How to perform actions in lists

Main actions, secondary actions, multiple actions ... the ergonomics of the lists

Published on 10/05/2021Hind Andaloussi

Each list includes a number of actions relating to its functional context

Types of action

List actions, represented by buttons, are categorized

  • The main ones: represented by a blue button on the lists, these are the actions most carried out on a list or a selection of lines. For example, 'Prepare orders' in the production schedule.
  • The secondaries: represented by a white button on the lists, these are the most probable actions after the main one. For example, 'Print recipes' in the production schedule.
  • The others: these are all the possible actions available in the drop-down menu 'other actions'
  • The creation or addition action: represented by a floating button with the "+" symbol, it is present in a majority of lists to feed a list.

Line actions

Each line, whether it corresponds to a product or an event, can include editing elements and / or actions

  • The contextual menu: represented by the symbol "⁝" it is present on most lines. It lists all the possible actions on the line.
  • Links: most often present in the designation column, the link redirects to the product or event concerned by the row.
  • Editing in rows: some lists contain cells whose information can be directly modified, this is the case for certain fields which need to be filled in frequently. For example, the quantity in the order lines.
  • Pictograms: some rows or columns have small gray symbols, which when hovered allow additional information to be displayed. For example, the detail of a comment or the detail of the food composition of a recipe.

Multiple actions

As its name suggests, multiple action is an action carried out on a set of lines.

This is subject to a few rules:

  • By default, if no row is selected, the action will be performed on all rows in the list. The number of elements affected by the action will either be visible on hover if it is a direct action among the visible buttons, or indicated in the action confirmation modal.
  • If some rows are manually selected with the checkboxes, the action will be performed on the selection only. The number of items concerned is visible in the green bullet at the top of the list.
  • If the list is filtered , the action will be performed on the result of the filters.

A few points of attention, however:

Multiple deletion: as a precaution, when deleting multiple items, the application prompts you to manually copy the number of items to delete as confirmation. This action is not reversible.

Deleting nested data: in some cases deletion is not possible. This attempt will be signified by a notification.

  • This is the case when certain data is contained in others
    For example: it is impossible to delete by-products which are contained and therefore used in a recipe, the parent recipe must be deleted first.
  • This is the case when certain data is dependent on others
    For example: it is impossible to delete a supplier concerned by an order in preparation. This depends on it, so you have to delete (or change the status of) the order beforehand.