The create and edit pattern is used to generate or update objects and is presented to the user via a modal. It is typically triggered by the create or edit actions on the navigation bar. The pattern may include a variety of combination of form cells to allow users to input information related to the object.
iPhone (left) and iPad (right)
A. Navigation Bar
Contains the screen title and actions for user to save the data or exit the modal by tapping on the cancel button.
B. Key information
Allows a user to input the most important information about the object. Some input fields may be set to required in order to create the object. In some cases, input fields may be pre-populated depending on if the object is linked to other objects.
Appears after the key information section to gather additional information of the object. In general, one form cell is used for one property. Cells can be grouped together based on the information hierarchy of the object. Choose the form cell that best serves the data type.
Found at the bottom of the modal. It may include elements such as notes and attachments.
Create and edit anatomy
Title Form Cell (FUITitleFormCell)
A title form cell allows the user to enter a short string of information into a single-line input field with fixed height. If inputting multiple lines of text are required, use a note form cell instead.
Prompt text should be displayed clearly and concisely to communicate the purpose of the input field (e.g., “Title” or “Name”). Vague directions should be avoided (e.g., “Tap to Write”). If necessary, the content in text fields can be pre-populated. To learn more, see text input.
Title form cell
Text Field (FUITextFieldFormCell)
When the modal contains a large number of text input fields, such as a form used to generate a new contact, using the text field component is recommended. This component displays the label of the input field to provide users a better understanding of the purpose of each entry. The text field component has a stacked variant and a single-line variant. Select the appropriate variant depending on the length of the content and the screen size you are designing for.
Read more about the text field in text input.
Text field form cell
Note Form Cell (FUINoteFormCell)
A note form cell provides additional space for multi-line text entry. If additional accessories are present below the note form cell (such as Attachments), the height of the cell should be fixed, and a scroll bar will allow users to see the hidden content. If the note form cell is the bottom-most component in the create pattern, the height of the cell can be flexible to grow downwards as the user inputs content into the cell. To learn more, see text input.
Note form cell
A list picker allows for single-selection or multiple-selection among values within a defined category—for example, to choose a specific project when creating a new task. A search bar may be incorporated to assist the user to locate the item. Search to select provides similar functionality and may be used for selecting multiple objects.
To learn more, see list picker or Search to Select.
List picker form cell
Pickers allow the user to make a selection within a short and predictable list of values. A date picker can be used for the user to select a date, a time in a day, or a combination of both. The default value of a date picker is usually the current date and time. To learn more, see pickers.
Picker form cell
Segmented Control Form Cell
The segmented control form cell allows the user to quickly select from a small set of values by tapping on the buttons. It is typically used for single-selection, and only contains short text strings. To learn more, see segmented control form cell.
Segmented control form cell
A switch is used when a property has only two mutually-exclusive states—either on or off. In some use cases, when a switch is set to ‘on,’ additional fields can be displayed for the user to input data. To learn more, see switch.
Switch form cell
The attachments component allows the user to upload items such as images, video and audio files. Tapping on a thumbnail will display a preview of the attachment. To read more, see Attachments.
The create view modal is usually triggered by tapping the “+” button on the nav bar, which presents the user with the option of adding a new item to the current screen.
A modal containing various form cells will be presented to the user to fill out the information needed to create the object. The edit modal should generally be identical to the create modal to avoid confusion.
After the user taps on the “Save” or “Done” button on the top right of the create modal, feedback should be provided to the user. Display a toast message to communicate to the user that the object has been created or updates have been saved.
User launches modal (left), filled out modal (center), toast message indicates completion (right)
In regular width, if the create pattern is triggered in a list report where there is only one action under the “+” icon, it should be displayed in a popover.
Form Sheet Modal
When there are multiple options behind the “+” action button, the form sheet modal should instead be used to present the create pattern. For further details, see Modals.
Form sheet modal
The edit modal generally looks identical to the create modal. It may provide an option to perform a destructive action, such as delete, on the current object.
Create modal (left), edit modal (right)
Depending on where the user triggers the create modal in the workflow, values can be pre-filled in the form to expedite the object creation process. For example, if the user triggers a create modal from a project detail screen to generate a new task, the value of “project” should be pre-populated and is recommended to be not editable by the user.