Drill-down Details Version 2.0.0.0Print this Page
Navigating Record Sets Pattern Set
 
Description
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In this paradigm, a user drills into the details of a particular record in order to view or update the full details for that object on a new page. The user returns to the main summary page and selects another record to update the next object.
 
Pattern Set Decision Table
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Drill-Down Details
Dialog Box Details
Page Details
Master Detail

Is there a lot of object information that needs to be viewed or updated?

Yes

No

Yes

Yes

Does the user need the context of other records while viewing the details of a specific record?

No

Yes

No

Yes

Is there a need to quickly scan through records?

No

Yes

No

Yes

Is there a need to compare certain attributes of these records against each other?

No

Yes

No

Yes

Is the user working on very large objects, spending considerable time focusing on only those details?

Yes

No

No

Maybe

Is the user working through a list of objects quickly?

No

Yes

No

Yes

Is there a need to update or take action on multiple objects as a group?

No

Maybe

Maybe

Yes

 
Pattern Sample
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In this example, a user drills into the Determine Project Scope task in the workplan table. The user is taken to the detail task overview details page to view or update the full details. When the user is finished, he can return to the workplan to select another record.
Figure 1. Drilling into the Determine Project Scope task
The user is taken to the detail task overview details page to view or update the full details. When the user is finished, he can return to the workplan to select another record.
Figure 2. Viewing or updating full details on the detail task overview details page
Required Screen Elements
Component Type Required Components Customizable or Extendable Components
Detail Page Button
  • If read-only, Done returns the user to the previous page.
  • If the page contains fields that you can edit, see the Save Model guidelines for appropriate button labels.
NA
Detail Page Title
  • If read-only, use this format: <Object Type> <Object Name>

    For example: Expense Report: WBJ3008D
  • If the window contains fields that you can edit, use this format: <Action> <Object Type>: <Object Name>

    For example: Approve Expense Report: WBJ3008D
NA
 
Related Patterns
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Detail on Demand

This pattern describes various options with regard to viewing additional object details. 

Editing Objects

This pattern discusses methods of editing content in a table.

 
Related Guidelines
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Form Layout

Guidelines for form layout

Page Actions Guidelines for page-level actions
 
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