Guidelines for Header Selectors

On the header, Gauzy has three dropdowns for changing/selecting the Date, Organization, and Employee. In this document, we define the relationship between these selectors and guidelines on how to use their values in the pages.

Organization Selector

This allows the user to select the organization for which all actions would be performed / data would be shown.

1. The list of employees in the Employee selector will also depend on the Organization selected.
2. This selector should only show those Organizations to which the logged-in user has access.
3. We should not use a custom organization selector anywhere in the pages, all data in the pages below the header should be based on the organization selected in the header selector.

Employee Selector

This selector defines the Employee for which data is shown in the pages below.

1. View-only pages: For pages that only show some data, for example, Dashboard, Reports, View Expenses, etc. The Employee for which the data is shown is ONLY defined by the header selector. Such a page should not override the header selector and should never show it's own employee dropdown.
2. Dialog boxes and popups: Any add/edit popup, dialog box, or modal window that changes data for an Employee should have its own Employee dropdown which should have a default value as the one selected in the header component. Users should be allowed to change these but if a user changes an employee dropdown inside such a component, it should NOT affect the value in the header component.
3. Add/Edit Pages: There can be some pages which add/edit information specific to an Employee, one such page is the Add Proposals page. These pages, just like dialog boxes, can have their own employee dropdown if required. But an employee dropdown on such a page should NOT affect the value in the header component.