Frequent app functions¶

Common actions¶

Many applications share common actions and associated icons. For example for actions triggered by buttons, action links or menu entries.

Action	Icon	Description
Create		Creates a new object or entity, which gets persisted on completion. For example, create a new user account. Use `Duplicate` when a user wants to start using an existing similar object.
Add		Adds or assigns an existing object to a group or selection. For example, adding a user to a group.
Delete		Deletes an object permanently. If needed, warn users before deletion. For example, remove a user from a group.
Remove		Removes or un-assigns an object from a group or a selection.
Edit		Opens an object's edit mode, enabling changes to be made. This triggers a state change in the current context or directs the user to a different screen or modal to change data or values. Edit mode can be exited using `Save` or `Cancel`.
Save		Persists changed data permanently. Mainly used for application entities like saving the user name change. Use `Apply` to confirm a view or filter change.
Apply		Applies changes or changed setting temporary.
Cancel		Stops current action and returns to previous context. Warn users about potential data loss if significant unsaved changes exist. Use a Secondary or Tertiary button to cancel actions.
Copy		Copies the selected objects to a temporary memory, e.g., clipboard. The object can be be `pasted` later.
Paste		Inserts the data from the temporary memory (e.g., clipboard) to a form or other component.
Duplicate		Creates new identical instances. The duplicate must have a different name. Use the following naming conventions: `Copy of {{originalName}}` as the default name and `Copy {{count}} of {{originalName}}` for any existing default name.
Clear		Removes data from fields, deselects options or resets controls. E.g. see Search Bar.
Reset		Reverts values back to default or previous state.
Refresh		Reloads a view of an object, list, or data set.
Close		Exits the current context (without saving) (see Modals).

Best practices for actions¶

Assign the most important or likely action to the primary button, but use only one per screen
Use secondary or tertiary buttons for other actions based on their significance
Define the representation or hide the action, if the user does not have the required permissions (e.g. disable button)
Inform user about financial or legal restrictions and implications (e.g. binding offers, fees, …)
Show a Progress Indication matching to the use case and expected duration
Provide bulk actions if many objects are possible in a specific context

Restoring behavior of items¶

Be clear on deleting, removing, creating and adding
Create goes hand in hand with Delete, it usually means it cannot be restored
Add goes hand in hand with Remove, it usually means it can be restored
Do not use Delete and Remove as synonym

Dos	Don'ts
Create a chart and delete a chart	Create a chart and remove it
Add a sensor to a chart and remove a sensor from chart	Add a sensor and delete the sensor

Overview¶

Dos
Dashboard
Overview
Cockpit
Home

Don'ts
Console
Dash
Control panel

Analytics¶

Dos
Analysis
Analysis
Anomaly detection

Don'ts
Assessment
Examination

Detail view¶

Dos	Don'ts
Details	Facts
Details	Specifics
Device details

Device properties¶

Dos
Product name
Tag
Manufacturer
Type
State
Article number
Serial number
Installation date
HW version
FW version
SW version

Upload¶

Dos	Don'ts
Drag a file here or select a file	Drag and drop here or browse
Drag files here or select files

Comments¶

Dos	Don'ts
Write comment	Write a comment
Write comment and approve
Write comment and reject
Write your comments here

Grid and list actions¶

Dos	Don'ts
Group
Sort
Filter
Edit columns
Search by XY

Notifications¶

Dos	Don'ts
Events	Error
Notifications	Issue
Anomalies	Problem
Notify me when X occurs

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