Options Menu) | Selects the option that is highlighted, bringing it into the top “selected” section, and keeps the popover open for additional selections | Saves the field with any selected options already in the top portion of the multi-select and then tabs to the next editable field. | Saves the field with any selected options already in the top portion of the multi-select and then tabs to the previous editable field. | Highlights options up and down, respectively for potential selection |
Status | Saves the option in its current state (nothing selected by default) and moves on to next field | Tabs to the next editable field with whatever option is set. Saves changes if any | Tabs to the previous editable field with whatever option is set. Saves changes if any | Brings up single select dropdown list of all options in the status field |
Status (w/ Options Menu) | Selects the option that is highlighted, saves the field, and moves on to next field | Tabs to the next editable field, not selecting the option that’s highlighted. Saves changes if any | Tabs to the previous editable field with whatever option is set. Saves changes if any | Highlights options up and down, respectively |
Team Selector | Saves the option in its current state (nothing selected by default) and moves on to next field | Tabs to the next editable field with whatever option is set. Saves changes if any | Tabs to the previous editable field with whatever option is set. Saves changes if any | Brings up single select dropdown list of all team members in the team selector field |
Team Selector (w/ Options Menu) | Selects the option that is highlighted, saves the field, and moves on to next field | Tabs to the next editable field, not selecting the option that’s highlighted. Saves changes if any | Tabs to the previous editable field with whatever option is set. Saves changes if any | Highlights options up and down, respectively |
Text | Saves the option in its current state (nothing by default) and moves on to next field | Tabs to the next editable field with whatever value is input. Saves changes if any | Tabs to the previous editable field with whatever value is input. Saves changes if any | No action |
Yes/No/Maybe | Saves the option in its current state (nothing selected by default) and moves on to next field | Tabs to the next editable field with whatever option is set. Saves changes if any | Tabs to the previous editable field with whatever option is set. Saves changes if any | Brings up single select dropdown list of Yes/No/Maybe |
Yes/No/Maybe (w/ Options Menu) | Selects the option that is highlighted, saves the field, and moves on to next field | Tabs to the next editable field, not selecting the option that’s highlighted. Saves changes if any | Tabs to the previous editable field with whatever option is set. Saves changes if any | Highlights options up and down, respectively |
Underline Field Editing
Default ESC && clicking away behavior
On new entity create modal (or another modal) If no menu is open (either a field with a menu or one that doesn’t have one)
- Bring up unsaved changes prompt asking if you want to discard your changes
- Second ESC will close the prompt (effectively hitting Cancel)
1. If single select menu is open
- Closes the menu without selecting any options
- Field that had the popover is focused
2. If multi-select menu is open
2.1. Options selected
- Closes menu and leaves the currently selected options (doesn’t save or move to next field)
- Field that had the popover is still focused
2.2 No options selected
- Closes menu and doesn’t save or move to next field
- Field that had the popover is focused
3. Date and DateTime is open
- Closes the menu without selecting any date
- Field that had the popover is focused
For all of the above, the user can then hit Enter, Tab, or arrows to function the same way as indicated below.
Note: There is no Checkmark while editing a field, but Apply still should save current state and move to the next field
Inline Table Editing
Default ESC && clicking away behavior
If no menu is open (either a field with a menu or one that doesn’t have one)
1. If required fields are not filled out
- First attempt, brings up message about needing required fields to be filled out to create record
- Field that had the popover is focused
- Second attempt consecutive, cancels the addition entirely
- Field is no longer focused
2. If required fields filled out - exits the creation process just like clicking away at any point does. Field is no longer focused
2.1 If single select menu is open
- Closes the menu without selecting any options
- Field is focused
2.2 If multi-select menu is open
Options selected:
- Closes menu and leaves the currently selected options
- Field that had the popover is focused
No options selected:
- Closes menu and doesn’t save or move to next field
Field that had the popover is focused
2.3 If long text editor is open
- Closes editor and saves
- Field is focused
For all of the above, the user can then hit Enter, Tab, or arrows to function the same way as indicated below.
Default behavior for clicking "Apply" or a Checkmark while editing a field saves current state and moves to the next field.
Note for all: Tab always saves a changed value unless noted specifically in the table
Variations Specific to Underline "Forms"
Field Type | ENTR/CMD+ENTR (MAC) ENTR/CTRL+ENTR (WIN) | TAB | SHIFT-TAB | UP/DOWN ARROWS | SPACE BAR |
---|---|---|---|---|---|
Checkbox | Saves the field as set and tabs to the next editable field with whatever options are set | Tabs to the next editable field with whatever options are set | Tabs to the previous editable field with whatever options are set | No action, since there’s only 1 selection | Pressing the space bar will toggle on/off the checkmark in said sole box |
Radio Buttons with <5 options | Saves the field as set and tabs to the next editable field with whatever options are set | Tabs down to the next option within the radio button field until the user gets to the last option. Pressing tab at this point saves the field as set and moves on to the next editable field. | Tabs up to the next option within the radio button field until the user gets to the first option. Pressing shift+tab at this point saves the field as set and moves to the previous editable field in sequence. | Down functions like “Tab” | Pressing the space bar will toggle the “highlighted” radio button to be the input value for the field. Only 1 radio button may be actively selected at any given time. If the end-user presses space on a selected radio button, it should toggle it off (making the radio button value “null” if saved in this state) |
Checkboxes with <5 options | Saves the field as set and tabs to the next editable field with whatever options are set | Tabs down to the next option within the checkboxes field until the user gets to the last option. Pressing tab at this point saves the field as set and moves on to the next editable field. | Tabs up to the previous option within the checkboxes field until the user gets to the first option. Pressing shift+tab at this point saves the field as set and moves to the previous editable field in sequence. | Down functions like “Tab” | Pressing the space bar will toggle the “highlighted” (focused) checkbox to be on/off as an input for the field. Each checkbox option has the option to be toggled on or off and can be switched by multiple successive presses of the space bar. |
For Checkboxes and Radio buttons with 5 or more options, they should present as dropdowns and will be controlled as noted above.
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