Professional Documents
Culture Documents
Simplified User
Experience Design
Patterns for the
Oracle Applications
Cloud Service
Oracle Application User Experience
00-FM.indd 1
15/04/14 4:08 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Service / Oracle Application User Experience / 483-X / Blind folio: ii
McGraw-Hill Education books are available at special quantity discounts to use as premiums and
sales promotions, or for use in corporate training programs. To contact a representative, please visit
the Contact Us pages at www.mhprofessional.com.
Simplified User Experience Design Patterns for the Oracle Applications Cloud Service
Copyright 2014 by McGraw-Hill Education (Publisher). All rights reserved. Printed in the United
States of America. Except as permitted under the Copyright Act of 1976, no part of this publication
may be reproduced or distributed in any form or by any means, or stored in a database or retrieval
system, without the prior written permission of Publisher, with the exception that the program
listings may be entered, stored, and executed in a computer system, but they may not be
reproduced for publication.
Oracle is a registered trademark of Oracle Corporation and/or its affiliates. All other trademarks are
the property of their respective owners, and McGraw-Hill Education makes no claim of ownership
by the mention of products that contain these marks.
Screen displays of copyrighted Oracle software programs have been reproduced herein with the
permission of Oracle Corporation and/or its affiliates.
Excerpts of copyrighted Oracle user documentation have been reproduced herein with the permission
of Oracle Corporation and/or its affiliates.
ISBN978-0-07-184483-X
MHID 0-07-184483-X
Information has been obtained by Publisher from sources believed to be reliable. However, because
of the possibility of human or mechanical error by our sources, Publisher, or others, Publisher does
not guarantee to the accuracy, adequacy, or completeness of any information included in this work
and is not responsible for any errors or omissions or the results obtained from the use of such
information.
Oracle Corporation does not make any representations or warranties as to the accuracy, adequacy,
or completeness of any information contained in this Work, and is not responsible for any errors or
omissions.
00-FM.indd 2
15/04/14 4:08 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Service / Oracle Application User Experience / 483-X / Blind folio: iii
Contents
Foreword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
1 Page Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Information Architecture Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
View Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Action Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Landing Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Pattern Set Decision Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Object Overview Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2 Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Footer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Footer Component Placement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Footer Component Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Header . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Page Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Page Tab Component Classification and Placement . . . . . . . . . . . . . . 25
Page Tab Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Panel Drawer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Panel Drawer Component Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Panel Drawer Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
iii
00-FM.indd 3
15/04/14 4:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Service / Oracle Application User Experience / 483-X / Blind folio: iv
iv
Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Table Style Decision Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Table Characteristics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
00-FM.indd 4
40
41
41
41
42
42
43
45
47
47
48
48
49
49
49
53
53
53
55
56
56
56
A Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
View Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Action Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Landing Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Object Overview Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Footer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Header . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Page Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Panel Drawer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Add a New Object Inline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Add a New Object on a Separate Page . . . . . . . . . . . . . . . . . . . . . . .
Select and Add an Existing Object . . . . . . . . . . . . . . . . . . . . . . . . . . .
Context Switcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
List Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
View Toggle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
59
60
60
62
64
66
68
69
71
73
75
77
79
81
82
83
85
25/04/14 5:10 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Service / Oracle Application User Experience / 483-X / Blind folio: v
Foreword
efore I learned user experience design patterns, my users did not love the
applications I built. Sometimes they liked them; sometimes they merely
accepted them. And I never knew which of the two it was going to be.
Developers learn to build screens and write code. Thats what we do and what
were good at. User experience design is a completely separate skill, and one that
most developers do not master. Unfortunately, many applications are being built
without the benefit of the specialized knowledge that a user experience expert can
bring to the table. In all of these applications, the user experience is determined by
a hodgepodge of developers, testers, and project managers. User acceptance is hit
or misssometimes they like it, sometimes they dont. And we dont get any wiser
from project to project.
In programming, we recognize that there are universal truths; there are some
good ways of meeting specific challenges and some not-so-good ways. We have
codified this knowledge of what works and what doesnt into software design
patternsgeneral, reusable solutions to common problems.
