Questions tagged [workflow]

A workflow consists of a sequence of connected steps.

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Invitation to the Saas platform with payment

I am looking for some examples of companies/ websites who are using the model below: The company A is using the Saas platform for the assesment (paying for it). The company A wants to invite other ...
2 votes
1 answer
54 views

Examples of multi-step asynchronous workflows

our SaaS product has a very interesting 'workflow' pattern, and we are looking for examples of how other products might have handled this. It works like this: User fills out a short form (5 fields) ...
1 vote
1 answer
132 views

Is there a name for this flow with deliberately missing information?

This seems like a fairly common flow, but I'm not sure I've ever heard of what it's called: A user has to enter some basic, mandatory information in order to establish a record in the system But, in ...
2 votes
2 answers
220 views

If a user clicks an action link from w/in a modal and is then taken to a separate page, do they return to that open modal after completing the action?

I'm designing an internal tool that enables my coworkers to curate post-op care plans for orthopedic patients on our platform (basically sending educational content to users at specific intervals). I'...
1 vote
1 answer
42 views

When to elicit user feedback on search results

I am working on a product that provides investigative leads based on a search. We are trying to assess the helpfulness of the leads. Previously we had a good/bad option always present at the top of ...
1 vote
1 answer
234 views

Representing hiding and showing for steps as opposed to conditional branching or jumps

I'll try to start with some context. We run a workflow app called Tallyfy which is designed for people to build and run repeatable processes in a business, such as client onboarding, employee ...
0 votes
3 answers
259 views

Floating action button with two similar functions on different pages

We are designing an app and want to use a floating action button (FAB) in order to add an item to our list. Now this list can be either a "task" or a "reward" depending on what ...
7 votes
6 answers
879 views

UI/UX in agile team vs technical limitation of design

I am a team leader with decent programming background. I learned basics of basics of UI design during my studies, however I am far from being experienced in this field. So please forgive me my ...
1 vote
1 answer
24 views

Training page with multiple paths for different roles

I've got a client with internal employees and external contractors in a number of roles. Depending on the role, the project workflows are similar but not identical, and not all internal resources are ...
0 votes
1 answer
109 views

Best practices for alerting user they must leave an app [closed]

I'm working on a healthcare data flow tool where the workflows sometimes require the user to leave the current system and proceed with their task in a fully separate 3rd party system. I'm trying to ...
2 votes
1 answer
221 views

Is it easier for the user to have all the options at a glance?

I am working on an internal webapp where we ask users about very different issues. Users have the option of not answering, but now we want to know if they really don't answer because they don't ...
2 votes
2 answers
481 views

Integrate multiple forms as optional steps in one form

Context I'm working on a CMS portal that supports content in a set of categories. The categories important for this questions are in particular; Media Pages When adding media, the users has to ...
0 votes
1 answer
150 views

2 steps process in side-panel

We are designing an e-commerce website where our client is a marketplace for merchants to offer discounts or great prices on services/products to end users. Some merchants may give multiple options ...
3 votes
1 answer
61 views

Is there a database or guide for existing keyboard shortcuts or conventions?

Is there a database or extensive guide on existing keyboard shortcuts or conventions for UX developers? Could be useful to: avoid keyboard shortcut conflicts with existing software that will be ...
2 votes
0 answers
38 views

Display details of a node in a workflow with converging nodes [duplicate]

I'm making a workflow editor where each node in a DAG can have multiple inputs, multiple outputs and it can be called multiple times in a single execution. My next task is creating a display that ...
4 votes
1 answer
305 views

Design tokens in design systems - are designers working with developers?

Usually when I have worked on design systems in the past, a clear and robust IA helps to create a convention and vocabulary to describe all the abstract and concrete elements contained within. And ...
1 vote
2 answers
113 views

Designing for users who may want to automate common tasks

I'm working on an application that will be used primarily by expert users who will be improving their efficiency over time. I have found great resources on Progressive Disclosure, Accelerators, ...
2 votes
3 answers
191 views

Should i have an apply button when the user already has to submit changes?

So I have a configuration menu with many different menu options. Currently, I feel that the flow is very annoying for users to make changes to as it requires the following steps: Make change Hit ...
0 votes
2 answers
377 views

What's the universal way to show skipped steps in a flow?

Let's say you have a diagram where steps 1, 2, and 6 are important and shown to the user. Steps 3-5 are not important, and don't need to be shown. But, the user should know that they exist. It's like ...
4 votes
2 answers
810 views

Handling two possible workflows of the same action

There is a subpart of the user workflow in the product that I am designing that I am having trouble with. The user is at a step where they have to fill-in patient data, in a modal window. Once they ...
1 vote
2 answers
238 views

Edit profile detail vs change email flow

The problem: client wanted a simpler flow of changing + verifying the email What I suggested: "Change email" leads to a separate flow using modals, does not interfere with profile update ...
1 vote
2 answers
136 views

How to deal with jumps in a navigation flow?

Say you have features A and B with following pages: A: List -> Detail -> Edit B: List -> Detail -> Edit On page Edit (B) you have a dropdown to select a record of type A. You might want ...
12 votes
8 answers
4k views

Web design workflow without Photoshop

There is more and more talk of web designers moving away from the idea of spending an incredible amount of time wireframing and then designing in Photoshop and I wanted to get everyone's opinion on ...
16 votes
6 answers
3k views

To Link or Not to Link Social Logins with a Matching Email

I have a site that allows logging in through: Email (must be verified and unique) Facebook Twitter LinkedIn. Once you have created an account through one of those 4 methods, I provide the ability ...
4 votes
4 answers
251 views

What is wrong with this flowchart-matrix design?

