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Clarify the access to editing mode when translating templates
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Description

When translating templates in Content Translation (T139332), users should be able to manipulate information at different levels (manipulating the whole template but also editing specific fields).

When a template is selected, there are no explicit clues that another click will lead to editing it. Although initial research (T146419) showed that users are able to access the editing mode, some hesitation was experienced due to this lack of clues. Thus, more explicit indication on how to reach the editing mode may help.

Proposed solution

In order to clarify the access to the editing mode the following is proposed:

  • When the user selects a template, a tooltip will be shown with the "Click again to edit template contents" message. A tooltip works for templates of all sizes (since the information is not shown in the template surface) and allows to control when to show it:
    • When adding the first template in the document the tooltip will be shown immediately.
    • Otherwise it will be shown on hover after the usual tooltip delay (in order to avoid getting in the way of hose users that already know how to access the editing mode).
  • As part of the Template card, include an action to "Edit template contents" as an alternative access to the editing mode.
    • The action should be only available when it is possible to edit the template. For example, it should not be shown if "skip template" is selected as the way to adapt the content.

cx-template-invite-to-edit.png (768×1 px, 296 KB)

Event Timeline

Tagging for sprint 5. These suggestions sound sensible and very simple to implement.

Tagging for sprint 5. These suggestions sound sensible and very simple to implement.

I added some details and a mockup to illustrate the proposal along the lines of the initial ideas discussed.

Removing the "Design" tag. Let me know if there is any pending detail needed for moving it into development.

I like it, simple and clear.

My only comment is that maybe we can remove the word "again" from the "Click again" and simply say "Click". Or even go further and just say "Edit template contents", similarly to "Add translation", which appears in nearly the same location. This should make it shorter, which is probably better.

But if Pau thinks that design-wise it's better to say "Click" here, I'm OK with that.

My only comment is that maybe we can remove the word "again" from the "Click again" and simply say "Click". Or even go further and just say "Edit template contents", similarly to "Add translation", which appears in nearly the same location. This should make it shorter, which is probably better.

But if Pau thinks that design-wise it's better to say "Click" here, I'm OK with that.

In general it is preferred to describe the action ("edit") than the means ("click"). That would make a lot of sense if we were thinking on a traditional tooltip that appears everytime you hover an element.

In this specific context, the idea is to acknowledge that the user already acted on the template (to select it) and announce that they can get deeper with another interaction. It is a direct response to the first click: the tooltip should only appear after the selection click, not when later hovering to it.

Since this will be better evaluated in motion, I'd consider starting with the "click again" text and checking how it works when interacting with the template in order to iterate with further adjustments.