User experience also has universal truths. And of course, user experience
designers have also codified their knowledge into user experience design patterns.
Just like in software design, these patterns identify good ways of implementing
commonly occurring tasks like searching, browsing or editing data.
00-FM.indd 5
15/04/14 4:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Service / Oracle Application User Experience / 483-X / Blind folio: vi
vi
Now that I have learned user experience design patterns, I can consistently build
applications that my users love. And you can, too. Read this book to learn how.
Sten Vesterli
Oracle ACE Director
Oracle User Experience Advocate
Website: http://www.adfmastery.com
Blog: http://www.vesterli.com/
Twitter: @stenvesterli
Stens Technology That Fits
Newsletter: http://www.techthatfits.com
So heres the thing with design patterns. Good design patterns are productivity
multipliers. Let me explain.
First there is an increase in designer productivity. Rather than re-creating
detailed designs from scratch, detailed designed become an exercise in reuse of
specific components for recurring situations . . . still an exercise requiring skills and
creativity, but a much quicker process than designing from scratch.
Second is the increase in user productivity. As we utilize good design patterns,
our work products have consistency in the interaction between the user and the
product. So even when creating solutions for new use cases, the user interaction (the
navigation; the task flows; the overall form, bit, and function) remains consistent. So
users are not required to learn a new product, but merely need to understand how
to apply our new solution, and a shorter learning curve equals increased
productivity (not to mention more successful user acceptance).
Oracles Applications User Experience team has developed some really good
design patterns. I know because Ive used them in my own work. And Ive also
benefited as a user of Oracle products.
So there you have it. Read the book. Youll see what I mean.
Floyd Teter
Oracle ACE Director
Oracle User Experience Advocate
Blog: http://orclville.blogspot.com/
Twitter: @fteter
00-FM.indd 6
15/04/14 4:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Service / Oracle Application User Experience / 483-X / Blind folio: vii
Introduction
Who Should Read This Book
This book contains user experience design patterns and guidelines that Oracle uses
to build the simplified user interface for its Oracle Cloud Applications, such as Oracle
Sales Cloud and Human Capital Management (HCM) Cloud.
Oracle customers, partners, and the Oracle Application Development Framework
(Oracle ADF) community can use these design patterns and guidelines:
Before a single line of code is written. They can be used for sketches or
wireframes during the innovation cycle to expose problems early, increase
productivity of application builders, and eliminate costly surprises late in the
build cycle.
After code is written. They can be used to customize and extend Oracle
Cloud Applications simplified user interface applications and to build other
applications and integrations that look and behave like Oracle simplified
user interface applications.
vii
00-FM.indd 7
15/04/14 4:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Service / Oracle Application User Experience / 483-X / Blind folio: viii
viii
need to reference content in one or more sections. This book also includes an
appendix of examples taken from Oracle Sales Cloud and Oracle HCM Cloud.
Section Name
Description
Page Types
Components
The design guidance in this book is intended for the simplified user experience.
Templates, components, and patterns are independent of the visual look and feel (or
skinning) of an application. They are content neutral and can be adapted to
application use cases and user requirements as needed.
Support
If you have questions about how to use this book or have questions about the
content in this book, you can reach us on Twitter: @usableapps.
Here are a few resources that you might find useful as you design and build
applications:
Oracle Applications User Experience blogs: http://www.oracle.com/
webfolder/ux/applications/blog/index.html
Oracle Application Developer Framework (Oracle ADF) pages: http://www
.oracle.com/technetwork/developer-tools/adf/overview/index.html
Oracle ADF Enterprise Methodology Group: An external support forum that
discusses best practices for building enterprise applications: https://groups
.google.com/forum/#!forum/adf-methodology
00-FM.indd 8
16/04/14 11:48 AM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Service / Oracle Application User Experience / 483-X / Blind folio: ix
Introduction
ix
You can also enhance your user experience knowledge by attending events,
such as webinars, workshops, and seminars that are led worldwide by the Oracle
Applications User Experience (OAUX) team. You can find information about
upcoming OAUX training events on the Oracle Voice of User Experience blog at
https://blogs.oracle.com/VOX/, on the Oracle Usable Apps Blog at https://blogs
.oracle.com/usableapps/, or through your Oracle customer and Oracle partner
network channels.
