BACKGROUND INFORMATION

Workflow editors are used for creation of processing flows or approval workflows. They constitute an intuitive environment for building complex processes.


    General Guidance

    • Use the workflow editor pattern if users need to create an automated processing workflow or model a process, e.g. approval process.
    • Workflow editor provides a business-user-friendly environment for process modelling, including data flow visalization and validation or monitoring tools.

    Layout Configuration

    Workflow editor uses the full-screen layout in the following configuration:

    • reduced application header
    • no breadcrumb navigation

    Anatomy

    This is the basic workflow editor layout configuration. 

    • Header - Describes the form as a whole. Forms can be grouped into a logical section with its group title.
    • Toolbar (optional) - Context information applied to the entire form.
    • Available objects - Describes the meaning of the corresponding input field.
    • Canvas (optional) - An actual example of what the user should write (do not include additional text, such as "ex:" or "e.g.").
    • Object instance (optional) - Provides assistance on how to fill out a field. Used for essential information. Keep the text short and specific.
      Use hint for context or background information that is “nice to have".
    • Object instance properties (optional) - Additional explanation for a form field. A form control can have help text that will be displayed in a tooltip when hovering over or focusing an icon.

    Header

    bobwai component

    This is about header. 

    View and Edit Mode



    • Always use labels. If labels are not required by design make sure the label accessibly is visually hidden.
    • Long labels are wrapped. (Text moves down to the next line.)


    Do not use truncating with ellipsis for labels. Users will need to spend extra time decoding the meaning of the truncated labels.

    Data Inputs


    The field width should reflect the intended length.

    Do not create long inputs if the expected width is short.


    Basic Data Inputs

    • Text input
    • Combo box
      Use a select input field for 5 and more options. When the default option is recommended, prefer the select input to radio buttons.
    • Radio button
      When there are a few options to choose (up to 5), prefer radio buttons to a select input. The user does not have to click on anything to have an overview of all options.
    • Checkbox
      Use a checkboxt to to select or deselect one or more choices. 
    • Text area
      Use text area to capture multiple lines of text.

    Advanced Data Inputs

    • Spinner
    • Switch
      Use Switch for selecting a true or false option. It represents a single state as on/off or show/hide
      Typical usage is in forms with instant update, without form submission buttons like Submit, OK
      DO NOT use for two opposing options from which you can select, e.g. List /Grid view. 
    • Add delete item


    Assistance

    User Assistance and Usage of Microcopy in Forms

    Use short and specific micro copy.


    Type Usecase Usage Example Style
    Note


    Essential information to understanding how to take action.  Value must be between 1 - 100 Paragraph with WCAG contrast 4.5 : 1 for normal text 
    Placeholder text Example of what to enter. should not contain crucial information. Use only if necessary.  YYYY-MM-DD
    Hint Additional explanation for a form field unfamiliar to some users, Explains technical term or process
    Default white tooltip
    Static micro copy Form instruction Information applied to entire form Fill out the form to register Paragraph with WCAG contrast 4.5 : 1 for normal text  




    Section instruction Information applied to form section

    Field instruction Use only if necessary to assist in-context information. 

    Pre submit info Note related to submit actions typically Legal or irreversible action

    Static notification messages Warning 
    Paragraph with WCAG contrast 4.5 : 1 for normal text with warning icon

    Note

    Note for Essential information on how to take an action.

    Do not write long multi-line notes, avoid overwhelming the user. Use sconsise microcopy. 


    Hint  

    Tooltips are used for additional explanation. Do not use them for critical information, 

        

    Buttons 

    Alignment of Primary and Secondary Buttons

    Right alignment (F Pattern) - constrained container.

    Left alignment (Z Pattern) - full page.


    Horizontal Alignment

    Position buttons directly behind the form.

    If the form is long, position the buttons in the sticky footer.

    Do not position buttons at the bottom of the page. 



    Text Button Alignment

    Tertiary text buttons are aligned to the left. An icon is recommended.

    Form Layout Variants

    Inspire products offer three types of forms:

    • horizontal (default) - labels and controls of the fields are aligned horizontally.
    • vertical - labels and controls of the fields are aligned vertically.
    • inline - form fields rendered in one line (e.g. filters - advanced search).

