Lead:  Liav Nadler Asaf Ben-Oved  

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• The filter pane contains two areas: the filter bar and the filter panel

• On the relevant pages, the filter bar is always shown

• The filter panel has two states:

  • Unpinned (default) - the panel overlays the content

  • Pinned - the panel pushes the content so nothing is hidden

• In some cases, active filters are represented by chicklets, appearing at the top of the data set (see below)

• A set of filters can behave in one of three ways:

  • Faceted filters - the filters are sorted by importance or popularity. Applying a filter affects the number of results shown on other filters

  • Funnel - the filters are ordered by hierarchy. Applying a parent filter will affect child filters, but applying a child filter will not affect parents filters

  • Independent filters - applying a filter does not affect other filters (not recommended)

• An application may have a similar set of filters across related workspaces. In this case, applying a filter on one workspace will affect the same filter on the related workspaces

• For more information see The Filter Bar, The Filter Panel and The Chicklet Area below

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• In addition to the basic type described below, the filter pane can have these other types:

The Filter Bar

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Structure

• The filter bar contains one or more tabs

• Each tab consists of an icon and a title (e.g. Employees)

• An active filter is represented by a blue dot shown on the left side of the tab

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Default State

• By default no tabs are selected

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• The filter panel contains the following elements:

  • At the top:

    • A title, similar to the title on the filter bar

    • A pin icon, allowing the user to switch between pinned and unpinned states

    • A help icon (optional)

  • The area under the title is the main content area of the panel. See content below

  • The bottom of the panel may contain the following elements:

    • An Apply button:

      • The button is mandatory, unless the panel contains only one possible selection

      • The button is disabled until the content of the panel was changed

    • An indicator showing the number of selected items (e.g. 4 queues selected)

    • A Cancel button:

      • The button is disabled until the content of the panel was changed

    • A Reset button (TBD)

      • The button is disabled until the filter was applied

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• Clicking the pin icon switches the icon between pinned and unpinned states

  • When pinned:

    • The content of the page is stretched to its full width

    • The panel closes, unless changes were made to the content before applying the filter. If changes were made the panel will stay open until changes are applied or cancelled

  • When unpinned:

    • The content of the page narrows to be shown next to the panel (so nothing is hidden)

• Clicking the help icon opens a relevant help page in a new browser window

• Changing the content of the panel enabled the Apply, the Cancel and the Reset buttons, if exists

• Clicking the Apply button:

  • Applies the filter to the data set

  • Disables the Apply button

  • Enables the Reset button

  • Shows a blue indicator next to the relevant tab on the filter bar

  • If unpinned - closes the panel

  • When relevant - adds a chicklet to the chicklet area (see below)

• Clicking the Cancelbutton:

  • Cancels any changes made to the content before hitting the Apply button

  • Disables the Apply and Cancel buttons

  • If unpinned - closes the panel

• Clicking the Reset button:

  • Resets all fields in the filter to their initial state, either blanks or default values

  • At this point, the user can either:

    • Click the Apply button. In this case the

    • Clears the relevant filter

  • Removes the blue dot next to the relevant tab on the filter bar

  • Disables the Apply and Cancel buttons

  • If unpinned - closes the panel

• Clicking outside the panel:

  • If no changes were made to the content and the panel is unpinned - closes the panel

  • If changes were made to the content but the filter was not applied, a dialog appears, allowing the user to either close the panel without applying the filter or continue editing

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• The filter pane will open and close with a brief slide effect

• When pinning / unpinning the content will get wide / narrow with an effect

Best Practices

Opening a panel containing a form will set the focus to the first field of the form

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• Chicklets gives the user an indication that the data is currently filtered by one or more filters

• There are two types of chicklets:

  • Pre-defined Mandatory- The user can change their value but cannot remove them (for example, when filtering by organization is mandatory)
    Deleting these chicklets will switch the data to empty state, instructing the user to apply all mandatory filters

  • Optional - the user can add, update and delete chicklets

States

Structure

• The chicklet area stretched to the full width of its container

• Each chicklet contains:

  • An icon, similar to the relevant icon on the filter bar

  • A label, showing the filter value (e.g. Last 24 hours). In case of multiple selection the chicklet will show the name of the filter, followed by the number of items in brackets (e.g. Interactions (3)). In this case, hovering the chicklet will show a tooltip with the list of items

  • A closing icon (x), allowing the user to remove the filter

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• Clicking a chicklet:

  • When the filter panel is pinned: switches the filter panel to the selected filter

  • When unpinned: opens the relevant filter panel

• Clicking the x icon:

  • Removes the chicklet

  • Clears the corresponding filter

  • Removes the relevant blue indicator from the filter bar

• Note: on complex scenarios, behaviour may vary (see below)

Best Practices

• When to use

  • When a major data set (a table or a grid) is shown in the page and there is a need to filter it by one or more parameters

  • When dealing with complex filtering or with a large number of filters

• When not to use

  • When the data set is presented in a dialog or details pane

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Designs	Comment
	A single list filter with no dialog buttons
	A date picker filter
	A multi accordion filter

Future Version (TBD)

• Advanced filter pane, including drill

• Complex chicklet area, including operators, settings, freezing chicklets etc.

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