I have an application called "Redmine-Bugtracker" with the matrix below. This permission matrix allows users to add permitted status-steps on an issue depending on the current-status of it. ...
1 vote
1 answer
45 views

Should a CRUD table mix user tasks?

Let's suppose our user has two primary tasks. Task 1 is to review all of today's apples, and task 2 is to turn the apples into applesauce. She is used to using an Apple Review Queue to review each of ...
1 vote
0 answers
28 views

Requiring a complex action before sharing externally [closed]

This is my first post to UXStackExchange, so I apologize if I miss something or am too long. I have been tasked with solving a complex problem for an internal enterprise app. We are working on ...
0 votes
3 answers
567 views

Seeking examples of a modal window that has Download and Upload actions?

We need to display a download button to get a template document and upload button to upload the filled document, for some reason we want to have these two buttons in a single Modal window. Any ideas ...
4 votes
0 answers
58 views

Assigning workflows on folders

I'm working on a rewrite of our Workflow feature. Workflows are optional, and you can apply workflows only on folders. Folders start with no workflows assigned to them. A folder can be a part of only ...
46 votes
6 answers
9k views

Should a user be logged in after resetting their password?

Lets assume following flow: I want to log in I don't remember password I click on the "forgot my password" link (email is dispatched) I check my inbox and click on the link I type in a new password ...
1 vote
1 answer
63 views

How to handle multiple pathflows without making the user choose?

I'm building an app where there's a subscription fee to create projects, but their team members can join for free. I had a user stuck in this screen wrong for so long, where they kept clicking on &...
3 votes
6 answers
1k views

How to allow two actions per list item?

I'm developing a mobile application which function is basically to let the user fill in forms. What forms and how many different forms varies per user. Obviously, the primary function of the app is ...
2 votes
2 answers
107 views

Aggregate flowcharts with variants to create a summary visualization

Background: I've been tasked to develop a UI to summarize different variants of flowcharts. The flowchart content is the workflow of different people on the team. These 10+ people do the same set of ...
2 votes
2 answers
94 views

Should software allow saving a blank/empty document? [closed]

Certain types of software prevents saving a blank/empty document. Is there a reason for this? Under what conditions is saving a blank document useful?
9 votes
5 answers
5k views

Why separate login and signup page?

I was wondering why basically all webpages use separate login and signup pages. Not necessarily separate html files, but they are usually built as two separate forms. Why not have one form with email ...
1 vote
1 answer
105 views

What are these two order workflow systems called?

The scenario: in the current state, users are funneled into three business-defined workflows. User research indicates that customers want the ability to define their own workflows and make them as ...
7 votes
3 answers
4k views

How to let the user update their email if they used a social login?

I have a basic user account system through which a user changes their profile picture, username, email and password. If the user used social login to sign up, they wouldn't have a password in my app. ...
1 vote
2 answers
177 views

What to do when a seemingly final action is not the final action

I'm trying to solve this simple workflow. For context: A user accesses a page to read a document The user can suggest changes on that document, or not In either case, the user has to click a button ...
1 vote
3 answers
2k views

Good UX for validating both phone and email

A website requires users to validate their email – it's how the user receives their password creation link, and email is essential to several core workflows. There is now also a need to collect and ...
1 vote
2 answers
592 views

How to support a "Save draft" to a wizard approach when the user takes a long time to complete a step?

I have simple user workflow, in which the User has to complete the process sequentially. But the step 2 might take a day or more to get completed. In the Current UI, If user decides to complete the ...
0 votes
3 answers
132 views

How might iOS prevent unintentional email deletion?

This isn't a problem I'm solving, it's more of a theoretical UX question. Twice this week, I've checked my email on iOS and accidentally deleted important conversations (which I've had to hunt for and ...
0 votes
0 answers
35 views

A quick and convenient way to attach photos

There is an application with which engineers check equipment. Engineers photograph equipment before and after testing. The application looks something like this: The user would have to: Click the ...
1 vote
1 answer
64 views

Continuing setup on another page and/or modal a bad practice?

Background I'm working on a project involving configuring live video feeds (contrast, brightness, focus, etc). This is a very rough sketch of how the layout of the UI looks like: Each grey box ...
0 votes
2 answers
46 views

how to introduce control in a process divided into different screens / sections?

We need to introduce some control in a very extensive process that is completed in different days. Today these processes are divided into different sections / modules. Each section is a screen on a ...
5 votes
2 answers
143 views

Should a sign up for two different accounts be split into two pages?

Let's say there is a sign up for merchant and customers. Is it okay if I make the sign up page for the both of them on one page? I added an image here as an example. The sign up is for merchants and ...
2 votes
1 answer
152 views

How to express multi condition rules with flow diagram or truth table

I have a below mentioned multiple variable which match with the other variables and gives output like FALSE, HOLD or TRUE. I have tried to represent it here in table format. Variable ...
2 votes
2 answers
174 views

Best input validation approach for complex and busy screen

I have an extremely busy screen for a single page application that allows people to pick their own components and build a custom printed circuit board (following a template that we provide). Our ...
1 vote
1 answer
140 views

Data table entry: creation vs editing - how to design workflows for least friction and effort

I am designing a new feature and workflow in our business application, which allows administrators to create export configurations, which can later be selected by users, to quickly export projects ...
0 votes
1 answer
88 views

Files ownership within shared folders

I am working on an enterprise design software. Colleagues can collaborate on the same file. A person can create a folder in which to save similar files. This person can invite colleagues to ...
1 vote
2 answers
84 views

Is there an accepted way of indicating user action vs computed action on a flowchart?

We've found that using flowcharts to help communicate between technical and non-technical teams to be incredibly helpful. The different shapes have different meanings and these are generally accepted ...

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