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Questions tagged [workflow]

A workflow consists of a sequence of connected steps.

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What is the best way to Combine two Buttons on different pages/ Screens to do one single function at the end of the second step?

Im new here & I have come in search of a few answers that I might have in lines of UI/UX. Current approach: I'm in the process of creating a Web app and it has multiple Screens which can be ...
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0 votes
1 answer
26 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 ...
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1 vote
1 answer
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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 &...
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2 votes
2 answers
49 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 ...
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1 vote
1 answer
101 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 ...
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1 vote
2 answers
166 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 ...
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3 answers
349 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 ...
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7 votes
3 answers
1k 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. ...
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3 answers
123 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 ...
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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 ...
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1 vote
1 answer
55 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 ...
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2 answers
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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 ...
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4 votes
1 answer
200 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 ...
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1 answer
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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 ...
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1 vote
2 answers
47 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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3 answers
113 views

UI for users that following the workflow

I am in the process of creating an UI for workflow process where the object (document) is moving by workflow. We have two sides: sender of document and acceptor. This interface have to inform sender ...
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2 votes
1 answer
137 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 ...
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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 ...
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2 votes
2 answers
144 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 ...
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5 votes
2 answers
113 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 ...
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3 votes
1 answer
72 views

Hidden screens and hidden states in your app, how do you surface them all when redesigning?

We're making a change to our pricing model that will mean we need to update a number of system messages and upgrade prompts throughout the interface. These messages are largely based on user context, ...
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2 votes
1 answer
99 views

What kind of message should I display for processes that are queued because other users are currently running the process?

Let's say user number 1 goes in and starts running a big process that can only have one instance running at a time. In the meantime 2 more users attempt to run the same process while it is still ...
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1 vote
1 answer
88 views

Good examples of contextualized/pre-conditioned user flows?

Let me explain the problem briefly: I'm working on user flows for a customer support system. The system is structured to have several (horizontal) modules, namely messaging, contracts policies, ...
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6 votes
6 answers
649 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 ...
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  • 63
2 votes
1 answer
93 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 ...
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  • 133
4 votes
2 answers
81 views

Clearly differentiating between radio buttons and checkboxes in funnel

As a complete UX beginner, I am having trouble differentiating pages containing 1-choice-only radio buttons and multiple-choices-possible checkboxes. I feel like there isn't enough to clearly ...
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1 vote
2 answers
374 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 ...
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2 votes
2 answers
138 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'...
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0 votes
1 answer
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How do you communicate to a user that their money will not be available because of a technical limitation?

We have a feature that allows a user to add a button where they can accept online payments. The payments are processed via Stripe. It's pretty straightforward - user creates a payment button, user ...
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0 votes
2 answers
131 views

Track work in progress visually

In my project we have so many transactions created every day, we wanted to create a workflow diagram which shows visually what is current state and what is my next state and how many levels need to go....
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1 vote
1 answer
168 views

Mobile Navigation - Endless loop issue with two mutually referencing screens

One part of my app is a collection of tasks that the user has to do. For each task, he will be able to create so called "reports", where he describes certain steps that he took to accomplish the task ...
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0 votes
1 answer
646 views

UX best practices for a help desk/ticketing system? Views and steps

I am building a "help desk/ticketing system" app from the ground up. I am quickly finding out that I am reinventing the wheel in terms of workflow for the admin and users. Where can I find best ...
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  • 367
2 votes
2 answers
435 views

How to better represent a process flow in a dashboard?

My goal is to build a dashboard to position the users about several processes (orders) running on a shop floor. The processes has several steps, named for illustration as STEP1, STEP2, STEP3, STEPN. ...
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  • 133
2 votes
2 answers
93 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?
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0 votes
2 answers
101 views

Naming and metadata in a wizard flow

In a short wizard flow (4 steps), should the option for naming the wizard and other metadata (description, etc) come as the initial step or as a final step? I'm of the opinion that it should be a ...
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4 votes
2 answers
562 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 ...
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  • 174
0 votes
3 answers
176 views

Help with Design Team Dynamic Problems

We are a small team of UX/UI designers in an organization. Often we are micromanaged by a single designer who has direct links with highest authority. Instead of going in the usual route of ...
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2 votes
2 answers
516 views

How to Handle User Email Confirmation After User Becomes a Paying Customer And Doesn't Confirm Email

I'm rebuilding my "confirm email" system when a user signs up or changes their email. Websites like Facebook require an email be confirmed each time it is changed, so I have implemented the same. ...
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  • 121
0 votes
1 answer
143 views

Correct sequence of steps for a multi-step workflow

I'm working on a project where a logged-in user(nurse) has to complete a multistep workflow in order to enroll patients into their doctor's records system. The workflow needs to capture: Patient Name/...
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1 vote
1 answer
116 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 ...
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  • 111
0 votes
2 answers
237 views

How to adapt UX design approach/process for short timeframe projects (e.g. hackathons)

So I was picked today as a participant for a 24 hour hackathon, I tried to read couple of articles on how to get ready, some of them offered some quality insights but most of them were just about how ...
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0 votes
2 answers
101 views

How to map out user actions with connected features?

I am dealing with a new feature for our dashboard and I am trying to map out all the user's possible actions and connect them to features we have so I could see if we are missing something and improve ...
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2 votes
1 answer
111 views

Co-browsing support: initiated by customer or service rep?

We are currently putting together a co-browse feature for customers using web chat on our website, and the software that was purchased allows the customer to initiate a co-browse session (take control ...
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2 votes
3 answers
296 views

Justification for adding confirmation page in transaction website userflow

I've implemented a web form for users to request a transfer or withdrawal of funds they have deposited with our service. Our financial person, who handles most finance-related customer support, is ...
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  • 131
1 vote
0 answers
167 views

Workflow for How Typography Layout Should Be Specified

This is sort of a user experience and graphics design question, but it seemed better as user experience. To start, good text has good typesetting. This sometimes means per-letter spacing adjustments, ...
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  • 311
0 votes
3 answers
287 views

For those of you with UX as a separate role from UI, what is the design process like at your company? [closed]

I am a product designer who has recently started to work at a company that segments the research+UX designer role from a separate UI designer role. I have not worked in a company with this separation ...
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  • 153
3 votes
6 answers
357 views

Restricting user freedom of customisation

The context: Currently working on the redesign of an employee attendance app that's used by various companies. At the moment the companies that use the app can set their own attendance statuses to ...
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2 votes
2 answers
309 views

What's a good way to design a menu in which some menu items are dependent on others?

My company likes to design interfaces with side menus that look like this: The problem with this design is that it allows the user to click on links like "Profile" before they've selected which ...
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2 votes
1 answer
108 views

What is a good example to set a task that is due on specific event date?

I am working on a project for our CRM product, which the user required to have an ability to create task that's due certain days before and after a milestone date for a transaction (eg. closing dates ...
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0 votes
2 answers
69 views

Login workflow for an occasionally used service

I'm creating an online service for companies to manage registration for annual events. Event attendees will need some way to login to the system to manage their booking, payment, special requests, ...
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