A New Desktop
Over the past few weeks, Frappe Team has been working on a desk redesign. The aim of this redesign was to enable faster access to information and simpler navigation.
The new design features a persistent sidebar for navigation and introduces widgets to desk. We’ve also deprecated the config files that originally stored the desktop configuration, all configuration is stored in DB
Each page is called a Workspace and can represent a module (for example CRM in ERPNext). A workspace includes the following:
- A dashboard section for that particular module by default.
- Shortcuts for commonly visited masters and pages
- A masters section where all the reports and masters are grouped and listed
All of these will be customizable by the user.
Reports & Dashboards
These are charts created in Dashboard Chart doctype. We recently merged a pull request by @prssannad to develop branch that allows creating dashboard charts right from your reports as well as creating multi-axis chart. This will allow users to create dashboards from essential reports like Profit & Loss Statement.
We’ve also added a summary feature to report view. Most reports are used to track one or two specific metrics. Unless for tasks like Audits, users should not require to parse the entire datatable to find that metric. This PR was merged to develop recently.
We’ve also update the Profit and Loss Statement report with this new API (PR Link). More reports will be updated before the next major release.
Most users will be interacting with only a certain masters and reports. Shortcuts will allow them to pin it on a higher hierarchy than before. Earlier a user had to parse and entire module view to find the form or list or report they are looking for.
The shortcuts can also show certain counts based on predefined filters. For Instance, number of unpaid expense claims, or open job applications.
The way ahead.
User permissions is properly applied across the desk, however we’re still working on translations and user customizations. The feature is yet in beta, and is constantly being updated. I don’t recommend using this in production.
Onboarding with the new desk.
We have plans on introducing module based onboarding with the new desk. A special onboarding widget will appear to appropriate users based on their roles. This will have the basic steps for users to setup the module for their organization
This feature is not being actively developed, it will be started once desk is fully ready, however we are working on what the onboarding for all these modules will look like.
The feature is still in active development and changes will constantly be pushed almost daily. We already are aware of a few shortcomings. However we’d love all kinds of feedback.
You can install the develop branch for Frappe and ERPNext and see the desk in action. Do note, it is not ready for use in production completely with responsive navigation and translations still in works.
You can create a GitHub Issue with desk-beta label and assign it to me. (github id: scmmishra)
Known gaps being worked on:
- Dashboard Filters
- Reponsive Navigation
- User Customizations
You can track progress of the project here
I’d love to hear all feedback regarding this.