Playbook Activity Picker

Displays the activities in a vertical orientation for a stage selected by the user in the stage picker (horizontal view only).

Overview

  • Available sinceUtah
  • A11Y WCAG 2.1 AA

Anatomy

anatomy of the playbook activity picker
  1. Activity header: Users select the header to expand and collapse the activity picker list of activities
  2. Activity dropdown indicator: Caret that indicates whether the activity picker is expanded or collapsed
  3. Selected activity: Users can select an activity to view its details in the Playbook activity viewer
  4. Activities: All activities in a selected stage display in a vertical list and are selectable

Subcomponents

See the usage guidelines for icon.

Usage

Playbook activity picker lists the names of all activities for a stage that the user selects in either the horizontal playbook stage picker or in the activity picker when it shows stages. This component displays the progression of work through the activities in a playbook stage, displaying activity icons that represent the state of each activity, such as in progress, canceled, complete, and pending states.
Activity picker always displays vertically. It can be configured to show stages and expand them to view any available activity.
Use activity picker to quickly understand the steps required to complete each stage of the playbook. Manually navigate between steps by selecting each activity in the picker.

Configurations

Learn how to customize playbook activity picker by configuring the available properties.

Show stages

In vertical playbooks in focused mode, to show the activities under a stage, the user clicks to expand the stage. Multiple stages can be expanded at the same time.
The ability to expand pending stages depends on whether the playbook is configured to show pending activities. For more information, see Configure playbook stage and activity visibility in the product documentation.

activity picker with the selected stage expanded to show its activities and other stages listed as locked

Number of filters

When Playbook activity viewer is set to focused view, you can display the number of filtered results at the top of the activity picker. If filters are applied and there are no results, then “No filtered results” appears. When no filters are applied, nothing is displayed. By default, the filter number and text are hidden.

Design recommendations

Learn how to apply playbook activity picker in your design.

UI text guidelines

These are some recommendations for using text within playbook:

  • Headers, stage, and activity titles should be short and precise, or they might truncate
  • Use actionable activity titles that start with verbs, such as "Check approval status"
  • Keep all text labels informative and short to increase readability and scanning 
  • Ensure content is contextual and specific to offer guidance and support to the user 
  • If a component performs or supports an action, label it with a verb (like “Submit”) 
  • Button text should be concise, actionable, and clearly state what happens when a user makes the selection

Behavior

Learn how playbook activity picker behaves when the display changes or a user interacts with the component.

States

Activities in playbook activity picker have the following states.

State Not selected activity example
Default now-playbook-activity-picker
Hover now-playbook-activity-picker
Pressed now-playbook-activity-picker
Selected now-playbook-activity-picker
Disabled now-playbook-activity-picker

Activity icons

The following icons appear at the start of each activity name. They indicate the current state of the activity.

State Not selected activity example Selected activity example
In progress now-playbook-activity-picker now-playbook-activity-picker
Complete now-playbook-activity-picker now-playbook-activity-picker
Error now-playbook-activity-picker now-playbook-activity-picker
Pending (available to be selected) now-playbook-activity-picker now-playbook-activity-picker
Skip now-playbook-activity-picker now-playbook-activity-picker
Cancel now-playbook-activity-picker now-playbook-activity-picker
Pending (not selectable) now-playbook-activity-picker now-playbook-activity-picker

Interactions

Learn how playbook activity picker responds when a user interacts with it.

Activities dropdown

When a user clicks the “Activity” heading, the list of activities in a stage expands or collapses.

Activity selection

When a user selects an activity in the Playbook activities picker, the focused view of the activity appears in the Playbook activity viewer.

Truncation

The activity names can extend to a second line. If the text exceeds the text area width, then the activity name text truncates with an ellipsis at the end of the second line. When a user places the pointer on the ellipsis, a tooltip shows the full name. Note that the activity name text area has a small buffer on each side.

activities picker showing an activity with a name running onto 2 lines and truncated with an elipsis at the end

Usability

Playbook activity picker complies with all internationalization and accessibility requirements.

Internationalization

When the display translates to a right-to-left (RTL) language, the order of importance changes to right-to-left in the playbook activity picker, but remains the same from top to bottom.

playbook internationalization

Accessibility

Learn how to access the actionable elements of playbook activity picker through keyboard interactions and screen readers.

Playbook activity picker tab order

tab order anatomy with the activities dropdown indicator set to the first tab followed by each activity from top to bottom

Keyboard interactions

Users can interact with the playbook activity picker using the keyboard.

  • Tab: Moves focus to the next interactive element in the UI
  • Shift + Tab: Moves focus backward through the interactive elements in the UI
  • Esc: Dismisses displayed tooltip
  • Enter/return or space bar: Triggers an action associated with an interactive element when in focus, such as expanding and collapsing the activities dropdown
  • Arrow up: Moves focus from an activity to the one above it
  • Arrow down: Moves focus from an activity to the one below it

Screen readers

When you apply ARIA labels to a component, screen readers announce the controls and content of playbook activity picker in the prescribed tab order.