Forward

Foundations / Best Practices / Global Patterns / Object Handling / Forward / Forward
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This article was written for an earlier guideline release and may contain outdated content. An update is in progress.

Intro

You can forward an object to another user for further investigation. The object will be forwarded to the recipient’s worklist. Depending on the context, you can forward one or several objects.

Usage

Use the forward pattern if you would like to forward an object to another user for further investigation.

Responsiveness

Size S

Size S

Size M

S

ize M

Size L/XL

Size L/XL

Layout

The forward function can be accessed in the footer bar (for a full screen) or in the footer bar of the detail page (for a list-detail layout). If the user switches the list to multi-selection mode, several objects can be sent to one recipient.

Use the text Forward to label the action button. Do not use an icon.

Access forward action

Access forward action

Behavior and Interaction

This section describes the interaction flow for the sender and the recipient.

Forward

Interaction Flow Sender

Clicking the Forward button takes the user to a value help dialog (select dialog).

Forward action in the footer toolbar

Forward action in the footer toolbar

One or more recipients can be selected. There are use cases (in certain workflows) where there is already a predefined set of recipients. In these cases, the Forward dialog contains the list of predefined recipients, while still allowing the users to search for others.

Select recipient to forward

Select recipient to forward

A dialog appears (message box) after the recipients have been selected. It displays the message: Forward <object name/ID> to <first name second name>?

There is also an entry field for the user to optionally send a note to the recipient. This entry field displays the message text: Add note (optional).

Forward dialog with entry field

Forward dialog with entry field

After confirming the dialog by clicking OK, a success message (message toast) appears.

Additionally, the number of entries in the list is reduced (in this example from 10 to 9).

After forwarding, the item is removed from the list

After forwarding, the item is removed from the list

Forward

Interaction Flow Receiver

The object is forwarded to the recipient’s worklist. The object header shows that the object has been forwarded by a certain person. The respective note is attached (optional).

The recipient receives the forwarded object with the respective note in her/his worklist

The recipient receives the forwarded object with the respective note in her/his worklist

Resources

Elements and Controls

Implementation