We do not provide support on learning or using Oracle ADF or developer tools.
For more information, see the Oracle JDeveloper site at http://www.oracle.com/
technetwork/developer-tools/jdev/overview/index.html, or contact your Oracle ADF
or community representative.
My Oracle Support
Oracle customers have access to electronic support through My Oracle Support. For
information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trsif you are hearing impaired.
Documentation Accessibility
For information about Oracles commitment to accessibility, visit the Oracle
Accessibility Program website at http://www.oracle.com/pls/topic/
lookup?ctx=acc&id=docacc.
00-FM.indd 9
15/04/14 4:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Service / Oracle Application User Experience / 483-X / Blind folio: x
Tell us:
Is there something that youd like us to clarify?
Would you like to see more user interface examples?
Do you need to see sample code or sample applications for analysis?
Do you have an idea for a page type, component, or design pattern?
Does the format of this book align well with your practice of building
applications?
What other information would help you build applications productively?
You can also share your experiences with us though the Oracle Usable Apps
Blog at https://blogs.oracle.com/usableapps/ or through Twitter at @usableapps.
00-FM.indd 10
15/04/14 4:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 1
CHAPTER
Page Types
01-ch01.indd 1
24/04/14 4:55 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 2
Pages in the simplified user interface are classified as either view or action. Whether
a page is view or action determines the page type to use and the various activities,
links, and elements that are allowed on a page.
View Page
A view page enables a user to view a single main object or multiple related objects or
tasks. A single main object is displayed on a single page. Multiple related objects
or tasks are displayed on one single page or across a set of page tabs. A view page is
not editable.
A user opens a view page by:
01-ch01.indd 2
24/04/14 4:58 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 3
Chapter 1:
Page Types
The page that opens displays a pointer at the top of the page frame to the
functional area icon button that was clicked. From a view page, a user can:
Open an object overview or object details page in the simplified user interface
Landing page
Elements
All view pages include the following elements. To see the lists of elements for each
type of view page, see the specific page type document.
01-ch01.indd 3
Element Name
Description
Page-level title
Link, button, or
menu item that
opens a view or
an action page in
the simplified user
interface or a page
in the desktop user
interface
24/04/14 4:58 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 4
Element Name
Description
(Optional) Page
tabs
Examples
FIGURE 1-2. A view page that displays view-only information and a link
01-ch01.indd 4
24/04/14 4:58 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 5
FIGURE 1-3. A view page that displays view-only information and a text button
FIGURE 1-4. A view page that displays view-only information and an icon text button
with a punchout icon
01-ch01.indd 5
24/04/14 4:58 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 6
For examples of view pages in Oracle Sales Cloud and Oracle HCM Cloud, see the
Appendix.
Action Page
Example: A user can add a new object, edit an existing object, or search and
select an existing object.
01-ch01.indd 6
24/04/14 4:58 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 7
Elements
An action page contains the following elements.
Element Name
Description
Page-level title
01-ch01.indd 7
24/04/14 4:58 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 8
Element Name
Description
(Optional) Link,
button, or menu item
that opens an action
page in the simplified
user interface or a
page in the desktop
user interface
Examples
FIGURE 1-5.
01-ch01.indd 8
24/04/14 4:58 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 9
Chapter 1:
Page Types
FIGURE 1-6. Secondary action page that overlays the action page from which it originates
For examples of action pages in Oracle Sales Cloud and Oracle HCM Cloud, see
the Appendix.
Landing Page
A landing page represents a functional area. The focus of a landing page is on either
a single object in a functional area or on a group of related objects or tasks in a
functional area. When the focus is on a single object, the landing page has no page
tabs. When the focus is on a group of related objects or tasks in a functional area, a
set of vertically aligned page tabs is used, with each tab designating a separate
landing page.
For more information about page tabs and considerations for using page tabs,
see the Page Tab component section.
A landing page is displayed when a user clicks a functional area icon button on
the springboard or when a user selects a tab from among a group of tabs on another
landing page.
