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Improve guidance around actions in toolbars

Open mmenestr opened this issue 1 year ago • 0 comments

We would like to improve on/ be more specific about actions on a page. After discussion in April 25 design share the general idea is as follows:

  • If the actions directly impact the table (regardless of selection), the action should be in the table toolbar. For example, "Create" "Edit row item" "Delete row item" "Export table" etc.
  • If the actions does not impact the table directly, and just impacts the general page, or is simply related to the page and context, the action should be on the top right of the page (example: Edit page header/description, Launch xyz related thing)
  • Clarify that the actions in a toolbar do not necessarily have to be related to a selection in the table (ie: Create), because that's the guidance currently in place.

Had also written guidelines around actions a long time ago that go way more in depth on when to use what kind of action button - https://docs.google.com/document/d/1TA6uBuNIyA5F1X2rmz0pSUs0vkc7TYT1Rp-_fkQg-xo/edit

That doc includes the following guidance around this: Page wide actions Actions that affect a page as a whole should be placed on the top right of a page, at the header level. If getting to this page requires drilling down into an item inside a table, those actions should also appear in the row’s kebab of actions. (ie: If on a "Groups detail" page you have an action on the top right called "Edit group", then onthe Original list of Groups page, you would have the action "Edit group" in that group's row.)

Places to consider adding guidance around this:

  • Table guidelines (actionable tables, any global action mentions - there are multiple!)
  • Data list guidelines (global action mentions - there are multiple!)

mmenestr avatar Apr 25 '24 15:04 mmenestr