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We have a UX situation in an enterprise site for a very large customer that has a very deep product list for a support site. We need to indicate that the product field is required, but deeply nested. Some menus go as deep as six levels! The user is required to choose from a product deep within that hierarchy.

We're currently making the menu a bit simpler by using an expand/collapse at the top level. Then, when the user selects an item from the menu, we expand to the next level, etc. But it is not clear to the user that it is required for them select a field that is six levels deep. Many (most) users miss that it is required and get frustrated with the form submission, continually having to go back to select a deeper category. Any ideas on how to indicate that a deeply nested product is REQUIRED?

This example shows only two levels:

Two level example

Imagine in this case that one of those sub items are required. Now, extrapolate that even deeper in the hierarchy.

And unfortunately, there is no chance for restructuring their product catalog to make it more flat.

EDIT: for clarity

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The red star is already indicating that it's a required field. It's sounding like the users are not completing the field because navigating to the leaf nodes is time consuming. Is that the problem - or something else? Try chat.stackexchange.com/rooms/389/user-experience –  James Crook Jun 16 '11 at 17:29
    
What's not clear is that a sub-sub-sub-sub... item in the hierarchical drop-down is a required. People are just clicking on a top level category and are getting stuck there. I'm wondering about how best to visually indicate that they haven't yet selected something that qualifies as required. One thought I had was maybe a color (red?) that changes (to green?) when the requirement is met. Thoughts? –  jaxxon Jun 16 '11 at 18:02
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2 Answers

up vote 0 down vote accepted

Can you give an idea of how many products there are?

If there is more than 200 you should really look at giving them a search box to find their product.

If you can't change the hierarchy itself, you could still get the effect as if you had by expanding more than one level at a time. Product selection becomes a mega-menu, and you don't just show 'balls' in the top level, but 'balls: Distance|Accuracy|Spin'. Net effect is you can go from six levels (far too deep) to three.

Edit

To stop users thinking they're done when they have selected a non-leaf node you need to:

  • Your menu of options should not close automatically when the user moves away (having failed to select a leaf).
  • Make the non-leaf nodes visually distinct from the leaf nodes. If non-leaves are hyperlink-like it is one indication that they are not selectable for the products box. They should not be the same style as text that appear in the field boxes.
  • You can change text like 'bags' to 'select a bag...' to encourage the user to continue.

The real issue is not that you need to indicate on the leaf nodes that the leaf nodes are 'required' - it's that you need to indicate in the selection hierarchy that the the user isn't done yet.

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This is a good suggestion for how to display a large amount of stuff in a menu. My question is about how to indicate that something that deep is a required field. Any ideas there? –  jaxxon Jun 16 '11 at 17:24
    
Oh.. It's a very large gaming company with about 300 titles. –  jaxxon Jun 16 '11 at 17:46
    
Then that argues for a search box as the title of the game will be well known to them (even if they don't type it exactly right). –  James Crook Jun 16 '11 at 17:53
    
True. :) This also needs to apply to more generic stuff for other large customers with, say, 200 items. Let's say.. a power tools company with 20 kinds of drills. I agree a search option is worth exploring - we will be trying 3-4 different UIs. For this one, my question is -- is there a good way to indicate that there is a required field in a hierarchical menu? Thanks! :) –  jaxxon Jun 16 '11 at 17:57
    
Marked as best answer based on "Edit" points. Thanks! –  jaxxon Jun 16 '11 at 19:33
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If the menue is 6 levels deep then maybe its time to take it out of that dropdown menue.

Sometimes we try and cram everything in or sum it all up in the best way possible as UI/UX designers but we should be scared of taking the user to a new page, allowing them to focus on that large task with out any distractions in the easiest way possible. Then they will be done with that task quicker than they would have dealing with a finicky dropdown 6 levels deep.

  • You can take them to a "wizard" type, multi-step, page.

  • You could have a column like nav (like that in MacOS) as they click one the rest populate the next column.

  • Skip it all, and have them type in the product and have fields that match that query show up in a drop down. They MUST select one of these preset matches. Then all the options before than will also be selected behind the scenes.

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Good suggestions, thanks - and yes, we're working on an alternative UI to test that will be columnar. My question is more about how to display that something very deep in a hierarchical menu is a required field. Any ideas? Thanks again. –  jaxxon Jun 16 '11 at 17:24
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Well if you do use the Columnarm then it hides the fact that they are required because you wont see the next group of options until they pick one form the required field. Otherwise, an asterisk works fine I would think. –  jonshariat Jun 16 '11 at 18:58
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+1 I agree with Jon that your problem isn't how to indicate that it's a required field, but to make it understandable how to choose an item. The drop down tree menu has great potential for frustration (i.e. click something -> item isn't selected but you have to choose again... and again...). The wizard could work and I think it doesn't necessarily have to be on a new page. If you do it right, the user will even be thankful for helping him to choose the right item with ease. –  Phil Jun 16 '11 at 19:02
    
Totally agree.. and we will be exploring other UI options. I'm just trying to make some improvement to this particular implementation prior to a usability test. I'm afraid there may not be much more we can do with this one. Thanks for the help! –  jaxxon Jun 16 '11 at 20:37
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