01-ch01.indd 9
05/05/14 9:31 AM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 10
10
Landing Page
with Tabs
Yes
No
No
Yes
Yes
No
Consideration
Elements
The landing page contains the following elements.
01-ch01.indd 10
Element Name
Description
Page-level title
(Optional) Link,
button, or menu item
that opens a view
or an action page in
the simplified user
interface or a page
in the desktop user
interface
24/04/14 4:58 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 11
Element Name
Description
(Optional) Panel
drawer
(Optional) Footer
11
Examples
01-ch01.indd 11
24/04/14 4:58 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 12
12
FIGURE 1-8. A group of related objects or tasks within the Performance and Career
functional area, each represented by a page tab. In this case, when you select the Career
tab, the Career Planning landing page is displayed.
01-ch01.indd 12
24/04/14 4:58 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 13
Chapter 1:
Page Types
13
FIGURE 1-9. Selecting the Goals tab from the group of tabs within the Performance and
Career functional area displays the Goals landing page.
For examples of landing pages in Oracle Sales Cloud and Oracle HCM Cloud, see
the Appendix.
An object overview page type is used when there is a lot of information about an
object and you want to display only high-level summary information needed
frequently by most users.
The object overview page is displayed when a user selects an object from among
a list of objects on a landing page. The object overview page displays only key
information about that particular object but provides access to more details if
needed and edit capabilities if the user has been granted edit permissions.
01-ch01.indd 13
24/04/14 4:58 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 14
14
Elements
The object overview page contains the following elements.
01-ch01.indd 14
Element Name
Description
Page-level title
Done button
Link, button, or
menu item that
opens an action
page in the
simplified user
interface or a page
in the desktop user
interface
24/04/14 4:58 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 15
Chapter 1:
Page Types
15
Examples
FIGURE 1-10. Selecting an object on a landing page opens the object overview page,
where a user can view key information about the selected object or click an Edit button to
open to an action page and edit object details.
01-ch01.indd 15
24/04/14 4:58 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 16
16
FIGURE 1-11. The Directory page and one of its object overview pages
For examples of object overview pages in Oracle Sales Cloud and Oracle HCM
Cloud, see the Appendix.
01-ch01.indd 16
24/04/14 4:58 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 17
CHAPTER
Components
02-ch02.indd 17
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 18
18
Footer
Elements
The footer component does not have any required elements. All fields included must
be noneditable, although links to relevant information may be included. The footer
can be divided into sections.
02-ch02.indd 18
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 19
Chapter 2:
Components
19
Example
FIGURE 2-1. A footer, displaying information about the currently selected content
switcher view
For an example of the footer component in Oracle Sales Cloud, see the Appendix.
Header
A header component is used to name pages and sections within pages. Headers
appear at two levels:
1. Page level: Every page must contain a header.
2. Section level: If a page is divided into sections, each section must contain a
noncollapsible header. However, if a section directly follows the page title
and contains information applicable to the overall object, a header at that
section level is not required.
02-ch02.indd 19
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 20
20
Elements
The header component can contain the following elements. The header title syntax
is informed by the page type.
Element Name
Page-level title
02-ch02.indd 20
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 21
Chapter 2: Components
Element Name
21
Action page
02-ch02.indd 21
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 22
22
Element Name
Section-level
title
Context
switcher
View page
Action page
Toolbar
View page
Action page
02-ch02.indd 22
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 23
Chapter 2:
Components
23
Examples
FIGURE 2-2. A view page that displays a page title and context switcher
02-ch02.indd 23
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 24
24
FIGURE 2-3. An action page the displays a page title with a toolbar and two section
titles, each with its own toolbar
For examples of the header component in Oracle Sales Cloud and Oracle HCM
Cloud, see the Appendix.
Page Tab
A page tab is a navigation element that is used to divide pages into multiple
sections, categorize content, and provide navigation among categories of content.
Apage tab is designated by an icon and can be displayed on view and action page
types. However, not all view or action pages require tabs even if their originating
pages have tabs.
Tab content should not be repeated across tabs in the same set of tabs.
