UI improvement: select form step design & renaming

[spwoodcock]

• I think it was mentioned a while ago that 'Form' is quite an opaque term for users.
• A much more user friendly term would be 'Category'.
• Form should be renamed Category in the user facing UI in the following:
  • The url /select-form --> /select-category
  • The stepper and card title: Select Category
  • Text Select form category --> Select category

Then I feel the UX for the following can be improved:

• Remove the radio. I think the default should just be the user selects a category, unless an advanced user wants to upload a form.
• There should be a checkbox that says: Upload a custom XLSForm instead.
• When the user checks this, the file uploader appears.

What do you think @susmina94

[manjitapandey]

Is something like this works fine?

[spwoodcock]

Looks good!

I like that the file picker is hidden and can be expanded out.

In this case, I don't think there is need for the checkbox. If the user selects a file, then we use the custom extract.

[spwoodcock]

I update the text and routes from form --> category in PR #1123
The UX changes are still required though 👍

[spwoodcock]

This is mostly done, the only thing to update from the original requirement is to use a checkbox instead of radio for selecting a custom form.

• If the user checks the box to upload a custom form, then the uploader appears.

Category selection on custom form:

• The category selection should be mandatory, even if the user uploads a custom form.
• However, they may have a category type that we don't cover in our predefined types.
• Should we also provide an option for the user to type in their custom category name?

[manjitapandey]

If we allow users to add custom category name, and upload custom form, They need to add Yaml file too. Are we planning to add that section?
Also pinging @nrjadkry through the conversation.

[spwoodcock]

Good point - we would need to enforce uploading a custom data extract.

Allowing custom input overcomplicates things for now - let's consider as an option in the future if there is demand for it. The database supports it if we need.

[manjitapandey]

@spwoodcock are you going to do the UI changes? If you haven't we can assign it to @NSUWAL123 for UI fix?
Providing option to add new category may need some more discussion and research.