Navigate Kizen with Keyboard Shortcuts


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


FIELD TYPE
ENTR / CMD+ENTR ( MAC )
ENTR / CTRL+ENTR ( WIN )
TABSHIFT+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.
Note: Can have a typed in date that when Enter is pressed, also should save.

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.
If date entered and saved, set time to 12:00AM. If Date skipped and Time Entered, set date to today’s date.

On first field (date) - Tabs to second field, time
On second field (time) - tabs to the next overall editable field in the sequence

On first field (date) - Tabs to previous editable field in the sequence
On second field (time) - focuses the previous component field (date)

On first field (date) - Brings up date picker
On second field (time) - brings up time dropdown

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.
Note: Can have a typed in date that when Enter is pressed, also should have the same function.

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
If the date was previously selected, no change. If there was no date previously selected, this should set the date to today’s date.

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.
If the typed text doesn’t match an existing option, then it should open the Add New dialog upon pressing Enter. This dialog should allow typing and a second Enter press to save the new option and commit it to the multiselect

Saves the field with any selected options already in the top portion of the multi-select and then tabs to the next editable field.
Note: The above occurs even if there is text that doesn’t match an existing option (ignores the text).

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
Note: If this is a required field, it may trigger validation if left blank

Tabs to the next editable field with whatever field value is input
Note: If this is a required field, it may trigger validation if left blank

Tabs to the previous editable field with whatever field value is input

No action

Files
(doesn’t support keyboard edit)

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.
Note: Typing any text should also bring the long text editor open with the text typed populated.

Long Text (Editing Mode)

Enter: line break, does not commit changes and does not save.
CMD+ENTR or CTRL+ENTR: 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 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 2 - Phone Number: Saves the option in its current state (nothing by default) and moves on to next field. If null, moves on to next field, the extension, without validation
Part 3 - Extension: Saves the option in its current state (nothing by default) and moves on to next field. If null, moves on to next editable field in sequence, without validation.
Note: for the above, unless a phone number or extension is added, the validator should not validate against the CC (since it cannot be cleared) and should allow the “saving” of a fully null phone number.

Part 1 - CC Dropdown: Tabs to the next editable field, the main phone number
Part 2 - Phone Number: Tabs to the next editable field, the extension, with whatever field value is input
Part 3 - Extension: Tabs to the next editable field, the next field in sequence, with whatever field value is input

Part 1 - CC Dropdown: Tabs to the previous editable field in sequence, with whatever field value is input
Part 2 - Phone Number: Tabs to the previous editable component field (CC), with whatever field value is input
Part 3 - Extension: Tabs to the previous component field (Main Phone), with whatever field value is input

Part 1 - CC Dropdown: Brings up single select dropdown list of all CC options in the CC field
Part 2 - Phone Number: No action
Part 3 - Extension: No action

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
Note: If null, moves on to next editable field, the extension, without validation.

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
Note: If null, moves on to next editable field in sequence, without validation.
Note: If Phone is null, will not save value, and field should show validation error

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
If the typed text doesn’t match an existing option, then it should open the Add New dialog upon pressing Enter. This dialog should allow typing, tabbing, etc.

Saves the field with any selected options already in the top portion of the multi-select and then tabs to the next editable field.
Note: The above occurs even if there is text that doesn’t match an existing option (ignores the text).

Saves the field with any selected options already in the top portion of the multi-select and then tabs to the previous editable field.
Note: The above occurs even if there is text that doesn’t match an existing option (ignores the text).

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
Note: If this is a required field, it may trigger validation if left blank

Tabs to the next editable field with whatever value is input. Saves changes if any
Note: If this is a required field, it may trigger validation if left blank

Tabs to the previous editable field with whatever value is input. Saves changes if any
Note: If this is a required field, it may trigger validation if left blank

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
By default, the checkbox will be “highlighted” (not selected)

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
By default, the top option in the radio button will be “highlighted”(focused) (not selected)

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”
Up functions like “Shift+Tab”, moving the “highlighted” cursor backwards through the options

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
By default, the top option in the checkbox set will be “highlighted” (focused) (not selected)

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”
Up functions like “Shift+Tab”, moving the “highlighted” cursor backwards through the options

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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