For more information about page types, see the Information Architecture
Overview section.
02-ch02.indd 24
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 25
Chapter 2: Components
25
Elements
A page tab contains the following elements.
Element Name
Description
icon
tooltip
Page
Type
Page Tab
Classification
Location of
Page Tab
View
page
Primary
On the left,
outside of
the page
frame
Action
page
Secondary
On the left,
inside of
the page
frame
Maximum
Allowable
Quantity
of Tabs
Page Tab
Tooltip Syntax
<Tab Name>
<Tab Name>
Example:
Career
Planning
10
<Action><Object
Type>: <Object
Name>: <Tab
Name>
<Tab Name>
Edit Contact:
Aaron
Simpson:
Leads
02-ch02.indd 25
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 26
26
Place tabs that contain frequently accessed information higher in the stack
order.
Place tabs that contain content that is slow to load, lower in the stack order.
The longer it takes for content on a tab to load, the lower the tab should be
placed in stack order.
If multiple considerations apply, determine which is more important for your use
case.
Examples
02-ch02.indd 26
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 27
Chapter 2:
Components
27
Panel Drawer
Elements
A panel drawer contains the following elements.
02-ch02.indd 27
Element Name
Description
panel
panel tab
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 28
28
Element Name
Description
panel content
region
Icon
Description
The Search tab content comprises:
1. A search field
When the search tab opens, the search results section
should contain the following string: No search conducted.
2. A search button
3. A list of search results
Search results are displayed in a table below the search
box.
If the search results include a search result found in the
desktop user interface, the punchout icon ( ) should be
displayed next to the link.
Search results that take a user to the desktop user
interface should occur infrequently. If search results
that link to the desktop user interface are displayed
frequently, consult your user experience team.
If no search results are found, the following text string
should be displayed in the results section: No results
found.
If additional descriptive text is needed for the use case,
work with your user experience team to determine the
appropriate message.
02-ch02.indd 28
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 29
Chapter 2:
Tab
Name
Actions
Icon
Components
29
Description
The Actions tab content comprises either one or both of the
following sections, always in this order:
Actions
Related Links
Each section can contain links to frequent transactions in the
simplified user interface and the desktop user interface. The
punchout icon ( ) should be displayed next to each external
link to the desktop user interface.
The links that are displayed in the Actions section take the
user to a location where the user is expected to perform an
action.
The links that are displayed in the Related Links section
take the user to a location where no action is assumed. The
location might only contain information that the user views.
The punchout icon ( ) should be displayed next to each
external link to the desktop user interface.
Analytics
02-ch02.indd 29
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 30
30
Examples
02-ch02.indd 30
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 31
Chapter 2: Components
31
02-ch02.indd 31
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 32
32
02-ch02.indd 32
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 33
Chapter 2:
Components
33
Table
02-ch02.indd 33
Paragraph table
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 34
34
Standard
Table Using a
Grid Layout
Paragraph
Table
Yes
No
No
Yes
No
No
Yes
No
No
No
Yes
No
No
No
Yes
No
No
Yes
Consideration
02-ch02.indd 34
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 35
Chapter 2: Components
35
Table Characteristics
The following table lists the general table characteristics that apply to each table style.
Standard
Table Using a
List Layout
Standard
Table Using a
Grid Layout
Yes
No
No
No
Yes
Yes
Table title
No
No
No
Column headers
Yes
No
No
List filter
No
Yes
Yes
No
Yes
Yes
Yes
Sorting can
be enabled
on columns
and is
designated by
a down arrow
icon button
in the column
header.
Yes
Sorting can be
enabled at the
row level and
is designated
by a choice
list above the
table.
Yes
Sorting can
be enabled
at the row
level and is
designated
by a choice
list above
the table.
Links
Can be used in any column or row
as needed. Links take the users
to more details about the linked
object. These object details may or
may not be editable.
Yes
Yes
Yes
Yes
Yes
Yes
Characteristics
Sort
Cannot be case sensitive
02-ch02.indd 35
Paragraph
Table
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 36
36
Standard
Table Using a
List Layout
Standard
Table Using a
Grid Layout
Scroll bar
A vertical scroll bar in a table is
allowed; a horizontal scroll bar in a
table is not allowed.
