Updated: September 8, 2023

Message Handling – Processing Multiple Items

Intro

When a user selects multiple items from a table, it might not be possible to process all of the items at once.

Users therefore need clear and user-friendly information on:

  • The actions available for the selected items
  • Any issues that prevent items from being processed
  • Whether or not an action was successful for all items

 

Scenarios for Processing Results

This guideline outlines the message patterns and recommended message texts for the following scenarios:

  • Success: All items were processed successfully
  • Failure: No items can be processed / were processed
  • Partial Processing: Only some items can be processed. Others can’t be processed or require manual validation.

 

Enabling/Disabling Actions

Guidelines
Enable an action that:

  • Always works, regardless of whether or not items are selected
  • Can be applied to at least one of the selected items

Disable an action that:

  • Can’t be applied to any of the selected items
  • Doesn’t correspond to the number of selected items. For example, disable Compare if only one item is selected

For more details, see UI Element States.

After the action is applied, keep the items selected.

Success

If all items were processed successfully, show a message toast.

Body text: <number of items> <item name> were <action>.
Example: 20 sales orders were released.

Message toast
Message toast

Failure Cases

No items can be processed

Disable the action button. For example, if all the selected items are locked, disable the Edit button.

To help users understand why the action button is disabled, use the item states.

Disabled edit button
Disabled edit button

No items were processed

Show a message view in a dialog, listing the issues.

  • As the first entry in the list, show a generic error message indicating that no items were processed.
  • Below, show the specific messages for the items that weren’t processed.

Dialog header: Summary

Generic error message text (top of list): No <item name> were <action>.
Example: No sales orders were released.

Message view with errors only
Message view with errors only

Partial Processing

Backend issues

One or more of the selected items were processed successfully and one or more were not, due to backend issues.

Show a message view dialog to list the results.

Start the list with a success message that counts the successfully processed items. Next, list the errors and warnings for the items.

Dialog header: Summary

Generic success message text (top of list):
<number of successful items> of <total number of items> <item name> were <action>.
Example: 8 of 10 sales orders were released.

Message view with a mix of success, error, and warnings messages
Message view with a mix of success, error, and warnings messages

One or more items can’t be processed

Before processing, if the action cannot be applied to one or more items, a warning dialog asks the user for a decision.

Message box type: Warning

Message text: <number of items ineligible for the action> of <total number of items> <item name> can’t be <action>.
Do you still want to <action> the remaining <number of editable items> <item name>?
Example: 4 of 10 sales orders can’t be edited.
Do you still want to edit the remaining 6 sales orders?

Message details:
Possible Causes
Selected <item name> are excluded if:
Somebody is working on the <item name> (a draft exists or changes haven’t been saved).
<action> is not allowed on the <item name>.

Buttons: <primary action>, Cancel

Example:

  • Somebody is working on the sales order (a draft exists or changes haven’t been saved).
  • Editing isn’t allowed on the sales order.

If the user confirms the action for the remaining items and, after processing:

  • All these items were successfully processed, a message toast summarizes the operation
  • At least one backend error caused a remaining item to fail, the message view dialog with a summary appears
Messaging sequence for items that can't be processed
Messaging sequence for items that can't be processed

Processing is blocked by items that require manual validation

Some warnings for individual items may require a user decision before processing can continue.

There are two cases:

  • Case 1: Just one warning. The user can ignore the warning and process the item, or skip the item.
  • Case 2: Multiple warnings. The user can ignore the warnings and process all the items, or skip all the affected items. Processing is only interrupted once.

Case 1: One Item

When one item requires manual validation, show a warning message box with actions to either process or skip the item.

Message box type: Warning

Body text:
<item name> <item ID>: <message description>
You can <action> this <item name> anyway, or skip it for now.
Show Details (optional)

Buttons: <primary action>, Skip

If the user skips the item, show a corresponding information message in the summary dialog.

Information message text:
The <item name> was skipped and not <action>.
Example: The sales order was skipped and not released.

Manual validation flow for one item (message box)
Manual validation flow for one item (message box)

Case 2: More than One

When more than one item requires manual validation, show a message view in a message dialog with options to process or skip all the items.

  • As the first entry in the list, show a generic message indicating that warnings exist. In the message details, explain the two options.
  • Below the first entry, show the specific warnings for the individual items.

Message dialog type: Warning

Generic warning message text (top of list): Warnings exist for some of the selected <item name, plural>.

Message details: You can choose “<primary action>” to ignore the warnings, or skip these <item name, plural> for now.

Buttons: <primary action>, Skip

The primary action validates all the items at once.

If the user skips the items, show corresponding information messages for each item in the summary dialog.

Information message text (per skipped item):
The <item name> was skipped and not <action>.
Example: The sales order was skipped and not released.

Manual validation flow for several items (message view)
Manual validation flow for several items (message view)

Action on multiple items with field issues in edit mode

Triggering a mass action can reveal field issues because the mass action also triggers field validation.

List the field related messages among other messages in the summary dialog.

Once the dialog is closed, the message popover appears, with a list of only the field issues.

Action on multiple items with field errors in edit mode
Action on multiple items with field errors in edit mode

Related Links

Elements and Controls

Implementation

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