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Table of Contents

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

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

  • The filter panel has two states:

    • Unpinned (default) - the panel overlays the content.

    • Pinned - the panel is shown next to the content so nothing is hidden.

  • Active filters are represented by chicklets, appearing at the top of the presented data (see below)

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

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

    • Funnel - the filters are ordered by hierarchy. Applying a parent filter affects child filters, but applying a child filter does not affect parent filters (less common).

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

  • Filters can work in one of two modes:

    • Discrete (common) - the user applies the set of filters on each tab separately, by clicking an Apply button.

    • Combined - the user can set filters on multiple tabs, and then click an Apply All Filters button.

  • 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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  • The filter panel contains the following elements:

    • At the top:

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

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

      • a help icon button (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:

      • Either an Apply or an Apply to All button, depending on the filtering mode - Discrete or Combined respectively (see above).

        • Apply button:

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

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

        • Apply All Filters button:

          • This panel is mandatory on all panels.

          • The button is disabled until the content on any of the panels 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 Clear button (in case the design has no chicklets):

        • 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 stretches 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 the 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 enables the Apply, Cancel and Clear buttons, if exists.

  • Clicking the Apply / Apply All Filters button:

    • applies the filter (or filters) to the presented data,

    • disables the button,

    • enables the Clear button, if exists,

    • shows a blue indicator next to the relevant tab (or tabs) on the filter bar,

    • if unpinned - closes the filter panel,

    • adds a chicklet (or chicklets) to the chicklet area (see below), unless otherwise specified.

  • Clicking the Cancelbutton:

    • cancels any changes made to the content before hitting the Apply / Apply All Filters button,

    • disables the Apply / Apply All Filters and Cancel buttons,

    • if unpinned - closes the panel.

  • Clicking the Clear button:

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

    • At this point, the user can either:

      • click Apply - this will remove the blue dot next to the relevant tab on the filter bar, as well as the corresponding chicklet, if exists,

      • click Cancel - this will revert the filter panel to its previous state, before clicking the Clear button.

  • Clicking outside the filter 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.

    • On Combined mode, clicking on another tab opens the filter panel of that tab.

Validations and errors

For validations within a form see Field Validation.

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

  • There are two types of chicklets:

    • Mandatory - deleting these chicklets will show an empty state, instructing the user to apply all mandatory filters (see image below).

    • Optional - deleting these chicklets will clear the corresponding filters.

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  • In Discrete mode, clicking Apply in the filter panel creates a single chicklet. However, when the panel contains several distinct parameters, applying the filter may create several chicklets.

  • In Combined mode, clicking Apply All Filters may create a single or multiple chicklets, depending on the number of changes parameters.

States

State

Image

Comments

Regular

Hover

Selected

In Focus

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Common Examples

Designs

Comment

Image RemovedImage Added

A single list filter with no dialog buttons

A date picker filter

A multi accordion filter

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