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CiviMail - Only display "Headers and Footers" if there are headers and footers #15326

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merged 2 commits into from
Nov 20, 2019

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totten
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@totten totten commented Sep 18, 2019

Overview

Anecdotally, traditional CiviMail users follow several different tactics for managing templates, such as:

  1. Define 1 (or more) Message Template(s); each template includes a complete layout. Don't use headers or footers for layout.
  2. Define 1 (or more) Header(s) and Footer(s) with partial layouts. Don't use Message Templates for layout.
  3. Define a universal Header/Footer with partial layouts - and then use Message Templates for different content.

The importance of the "Header" and "Footer" fields vary - if you use approach (1), the headers/footers are distractions and could be completely removed from the system. For (2), they're central part of composition process. For (3), the values should be set but rarely consulted or changed. The current layout represents a compromise (making the fields always-available but not in-your-face).

This change is an optimization for scenario (1) - if you don't use headers/footers, then you should disable them, and the UI will become cleaner.

Additionally, once you have the technique of hiding the field completely, then you can consider moving the fields to a more prominent spot to improve usability for folks in scenario (2). I'm on the fence about some details, so I've left that as a matter for a different PR.

Depends: #15325
Origin: https://lab.civicrm.org/dev/core/issues/1258

Before

The "Headers and Footers" tab is always displayed.

Screen Shot 2019-09-18 at 1 51 22 PM

After

The "Headers and Footers" tab is only displayed if there are some headers or footers to choose from. If there aren't any, then the section is omitted.

Screen Shot 2019-09-18 at 1 51 39 PM

Comments

There are some other changes that may be good follow-ups:

  • Provide some doc/help to encourage in scenario (1)
  • Provide a better layout and doc/help for folks in scenario (2)

@civibot
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civibot bot commented Sep 18, 2019

(Standard links)

@civibot civibot bot added the master label Sep 18, 2019
@seamuslee001
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@totten are you able to rebase this now please

@yashodha
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@totten Can you please squash all your commits?

@yashodha
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@totten would be great if you could squash all commits :)

@totten
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totten commented Nov 18, 2019

Good point, @yashodha @seamuslee001! I've rebased so that the commit from 15325 are no longer listed -- leaving just two commits.

(I haven't re-r-run, but hopefully it'll be easy to try out when the autobuild test-site is available.)

@yashodha
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@totten tested this, works fine. I am merging this.

@yashodha yashodha merged commit 9847453 into civicrm:master Nov 20, 2019
@totten totten deleted the master-headfoot-2 branch November 20, 2019 18:20
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3 participants