Yes
Yes
Yes
Personalization
Only an administrator can can
rearrange, show or hide, or add or
delete columns.
No
No
No
Emphasis
Two font sizes can be used in a
table to emphasize content:
Yes
Yes
Yes
Yes
Yes
Yes
Characteristics
Paragraph
Table
02-ch02.indd 36
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 37
Chapter 2: Components
Characteristics
Truncation
Should be set to on for all
content in all columns so that if
content exceeds the space alloted,
the content will truncate and be
followed by ellipsis points (three
points, with one space between
each point: . . . ). Full text should be
displayed on hover.
Standard
Table Using a
List Layout
Standard
Table Using a
Grid Layout
Yes
Yes
37
Paragraph
Table
Yes
Examples
02-ch02.indd 37
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 38
38
02-ch02.indd 38
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 39
Chapter 2: Components
39
02-ch02.indd 39
24/04/14 5:09 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 40
CHAPTER
03-ch03.indd 40
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 41
41
Add to Table
Use the patterns in the Add to Table pattern set to enable a user to add new or
existing objects to a list of objects in a table.
Description
Consideration
03-ch03.indd 41
Add a New
Object Inline
Add a New
Object on a
Separate Page
Yes
No
No
No
Yes
No
No
No
Yes
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 42
42
Elements
Element Name Description
table
Add button
03-ch03.indd 42
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 43
Chapter 3:
43
Example
FIGURE 3-1. Clicking the Add button on the Edit Opportunity page adds a new row at
the top of the table, where the user can enter information about the newly added revenue
item for this opportunity.
For examples of the add a new object inline pattern in Oracle Sales Cloud and
Oracle HCM Cloud, see the Appendix.
03-ch03.indd 43
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 44
44
In this pattern, the user clicks the Add button located above the table and a new
page appears. The user completes the required fields on the new page, clicks the
Save and Close button to close the new page. A new row appears as the top row of
the initial table.
Examples
FIGURE 3-2. Clicking the Add Interaction button opens a new page, where the user can
enter information about the newly added interaction.
03-ch03.indd 44
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 45
Chapter 3:
FIGURE 3-3.
this contact.
45
The Add Interaction page, where the user can enter a new interaction for
For examples of the add a new object on a separate page pattern in Oracle Sales
Cloud and Oracle HCM Cloud, see the Appendix.
03-ch03.indd 45
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 46
46
Examples
FIGURE 3-4. Clicking the Add Team Members button opens a new page, where the user
can search for, select, and add one or more existing team members to this opportunity.
03-ch03.indd 46
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 47
Chapter 3:
47
FIGURE 3-5. The Add Team Members page, where a user can search for, select, and add
one or more existing team members to this opportunity.
For an example of the select and add an existing object pattern in Oracle Sales
Cloud, see the Appendix.
Change View
Use the patterns in the Change View pattern set to enable a user to quickly change
the content of a page or region without leaving the page or region.
03-ch03.indd 47
Pattern Name
Description
Context Switcher
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 48
48
Pattern Name
Description
List Filter
View Toggle
List Filter
View Toggle
Yes
No
No
No
Yes
No
No
No
Yes
No
No
Yes
Consideration
Context Switcher
A context switcher enables a user to view different slices of one homogeneous set of
information on a page without leaving the page.
A context switcher is designated by a drop-down arrow icon button that always
appears to the right of a page title or a section title.
For example:
Appointments represent one homogeneous set of information. The context
switcher provides a calendar that enables a user to view a slice of that
information, for example, appointments for a specific day.
All opportunities for an organization represent one homogeneous set of
information. The context switcher enables a user to view opportunities
by fiscal quarter. Each fiscal quarter represents one view of that same
information.
03-ch03.indd 48
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 49
49
Elements
The context switcher contains the following elements.
Element Name
Description
03-ch03.indd 49
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 50
50
Examples
FIGURE 3-6.
