Sunday, June 14, 2015

forms - How to design a change state action


My application manages a few types of entities, each of them has its own workflow. For example - a task entity workflow will look something like this: task workflow


(this is a functional/logical drawing, this is not the UI).


In each state the user can change the status of the task to a different state (in some cases, there will be more than one states available - for example if the task is in "in progress" state, the user can change the state to pending, done or canceled.) In many of those situations I assume there is a primary path, most commonly used (for example in progress -> Done).


The workflow can be often more complex (not to say pretty scary to look at...) and include 10+ possible states. In some cases, a change in state will require more input (for example, setting a task to "Canceled" will require the user to add an explanation)


I'm looking for a good design for the action of changing the entity state. Currently in many applications I see the use of drop-downs (Outlook tasks/MS Project action items etc,). However I feel it doesn't reflect the process mental model nor the available stages from the current status.




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