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Create flows

Maintainers:

To create is to generate a new resource. Creating is distinct from adding, but the two are often confused. To add a resource is to include a resource that already exists.

Options:

Example of a create pattern

Example of a creation pattern

Standard creation

Standard creation is used in simple creation tasks when no stepped guidance is needed and the input fields are directly related to each other.

If there are only one or two options to be made during a creation, use a small, standard modal overlaying the content where the creation was initiated. Avoid scrolling inside a modal.

Example of a standard creation modal

Example of a standard creation modal

Side panel

Consider using a side panel to take advantage of the added screen real estate and keep the user in the context of where they are working. You may choose to use either the slide in or slide over panels.

Example of a side panel creation flow

Example of a side panel creation flow

Full page

If your creation flow consists of multiple fields and/or supporting imagery, consider the full page option to take full advantage of the screen’s available real estate.

Example of a full-page creation flow

Example of a full page creation flow

Example of a full-page creation flow

Example of a full-page creation flow

Multistep creation

If the creation task is complex, consider whether breaking the process up into steps could help the user. Consider displaying related or dependant options together.

Multistep creation follows the same principles as Standard creation, with the addition of steps.

Side panel

Consider using a side panel to take advantage of the added screen real estate and keep the user in the context of where they are working. You may choose to use either the slide in or slide over panels.

Example of side panels in a multistep creation flow
Example of a side panel multistep creation flow

Example of a side panel multistep creation flow

Full-page multistep

If your creation flow consists of multiple fields and/or supporting imagery, consider the full page option to take full advantage of the screen’s available real estate.

Start of multistep creation flow

Start of multistep creation flow

Multistep creation flow with view all options toggle

Multistep creation flow with view all options toggle

Anatomy

Button position

On a larger screen, buttons should always remain visible to the user.

Buttons should be located in the top right and should stick upon scrolling.

Button position in context
Button position in context

Buttons should be located in the top right

Button position in context when scrolling

Buttons should stick upon scrolling.

When the full-page dialog is viewed in mobile, the buttons are positioned at the bottom of the screen.

Button position in context on mobile

Example of full-page option on mobile

Buttons should stick upon scrolling so they are always visible.

Buttons should stick upon scrolling so they are always visible.

If an illustration or image is displayed on the right, buttons should be displayed above the image.

If an illustration or image is displayed, buttons should be displayed above the image.

Including an image or illustration

If including a supporting image or illustration, place the image on the right-hand side.

Example of supporting image placement

Example of supporting image placement

Show all available options toggle

The toggle should be used to avoid overwhelming users, while still allowing users to access all options. It can be applied to the side panel and the full page dialog.

Consider having a minimal set of options visible by default, offering the ability to chose if the user wants to expose more options.

If the user switches to this mode, remember this for when they next perform the same task.

Show all options off

Show all options off

Show all options on

Show all options on

Show all options off

Show all options off

Show all options on

Show all options on

Show all options on and grouped

Show all options on and grouped

Confirmation

A notification banner can be presented to visually confirm when any create action is a success.

Example of a successful creation confirmation

Example of a successful creation confirmation

Pre-create

A pre-create step occurs before the create flow starts. A common pre-create step is Create from template.

A pre-create step is usually combined with a full-page create flow. It can also be used in combination with a side panel create flow. A pre-create step can be used in combination with a single-step or multistep create flow. A multistep flow starts after the pre-create step is complete.

Consider reminding users of the option they choose in pre-create in the rest of the create flow.

Example of a pre-create view

Example of a pre-create view

Aim to limit the number of pre-create options. If there is a very large number of options, pre-create options can be sorted into groups.

Example of pre-create with groups of tiles

Example of pre-create with groups of tiles

If necessary, a dropdown selection box or similar component can be required before the pre-create options.

Example of pre-create with a dropdown input

Example of pre-create with a dropdown input