Collapsable headings | Voters

Collapsable headings

complete

Tali Ganir

This would be so helpful to have the ability to collapse and expand content, to help us navigate a long note. To have the ability to control "expand all" and "collapse all" but also per heading

September 28, 2022

Tyson Edwards

marked this post as

complete

This should be complete now. Please let me know if anyone is having issues.

Rebecca Costello

Update so far - I haven't used this feature very much, to be honest, because by the time I finish a section and am ready to collapse it, I'd have to scroll all the way up to the top of the section to do the collapsing. When I have time, I may try to break my note into smaller sections to see if that helps. I would LOVE LOVE LOVE a way to jump to different sections as that would make it easier to navigate as well as easily jump to the top of a section in order to quickly collapse.

Tyson Edwards

Rebecca Costello: Once you are done with the section, instead of scrolling up, just click the "Collapse All" button and then you can just click into the next section you want to work on.

Rebecca Costello

Tyson Edwards: I'll give that a try, thanks!

Erienne Blanchard

Thank you so much! The collapsable heading is very nice!

Tyson Edwards

Hello all, this is available today. On the live note, you will see an arrow on the Section question type that will collapse everything in that section. You can click the whole line to collapse/expand, not just the button. Please give it a shot and let me know how it's working our for you all!

Tali Ganir

Tyson Edwards: Do we have to create a new note for this to show up?

Thank you, looks great!

Carian McLean

Tyson Edwards: Can there be a collapse all option at the top of the note? This is super helpful - thanks!

Jennifer Hill

Tyson Edwards: This is great so far! I love the ability to expand/collapse all, or to do so for specific sections only. Thanks!

Jennifer Hill

Tali Ganir: Nope, I just tried it when viewing an existing note. It works! :)

Tyson Edwards

Carian McLean: Sorry, forgot to mention, there is a collapse/expand all button under the X.

Tali Ganir

Jennifer Hill: Thanks! I figured I didn’t have titles to collapse, which is why I didn’t see the option :)

Chris Cox

Tyson Edwards: The collapse/expand all button on the very top doesn't work very well on our iPads or any mobile device I've checked in our office. Works great on desktops/laptops... It would be awesome if we could add an optional "Table of Contents" block on the top of the note that we could add in similar to adding a section title. This would be great for quickly getting to certain parts of the note.

Chris Cox

Would also be really helpful if we could expand/collapse in the preview when editing note templates...

Chris Cox

It acts weird when their is "Section Text" in addition to a Section Title... The text doesn't toggle along with the section title as it should...

Judith diaz

Tyson Edwards: not sure if it's something I did but it seems since I have the collapsible note it may have messed with my rules?? For example I have if question number 15 is marked yes show question 16 and that seems to not be working

Brent Whitley

Tyson Edwards: This is a great solution, thank you for working on this project!

Rebecca Costello

Tyson Edwards: I'll be using it for visits so I'll let you know! Very excited! My first impression though is that it's a bit of a pain to scroll all the way back up to the top of a section to collapse. Could the collapse button be at the top AND bottom of the section?

Rebecca Costello

Chris Cox: yes! I would love a table of contents so I could easily jump to parts of the note.

Tyson Edwards

Tali Ganir: No, you should not have to.

Tyson Edwards

Judith diaz: Please send me an email here with the questionnaire name. hello+tyson@intakeq.com

Tyson Edwards

Chris Cox: can you send me the questionnaire name to hello+tyson@intakeq.com.

Chris Cox

Tyson Edwards: Which one are you referring to?

Tyson Edwards

Chris Cox: This one. "It acts weird when their is "Section Text" in addition to a Section Title"

Tyson Edwards

marked this post as

in progress

Judith diaz

Tyson Edwards: awesome !

Marwin Margolies

Yes, this would be awesome. I'd also love if the greyed out things we dont select, could become invisible in the final note...(not just the printable PDF)

Tali Ganir

Marwin Margolies: Yes, reading my notes from previous visits is so tedious because there is so many unselected options!

Jennifer Hill

Tali Ganir Marwin Margolies: You can change this under the form's settings (in the "Advanced Settings" tab). There is an option to hide unselected options.

Edit: Ah, but reading the original post, I see now that you are referring to viewing the note in the system, not via the printable pdf. I agree, that would be a helpful option to have.

Marwin Margolies

Jennifer Hill: yes- i see that but im talking abt in note view in the practiceq website, not the pdf. for when im just quickly browsing thru someones chart.

Jennifer Hill

Marwin Margolies: Yes, apologies for misunderstanding. I agree, that would be extremely helpful (and easier on the eyes!).

Rebecca Costello

Any update on this??

Tyson Edwards

marked this post as

under review

Meghan Stringer

Collapsible or tabs would be amazing! less so the buttons, as you would need to return to that or scroll to hop around to the sections.

Tyson Edwards

What if we added a button to allow you to jump to the different sections?

Tali Ganir

Tyson Edwards: it won’t make the note shorter, which is our goal.

Will this be available throughout the note or just on top?

Tyson Edwards

Tali Ganir: it would always show on the note meaning it will not scroll off. Maybe could make the Section title "sticky" so the title is visible as long as you are in that section.

Cathleen Walker

Tyson Edwards: yes this is what I mean

Tali Ganir

Tyson Edwards: Personally I prefer to be able to collapse the sections, leaving only headlines, so scrolling through is much shorter.

Dr. Whitney Legler

Tyson Edwards: Yes, anything collapsible would be a benefit. I think sections would work if I am clear on what sections are.

Jennifer Hill

Tyson Edwards: A button for jumping to different sections would be helpful. I'd be happy with either option (jump button or collapsible sections).

Tali Ganir

Tyson Edwards: any updates?

Tali Ganir

Tyson Edwards: It's been 7 months (and a few years) of asking for this feature. While I know it didn't rank high on the popularity contest, this is such an important feature for our workflow. Please consider it.

Kara Thornton

Tyson Edwards: this would be helpful-- anything like tabs would make going through notes so much easier. right now it's a huge amount of scrolling and not time efficient , especially mid-consult

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