UX Page vs Modal
Do you have a clear and compelling case for why this content should be presented within a type of overlay instead of a page?
Workflow overview:
- Is this an error or success message?
- Do you need to grab the users attention?
- Is the user making a selection from a small range of options?
- Is it essential to collect a small amount of information before letting users proceed?
- Do you need to provide some additional content or features without losing the context of the parent page?
- Is it urgent the user acknowledge the content?
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- Will users want to bookmark the content or share it?
- Is your design intended to be used primarily on a mobile device?
- Is the user leaving the current workflow and not expected to return?
- Are there different interactions and are they somewhat complex?
- Is the interaction complex enough to require multiple steps?
- Are you expecting additional actions, tasks, or content in the future?
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- Are you trying to cram lots of elements into your design?
- Would the height of the content exceed the height of the container in an overlay?
- Would the content in your design require scrolling if it were in an overlay?
- Does the design solution contain more than 2 primary actions that effect the content the user is interacting with? (buttons, selection controls, etc.)
- Does the design solution require the user to complete more than one task?
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- Are users frequently moving back and forth between features of the design?
- Are users interacting minimially with the features of the design?
- Is the content temporary?
- Is the design a transition state?
- Is the focus of the user to be returned to the originating page after?
- If the user is viewing content, is the content short and simple?
- Is the content appearing at the deepest level of the information architecture in the current user flow?
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- Is the content urgent and do you need the user to notice it right away?
- Will the task be easier to complete if you take the users' attention away from the current page or task?
- Is the task you need the user to complete critical to continuing the current process?
- Will asking the user to complete this task or provide this information significantly reduce the users' work or effort?
- Is the information essential or related to the current workflow?
- Is the process self-contained (a self-contained process is every action that has a clear start and end point)?
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- Do you need to collect information from the user?
- Are you confirming a user action?
- Will the action have serious consequences and be difficult to reverse?
- Is the user completing a form, or making a decision?
- Is your content an important warning that is preventing or correcting a critical error?
- If your content is related to an error is the error irreversible?