03-ch03.indd 50
A context switcher before a user clicks the drop-down arrow icon button
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 51
Chapter 3:
51
FIGURE 3-7. A context switcher that displays a calendar after a user clicks the drop-down
arrow icon button
03-ch03.indd 51
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 52
52
FIGURE 3-8. A context switcher that displays a menu after a user clicks the drop-down
arrow icon button
For an example of the context switcher pattern in Oracle Sales Cloud, see the
Appendix.
03-ch03.indd 52
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 53
53
List Filter
A list filter enables a user to refine the information that is displayed on a page or
content region.
Description
Specific List
Filter Type
Examples
List Filter
Title Syntax
single-select
list filter
single-select
choice list
<Show>
multiselect list
filter
filter tiles
<Filter>
03-ch03.indd 53
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 54
54
Examples
FIGURE 3-9. A single-select choice list displaying several options from which a user can
select only one to filter by
03-ch03.indd 54
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 55
Chapter 3:
55
FIGURE 3-10. Filter tiles, including a list accessed by clicking an overflow icon button,
displaying numerous options from which a user can select or remove from the list filter as
many as needed
For examples of the list filter pattern in Oracle Sales Cloud and Oracle HCM Cloud,
see the Appendix.
View Toggle
03-ch03.indd 55
Team member details presented in either grid or list format (different views
of the same information)
A day, week, or month view of a single calendar (different views of the same
information)
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 56
56
Elements
The view toggle contains the following elements.
Element Name
Description
button
tooltip
03-ch03.indd 56
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 57
Chapter 3:
57
requested for the use case. To change this view, a user clicks one of the other
buttons in the view toggle.
Examples
FIGURE 3-11. My Team page that contains toggle buttons that enable the user to view
team information in grid or list format
03-ch03.indd 57
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 58
58
FIGURE 3-12. Analytics panel content region that contains toggle buttons in the form of
thumbnails that enable the user to view different data analytics
For an example of the view toggle pattern in Oracle HCM Cloud, see the Appendix.
03-ch03.indd 58
25/04/14 4:06 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 59
APPENDIX
Examples
04-App.indd 59
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 60
60
Examples
View Page
04-App.indd 60
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 61
Appendix :
FIGURE A-2.
04-App.indd 61
Examples
61
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 62
62
Action Page
04-App.indd 62
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 63
Appendix :
FIGURE A-4.
04-App.indd 63
Examples
63
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 64
64
Landing Page
04-App.indd 64
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 65
Appendix :
FIGURE A-6.
04-App.indd 65
Examples
65
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 66
66
04-App.indd 66
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 67
Appendix :
FIGURE A-8.
04-App.indd 67
Examples
67
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 68
68
Footer
04-App.indd 68
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 69
Appendix :
Examples
69
Header
FIGURE A-10.
04-App.indd 69
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 70
70
04-App.indd 70
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 71
Appendix :
Examples
71
Page Tab
FIGURE A-12.
04-App.indd 71
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 72
72
04-App.indd 72
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 73
Appendix :
Examples
73
Panel Drawer
FIGURE A-14.
04-App.indd 73
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 74
74
04-App.indd 74
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 75
Appendix :
Examples
75
Table
FIGURE A-16.
04-App.indd 75
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 76
76
04-App.indd 76
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 77
Appendix :
Examples
77
FIGURE A-18.
04-App.indd 77
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 78
78
04-App.indd 78
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 79
Appendix :
Examples
79
FIGURE A-20.
04-App.indd 79
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 80
80
FIGURE A-21. Add a new object on a separate page (Oracle HCM Cloud)
04-App.indd 80
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 81
Appendix :
Examples
81
FIGURE A-22.
04-App.indd 81
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 82
82
Context Switcher
04-App.indd 82
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 83
Appendix :
Examples
83
List Filter
FIGURE A-24.
04-App.indd 83
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 84
84
04-App.indd 84
25/04/14 4:05 PM
Oracle-Regular / Simplified User Experience Design Patterns for the Oracle Applications Cloud Servic / Oracle Applications User Experience e / 483-X / Blind folio: 85
Appendix :
Examples
85
View Toggle
FIGURE A-26.
04-App.indd 85
25/04/14 4:05 PM