    Horizontal

    Horizontal forms are good for a quick scanning of labels and can be used in cases of limited vertical space. The space between the label and the input, however, can slow users down.



    Vertical

    Vertical forms are suitable for narrow containers, shorter forms, mobile experiences. They are better for scanning, reduce eye movement and processing time.

    Inline


    Long Forms

    Consider the following principles when designing long forms:

    Progressive Disclosure

    Use progressive disclosure to reveal any additional content based on the user’s previous selection. 

    Accordion Forms

    When content is sequential encourage users to continue scrolling to explore, over tabbed navigation which would break up the experience.

    • Accordion forms allow users to dynamically expose and hide sections. They are suitable for forms with a limited space.
    • Generally, is recommended not to use more than 7 accordions at a time.
    • Make sure that form actions are applicable for the entire form.


    Multi-Step Forms

    A multi-step form "Wizard" spreads the form fields across multiple screens.

     

    Appearance

    Density

    • Default: Use for most of cases
    • Condensed: typically used for technical personas when dealing with large amount of data.

    Widths 

    Predefined widths optimized for one column layouts. 

    • Narrow: default for normal forms.
    • Wide: use when expecting wider forms.


    Deciding Where to Place a Form

    Form variant Usage
    Dedicated page For more complex, longer or multi-step forms
    Modal dialog

    For critical, infrequent typically editing and management tasks. Dialogs are not ideal for larger than 5 inputs, accordions or tabs

    Side modal Processing of brief tasks or sub-tasks. Use side modal when tasks are too large for a floating panel or modal.
    Side panel For repeated user inputs which require reference to the affected information. 


    Validation

    When a form or field submission fails, all fields responsible for the issue are shown with a red outline and an exclamation mark icon and are present until the entered values are invalid.

    An error messages appears in a tooltips and are displayed on hover over input or the Error indicator.


    Client-side validation - Its recommend validating the user’s data before form submission. Fields are validated after loses focus.

    Typical client error validations are:

    • Incorrectly formatting data
    • Leaving a required field blank
    • Leaving a required field incomplete

    Server-side validation - where real-time validation is not possible or does not make sense, all fields are validated at the same time on page submission. 


    Editorial

    Labels

    Sentence case - only the first word is capitalized, except for proper nouns and other words which are generally capitalized based on a more specific rule.

    Don’t use full sentences or complex punctuation (colons, semicolons, etc.).

    Error Messages

    Error messages should be short and relevant to the user in writing style. See also the chapter about writing error messages




    Form spacing

    Default form:

    Normal desinsity for most of cases.

    Token

    PX

    Type

    Used In

    spacing-200 4px Margin Vertical group item margin
    spacing-300 8px Margin Form row margin, Vertical group margin

    spacing-400

    12px

    Margin

    Subsection tittle margin

    spacing-500 16px Margin Section tittle margin, Subsection divider
    spacing-600 24px

    Margin

    Section divider, Form tittle margin

    Condensed form

    The condensed version is designed for Technical user

    Token

    PX

    Type

    Used In

    spacing-100 4px Margin Vertical group item margin
    spacing-200 8px Margin Form row margin, Vertical group margin

    spacing-300

    12px

    Margin

    Subsection tittle margin

    spacing-400 16px Margin Section tittle margin, Subsection divider
    spacing-500 24px

    Margin

    Section divider, Form tittle margin


    Form Typography

    Token

    Type

    Used In

    font-heading100

    Fom title

    Page title
    font-heading150

    Fom title

    Modal window heading, panel headings 

    font-heading200 Sections heading
    font-heading300 Subsections heading
    font-body, grey800 Static micro copy as Form description
    font-body, grey800 Note
    font-placeholder Placeholder

    Form Color

    Token

    Type

    Used In

    white

    background-color


    basic text color headings, body text


    Widths

    Form widths

    Width for forms is defined by fixed grid for the particular breakpoint. 

    Desktop 1280px 

    Narrow: One half: max width 505px


    Wide: Two thirds: max with 770px

    Label widths

    Label sizes based on fixed 12 columns grid. Recommended widths are medium and large; if expected input length is significantly long or short, adding or removing extra column is possible. 

