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In my application a user can search for messages in a database. Users may select mailboxes and folders where the search will be performed. These folders are represented as a tree with checkboxes. But I've noticed that sometimes users are confused, because instead of placing a checkbox they simply select a folder and click OK. So the question is should I automatically place a checkbox on a folder when it's clicked or accept the selected folder as a search target when OK is clicked and the user hasn't placed any checkboxes?

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Hi Dmitry, welcome to ux.stackexchange. We had a lot of questions regarding checkboxes and dropdowns/selections on this site. Maybe some of them are helpful for you? In your particular case it sounds to me that checkboxes are good is multi-select is possible. But then can get messy if the user has a lot of folders. Maybe a selection with checkboxes inside would be good but I don't know if this is 'compliant' with the Microsoft guidelines. –  greenforest Oct 14 '13 at 7:53
    
Does the folder tree support fold/unfold interactions (with double-click)? –  Alexey Kolchenko Oct 14 '13 at 10:22
    
@AlexeyKolchenko, yes, it does. And I believe more suitable words here are "expand/collapse". –  Dmitry Erokhin Oct 14 '13 at 10:37

3 Answers 3

up vote 2 down vote accepted

In your case users fail to recognize system state. This type of errors are called slips. The general recommendation is to make system status more clear for the users.

One-click selection could create bad experience, as it could be used as first step for expanding or collapsing the tree. Then both selection and collapsing could become a bit tricky.

There can be different solutions. As an example I think of something like that:
enter image description here
To select an item user checks checkboxes. The styles of selected items are clear distinguished. If there is no selection, the Apply button is disabled and appropriate message is displayed.

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I agree, the problem is feedback. Startign with a folder checked (if at all reasonable) might help as well. –  peterchen Oct 14 '13 at 13:04
    
As for now I've implemented the first approach - "automatically place a checkbox on a folder when it's clicked". But I do agree that "One-click selection could create bad experience, as it could be used as first step for expanding or collapsing the tree.", so I'm going to change the tree behaviour to what Alexey suggested. Thanks! –  Dmitry Erokhin Oct 15 '13 at 7:24

I think your first idea is the best solution: "automatically place a checkbox on a folder when it's clicked".

Why? Because then it's obvious to the user that the item is selected for searching. She can see immediately the visual feedback of the checkbox appearing or disappearing, and which folders are selected, for searching.

If instead you just searched in the clicked folder if there are no checks then you'll confuse experienced users who would think that all folders would be searched. There's also no visual indication of which folder is being searched.

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There is no hard and fast rule here. As you may be discovering it depends on your target user.

My experience of hierarchy selection involves the following features and decisions.

  • Selecting parents should select children
  • Unselecting parents should unselect children
  • Multiple children with both selected and unselected states should be the parent in a third 'indeterminate' state. This is generally the 'square-filled' checkbox in windows.
  • There should only be one selection mode - item selection, or checkbox selection
  • If you have a requirement for 2 selection modes, they should operate together. Selecting an item should check the checkbox, etc.
  • The'Ok' button should be disabled until there is a selection to operate upon, if one is required.
  • The user needs a hint as to why the button is disabled, rename your button to 'Continue' or 'Process data'. Any name that indicates that the next step is coming up based upon the selection. 'Ok' indicates that this button should be pressed when the user is happy, but is often the default 'go away, pesky dialog' button - you want to give the button greater meaning.
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