Questions tagged [workflow]

A workflow consists of a sequence of connected steps.

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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 ...
Bryce Howitson's user avatar
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1 answer
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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 ...
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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) ...
Max Prodaniuk's user avatar
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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 ...
Adler's user avatar
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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 ...
CodeBreaker's user avatar
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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 ...
L.Elliott's user avatar
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3 answers
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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 ...
Gene's user avatar
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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 ...
Izquierdo's user avatar
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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 ...
uncommon_name's user avatar
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4 answers
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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. ...
Quandary's user avatar
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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 ...
DarkLeafyGreen's user avatar
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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 ...
Gene's user avatar
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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 ...
melanctha's user avatar
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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 ...
Antonis Vogiatzis's user avatar
1 vote
1 answer
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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 ...
Izquierdo's user avatar
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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 ...
Karmen Rovšnik's user avatar
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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 ...
Izquierdo's user avatar
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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 &...
Bharadwaj Giridhar's user avatar
2 votes
2 answers
108 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 ...
Jay Singh's user avatar
1 vote
1 answer
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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 ...
Izquierdo's user avatar
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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 ...
Pablo's user avatar
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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 ...
Izquierdo's user avatar
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7 votes
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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. ...
PirateApp's user avatar
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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 ...
Izquierdo's user avatar
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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 ...
Semyon Neklyudov's user avatar
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1 answer
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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 ...
Chris's user avatar
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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 ...
Maria M.'s user avatar
4 votes
1 answer
309 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 ...
Michael Lai's user avatar
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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 ...
Giulio's user avatar
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2 answers
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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 ...
Josh's user avatar
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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 ...
Vadim Bond's user avatar
2 votes
1 answer
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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 ...
Bea Gomez Perez's user avatar
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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 ...
Mike Like Pike's user avatar
2 votes
2 answers
178 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 ...
XCore's user avatar
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2 answers
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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, ...
Dave's user avatar
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5 votes
2 answers
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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 ...
Kamila Hanum's user avatar
3 votes
1 answer
74 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, ...
Jonathan's user avatar
2 votes
1 answer
187 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 ...
L. Lemmer's user avatar
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1 vote
1 answer
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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, ...
peetonn's user avatar
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7 votes
6 answers
883 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 ...
anon's user avatar
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1 answer
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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 ...
Vector JX's user avatar
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4 votes
2 answers
102 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 ...
Peasey's user avatar
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1 vote
2 answers
596 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 ...
symbiote_sam's user avatar
2 votes
2 answers
221 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'...
Conor's user avatar
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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 ...
J Bo's user avatar
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2 answers
158 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....
user2408987's user avatar
1 vote
1 answer
249 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 ...
Big_Chair's user avatar
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0 votes
1 answer
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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 ...
redshift's user avatar
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2 votes
2 answers
561 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. ...
Mendes's user avatar
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2 answers
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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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