    Medium: One fourth: Ratio of 3 columns for label and 9 columns for inputs.


    Large: One third: Ratio of 4 columns for label and 8 columns for inputs.


    Token
    Examples of use

    coll2

    Small Use when expected labels are short. (E.g. From To)

    coll3 

    Medium Default size for label

    coll4

    Large

    When expecting longer labels
    coll5 Extra Large Use with care, labels should not be too long, check writing guidelines for writing microcopy

    Accessibility

    A form must be wrapped in a <form> element.

    Labels - Every text input should have a descriptive and visible label, paired to each form control.

    Hint - The icon comes in the form of a button icon so it can receive focus when a user tabs

    Hiding labels - accessible way. Don't use display: none; and visibility: hidden;.because screenreaders could not access it. Use visually hidden snipped instead.

    Focus - On entering the form, focus in the first field by default 

    Form groups -

    https://www.w3schools.com/tags/tryit.asp?filename=tryhtml_fieldset



















































    Attachments:

    image2020-7-1_11-7-21.png (image/png)
    image2020-7-1_11-0-8.png (image/png)
    image2020-7-1_10-57-18.png (image/png)
    image2020-7-1_10-56-58.png (image/png)
    image2020-7-1_10-13-56.png (image/png)
    image2020-7-1_10-12-35.png (image/png)
    image2020-7-1_9-51-41.png (image/png)
    image2020-7-1_9-51-16.png (image/png)
    image2020-7-1_9-45-22.png (image/png)
    image2020-7-1_9-34-7.png (image/png)
    image2020-7-1_9-33-51.png (image/png)
    image2020-7-1_9-33-20.png (image/png)
    image2020-7-1_9-24-48.png (image/png)
    image2020-7-1_9-24-34.png (image/png)
    image2020-7-1_9-23-14.png (image/png)
    image2020-7-1_9-22-46.png (image/png)
    image2020-7-1_9-22-4.png (image/png)
    image2020-7-1_9-14-6.png (image/png)
    image2020-7-1_9-11-52.png (image/png)
    image2020-7-1_9-11-34.png (image/png)
    image2020-7-1_9-10-21.png (image/png)
    image2020-7-1_9-9-58.png (image/png)
    image2020-7-1_9-6-57.png (image/png)
    image2020-7-1_9-6-25.png (image/png)
    image2020-7-1_9-6-13.png (image/png)
    image2020-7-1_9-5-13.png (image/png)
    image2020-7-1_9-3-59.png (image/png)
    image2020-7-1_9-3-43.png (image/png)
    image2020-6-30_14-9-24.png (image/png)
    image2020-6-30_14-9-2.png (image/png)
    image2020-6-30_14-8-20.png (image/png)
    image2020-6-30_14-6-26.png (image/png)
    image2020-6-30_14-5-51.png (image/png)
    image2020-6-30_13-13-24.png (image/png)
    image2020-6-30_13-12-4.png (image/png)
    image2020-6-29_13-50-59.png (image/png)
    image2020-6-29_13-49-59.png (image/png)
    image2020-6-29_8-42-51.png (image/png)
    image2020-6-15_9-4-45.png (image/png)
    image2020-6-15_9-0-28.png (image/png)
    image2020-6-15_8-56-7.png (image/png)
    image2020-6-15_8-54-4.png (image/png)
    image2020-6-15_8-46-59.png (image/png)
    image2020-6-12_14-42-28.png (image/png)
    image2020-6-12_14-42-15.png (image/png)
    image2020-6-12_14-21-22.png (image/png)
    image2020-6-12_14-20-36.png (image/png)
    image2020-6-12_14-9-46.png (image/png)
    image2020-6-11_16-32-35.png (image/png)
    image2020-6-11_16-18-55.png (image/png)
    image2020-6-11_16-18-22.png (image/png)
    image2020-6-11_16-18-5.png (image/png)
    image2020-6-11_16-17-41.png (image/png)
    image2020-6-11_16-16-34.png (image/png)
    image2020-6-11_16-15-37.png (image/png)
    image2020-6-11_16-14-19.png (image/png)
    image2020-6-11_16-13-33.png (image/png)
    image2020-6-11_16-13-20.png (image/png)
    image2020-6-11_16-12-10.png (image/png)
    image2020-6-11_16-11-49.png (image/png)
    image2020-6-11_16-10-23.png (image/png)
    image2020-6-11_16-9-31.png (image/png)
    image2020-6-11_15-39-14.png (image/png)
    image2020-6-11_15-38-6.png (image/png)
    image2020-6-11_15-36-18.png (image/png)
    image2020-6-11_15-36-4.png (image/png)
    image 3.png (image/png)
    image2020-6-11_15-28-10.png (image/png)
    Basic Examples 01.png (image/png)
    Basic Examples 01 – Condensed.png (image/png)
    image2020-5-28_15-21-12.png (image/png)
    image2020-5-28_15-19-42.png (image/png)
    image2020-5-27_13-42-18.png (image/png)
    image2020-5-27_13-40-28.png (image/png)
    image2020-5-26_10-16-35.png (image/png)
    image2020-5-26_10-13-19.png (image/png)
    image2020-5-25_16-35-23.png (image/png)
    image2020-5-25_16-24-51.png (image/png)
    image2020-5-25_16-23-4.png (image/png)
    image2020-5-25_16-21-57.png (image/png)
    image2020-5-25_16-8-41.png (image/png)
    image2020-5-25_16-7-16.png (image/png)
    image2020-5-25_15-27-44.png (image/png)
    image2020-5-25_15-26-43.png (image/png)
    image2020-5-25_15-13-42.png (image/png)
    image2020-5-25_15-11-43.png (image/png)
    image2020-5-25_15-10-3.png (image/png)
    image2020-5-25_15-9-12.png (image/png)
    image2020-5-25_14-59-34.png (image/png)
    image2020-5-25_14-54-54.png (image/png)
    image2020-5-25_14-53-0.png (image/png)
    Group 42.png (image/png)
    image2020-5-5_9-7-11.png (image/png)
    image2020-5-5_9-6-22.png (image/png)
    image2020-5-5_9-6-11.png (image/png)
    Group 30 (1).png (image/png)
    Group 30.png (image/png)
    Group 29 (1).png (image/png)
    Group 28.png (image/png)
    image2020-3-12_10-2-46.png (image/png)
    image2020-3-12_9-36-59.png (image/png)
    image2020-2-19_13-31-16.png (image/png)
    image2020-2-19_13-17-30.png (image/png)
    Group 11.2 (13).png (image/png)
    sizes.jpg (image/jpeg)
    form-call-outs-01 (1).png (image/png)
    Group 11.9.png (image/png)
    Group 11.2 (12).png (image/png)
    Group 11.2 (11).png (image/png)
    Group 11.2 (10).png (image/png)
    Group 11.2 (9).png (image/png)
    Group 11.2 (7).png (image/png)
    Group 11.2 (6).png (image/png)
    Group 11.7 (1).png (image/png)
    Group 11.7.png (image/png)
    Group 11.3 (4).png (image/png)
    Group 6.4.png (image/png)
    Untitled-5i.jpg (image/jpeg)
    Untitled-1.jpg (image/jpeg)
    Group 11.3 (3).png (image/png)
    Group 11.3 (2).png (image/png)
    Group 11.3 (1).png (image/png)
    Group 11.2 (5).png (image/png)
    Group 11.2 (4).png (image/png)
    Group 11.2 (3).png (image/png)
    Group 11.3.png (image/png)
    Group 11.2 (2).png (image/png)
    Group 11.5 (1).png (image/png)
    Group 11.5.png (image/png)
    Group 11.4 (1).png (image/png)
    Group 11.4.png (image/png)
    Group 11.2 (1).png (image/png)
    Group 11.6.png (image/png)
    Group 11.7 (2).png (image/png)
    image2019-11-22_13-48-38.png (image/png)
    fullsceen-layout.png (image/png)
    wf-editor-in-fullsceen-layout.png (image/png)
    wf-editor-anatomy.png (image/png)